Defined Benefit (Pension) · DOL Form 5500 · 2023
United Benefits Group Pension Plan
Data updated 2026-08-25
- $3.5B
- Total assets Very large vs avg
- 14,993
- Participants Very large workforce
- 100th
- Percentile by assets National rank
- $230,615
- Avg per participant Above avg balance/head
Official DOL plan name: Co-Op Retirement Plan · Sponsored by United Benefits Group · Missouri · Manufacturing
$3.5B in assets, 14,993 participants
United Benefits Group's Co-Op Retirement Plan reported $3.5B in total assets and 14,993 participants in its 2023 DOL Form 5500 filing, ranking in the 100th 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.
- #18,575 in Manufacturing (18,722 peers)
Coverage in Missouri
Co-Op Retirement Plan covers 14,993 participants in Missouri, 20x the typical Missouri plan (state average ~737 per filing). Assets: $3.5B.
- #18,575
- in Manufacturing (18,722 peers)
- +2.4%
- assets growth YoY
- 35×
- vs typical plan assets (national mean)
Co-Op Retirement Plan's outsized position by total assets
Co-Op Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$3,457,605,028 Highest reported value at or above every one of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Co-Op Retirement Plan's mega-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Co-Op Retirement Plan is a mega filing (14,993 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Co-Op Retirement Plan reported net income rose from -$300M in the plan year 2022 filing to $82M in the plan year 2023 filing.
- Co-Op Retirement Plan reported participants fell from 15,460 in the plan year 2022 filing to 14,993 in the plan year 2023 filing.
- Co-Op Retirement Plan end-of-year assets rose from $3.4B in the plan year 2022 filing to $3.5B in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 010689331 · United Benefits Group PY 2023 · Defined Benefit (Pension)
Co-Op Retirement Plan · $3.5B · 14,993 · 100th
- PHOTO $3.5B
- IND 14,993
- EOY 100th
- 5500 Defined Benefit (Pension)
- ASSETS near Honda Retirement Plan
- PCT ind #18575
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 Missouri →
Co-Op Retirement Plan in the asset neighbourhood
Missouri filing particulars
| Total Assets (Beginning of Year) | $3.4B |
|---|---|
| Net Assets (End of Year) | $3.4B |
| Net Income | $82M |
| Employer EIN | 010689331 |
| Plan Effective Date | 1946-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (United Benefits Group)
Sponsor-wide plan assets over time
All United Benefits Group plans reported in each filing year
- Latest sponsor-wide plan assets
- $3.5B 3.918161915479977% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 15,460 | $3.4B |
| 2023 | 1 | 14,993 | $3.5B |
| 2024 | 1 | 15,151 | $3.5B |
Nearby Defined Benefit (Pension) Plans in Missouri
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Boilermaker-Blacksmith National Pension Trust $7.8B · 30,358
- Ameren Retirement Plan $4.7B · 10,156
- Emerson Electric Company Retirement Plan $3.4B · 2,671
- Carpenters Pension Trust Fund of St. Louis $3.3B · 11,420
- Bjc Pension Plan $2.8B · 19,553
Scale composition for Co-Op Retirement Plan
Co-Op Retirement Plan reports $3.5B in end-of-year assets across 14,993 participants (0.028% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.016% of 93,925,755 covered participants) - about $230,615 per participant (1.7x the national average assets-per-participant) . Net income for plan year 2023 was $82M.
This plan identity (EIN 010689331, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $3.4B to $3.5B (+3.9%) while covered participants moved from 15,460 to 15,151 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 15,460 | $3.4B | Open filing |
| 2023 | 14,993 | $3.5B | This page |
| 2024 · index core | 15,151 | $3.5B | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Co-Op Retirement Plan (Defined Benefit (Pension), $3.5B, 15,151 participants)
Co-Op Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Missouri, the nearest Defined Benefit (Pension) by assets is Honda Retirement Plan in CA ($3.4B); by covered participants it is National Automatic Sprinkler Industry Pension Fund in MD (15,047 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3.5B here).
- Honda Retirement Plan (CA) $3.4B · 8,837
- Kodak Retirement Income Plan (NY) $3.5B · 1,991
- Bae Systems Employees' Retirement Plan (VA) $3.4B · 7,673
- Hii Newport News Shipbuilding, Inc. Retirement Plan (VA) $3.4B · 5,389
Similar participant headcount
Nearest other-state filings by covered participants (14,993 participants); asset peers above are excluded.
- National Automatic Sprinkler Industry Pension Fund (MD) 15,047 · 54 off
- IBM Personal Pension Plan (NY) 14,881 · 112 off
- Penske Cash Balance Benefit Plan (PA) 15,110 · 117 off
- Highmark Retirement Plan (PA) 14,778 · 215 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.