401(k) · DOL Form 5500 · 2023

Wholestone Farms Cooperative Inc 401(k) Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
1,098
Participants Near avg headcount
78th
Percentile by assets National rank
$24,546
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Wholestone Farms Cooperative Bargained Employees 401(k) Plan · Sponsored by Wholestone Farms Cooperative Inc · Nebraska · Manufacturing

$27M in assets, 1,098 participants

Wholestone Farms Cooperative Inc's Wholestone Farms Cooperative Bargained Employees 401(k) Plan reported $27M in total assets and 1,098 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.

  • #12,900 in Manufacturing (18,722 peers)

Where Wholestone Farms Cooperative Bargained Employees 401(k) Plan sits by assets

Wholestone Farms Cooperative Bargained Employees 401(k) Plan sits in the top quartile of all filed plans by assets, $27M for 1,098 participants (~$24,546/participant), up 0.4% in 2023.

#12,900
in Manufacturing (18,722 peers)
+0.4%
assets growth YoY
0.3×
vs typical plan assets (national mean)

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

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

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

$26,951,741 Top 22% higher than 78% 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 Bargained Employees 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wholestone Farms Cooperative Bargained Employees 401(k) Plan lands in the large band (1,098 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Wholestone Farms Cooperative Bargained Employees 401(k) Plan reported net income rose from -$7M in the plan year 2022 filing to $113K in the plan year 2023 filing.
  • Wholestone Farms Cooperative Bargained Employees 401(k) Plan reported participants rose from 819 in the plan year 2022 filing to 1,098 in the plan year 2023 filing.
  • Wholestone Farms Cooperative Bargained Employees 401(k) Plan end-of-year assets rose from $27M in the plan year 2022 filing to $27M 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 Bargained Employees 401(k) Plan · $27M · 1,098 · 78th

  • BOY $27M
  • SCH 1,098
  • EBSA 78th
  • PART 401(k)
  • TYPE near Antech Systems, Inc. 401(k) Profit Sharing Plan
  • NET ind #12900

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 Bargained Employees 401(k) Plan in the asset neighbourhood

Wholestone Farms Cooperative Bargained Employees 401(k) PlanWholestone Farms Cooperative…$27MAntech Systems, Inc. 401(k) Profit Sharing PlanAntech Systems, Inc. 401(k) …$27MCable Dahmer Chevrolet Inc 401(k) PlanCable Dahmer Chevrolet Inc 4…$27MTrans National Group Services LLC 401(k) Profit Sharing PlanTrans National Group Service…$27MStandard Electric Supply Co. 401(k) and Profit Sharing PlanStandard Electric Supply Co.…$27M
End-of-year total assets ($M) among Wholestone Farms Cooperative Bargained Employees 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$27M
Net Income$113K
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 Bargained Employees 401(k) Plan vs. nearby 401(k) plans in Nebraska, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -202468 Total assets ($B) Participants Wholestone Farms Cooperative Bargained Employees 401(k) Plan, Total assets ($B): 0.026951741 · Participants: 1098Wholestone Farms Cooperative Bargained Employees 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 Bargained Employees 401(k) Plan vs. nearby 401(k) plans in Nebraska, assets vs. participants
Compare Wholestone Farms Cooperative Bargained Employees 401(k) Plan side-by-side with 3 peers →

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

Outside Nebraska, the nearest 401(k) by assets is Antech Systems, Inc. 401(k) Profit Sharing Plan in VA ($27M); by covered participants it is Pgw Auto Glass, LLC 401(k) Plan in PA (1,098 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,098 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 Bargained Employees 401(k) Plan assets move in 2023? ▼
Wholestone Farms Cooperative Bargained Employees 401(k) Plan held essentially flat - up 0.4% during 2023, from $27M to $27M. Reported net income was $113K.
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 Bargained Employees 401(k) Plan rank by assets among Form 5500 filers? ▼
Wholestone Farms Cooperative Bargained Employees 401(k) Plan ranks in the 78th 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 Bargained Employees 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Antech Systems, Inc. 401(k) Profit Sharing Plan in VA ($27M, 163 participants).
Which 401(k) plans cover a similar participant headcount to Wholestone Farms Cooperative Bargained Employees 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Pgw Auto Glass, LLC 401(k) Plan in PA (1,098 participants, $21M 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.