Defined Benefit (Pension) · DOL Form 5500 · 2023

Farmers Union Industries, LLC Pension Plan

Data updated 2026-08-25

$40M
Total assets Below avg plan size
58
Participants Small participant base
83rd
Percentile by assets National rank
$691,969
Avg per participant High balance/head
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Official DOL plan name: Farmers Union Industries, LLC Retirement Plan · Sponsored by Farmers Union Industries, LLC · Minnesota · Manufacturing

$40M in assets, 58 participants

Farmers Union Industries, LLC's Farmers Union Industries, LLC Retirement Plan reported $40M in total assets and 58 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.

  • #14,226 in Manufacturing (18,722 peers)

Where Farmers Union Industries, LLC Retirement Plan sits by assets

Farmers Union Industries, LLC Retirement Plan sits in the top quartile of all filed plans by assets, $40M for 58 participants (~$691,969/participant), up 12.7% in 2023.

#14,226
in Manufacturing (18,722 peers)
+12.7%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Farmers Union Industries, LLC Retirement Plan's outsized position by total assets

Farmers Union Industries, LLC Retirement Plan vs every filed plan by assets

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

$40,134,209 Top 17% higher than 83% 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

Farmers Union Industries, LLC Retirement Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Farmers Union Industries, LLC Retirement Plan is a small filing (58 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Farmers Union Industries, LLC Retirement Plan reported net income rose from -$8M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Farmers Union Industries, LLC Retirement Plan reported participants fell from 68 in the plan year 2022 filing to 58 in the plan year 2023 filing.
  • Farmers Union Industries, LLC Retirement Plan end-of-year assets rose from $36M in the plan year 2022 filing to $40M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 203001031 · Farmers Union Industries, LLC PY 2023 · Defined Benefit (Pension)

Farmers Union Industries, LLC Retirement Plan · $40M · 58 · 83rd

  • ASSETS $40M
  • PCT 58
  • EIN 83rd
  • RANK Defined Benefit (Pension)
  • PHOTO near Ufcw-Giant Variable Annuity Fund
  • IND ind #14226

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 Minnesota →

Farmers Union Industries, LLC Retirement Plan in the asset neighbourhood

Hourly Employees Pension Plan (Multiplant)Hourly Employees Pension Pla…$40MRetirement Plan for Employees of Augusta National, Inc.Retirement Plan for Employee…$40MUfcw-Giant Variable Annuity FundUfcw-Giant Variable Annuity …$40MFarmers Union Industries, LLC Retirement PlanFarmers Union Industries, LL…$40MJamaica Bearings Co., Inc. Pension TrustJamaica Bearings Co., Inc. P…$40M
End-of-year total assets ($M) among Farmers Union Industries, LLC Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

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

Sponsor Plan History (Farmers Union Industries, LLC)

Sponsor-wide plan assets over time

All Farmers Union Industries, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$72M 23.940163023230582% vs 2022
2024 filing year
$55M$60M$65M$70M$75M 202220232024 $58.2M $72.1M ▲ +23.9%
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.

Farmers Union Industries, LLC Retirement Plan vs. nearby Defined Benefit (Pension) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Farmers Union Industries, LLC Retirement Plan, Total assets ($B): 0.040134209 · Participants: 58Farmers Union Industries, LLC Retirement Plan3M Employee Retirement Income Plan, Total assets ($B): 14.281991028 · Participants: 106383M Employee Retirement Income PlanMayo Pension Plan, Total assets ($B): 11.032936702 · Participants: 69155Mayo Pension PlanThe Travelers Pension Plan, Total assets ($B): 4.150985971 · Participants: 24884The Travelers Pension PlanGeneral Mills Pension Plan I, Total assets ($B): 3.991064596 · Participants: 383General Mills Pension Plan IU.S. Bank Pension Plan, Total assets ($B): 3.969502742 · Participants: 56287U.S. Bank Pension Plan
Farmers Union Industries, LLC Retirement Plan vs. nearby Defined Benefit (Pension) plans in Minnesota, assets vs. participants
Compare Farmers Union Industries, LLC Retirement Plan side-by-side with 3 peers →

Farmers Union Industries, LLC Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Minnesota, the nearest Defined Benefit (Pension) by assets is Ufcw-Giant Variable Annuity Fund in MD ($40M); by covered participants it is Exchange Bank Retirement Plan in CA (58 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (58 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 Farmers Union Industries, LLC Retirement Plan assets move in 2023? ▼
Farmers Union Industries, LLC Retirement Plan grew at a solid clip - up 12.7% during 2023, from $36M to $40M. Reported net income was $5M.
How have Farmers Union Industries, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Farmers Union Industries, LLC's sponsor-wide assets grew 23.9%, from $58M to $72M.
Where does Farmers Union Industries, LLC Retirement Plan rank by assets among Form 5500 filers? ▼
Farmers Union Industries, LLC Retirement Plan ranks in the 83rd 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 Defined Benefit (Pension) plans are similar in size to Farmers Union Industries, LLC Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Ufcw-Giant Variable Annuity Fund in MD ($40M, 9,179 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Farmers Union Industries, LLC Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Exchange Bank Retirement Plan in CA (58 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 203001031.

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.