Defined Benefit (Pension) · DOL Form 5500 · 2023

Farmers Union Industries, LLC Pension Plan

Data updated 2026-08-11

$40M
Total assets: 58
Participants: 83rd
Percentile by assets: $691,969
Avg per participant

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.

83rd percentile by assets (of 127,072 plans)
#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.

$40M
total plan assets (2023 EOY): 58
covered participants: 83rd
percentile by assets (of 127,072 plans): $691,969
avg assets per participant

Where Farmers Union Industries, LLC Retirement Plan sits 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

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 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 →

State

Minnesota

Industry

Manufacturing

Farmers Union Industries, LLC Retirement Plan vs the 2023 asset distribution

By assets, Farmers Union Industries, LLC Retirement Plan outranks 83% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.4x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)	$36M
Net Assets (End of Year)	$40M
Net Income	$5M
Employer EIN	203001031
Plan Effective Date	1961-10-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Farmers Union Industries, LLC)

Total plan assets by year, all Farmers Union Industries, LLC plans on file

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

3M Employee Retirement Income Plan $14.3B · 10,638
Mayo Pension Plan $11.0B · 69,155
The Travelers Pension Plan $4.2B · 24,884
General Mills Pension Plan I $4.0B · 383
U.S. Bank Pension Plan $4.0B · 56,287

Compare Farmers Union Industries, LLC Retirement… side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Farmers Union Industries, LLC Retirement Plan by total assets, not by location.

Ufcw-Giant Variable Annuity Fund (MD) $40M · 9,179
Retirement Plan for Employees of Augusta National, Inc. (GA) $40M · 360
Jamaica Bearings Co., Inc. Pension Trust (NY) $40M · 123
Hourly Employees Pension Plan (Multiplant) (OH) $40M · 20

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).

Next read for Farmers Union Industries, LLC Retirement…

Scale reading

Ways to act on Farmers Union Industries, LLC Retirement Plan's numbers.

By total assets, Farmers Union Industries, LLC Retirement Plan ranks in the top quartile of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Minnesota. Compare plans
Farmers Union Industries, LLC's sponsor-wide assets have grown 23.9% since 2022 across 3 plan years on file. More Manufacturing plans

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.