401(k) · DOL Form 5500 · 2023

United Dairymen of Arizona 401(k) Plan

Data updated 2026-08-25

$44M
Total assets Below avg plan size
338
Participants Below avg headcount
84th
Percentile by assets National rank
$130,648
Avg per participant Near avg balance/head
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Official DOL plan name: Uda 401(k) Plan · Sponsored by United Dairymen of Arizona · Arizona · Manufacturing

$44M in assets, 338 participants

United Dairymen of Arizona's Uda 401(k) Plan reported $44M in total assets and 338 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.

  • #14,473 in Manufacturing (18,722 peers)

Where Uda 401(k) Plan sits by assets

Uda 401(k) Plan sits in the top quartile of all filed plans by assets, $44M for 338 participants (~$130,648/participant), up 21.1% in 2023.

#14,473
in Manufacturing (18,722 peers)
+21.1%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Uda 401(k) Plan's outsized position by total assets

Uda 401(k) Plan vs every filed plan by assets

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

$44,159,099 Top 16% higher than 84% 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

Uda 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. Uda 401(k) Plan sits mid-pack in the medium band (338 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Uda 401(k) Plan reported net income rose from -$6M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Uda 401(k) Plan end-of-year assets rose from $36M in the plan year 2022 filing to $44M in the plan year 2023 filing.
  • Uda 401(k) Plan reported participants rose from 302 in the plan year 2022 filing to 338 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 860098125 · United Dairymen of Arizona PY 2023 · 401(k)

Uda 401(k) Plan · $44M · 338 · 84th

  • IND $44M
  • EOY 338
  • 5500 84th
  • ASSETS 401(k)
  • PCT near Small Mine Development, LLC 401(k) Retirement Savings Plan
  • EIN ind #14473

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 Arizona →

Uda 401(k) Plan in the asset neighbourhood

Uda 401(k) Plan$44MSmall Mine Development, LLC 401(k) Retirement Savings PlanSmall Mine Development, LLC …$44MDuravent Group Retirement Savings and Investment PlanDuravent Group Retirement Sa…$44MBankers Finance Capital Corp. Employee 401(k) PlanBankers Finance Capital Corp…$44MParalyzed Veterans of America - Incentive Savings PlanParalyzed Veterans of Americ…$44M
End-of-year total assets ($M) among Uda 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$36M
Net Assets (End of Year)$44M
Net Income$8M
Employer EIN860098125
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (United Dairymen of Arizona)

Sponsor-wide plan assets over time

All United Dairymen of Arizona plans reported in each filing year

Latest sponsor-wide plan assets
$49M 32.590343710355086% vs 2022
2024 filing year
$40M$50M$60M$70M$80M 202220232024 $72.9M $49.2M ▼ -32.6%
Year Plans Participants Total Assets
2022 2 604 $73M
2023 1 338 $44M
2024 1 305 $49M

Nearby 401(k) Plans in Arizona

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

Uda 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246 Total assets ($B) Participants Uda 401(k) Plan, Total assets ($B): 0.044159099 · Participants: 338Uda 401(k) PlanBechtel Trust & Thrift Plan, Total assets ($B): 5.691074806 · Participants: 7448Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.270882725 · Participants: 52452Banner Health Employees 401(k) PlanRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.379834679 · Participants: 28131Republic Services, Inc. 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.323111586 · Participants: 13105Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramStantec 401(k) Plan, Total assets ($B): 2.021683156 · Participants: 10719Stantec 401(k) Plan
Uda 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Uda 401(k) Plan side-by-side with 3 peers →

Uda 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Small Mine Development, LLC 401(k) Retirement Savings Plan in ID ($44M); by covered participants it is Tempel Steel Co Savings & Investment Plan in IL (338 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (338 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 Uda 401(k) Plan assets move in 2023? ▼
Uda 401(k) Plan grew sharply - up 21.1% during 2023, from $36M to $44M. Reported net income was $8M.
How have United Dairymen of Arizona plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), United Dairymen of Arizona's sponsor-wide assets declined 32.6%, from $73M to $49M.
Where does Uda 401(k) Plan rank by assets among Form 5500 filers? ▼
Uda 401(k) Plan ranks in the 84th 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 401(k) plans are similar in size to Uda 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Small Mine Development, LLC 401(k) Retirement Savings Plan in ID ($44M, 612 participants).
Which 401(k) plans cover a similar participant headcount to Uda 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Tempel Steel Co Savings & Investment Plan in IL (338 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 860098125.

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.