Defined Benefit (Pension) · DOL Form 5500 · 2023

Prairie Farms Dairy, Inc. Pension Plan

Data updated 2026-08-25

$508K
Total assets Small plan by assets
29
Participants Small participant base
18th
Percentile by assets National rank
$17,506
Avg per participant Low balance/head
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Official DOL plan name: Swiss Valley Farms, Co. Employees' Pension Plan and Trust · Sponsored by Prairie Farms Dairy, Inc. · Iowa · Manufacturing

$508K in assets, 29 participants

Prairie Farms Dairy, Inc.'s Swiss Valley Farms, Co. Employees' Pension Plan and Trust reported $508K in total assets and 29 participants in its 2023 DOL Form 5500 filing, ranking in the 18th 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.

  • #1,363 in Manufacturing (18,722 peers)

Prairie Farms Dairy, Inc. multi-year trail

Prairie Farms Dairy, Inc.'s plans moved +12.0% in assets from 2022 to 2024; this filing shows Swiss Valley Farms, Co. Employees' Pension Plan and Trust at $508K / 29 participants.

#1,363
in Manufacturing (18,722 peers)
-97.1%
assets change YoY

The plan reported a net loss of $17M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Swiss Valley Farms, Co. Employees' Pension Plan and Trust among the smaller filed plans by assets

Swiss Valley Farms, Co. Employees' Pension Plan and Trust vs every filed plan by assets

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

$507,673 18th percentile higher than 18% 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

Swiss Valley Farms, Co. Employees' Pension Plan and Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Swiss Valley Farms, Co. Employees' Pension Plan and Trust is a small filing (29 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Swiss Valley Farms, Co. Employees' Pension Plan and Trust reported net income fell from -$5M in the plan year 2022 filing to -$17M in the plan year 2023 filing.
  • Swiss Valley Farms, Co. Employees' Pension Plan and Trust end-of-year assets fell from $17M in the plan year 2022 filing to $508K in the plan year 2023 filing.
  • Swiss Valley Farms, Co. Employees' Pension Plan and Trust reported participants fell from 33 in the plan year 2022 filing to 29 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 370811846 · Prairie Farms Dairy, Inc. PY 2023 · Defined Benefit (Pension)

Swiss Valley Farms, Co. Employees' Pension Plan and Trust · $508K · 29 · 18th

  • IND $508K
  • IND 29
  • IND 18th
  • IND Defined Benefit (Pension)
  • IND near Ufcw Local 2013 Pension Plan
  • IND ind #1363

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 Iowa →

Swiss Valley Farms, Co. Employees' Pension Plan and Trust in the asset neighbourhood

Swiss Valley Farms, Co. Employees' Pension Plan and TrustSwiss Valley Farms, Co. Empl…$508KUfcw Local 2013 Pension Plan$507KHolly Hall Defined Benefit Retirement PlanHolly Hall Defined Benefit R…$507KThe Davisboyz Collective Inc. Cash Balance PlanThe Davisboyz Collective Inc…$506KBryan Tunney Retirement Plan and TrustBryan Tunney Retirement Plan…$511K
End-of-year total assets ($M) among Swiss Valley Farms, Co. Employees' Pension Plan and Trust and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Prairie Farms Dairy, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Prairie Farms Dairy, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$638M 12.036131958493986% vs 2022
2024 filing year
$550M$600M$650M 202220232024 $569M $638M ▲ +12.0%
Year Plans Participants Total Assets
2022 3 7,004 $569M
2023 3 7,095 $632M
2024 1 5,678 $638M

Prairie Farms Dairy, Inc. filing trail (2023)

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$508K
Net Income-$17M
Employer EIN370811846
Plan Effective Date1964-05-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Iowa

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Swiss Valley Farms, Co. Employees' Pension Plan and Trust vs. nearby Defined Benefit (Pension) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -10123 Total assets ($B) Participants Swiss Valley Farms, Co. Employees' Pension Plan and Trust, Total assets ($B): 0.000507673 · Participants: 29Swiss Valley Farms, Co. Employees' Pension Plan and TrustTransamerica Pension Plan, Total assets ($B): 2.323730661 · Participants: 6519Transamerica Pension PlanPrincipal Cash Balance Plan, Total assets ($B): 1.699129128 · Participants: 12492Principal Cash Balance PlanMidamerican Energy Company Retirement Plan, Total assets ($B): 0.515952654 · Participants: 3002Midamerican Energy Company Retirement PlanEmployers Mutual Casualty Company Retirement Plan, Total assets ($B): 0.346674752 · Participants: 1835Employers Mutual Casualty Company Retirement PlanNon-Contributory Retirement Program for Certain Employees of Wellmark, Inc., Total assets ($B): 0.297274074 · Participants: 1474Non-Contributory Retirement Program for Certain Employees of Wellmark, Inc.
Swiss Valley Farms, Co. Employees' Pension Plan and Trust vs. nearby Defined Benefit (Pension) plans in Iowa, assets vs. participants

Swiss Valley Farms, Co. Employees' Pension Plan and Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Iowa, the nearest Defined Benefit (Pension) by assets is Ufcw Local 2013 Pension Plan in NY ($507K); by covered participants it is The York Water Company Pension Plan for General and Administrative Employees in PA (29 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($508K here).

Similar participant headcount

Nearest other-state filings by covered participants (29 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 Swiss Valley Farms, Co. Employees' Pension Plan and Trust assets move in 2023?
Swiss Valley Farms, Co. Employees' Pension Plan and Trust contracted severely - down 97.1% during 2023, from $17M to $508K. Reported net income was -$17M.
How have Prairie Farms Dairy, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Prairie Farms Dairy, Inc.'s sponsor-wide assets grew 12.0%, from $569M to $638M.
Where does Swiss Valley Farms, Co. Employees' Pension Plan and Trust rank by assets among Form 5500 filers?
Swiss Valley Farms, Co. Employees' Pension Plan and Trust ranks in the 18th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Defined Benefit (Pension) plans are similar in size to Swiss Valley Farms, Co. Employees' Pension Plan and Trust?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Ufcw Local 2013 Pension Plan in NY ($507K, N/A participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Swiss Valley Farms, Co. Employees' Pension Plan and Trust?
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is The York Water Company Pension Plan for General and Administrative Employees in PA (29 participants, $44M in assets).