401(k) · DOL Form 5500 · 2023

Wapsie Valley Creamery, Inc. 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets: 109
Participants Small participant base: 60th
Percentile by assets National rank: $99,169
Avg per participant Below avg balance/head

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Official DOL plan name: Wapsie Valley Creamery, Inc. Profit Sharing Plan and Trust · Sponsored by Wapsie Valley Creamery, Inc. · Iowa · Agriculture, Forestry & Fishing

$11M in assets, 109 participants

Wapsie Valley Creamery, Inc.'s Wapsie Valley Creamery, Inc. Profit Sharing Plan and Trust reported $11M in total assets and 109 participants in its 2023 DOL Form 5500 filing, ranking in the 60th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

#839 in Agriculture, Forestry & Fishing (1,288 peers)

Coverage in Iowa

Wapsie Valley Creamery, Inc. Profit Sharing Plan and Trust covers 109 participants in Iowa, about 18% of the average Iowa filer (state average ~609 per filing). Assets: $11M.

#839
in Agriculture, Forestry & Fishing (1,288 peers): +9.5%
assets growth YoY

Wapsie Valley Creamery, Inc. Profit Sharing Plan and Trust's mid-pack asset rank among Agriculture, Forestry & Fishing and all filers

Wapsie Valley Creamery, Inc. Profit Sharing Plan and Trust vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$10,809,400 Top 40% higher than 60% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Wapsie Valley Creamery, Inc. Profit Sharing Plan and Trust among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wapsie Valley Creamery, Inc. Profit Sharing Plan and Trust sits mid-pack in the medium band (109 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Wapsie Valley Creamery, Inc. Profit Sharing Plan and Trust reported net income rose from -$2M in the plan year 2022 filing to $938K in the plan year 2023 filing.
Wapsie Valley Creamery, Inc. Profit Sharing Plan and Trust end-of-year assets rose from $10M in the plan year 2022 filing to $11M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 420582210 · Wapsie Valley Creamery, Inc. PY 2023 · 401(k)

Wapsie Valley Creamery, Inc. Profit Sharing Plan and Trust · $11M · 109 · 60th

TYPE $11M
TYPE 109
TYPE 60th
TYPE 401(k)
TYPE near Rosedale Products, Inc. 401(k) Plan
TYPE ind #839

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Agriculture, Forestry & Fishing retirement plans → · Plans in Iowa →

End-of-year total assets ($M) among Wapsie Valley Creamery, Inc. Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Iowa filing particulars

Total Assets (Beginning of Year)	$10M
Net Assets (End of Year)	$11M
Net Income	$938K
Employer EIN	420582210
Plan Effective Date	1972-12-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Wapsie Valley Creamery, Inc.)

Latest sponsor-wide plan assets: $13M 27.799371263693523% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	108	$10M
2023	1	109	$11M
2024	1	110	$13M

Nearby 401(k) Plans in Iowa

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Wapsie Valley Creamery, Inc. Profit Sharing Plan and Trust vs. nearby 401(k) plans in Iowa, assets vs. participants

The Principal Select Savings Plan $4.1B · 12,827
Iowa Health System Section 401(k) Retirement Savings Plan $3.0B · 28,959
The Hy-Vee and Affiliates 401(k) Plan $2.9B · 56,181
The Rsm US LLP Retirement Plan $2.9B · 14,720
Transamerica 401(k) Retirement Savings Plan $2.4B · 6,999

Compare Wapsie Valley Creamery, Inc. Profit Sharing Plan and Trust side-by-side with 3 peers →

Wapsie Valley Creamery, Inc. Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Iowa, the nearest 401(k) by assets is Rosedale Products, Inc. 401(k) Plan in MI ($11M); by covered participants it is Mcmanis & Monsalve Associates Profit Sharing Plan in MD (109 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($11M here).

Rosedale Products, Inc. 401(k) Plan (MI) $11M · 102
Marketbridge Corp. 401(k) Ps Plan (MD) $11M · 60
Nephrology Associates of Syracuse, P.C. Employees Profit Sharing Plan (NY) $11M · 26
Electrical Wholesale Supply Co., Inc. 401(k) Profit Sharing Plan (ID) $11M · 121

Similar participant headcount

Nearest other-state filings by covered participants (109 participants); asset peers above are excluded.

Mcmanis & Monsalve Associates Profit Sharing Plan (MD) 109 · 0 off
Identity Management Services Organization, LLC 401(k) Plan (CA) 109 · 0 off
Allegheny Petroleum Products, Co. 401(k) Profit Sharing Plan (PA) 109 · 0 off
Dupree Plumbing, Co. 401(k) Plan (GA) 109 · 0 off

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Wapsie Valley Creamery, Inc. Profit Sharing Plan and Trust assets move in 2023? ▼

Wapsie Valley Creamery, Inc. Profit Sharing Plan and Trust grew at a solid clip - up 9.5% during 2023, from $10M to $11M. Reported net income was $938K.

How have Wapsie Valley Creamery, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Wapsie Valley Creamery, Inc.'s sponsor-wide assets grew 27.8%, from $10M to $13M.

Which 401(k) plans are similar in size to Wapsie Valley Creamery, Inc. Profit Sharing Plan and Trust? ▼

Among 401(k) plans in other states, the closest by assets is Rosedale Products, Inc. 401(k) Plan in MI ($11M, 102 participants).

Which 401(k) plans cover a similar participant headcount to Wapsie Valley Creamery, Inc. Profit Sharing Plan and Trust? ▼

Among 401(k) plans in other states, the closest by covered participants is Mcmanis & Monsalve Associates Profit Sharing Plan in MD (109 participants, $7M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 420582210.