401(k) · DOL Form 5500 · 2023

Oberweis Dairy, Inc. 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets
494
Participants Below avg headcount
70th
Percentile by assets National rank
$35,789
Avg per participant Low balance/head
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Official DOL plan name: Oberweis Dairy, Inc. 401(k) Profit Sharing Plan · Sponsored by Oberweis Dairy, Inc. · Illinois · Food Services & Accommodation

$18M in assets, 494 participants

Oberweis Dairy, Inc.'s Oberweis Dairy, Inc. 401(k) Profit Sharing Plan reported $18M in total assets and 494 participants in its 2023 DOL Form 5500 filing, ranking in the 70th 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.

  • #3,510 in Food Services & Accommodation (3,828 peers)

Food Services & Accommodation sector rank

Within Food Services & Accommodation, Oberweis Dairy, Inc. 401(k) Profit Sharing Plan ranks #3,510 of 3,828 2023 filers by assets (111% of the sector average)-$18M for 494 participants.

#3,510
in Food Services & Accommodation (3,828 peers)
-2.4%
assets change YoY

The plan reported a net loss of $439K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Oberweis Dairy, Inc. 401(k) Profit Sharing Plan's outsized position by total assets

Oberweis Dairy, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$17,679,606 Top 30% higher than 70% 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

Oberweis Dairy, Inc. 401(k) Profit Sharing Plan 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. Oberweis Dairy, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (494 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Oberweis Dairy, Inc. 401(k) Profit Sharing Plan reported net income rose from -$6M in the plan year 2022 filing to -$439K in the plan year 2023 filing.
  • Oberweis Dairy, Inc. 401(k) Profit Sharing Plan end-of-year assets fell from $18M in the plan year 2022 filing to $18M in the plan year 2023 filing.
  • Oberweis Dairy, Inc. 401(k) Profit Sharing Plan reported participants rose from 485 in the plan year 2022 filing to 494 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 362267516 · Oberweis Dairy, Inc. PY 2023 · 401(k)

Oberweis Dairy, Inc. 401(k) Profit Sharing Plan · $18M · 494 · 70th

  • EIN $18M
  • EIN 494
  • EIN 70th
  • EIN 401(k)
  • EIN near Holaday Circuits, Incorporated 401(k) Profit Sharing Plan
  • EIN ind #3510

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 Food Services & Accommodation retirement plans → · Plans in Illinois →

Oberweis Dairy, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Oberweis Dairy, Inc. 401(k) Profit Sharing PlanOberweis Dairy, Inc. 401(k) …$18MHoladay Circuits, Incorporated 401(k) Profit Sharing PlanHoladay Circuits, Incorporat…$18MWindes, Inc. Employees Profit Sharing/401(k) Plan IIWindes, Inc. Employees Profi…$18MIgd Industries, Inc. 401(k) Retirement PlanIgd Industries, Inc. 401(k) …$18MCharlotte Metro Federal Credit Union 401(k) PlanCharlotte Metro Federal Cred…$18M
End-of-year total assets ($M) among Oberweis Dairy, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Food Services & Accommodation filing particulars

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$18M
Net Income-$439K
Employer EIN362267516
Plan Effective Date1959-03-02
Filing StatusFILING RECEIVED

Sponsor Plan History (Oberweis Dairy, Inc.)

Sponsor-wide plan assets over time

All Oberweis Dairy, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$18M 2.4250024504674434% vs 2022
2023 filing year
$17.6M$17.8M$18M$18.2M 20222023 $18.1M $17.7M ▼ -2.4%
Year Plans Participants Total Assets
2022 1 485 $18M
2023 1 494 $18M

Nearby 401(k) Plans in Illinois

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

Oberweis Dairy, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Oberweis Dairy, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.017679606 · Participants: 494Oberweis Dairy, Inc. 401(k) Profit Sharing PlanAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
Oberweis Dairy, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Oberweis Dairy, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Oberweis Dairy, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Holaday Circuits, Incorporated 401(k) Profit Sharing Plan in MN ($18M); by covered participants it is Secure2retire Pooled Employer Plan in MD (494 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (494 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 Oberweis Dairy, Inc. 401(k) Profit Sharing Plan assets move in 2023? ▼
Oberweis Dairy, Inc. 401(k) Profit Sharing Plan edged down modestly - down 2.4% during 2023, from $18M to $18M. Reported net income was -$439K.
How have Oberweis Dairy, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Oberweis Dairy, Inc.'s sponsor-wide assets declined 2.4%, from $18M to $18M.
Which 401(k) plans are similar in size to Oberweis Dairy, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Holaday Circuits, Incorporated 401(k) Profit Sharing Plan in MN ($18M, 136 participants).
Which 401(k) plans cover a similar participant headcount to Oberweis Dairy, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Secure2retire Pooled Employer Plan in MD (494 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 362267516.

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.