Defined Benefit (Pension) · DOL Form 5500 · 2023

New Cooperative, Inc. Pension Plan

Data updated 2026-08-25

$153M
Total assets Near avg plan size
283
Participants Below avg headcount
94th
Percentile by assets National rank
$541,779
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: The Restated Noncontributory Retirement Plan for Cooperatives · Sponsored by New Cooperative, Inc. · Iowa · Agriculture, Forestry & Fishing

$153M in assets, 283 participants

New Cooperative, Inc.'s The Restated Noncontributory Retirement Plan for Cooperatives reported $153M in total assets and 283 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.

  • #1,264 in Agriculture, Forestry & Fishing (1,288 peers)

Coverage in Iowa

The Restated Noncontributory Retirement Plan for Cooperatives covers 283 participants in Iowa, about 46% of the average Iowa filer (state average ~609 per filing). Assets: $153M.

#1,264
in Agriculture, Forestry & Fishing (1,288 peers)
+30.2%
assets growth YoY
1.5×
vs typical plan assets (national mean)

The Restated Noncontributory Retirement Plan for Cooperatives's outsized position by total assets

The Restated Noncontributory Retirement Plan for Cooperatives vs every filed plan by assets

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

$153,323,576 Top 6% higher than 94% 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

The Restated Noncontributory Retirement Plan for Cooperatives 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. The Restated Noncontributory Retirement Plan for Cooperatives sits mid-pack in the medium band (283 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Restated Noncontributory Retirement Plan for Cooperatives reported net income rose from -$9M in the plan year 2022 filing to $22M in the plan year 2023 filing.
  • The Restated Noncontributory Retirement Plan for Cooperatives reported participants rose from 125 in the plan year 2022 filing to 283 in the plan year 2023 filing.
  • The Restated Noncontributory Retirement Plan for Cooperatives end-of-year assets rose from $118M in the plan year 2022 filing to $153M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 421009976 · New Cooperative, Inc. PY 2023 · Defined Benefit (Pension)

The Restated Noncontributory Retirement Plan for Cooperatives · $153M · 283 · 94th

  • EOY $153M
  • EOY 283
  • EOY 94th
  • EOY Defined Benefit (Pension)
  • EOY near The Timken-Latrobe-Mpb-Torrington Retirement Plan
  • EOY ind #1264

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 Agriculture, Forestry & Fishing retirement plans → · Plans in Iowa →

The Restated Noncontributory Retirement Plan for Cooperatives in the asset neighbourhood

St. Luke's Health System Basic Pension PlanSt. Luke's Health System Bas…$154MThe Restated Noncontributory Retirement Plan for CooperativesThe Restated Noncontributory…$153MThe Timken-Latrobe-Mpb-Torrington Retirement PlanThe Timken-Latrobe-Mpb-Torri…$153MQbe Pension Equity Plan$153MAcushnet Company Pension Plan$153M
End-of-year total assets ($M) among The Restated Noncontributory Retirement Plan for Cooperatives and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Iowa filing particulars

Total Assets (Beginning of Year)$118M
Net Assets (End of Year)$153M
Net Income$22M
Employer EIN421009976
Plan Effective Date1980-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (New Cooperative, Inc.)

Sponsor-wide plan assets over time

All New Cooperative, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$268M 36.692122134189916% vs 2022
2024 filing year
$150M$200M$250M$300M 202220232024 $196M $268M ▲ +36.7%
Year Plans Participants Total Assets
2022 2 973 $196M
2023 2 1,134 $259M
2024 2 1,585 $268M

Nearby Defined Benefit (Pension) Plans in Iowa

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

The Restated Noncontributory Retirement Plan for Cooperatives vs. nearby Defined Benefit (Pension) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 00.511.522.5 Total assets ($B) Participants The Restated Noncontributory Retirement Plan for Cooperatives, Total assets ($B): 0.153323576 · Participants: 283The Restated Noncontributory Retirement Plan for CooperativesTransamerica Pension Plan, Total assets ($B): 2.323730661 · Participants: 6519Transamerica Pension PlanPrincipal Cash Balance Plan, Total assets ($B): 1.699129128 · Participants: 12492Principal Cash Balance PlanMidamerican Energy Company Retirement Plan, Total assets ($B): 0.515952654 · Participants: 3002Midamerican Energy Company Retirement PlanEmployers Mutual Casualty Company Retirement Plan, Total assets ($B): 0.346674752 · Participants: 1835Employers Mutual Casualty Company Retirement PlanNon-Contributory Retirement Program for Certain Employees of Wellmark, Inc., Total assets ($B): 0.297274074 · Participants: 1474Non-Contributory Retirement Program for Certain Employees of Wellmark, Inc.
The Restated Noncontributory Retirement Plan for Cooperatives vs. nearby Defined Benefit (Pension) plans in Iowa, assets vs. participants

The Restated Noncontributory Retirement Plan for Cooperatives's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Iowa, the nearest Defined Benefit (Pension) by assets is The Timken-Latrobe-Mpb-Torrington Retirement Plan in OH ($153M); by covered participants it is Middle River Aerostructure Systems Hourly Pension Plan in MD (283 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($153M here).

Similar participant headcount

Nearest other-state filings by covered participants (283 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 The Restated Noncontributory Retirement Plan for Cooperatives assets move in 2023?
The Restated Noncontributory Retirement Plan for Cooperatives surged - up 30.2% during 2023, from $118M to $153M. Reported net income was $22M.
How have New Cooperative, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), New Cooperative, Inc.'s sponsor-wide assets grew 36.7%, from $196M to $268M.
Where does The Restated Noncontributory Retirement Plan for Cooperatives rank by assets among Form 5500 filers?
The Restated Noncontributory Retirement Plan for Cooperatives ranks in the 94th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to The Restated Noncontributory Retirement Plan for Cooperatives?
Among Defined Benefit (Pension) plans in other states, the closest by assets is The Timken-Latrobe-Mpb-Torrington Retirement Plan in OH ($153M, 1,056 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to The Restated Noncontributory Retirement Plan for Cooperatives?
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Middle River Aerostructure Systems Hourly Pension Plan in MD (283 participants, $118M in assets).