Money Purchase · DOL Form 5500 · 2023

Dairy Union Employees Benefit Fund Trustees Money Purchase Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
29
Participants Small participant base
29th
Percentile by assets National rank
$63,211
Avg per participant Low balance/head
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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.

  • #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.

#2,659
in Manufacturing (18,722 peers)
+10.6%
assets growth YoY

Dairy Union Employees Benefit Plan among the smaller filed plans by assets

Dairy Union Employees Benefit Plan vs every filed plan by assets

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

$1,833,108 29th percentile higher than 29% 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

Dairy Union Employees Benefit 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. Dairy Union Employees Benefit Plan is a small filing (29 participants) on this national headcount ladder.

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.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 341258908 · Dairy Union Employees Benefit Fund Trustees PY 2023 · Money Purchase

Dairy Union Employees Benefit Plan · $2M · 29 · 29th

  • RANK $2M
  • RANK 29
  • RANK 29th
  • RANK Money Purchase
  • RANK near Lugert Altus Irrigation District Retirement Plan
  • RANK ind #2659

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 Ohio →

Dairy Union Employees Benefit Plan in the asset neighbourhood

Loberg & Loberg Money Purchase PlanLoberg & Loberg Money Purcha…$2MLugert Altus Irrigation District Retirement PlanLugert Altus Irrigation Dist…$2MDairy Union Employees Benefit PlanDairy Union Employees Benefi…$2MArgus Community, Inc. Pension PlanArgus Community, Inc. Pensio…$2MGerry F. Emmanuel, Md Money Purchase Pension PlanGerry F. Emmanuel, Md Money …$2M
End-of-year total assets ($M) among Dairy Union Employees Benefit Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2023.

Dairy Union Employees Benefit Fund Trustees years around the 2023 move

Sponsor-wide plan assets over time

All Dairy Union Employees Benefit Fund Trustees plans reported in each filing year

Latest sponsor-wide plan assets
$2M 7.157832860984642% vs 2022
2024 filing year
$1.6M$1.7M$1.8M$1.9M 202220232024 $1.66M $1.78M ▲ +7.2%
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 EIN341258908
Plan Effective Date1950-12-01
Filing StatusFILING 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 Scatter plot of 6 data points. -200000200004000060000 -0.500.511.52 Total assets ($B) Participants Dairy Union Employees Benefit Plan, Total assets ($B): 0.001833108 · Participants: 29Dairy Union Employees Benefit PlanThe Sherwin-Williams Company Salaried Employees' Revised Pension Investment Plan, Total assets ($B): 1.550030538 · Participants: 47282The Sherwin-Williams Company Salaried Employees' Revised Pension Investment PlanThe Cleveland Clinic Foundation Cash Balance Plan, Total assets ($B): 1.409816763 · Participants: 4739The Cleveland Clinic Foundation Cash Balance PlanIron Workers District Council of So Oh & Vicinity Annuity Trust, Total assets ($B): 0.476163733 · Participants: 6936Iron Workers District Council of So Oh & Vicinity Annuity TrustBaker & Hostetler LLP Basic/Step-Rate Retirement Plan, Total assets ($B): 0.472603784 · Participants: 1004Baker & Hostetler LLP Basic/Step-Rate Retirement PlanUniversity of Dayton Defined Contribution Retirement Plan, Total assets ($B): 0.347565671 · Participants: 3080University of Dayton Defined Contribution Retirement Plan
Dairy Union Employees Benefit Plan vs. nearby Money Purchase plans in Ohio, assets vs. participants
Compare Dairy Union Employees Benefit Plan side-by-side with 3 peers →

Dairy Union Employees Benefit Plan's out-of-state Money Purchase peers by assets and headcount

Outside Ohio, the nearest Money Purchase by assets is Lugert Altus Irrigation District Retirement Plan in OK ($2M); by covered participants it is Organization Management Group, Inc. Money Purchase Pension in VA (29 participants). Same-state nearby plans are listed separately above.

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 Dairy Union Employees Benefit Plan assets move in 2023? ▼
Dairy Union Employees Benefit Plan grew at a solid clip - up 10.6% during 2023, from $2M to $2M. Reported net income was $176K.
How have Dairy Union Employees Benefit Fund Trustees plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Dairy Union Employees Benefit Fund Trustees's sponsor-wide assets grew 7.2%, from $2M to $2M.
Which Money Purchase plans are similar in size to Dairy Union Employees Benefit Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Lugert Altus Irrigation District Retirement Plan in OK ($2M, 13 participants).
Which Money Purchase plans cover a similar participant headcount to Dairy Union Employees Benefit Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Organization Management Group, Inc. Money Purchase Pension in VA (29 participants, $2M 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 341258908.

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.