401(k) · DOL Form 5500 · 2024

Ellsworth Cooperative Creamery 401(k) Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
240
Participants Below avg headcount
63rd
Percentile by assets National rank
$58,016
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Ellsworth Cooperative Creamery Retirement Savings Plan · Sponsored by Ellsworth Cooperative Creamery · Wisconsin · Manufacturing

$14M in assets, 240 participants

Ellsworth Cooperative Creamery's Ellsworth Cooperative Creamery Retirement Savings Plan reported $14M in total assets and 240 participants in its 2024 DOL Form 5500 filing, ranking in the 63rd 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.

  • #8,955 in Manufacturing (17,777 peers)

Coverage in Wisconsin

Ellsworth Cooperative Creamery Retirement Savings Plan covers 240 participants in Wisconsin, about 43% of the average Wisconsin filer (state average ~563 per filing). Assets: $14M.

#8,955
in Manufacturing (17,777 peers)
+24.5%
assets growth YoY

Ellsworth Cooperative Creamery Retirement Savings Plan's mid-pack asset rank among Manufacturing and all filers

Ellsworth Cooperative Creamery Retirement Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$13,923,752 Top 37% higher than 63% of 123,620 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 2024

Ellsworth Cooperative Creamery Retirement Savings Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ellsworth Cooperative Creamery Retirement Savings Plan sits mid-pack in the medium band (240 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Ellsworth Cooperative Creamery Retirement Savings Plan reported net income rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Ellsworth Cooperative Creamery Retirement Savings Plan end-of-year assets rose from $11M in the plan year 2023 filing to $14M in the plan year 2024 filing.
  • Ellsworth Cooperative Creamery Retirement Savings Plan reported participants rose from 231 in the plan year 2023 filing to 240 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 390262200 · Ellsworth Cooperative Creamery PY 2024 · 401(k)

Ellsworth Cooperative Creamery Retirement Savings Plan · $14M · 240 · 63rd

  • EBSA $14M
  • EBSA 240
  • EBSA 63rd
  • EBSA 401(k)
  • EBSA near Educational Bus Transportation, Inc. 401(k) Plan
  • EBSA ind #8955

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 Wisconsin →

Ellsworth Cooperative Creamery Retirement Savings Plan in the asset neighbourhood

Ellsworth Cooperative Creamery Retirement Savings PlanEllsworth Cooperative Creame…$14MEducational Bus Transportation, Inc. 401(k) PlanEducational Bus Transportati…$14MBen Mynatt Family of Dealerships 401(k) PlanBen Mynatt Family of Dealers…$14MSolar Mosaic, LLC 401(k) Plan$14MSouthwest Shipyard L.P. 401(k) Savings and Retirement PlanSouthwest Shipyard L.P. 401(…$14M
End-of-year total assets ($M) among Ellsworth Cooperative Creamery Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Wisconsin filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$14M
Net Income$3M
Employer EIN390262200
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Ellsworth Cooperative Creamery)

Sponsor-wide plan assets over time

All Ellsworth Cooperative Creamery plans reported in each filing year

Latest sponsor-wide plan assets
$14M 52.54397686513915% vs 2022
2024 filing year
$8M$10M$12M$14M$16M 202220232024 $9.13M $13.9M ▲ +52.5%
Year Plans Participants Total Assets
2022 1 187 $9M
2023 1 231 $11M
2024 1 240 $14M

Nearby 401(k) Plans in Wisconsin

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

Ellsworth Cooperative Creamery Retirement Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Ellsworth Cooperative Creamery Retirement Savings Plan, Total assets ($B): 0.013923752 · Participants: 240Ellsworth Cooperative Creamery Retirement Savings PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 10.487791739 · Participants: 80015Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 7.188548319 · Participants: 28489Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 5.136404794 · Participants: 26372Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.988151 · Participants: 11661Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.765132976 · Participants: 9217Rockwell Automation Retirement Savings Plan
Ellsworth Cooperative Creamery Retirement Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Ellsworth Cooperative Creamery Retirement Savings Plan side-by-side with 3 peers →

Ellsworth Cooperative Creamery Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Educational Bus Transportation, Inc. 401(k) Plan in NY ($14M); by covered participants it is Shangri-La 401(k) Plan in OR (240 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (240 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Ellsworth Cooperative Creamery Retirement Savings Plan assets move in 2024? ▼
Ellsworth Cooperative Creamery Retirement Savings Plan grew sharply - up 24.5% during 2024, from $11M to $14M. Reported net income was $3M.
How have Ellsworth Cooperative Creamery plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ellsworth Cooperative Creamery's sponsor-wide assets grew 52.5%, from $9M to $14M.
Which 401(k) plans are similar in size to Ellsworth Cooperative Creamery Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Educational Bus Transportation, Inc. 401(k) Plan in NY ($14M, 1,467 participants).
Which 401(k) plans cover a similar participant headcount to Ellsworth Cooperative Creamery Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Shangri-La 401(k) Plan in OR (240 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 390262200.

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.