Money Purchase · DOL Form 5500 · 2023
Dairy Union Employees Benefit Fund Trustees Money Purchase Plan
Data updated 2026-08-11
- $2M
- Total assets
- 29
- Participants
- 29th
- Percentile by assets
- $63,211
- Avg per participant
Official DOL plan name: Dairy Union Employees Benefit Plan · Sponsored by Dairy Union Employees Benefit Fund Trustees · Ohio · Manufacturing
$2M in assets, 29 participants
Dairy Union Employees Benefit Fund Trustees's Dairy Union Employees Benefit Plan reported $2M in total assets and 29 participants in its 2023 DOL Form 5500 filing, ranking in the 29th 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.
- 29th percentile by assets (of 127,072 plans)
- #2,659 in Manufacturing (18,722 peers)
2023 asset change
Dairy Union Employees Benefit Plan grew at a solid clip 10.6% in 2023 ($2M → $2M) for 29 participants.
- $2M
- total plan assets (2023 EOY)
- 29
- covered participants
- 29th
- percentile by assets (of 127,072 plans)
- $63,211
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Dairy Union Employees Benefit Plan reported net income rose from -$500K in the plan year 2022 filing to $176K in the plan year 2023 filing.
- Dairy Union Employees Benefit Plan reported participants rose from 23 in the plan year 2022 filing to 29 in the plan year 2023 filing.
- Dairy Union Employees Benefit Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
2023 asset move for Dairy Union Employees Benefit Plan
Year over year, total assets grew at a solid clip from $2M at the start of 2023 to $2M at year-end (up 10.6%). Net assets closed at $2M; reported net income $176K.
Dairy Union Employees Benefit Fund Trustees years around the 2023 move
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 23 | $2M |
| 2023 | 1 | 29 | $2M |
| 2024 | 1 | 25 | $2M |
2023 asset-move particulars
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $176K |
| Employer EIN | 341258908 |
| Plan Effective Date | 1950-12-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in Ohio
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Dairy Union Employees Benefit Plan vs. nearby Money Purchase plans in Ohio, assets vs. participants
- The Sherwin-Williams Company Salaried Employees' Revised Pension Investment Plan $1.6B · 47,282
- The Cleveland Clinic Foundation Cash Balance Plan $1.4B · 4,739
- Iron Workers District Council of So Oh & Vicinity Annuity Trust $476M · 6,936
- Baker & Hostetler LLP Basic/Step-Rate Retirement Plan $473M · 1,004
- University of Dayton Defined Contribution Retirement Plan $348M · 3,080
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Dairy Union Employees Benefit Plan by total assets, not by location.
Frequently Asked Questions
How did Dairy Union Employees Benefit Plan assets move in 2023? ▼
How have Dairy Union Employees Benefit Fund Trustees plan assets changed over time? ▼
Which Money Purchase plans are similar in size to Dairy Union Employees Benefit Plan? ▼
Next read for Dairy Union Employees Benefit Plan
2023 change
Ways to act on Dairy Union Employees Benefit Plan's numbers.
- By total assets, Dairy Union Employees Benefit Plan ranks in the lower half of filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Ohio. Compare plans
- Dairy Union Employees Benefit Fund Trustees's sponsor-wide assets have grown 7.2% since 2022 across 3 plan years on file. More Manufacturing plans