Defined Benefit (Pension) · DOL Form 5500 · 2023

Central Valley Ag Pension Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
96
Participants Small participant base
78th
Percentile by assets National rank
$286,067
Avg per participant High balance/head
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Official DOL plan name: The Modified Contributory Retirement Plan for Cooperatives · Sponsored by Central Valley Ag · Nebraska · Agriculture, Forestry & Fishing

$27M in assets, 96 participants

Central Valley Ag's The Modified Contributory Retirement Plan for Cooperatives reported $27M in total assets and 96 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.

  • #1,096 in Agriculture, Forestry & Fishing (1,288 peers)

Where The Modified Contributory Retirement Plan for Cooperatives sits by assets

The Modified Contributory Retirement Plan for Cooperatives sits in the top quartile of all filed plans by assets, $27M for 96 participants (~$286,067/participant), up 13.6% in 2023.

#1,096
in Agriculture, Forestry & Fishing (1,288 peers)
+13.6%
assets growth YoY
0.3×
vs typical plan assets (national mean)

The Modified Contributory Retirement Plan for Cooperatives's outsized position by total assets

The Modified Contributory Retirement Plan for Cooperatives vs every filed plan by assets

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

$27,462,433 Top 22% higher than 78% 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 Modified Contributory Retirement Plan for Cooperatives among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Modified Contributory Retirement Plan for Cooperatives is a small filing (96 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The Modified Contributory Retirement Plan for Cooperatives reported net income rose from -$1M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • The Modified Contributory Retirement Plan for Cooperatives end-of-year assets rose from $24M in the plan year 2022 filing to $27M in the plan year 2023 filing.
  • The Modified Contributory Retirement Plan for Cooperatives reported participants fell from 108 in the plan year 2022 filing to 96 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 470834827 · Central Valley Ag PY 2023 · Defined Benefit (Pension)

The Modified Contributory Retirement Plan for Cooperatives · $27M · 96 · 78th

  • TYPE $27M
  • TYPE 96
  • TYPE 78th
  • TYPE Defined Benefit (Pension)
  • TYPE near Parker Jewish Institute for Health Care & Rehab Defined Benefit Pension Plan
  • TYPE ind #1096

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 Nebraska →

The Modified Contributory Retirement Plan for Cooperatives in the asset neighbourhood

Pension Plan for Employees of Pennichuck CorporationPension Plan for Employees o…$27MParker Jewish Institute for Health Care & Rehab Defined Benefit Pension PlanParker Jewish Institute for …$27MThe Modified Contributory Retirement Plan for CooperativesThe Modified Contributory Re…$27MIntegris Health, Inc Retirement Plan BIntegris Health, Inc Retirem…$27MMorgan Services, Inc. Retirement PlanMorgan Services, Inc. Retire…$27M
End-of-year total assets ($M) among The Modified Contributory Retirement Plan for Cooperatives and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$24M
Net Assets (End of Year)$27M
Net Income$3M
Employer EIN470834827
Plan Effective Date2005-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Central Valley Ag)

Sponsor-wide plan assets over time

All Central Valley Ag plans reported in each filing year

Latest sponsor-wide plan assets
$96M 25.523872651881067% vs 2022
2024 filing year
$70M$80M$90M$100M 202220232024 $76.2M $95.6M ▲ +25.5%
Year Plans Participants Total Assets
2022 2 1,067 $76M
2023 2 1,020 $86M
2024 2 1,051 $96M

Nearby Defined Benefit (Pension) Plans in Nebraska

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

The Modified Contributory Retirement Plan for Cooperatives vs. nearby Defined Benefit (Pension) plans in Nebraska, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -1012345 Total assets ($B) Participants The Modified Contributory Retirement Plan for Cooperatives, Total assets ($B): 0.027462433 · Participants: 96The Modified Contributory Retirement Plan for CooperativesPension Plan for Salaried Employees of Union Pacific Corporation & Affiliates, Total assets ($B): 4.375049633 · Participants: 3724Pension Plan for Salaried Employees of Union Pacific Corporation & AffiliatesBerkshire Hathaway Consolidated Pension Plan, Total assets ($B): 4.190368742 · Participants: 10563Berkshire Hathaway Consolidated Pension PlanMutual of Omaha Retirement Income Plan, Total assets ($B): 0.979498835 · Participants: 504Mutual of Omaha Retirement Income PlanRetirement Plan for Employees and Representatives of Woodmenlife, Total assets ($B): 0.772418975 · Participants: 279Retirement Plan for Employees and Representatives of WoodmenlifeThe Restated Ag Processing Inc Retirement Plan, Total assets ($B): 0.367919919 · Participants: 1113The Restated Ag Processing Inc Retirement Plan
The Modified Contributory Retirement Plan for Cooperatives vs. nearby Defined Benefit (Pension) plans in Nebraska, assets vs. participants
Compare The Modified Contributory Retirement Plan for Cooperatives side-by-side with 3 peers →

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

Outside Nebraska, the nearest Defined Benefit (Pension) by assets is Parker Jewish Institute for Health Care & Rehab Defined Benefit Pension Plan in NY ($27M); by covered participants it is Keweenaw Bay Indian Community Defined Benefit Plan in MI (96 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (96 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 Modified Contributory Retirement Plan for Cooperatives assets move in 2023? ▼
The Modified Contributory Retirement Plan for Cooperatives grew at a solid clip - up 13.6% during 2023, from $24M to $27M. Reported net income was $3M.
How have Central Valley Ag plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Central Valley Ag's sponsor-wide assets grew 25.5%, from $76M to $96M.
Where does The Modified Contributory Retirement Plan for Cooperatives rank by assets among Form 5500 filers? ▼
The Modified Contributory Retirement Plan for Cooperatives ranks in the 78th 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 Defined Benefit (Pension) plans are similar in size to The Modified Contributory Retirement Plan for Cooperatives? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Parker Jewish Institute for Health Care & Rehab Defined Benefit Pension Plan in NY ($27M, 68 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to The Modified Contributory Retirement Plan for Cooperatives? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Keweenaw Bay Indian Community Defined Benefit Plan in MI (96 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 470834827.

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.