401(k) · DOL Form 5500 · 2023

Stateline Cooperative 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
127
Participants Small participant base
72nd
Percentile by assets National rank
$155,372
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: The Restated Thrift/Profit Sharing Plan for Cooperatives · Sponsored by Stateline Cooperative · Iowa · Agriculture, Forestry & Fishing

$20M in assets, 127 participants

Stateline Cooperative's The Restated Thrift/Profit Sharing Plan for Cooperatives reported $20M in total assets and 127 participants in its 2023 DOL Form 5500 filing, ranking in the 72nd 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.

  • #1,032 in Agriculture, Forestry & Fishing (1,288 peers)

Coverage in Iowa

The Restated Thrift/Profit Sharing Plan for Cooperatives covers 127 participants in Iowa, about 21% of the average Iowa filer (state average ~609 per filing). Assets: $20M.

#1,032
in Agriculture, Forestry & Fishing (1,288 peers)
+15.9%
assets growth YoY

The Restated Thrift/Profit Sharing Plan for Cooperatives's outsized position by total assets

The Restated Thrift/Profit Sharing Plan for Cooperatives vs every filed plan by assets

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

$19,732,189 Top 28% higher than 72% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

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

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

The Restated Thrift/Profit Sharing Plan for Cooperatives 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. The Restated Thrift/Profit Sharing Plan for Cooperatives sits mid-pack in the medium band (127 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Restated Thrift/Profit Sharing Plan for Cooperatives reported net income rose from -$2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • The Restated Thrift/Profit Sharing Plan for Cooperatives end-of-year assets rose from $17M in the plan year 2022 filing to $20M in the plan year 2023 filing.
  • The Restated Thrift/Profit Sharing Plan for Cooperatives reported participants fell from 130 in the plan year 2022 filing to 127 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 421023410 · Stateline Cooperative PY 2023 · 401(k)

The Restated Thrift/Profit Sharing Plan for Cooperatives · $20M · 127 · 72nd

  • 5500 $20M
  • 5500 127
  • 5500 72nd
  • 5500 401(k)
  • 5500 near Citizens Bank 401(k) Mukwonago, Wi
  • 5500 ind #1032

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 →

The Restated Thrift/Profit Sharing Plan for Cooperatives in the asset neighbourhood

Hi-Crush Services LLC 401(k) PlanHi-Crush Services LLC 401(k)…$20MThe Restated Thrift/Profit Sharing Plan for CooperativesThe Restated Thrift/Profit S…$20MCitizens Bank 401(k) Mukwonago, WiCitizens Bank 401(k) Mukwona…$20MKimball, Tirey & St. John LLP 401(k) PlanKimball, Tirey & St. John LL…$20MR.C.P. Block & Brick, Inc. 401(k) Retirement Savings PlanR.C.P. Block & Brick, Inc. 4…$20M
End-of-year total assets ($M) among The Restated Thrift/Profit Sharing Plan for Cooperatives and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Iowa filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$20M
Net Income$3M
Employer EIN421023410
Plan Effective Date1987-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Stateline Cooperative)

Sponsor-wide plan assets over time

All Stateline Cooperative plans reported in each filing year

Latest sponsor-wide plan assets
$45M 11.63159089529283% vs 2022
2024 filing year
$38M$40M$42M$44M$46M 202220232024 $40.3M $45M ▲ +11.6%
Year Plans Participants Total Assets
2022 2 210 $40M
2023 2 207 $44M
2024 2 204 $45M

Nearby 401(k) Plans in Iowa

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

The Restated Thrift/Profit Sharing Plan for Cooperatives vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -1012345 Total assets ($B) Participants The Restated Thrift/Profit Sharing Plan for Cooperatives, Total assets ($B): 0.019732189 · Participants: 127The Restated Thrift/Profit Sharing Plan for CooperativesThe Principal Select Savings Plan, Total assets ($B): 4.134174305 · Participants: 12827The Principal Select Savings PlanIowa Health System Section 401(k) Retirement Savings Plan, Total assets ($B): 2.955731563 · Participants: 28959Iowa Health System Section 401(k) Retirement Savings PlanThe Hy-Vee and Affiliates 401(k) Plan, Total assets ($B): 2.941182172 · Participants: 56181The Hy-Vee and Affiliates 401(k) PlanThe Rsm US LLP Retirement Plan, Total assets ($B): 2.890404508 · Participants: 14720The Rsm US LLP Retirement PlanTransamerica 401(k) Retirement Savings Plan, Total assets ($B): 2.425600114 · Participants: 6999Transamerica 401(k) Retirement Savings Plan
The Restated Thrift/Profit Sharing Plan for Cooperatives vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare The Restated Thrift/Profit Sharing Plan for Cooperatives side-by-side with 3 peers →

The Restated Thrift/Profit Sharing Plan for Cooperatives's out-of-state 401(k) peers by assets and headcount

Outside Iowa, the nearest 401(k) by assets is Citizens Bank 401(k) Mukwonago, Wi in WI ($20M); by covered participants it is San Pedro Fish Markets 401(k) Profit Sharing Plan & Trust in CA (127 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (127 participants); asset peers above are excluded.

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 The Restated Thrift/Profit Sharing Plan for Cooperatives assets move in 2023? ▼
The Restated Thrift/Profit Sharing Plan for Cooperatives grew sharply - up 15.9% during 2023, from $17M to $20M. Reported net income was $3M.
How have Stateline Cooperative plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Stateline Cooperative's sponsor-wide assets grew 11.6%, from $40M to $45M.
Which 401(k) plans are similar in size to The Restated Thrift/Profit Sharing Plan for Cooperatives? ▼
Among 401(k) plans in other states, the closest by assets is Citizens Bank 401(k) Mukwonago, Wi in WI ($20M, 167 participants).
Which 401(k) plans cover a similar participant headcount to The Restated Thrift/Profit Sharing Plan for Cooperatives? ▼
Among 401(k) plans in other states, the closest by covered participants is San Pedro Fish Markets 401(k) Profit Sharing Plan & Trust in CA (127 participants, N/A 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 421023410.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.