Defined Benefit (Pension) · DOL Form 5500 · 2023

Milk & Ice Cream Industry Dairy Employees Pension Plan

Data updated 2026-08-11

$76K
Total assets
N/A
Participants
5th
Percentile by assets
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Official DOL plan name: Milk & Ice Cream Industry Dairy Employees Union Pen. Pln. · Sponsored by Milk & Ice Cream Industry Dairy Employees · Ohio · Manufacturing

$76K in assets, N/A participants

Milk & Ice Cream Industry Dairy Employees's Milk & Ice Cream Industry Dairy Employees Union Pen. Pln. reported $76K in total assets and N/A participants in its 2023 DOL Form 5500 filing, ranking in the 5th 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.

  • 5th percentile by assets (of 127,072 plans)
  • #393 in Manufacturing (18,722 peers)

2023 asset change

Milk & Ice Cream Industry Dairy Employees Union Pen. Pln. declined sharply 18.5% in 2023 ($93K → $76K) for N/A participants.

$76K
total plan assets (2023 EOY)
N/A
covered participants
5th
percentile by assets (of 127,072 plans)
-18.5%
assets change YoY

The plan reported a net loss of $17K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Milk & Ice Cream Industry Dairy Employees Union Pen. Pln. reported net income fell from $34K in the plan year 2022 filing to -$17K in the plan year 2023 filing.
  • Milk & Ice Cream Industry Dairy Employees Union Pen. Pln. end-of-year assets fell from $93K in the plan year 2022 filing to $76K in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Industry

2023 asset move for Milk & Ice Cream Industry Dairy Employees Union Pen. Pln.

Year over year, total assets declined sharply from $93K at the start of 2023 to $76K at year-end (down 18.5%). Net assets closed at $76K; reported net income -$17K.

Milk & Ice Cream Industry Dairy Employees years around the 2023 move

$0.08M$0.08M$0.09M$0.09M$0.1M 202220232024 $0.09M $0.09M ▲ +0.0%
Total plan assets by year, all Milk & Ice Cream Industry Dairy Employees plans on file
Year Plans Participants Total Assets
2022 1 N/A $93K
2023 1 N/A $76K
2024 1 N/A $95K

2023 asset-move particulars

Total Assets (Beginning of Year)$93K
Net Assets (End of Year)$76K
Net Income-$17K
Employer EIN316136729
Plan Effective Date1952-08-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Ohio

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

Milk & Ice Cream Industry Dairy Employees Union Pen. Pln. vs. nearby Defined Benefit (Pension) plans in Ohio, assets vs. participants

Milk & Ice Cream Industry Dairy Employees Union Pen. Pln. vs. nearby Defined Benefit (Pension) plans in Ohio, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -202468 Total assets ($B) Participants Milk & Ice Cream Ind…Firstenergy Corp. Ma…Nationwide Retiremen…American Electric Po…Parker Defined Benef…Ohio Operating Engin…
Milk & Ice Cream Industry Dairy Employees Union Pen. Pln. vs. nearby Defined Benefit (Pension) plans in Ohio, assets vs. participants

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Milk & Ice Cream Industry Dairy Employees Union Pen. Pln. by total assets, not by location.

Frequently Asked Questions

How did Milk & Ice Cream Industry Dairy Employees Union Pen. Pln. assets move in 2023?
Milk & Ice Cream Industry Dairy Employees Union Pen. Pln. declined sharply - down 18.5% during 2023, from $93K to $76K. Reported net income was -$17K.
How have Milk & Ice Cream Industry Dairy Employees plan assets changed over time?
Across 3 plan years on file (2022-2024), Milk & Ice Cream Industry Dairy Employees's sponsor-wide assets grew 2.0%, from $93K to $95K.
Where does Milk & Ice Cream Industry Dairy Employees Union Pen. Pln. rank by assets among Form 5500 filers?
Milk & Ice Cream Industry Dairy Employees Union Pen. Pln. ranks in the 5th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Defined Benefit (Pension) plans are similar in size to Milk & Ice Cream Industry Dairy Employees Union Pen. Pln.?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Richard Hambleton Inc Defined Benefit Pension Plan in CA ($77K, 12 participants).

Next read for Milk & Ice Cream Industry Dairy Employee…

2023 change

Ways to act on Milk & Ice Cream Industry Dairy Employees Union Pen. Pln.'s numbers.

  • By total assets, Milk & Ice Cream Industry Dairy Employees Union Pen. Pln. ranks among the smaller plans by assets on file. See the largest plans
  • Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Ohio. Compare plans
  • Milk & Ice Cream Industry Dairy Employees's sponsor-wide assets have grown 2.0% since 2022 across 3 plan years on file. More Manufacturing plans