401(k) · DOL Form 5500 · 2023

Valley Bakers Cooperative Association 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
200
Participants Below avg headcount
68th
Percentile by assets National rank
$79,204
Avg per participant Below avg balance/head
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Official DOL plan name: Valley Bakers Cooperative Association 401(k) Plan · Sponsored by Valley Bakers Cooperative Association · Wisconsin · Wholesale Trade

$16M in assets, 200 participants

Valley Bakers Cooperative Association's Valley Bakers Cooperative Association 401(k) Plan reported $16M in total assets and 200 participants in its 2023 DOL Form 5500 filing, ranking in the 68th 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.

  • #3,996 in Wholesale Trade (6,309 peers)

Coverage in Wisconsin

Valley Bakers Cooperative Association 401(k) Plan covers 200 participants in Wisconsin, about 36% of the average Wisconsin filer (state average ~563 per filing). Assets: $16M.

#3,996
in Wholesale Trade (6,309 peers)
+24.9%
assets growth YoY

Valley Bakers Cooperative Association 401(k) Plan's outsized position by total assets

Valley Bakers Cooperative Association 401(k) Plan vs every filed plan by assets

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

$15,840,728 Top 32% higher than 68% 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

Valley Bakers Cooperative Association 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Valley Bakers Cooperative Association 401(k) Plan sits mid-pack in the medium band (200 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Valley Bakers Cooperative Association 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Valley Bakers Cooperative Association 401(k) Plan end-of-year assets rose from $13M in the plan year 2022 filing to $16M in the plan year 2023 filing.
  • Valley Bakers Cooperative Association 401(k) Plan reported participants rose from 174 in the plan year 2022 filing to 200 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 390791280 · Valley Bakers Cooperative Association PY 2023 · 401(k)

Valley Bakers Cooperative Association 401(k) Plan · $16M · 200 · 68th

  • IND $16M
  • EOY 200
  • 5500 68th
  • ASSETS 401(k)
  • PCT near Farmers Bank & Trust NA 401(k) Profit Sharing Plan and Trust
  • EIN ind #3996

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 Wholesale Trade retirement plans → · Plans in Wisconsin →

Valley Bakers Cooperative Association 401(k) Plan in the asset neighbourhood

Valley Bakers Cooperative Association 401(k) PlanValley Bakers Cooperative As…$16MFarmers Bank & Trust NA 401(k) Profit Sharing Plan and TrustFarmers Bank & Trust NA 401(…$16MGoldman & Associated Companies Employees Profit Sharing Plan & TrustGoldman & Associated Compani…$16MR.W. Troxell & Company 401(k) Profit Sharing PlanR.W. Troxell & Company 401(k…$16MHowd & Ludorf, 401(k) Plan$16M
End-of-year total assets ($M) among Valley Bakers Cooperative Association 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Wisconsin filing particulars

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$16M
Net Income$3M
Employer EIN390791280
Plan Effective Date1970-06-30
Filing StatusFILING RECEIVED

Sponsor Plan History (Valley Bakers Cooperative Association)

Sponsor-wide plan assets over time

All Valley Bakers Cooperative Association plans reported in each filing year

Latest sponsor-wide plan assets
$19M 46.0679679565528% vs 2022
2024 filing year
$12M$14M$16M$18M$20M 202220232024 $12.7M $18.5M ▲ +46.1%
Year Plans Participants Total Assets
2022 1 174 $13M
2023 1 200 $16M
2024 1 190 $19M

Nearby 401(k) Plans in Wisconsin

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Valley Bakers Cooperative Association 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Valley Bakers Cooperative Association 401(k) Plan, Total assets ($B): 0.015840728 · Participants: 200Valley Bakers Cooperative Association 401(k) PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 9.125723544 · Participants: 76956Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 6.160116767 · Participants: 28904Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.81171463 · Participants: 25280Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.550761 · Participants: 11236Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.62235882 · Participants: 8877Rockwell Automation Retirement Savings Plan
Valley Bakers Cooperative Association 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Valley Bakers Cooperative Association 401(k) Plan side-by-side with 3 peers →

Valley Bakers Cooperative Association 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Farmers Bank & Trust NA 401(k) Profit Sharing Plan and Trust in KS ($16M); by covered participants it is Factorial Restaurant Holdings LLC 401(k) Profit Sharing Plan in IL (200 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (200 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 Valley Bakers Cooperative Association 401(k) Plan assets move in 2023? ▼
Valley Bakers Cooperative Association 401(k) Plan grew sharply - up 24.9% during 2023, from $13M to $16M. Reported net income was $3M.
How have Valley Bakers Cooperative Association plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Valley Bakers Cooperative Association's sponsor-wide assets grew 46.1%, from $13M to $19M.
Which 401(k) plans are similar in size to Valley Bakers Cooperative Association 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Farmers Bank & Trust NA 401(k) Profit Sharing Plan and Trust in KS ($16M, 119 participants).
Which 401(k) plans cover a similar participant headcount to Valley Bakers Cooperative Association 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Factorial Restaurant Holdings LLC 401(k) Profit Sharing Plan in IL (200 participants, $443 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 390791280.

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.