Defined Benefit (Pension)
2023 plan-year Defined Benefit (Pension) DOL Form 5500

Farmers Union Industries, LLC Retirement Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Farmers Union Industries, LLC · Minnesota · Manufacturing

What the 2023 filing shows

Farmers Union Industries, LLC Retirement Plan holds $40M for 58 participants — about $691,969 per participant, up 12.7% over the 2023 plan year.

$40M
total plan assets (2023 EOY)
58
covered participants
$691,969
avg assets per participant
+12.7%
assets growth YoY
Total Assets (2023)
$40M
Participants
58
State
Industry
Manufacturing

What the Filing Says About Farmers Union Industries, LLC Retirement Plan

Farmers Union Industries, LLC Retirement Plan is a Defined Benefit (Pension) retirement plan sponsored by Farmers Union Industries, LLC, headquartered in Minnesota. As of the 2023 Form 5500 filing, the plan reports $40M in total end-of-year assets and covers 58 participants across the Manufacturing industry. The sponsor's EIN on file with the U.S. Department of Labor is 203001031, and the plan has been effective since 1961-10-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $36M at the beginning of 2023 to $40M at year-end — a gain of 12.7%. Net assets (after liabilities) closed the year at $40M, with reported net income of $5M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$36M
Total Assets (End of Year)$40M
Net Assets (End of Year)$40M
Net Income$5M
Plan TypeDefined Benefit (Pension)
Employer EIN203001031
Plan Effective Date1961-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Farmers Union Industries, LLC)

Year Plans Participants Total Assets
2022 2 490 $58M
2023 2 527 $67M
2024 2 538 $72M

Nearby Defined Benefit (Pension) Plans in Minnesota

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

Frequently Asked Questions

How much money is in the Farmers Union Industries, LLC Retirement Plan?
As of the 2023 Form 5500 filing, Farmers Union Industries, LLC Retirement Plan holds $40M in total assets with 58 participants. It is sponsored by Farmers Union Industries, LLC.
What type of plan is Farmers Union Industries, LLC Retirement Plan?
Farmers Union Industries, LLC Retirement Plan is a Defined Benefit (Pension) plan. It has been effective since 1961-10-01. The plan is filed with the U.S. Department of Labor under EIN 203001031.
Who sponsors the Farmers Union Industries, LLC Retirement Plan?
Farmers Union Industries, LLC Retirement Plan is sponsored by Farmers Union Industries, LLC, located in Minnesota. The sponsor's EIN is 203001031 and the plan operates in the Manufacturing industry.
How did Farmers Union Industries, LLC Retirement Plan perform in 2023?
Farmers Union Industries, LLC Retirement Plan grew by 12.7% during 2023, moving from $36M to $40M in total assets. Net income was $5M.
Where can I find official filings for Farmers Union Industries, LLC Retirement Plan?
Official Form 5500 filings for Farmers Union Industries, LLC Retirement Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 203001031 or plan name at efast.dol.gov.
How does Farmers Union Industries, LLC Retirement Plan compare to other plans?
You can compare Farmers Union Industries, LLC Retirement Plan against other Defined Benefit (Pension) plans on the plan type page, or view plans in Minnesota on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 203001031.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

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