401(k) · DOL Form 5500 · 2023

Wholestone Farms Cooperative, Inc. 401(k) Plan

Data updated 2026-08-25

$37M
Total assets Below avg plan size
227
Participants Below avg headcount
82nd
Percentile by assets National rank
$164,108
Avg per participant Above avg balance/head
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Official DOL plan name: Wholestone Farms Cooperative 401(k) Plan · Sponsored by Wholestone Farms Cooperative, Inc. · Nebraska · Manufacturing

$37M in assets, 227 participants

Wholestone Farms Cooperative, Inc.'s Wholestone Farms Cooperative 401(k) Plan reported $37M in total assets and 227 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd 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.

  • #13,982 in Manufacturing (18,722 peers)

Coverage in Nebraska

Wholestone Farms Cooperative 401(k) Plan covers 227 participants in Nebraska, about 41% of the average Nebraska filer (state average ~552 per filing). Assets: $37M.

#13,982
in Manufacturing (18,722 peers)
+6.1%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Wholestone Farms Cooperative 401(k) Plan's outsized position by total assets

Wholestone Farms Cooperative 401(k) Plan vs every filed plan by assets

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

$37,252,541 Top 18% higher than 82% 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

Wholestone Farms Cooperative 401(k) 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. Wholestone Farms Cooperative 401(k) Plan sits mid-pack in the medium band (227 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Wholestone Farms Cooperative 401(k) Plan reported net income rose from -$11M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Wholestone Farms Cooperative 401(k) Plan reported participants rose from 202 in the plan year 2022 filing to 227 in the plan year 2023 filing.
  • Wholestone Farms Cooperative 401(k) Plan end-of-year assets rose from $35M in the plan year 2022 filing to $37M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 831174153 · Wholestone Farms Cooperative, Inc. PY 2023 · 401(k)

Wholestone Farms Cooperative 401(k) Plan · $37M · 227 · 82nd

  • 5500 $37M
  • ASSETS 227
  • PCT 82nd
  • EIN 401(k)
  • RANK near Copper River 401(k) Plan
  • PHOTO ind #13982

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 Manufacturing retirement plans → · Plans in Nebraska →

Wholestone Farms Cooperative 401(k) Plan in the asset neighbourhood

Beretta U.S.a. Corporation 401(k) & Profit Sharing PlanBeretta U.S.a. Corporation 4…$37MEssex Industries, Inc. 401(k) & Profit Sharing PlanEssex Industries, Inc. 401(k…$37MWholestone Farms Cooperative 401(k) PlanWholestone Farms Cooperative…$37MCopper River 401(k) Plan$37MTbh Management, LLC 401(k) PlanTbh Management, LLC 401(k) P…$37M
End-of-year total assets ($M) among Wholestone Farms Cooperative 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Nebraska filing particulars

Total Assets (Beginning of Year)$35M
Net Assets (End of Year)$37M
Net Income$2M
Employer EIN831174153
Plan Effective Date2018-12-03
Filing StatusFILING RECEIVED

Sponsor Plan History (Wholestone Farms Cooperative, Inc.)

Sponsor-wide plan assets over time

All Wholestone Farms Cooperative, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$69M 10.826861157407325% vs 2022
2024 filing year
$60M$65M$70M 202220232024 $62M $68.7M ▲ +10.8%
Year Plans Participants Total Assets
2022 2 1,021 $62M
2023 2 1,325 $64M
2024 2 1,326 $69M

Nearby 401(k) Plans in Nebraska

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

Wholestone Farms Cooperative 401(k) Plan vs. nearby 401(k) plans in Nebraska, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -202468 Total assets ($B) Participants Wholestone Farms Cooperative 401(k) Plan, Total assets ($B): 0.037252541 · Participants: 227Wholestone Farms Cooperative 401(k) PlanHdr, Inc. Best Plan and ESOP, Total assets ($B): 6.272854301 · Participants: 10652Hdr, Inc. Best Plan and ESOPPeter Kiewit Sons, Inc. Retirement Savings Plan, Total assets ($B): 2.422593059 · Participants: 16947Peter Kiewit Sons, Inc. Retirement Savings PlanUnion Pacific Corporation Thrift Plan, Total assets ($B): 2.265096577 · Participants: 5470Union Pacific Corporation Thrift PlanUnion Pacific Agreement Employee 401(k) Retirement Thrift Plan, Total assets ($B): 2.255128453 · Participants: 27770Union Pacific Agreement Employee 401(k) Retirement Thrift PlanFirst National of Nebraska, Inc. First Savings Plan, Total assets ($B): 0.926040387 · Participants: 5038First National of Nebraska, Inc. First Savings Plan
Wholestone Farms Cooperative 401(k) Plan vs. nearby 401(k) plans in Nebraska, assets vs. participants
Compare Wholestone Farms Cooperative 401(k) Plan side-by-side with 3 peers →

Wholestone Farms Cooperative 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Nebraska, the nearest 401(k) by assets is Copper River 401(k) Plan in VA ($37M); by covered participants it is Care Hawaii, Inc. 401(k) Retirement Savings Plan in HI (227 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($37M here).

Similar participant headcount

Nearest other-state filings by covered participants (227 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 Wholestone Farms Cooperative 401(k) Plan assets move in 2023? ▼
Wholestone Farms Cooperative 401(k) Plan grew at a solid clip - up 6.1% during 2023, from $35M to $37M. Reported net income was $2M.
How have Wholestone Farms Cooperative, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wholestone Farms Cooperative, Inc.'s sponsor-wide assets grew 10.8%, from $62M to $69M.
Where does Wholestone Farms Cooperative 401(k) Plan rank by assets among Form 5500 filers? ▼
Wholestone Farms Cooperative 401(k) Plan ranks in the 82nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Wholestone Farms Cooperative 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Copper River 401(k) Plan in VA ($37M, 445 participants).
Which 401(k) plans cover a similar participant headcount to Wholestone Farms Cooperative 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Care Hawaii, Inc. 401(k) Retirement Savings Plan in HI (227 participants, $2M 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 831174153.

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.