401(k) · DOL Form 5500 · 2024

Milk Source, LLC 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
403
Participants Below avg headcount
59th
Percentile by assets National rank
$28,782
Avg per participant Low balance/head
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Official DOL plan name: Milk Source Companies Retirement Plan · Sponsored by Milk Source, LLC · Wisconsin · Agriculture, Forestry & Fishing

$12M in assets, 403 participants

Milk Source, LLC's Milk Source Companies Retirement Plan reported $12M in total assets and 403 participants in its 2024 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.

  • #785 in Agriculture, Forestry & Fishing (1,217 peers)

Milk Source, LLC multi-year trail

Milk Source, LLC's plans moved +50.9% in assets from 2022 to 2024; this filing shows Milk Source Companies Retirement Plan at $12M / 403 participants.

#785
in Agriculture, Forestry & Fishing (1,217 peers)
+22.6%
assets growth YoY

Milk Source Companies Retirement Plan's mid-pack asset rank among Agriculture, Forestry & Fishing and all filers

Milk Source Companies Retirement Plan vs every filed plan by assets

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

$11,599,205 Top 41% higher than 59% 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

Milk Source Companies Retirement 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. Milk Source Companies Retirement Plan sits mid-pack in the medium band (403 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Milk Source Companies Retirement Plan end-of-year assets rose from $9M in the plan year 2023 filing to $12M in the plan year 2024 filing.
  • Milk Source Companies Retirement Plan reported net income rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Milk Source Companies Retirement Plan reported participants fell from 418 in the plan year 2023 filing to 403 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 391954636 · Milk Source, LLC PY 2024 · 401(k)

Milk Source Companies Retirement Plan · $12M · 403 · 59th

  • PHOTO $12M
  • PHOTO 403
  • PHOTO 59th
  • PHOTO 401(k)
  • PHOTO near Employee Benefit Plan of Sblm PC
  • PHOTO ind #785

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 Wisconsin →

Milk Source Companies Retirement Plan in the asset neighbourhood

Milk Source Companies Retirement PlanMilk Source Companies Retire…$12MEmployee Benefit Plan of Sblm PCEmployee Benefit Plan of Sbl…$12MRpm International Inc. Union 401(k) Trust and PlanRpm International Inc. Union…$12MScm Operations LLC - 401(k) PlanScm Operations LLC - 401(k) …$12MThe Mette, Evans and Woodside 401(k) PlanThe Mette, Evans and Woodsid…$12M
End-of-year total assets ($M) among Milk Source Companies Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Milk Source, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Milk Source, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$12M 50.94175240030102% vs 2022
2024 filing year
$6M$8M$10M$12M 202220232024 $7.68M $11.6M ▲ +51.0%
Year Plans Participants Total Assets
2022 1 531 $8M
2023 1 418 $9M
2024 1 403 $12M

Milk Source, LLC filing trail (2024)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$12M
Net Income$2M
Employer EIN391954636
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Wisconsin

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

Milk Source Companies Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Milk Source Companies Retirement Plan, Total assets ($B): 0.011599205 · Participants: 403Milk Source Companies Retirement 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
Milk Source Companies Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Milk Source Companies Retirement Plan side-by-side with 3 peers →

Milk Source Companies Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Employee Benefit Plan of Sblm PC in NY ($12M); by covered participants it is Envirovac Holdings, LLC 401(k) Profit Sharing Plan in GA (403 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($12M here).

Similar participant headcount

Nearest other-state filings by covered participants (403 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 Milk Source Companies Retirement Plan assets move in 2024? ▼
Milk Source Companies Retirement Plan grew sharply - up 22.6% during 2024, from $9M to $12M. Reported net income was $2M.
How have Milk Source, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Milk Source, LLC's sponsor-wide assets grew 50.9%, from $8M to $12M.
Which 401(k) plans are similar in size to Milk Source Companies Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Employee Benefit Plan of Sblm PC in NY ($12M, 89 participants).
Which 401(k) plans cover a similar participant headcount to Milk Source Companies Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Envirovac Holdings, LLC 401(k) Profit Sharing Plan in GA (403 participants, $6M 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 391954636.

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.