401(k) · DOL Form 5500 · 2023

United Dairy, Inc. 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets: 115
Participants Small participant base: 59th
Percentile by assets National rank: $88,335
Avg per participant Below avg balance/head

PlainRetire home → About this data RSS: change history

Official DOL plan name: United Dairy, Inc. 401(k) Plan · Sponsored by United Dairy, Inc. · Ohio · Manufacturing

$10M in assets, 115 participants

United Dairy, Inc.'s United Dairy, Inc. 401(k) Plan reported $10M in total assets and 115 participants in its 2023 DOL Form 5500 filing, ranking in the 59th 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.

#8,472 in Manufacturing (18,722 peers)

Coverage in Ohio

United Dairy, Inc. 401(k) Plan covers 115 participants in Ohio, about 15% of the average Ohio filer (state average ~765 per filing). Assets: $10M.

#8,472
in Manufacturing (18,722 peers): +21.0%
assets growth YoY

United Dairy, Inc. 401(k) Plan's mid-pack asset rank among Manufacturing and all filers

United Dairy, Inc. 401(k) Plan vs every filed plan by assets

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

$10,158,519 Top 41% higher than 59% 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

United Dairy, Inc. 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. United Dairy, Inc. 401(k) Plan sits mid-pack in the medium band (115 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

United Dairy, Inc. 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
United Dairy, Inc. 401(k) Plan end-of-year assets rose from $8M in the plan year 2022 filing to $10M in the plan year 2023 filing.
United Dairy, Inc. 401(k) Plan reported participants rose from 113 in the plan year 2022 filing to 115 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 341141090 · United Dairy, Inc. PY 2023 · 401(k)

United Dairy, Inc. 401(k) Plan · $10M · 115 · 59th

ASSETS $10M
ASSETS 115
ASSETS 59th
ASSETS 401(k)
ASSETS near Whitlam Group 401(k) Plan
ASSETS ind #8472

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 Ohio →

End-of-year total assets ($M) among United Dairy, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Ohio filing particulars

Total Assets (Beginning of Year)	$8M
Net Assets (End of Year)	$10M
Net Income	$2M
Employer EIN	341141090
Plan Effective Date	2005-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (United Dairy, Inc.)

Latest sponsor-wide plan assets: $12M 39.83550273461399% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	113	$8M
2023	1	115	$10M
2024	1	124	$12M

Nearby 401(k) Plans in Ohio

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

United Dairy, Inc. 401(k) Plan vs. nearby 401(k) plans in Ohio, assets vs. participants

GE Retirement Savings Plan $19.5B · 59,766
The Sherwin-Williams Company 401(k) Plan $10.1B · 47,362
The Progressive 401(k) Plan $9.2B · 56,176
The Kroger Co. 401(k) Retirement Savings Account Plan $8.4B · 129,769
Nationwide Savings Plan $7.6B · 24,715

Compare United Dairy, Inc. 401(k) Plan side-by-side with 3 peers →

United Dairy, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Ohio, the nearest 401(k) by assets is Whitlam Group 401(k) Plan in MI ($10M); by covered participants it is Upsco Manufacturing & Distribution Company, Inc 401(k) Plan in NY (115 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($10M here).

Whitlam Group 401(k) Plan (MI) $10M · 109
West Alabama Anesthesia, LLC 401(k) Profit Sharing Plan (AL) $10M · 4
Tackle.Io, Inc. 401(k) Plan (ID) $10M · 294
International Franchise Association 401(k) Profit Sharing Plan (DC) $10M · 36

Similar participant headcount

Nearest other-state filings by covered participants (115 participants); asset peers above are excluded.

Upsco Manufacturing & Distribution Company, Inc 401(k) Plan (NY) 115 · 0 off
Air Tiger Express (USA), Inc. 401(k) Savings Plan (NY) 115 · 0 off
Tb Philly, Inc. 401(k) Profit Sharing Plan (PA) 115 · 0 off
Security Walls 401(k) Profit Sharing Plan and Trust (TN) 115 · 0 off

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 United Dairy, Inc. 401(k) Plan assets move in 2023? ▼

United Dairy, Inc. 401(k) Plan grew sharply - up 21.0% during 2023, from $8M to $10M. Reported net income was $2M.

How have United Dairy, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), United Dairy, Inc.'s sponsor-wide assets grew 39.8%, from $8M to $12M.

Which 401(k) plans are similar in size to United Dairy, Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Whitlam Group 401(k) Plan in MI ($10M, 109 participants).

Which 401(k) plans cover a similar participant headcount to United Dairy, Inc. 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Upsco Manufacturing & Distribution Company, Inc 401(k) Plan in NY (115 participants, $155K 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 341141090.