401(k) · DOL Form 5500 · 2024

Holstein Association USA, Inc. 401(k) Plan

Data updated 2026-08-25

$25M
Total assets Below avg plan size
93
Participants Small participant base
74th
Percentile by assets National rank
$271,488
Avg per participant High balance/head
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Official DOL plan name: Holstein Association USA, Inc. Retirement Savings Plan · Sponsored by Holstein Association USA, Inc. · Vermont · Other Services

$25M in assets, 93 participants

Holstein Association USA, Inc.'s Holstein Association USA, Inc. Retirement Savings Plan reported $25M in total assets and 93 participants in its 2024 DOL Form 5500 filing, ranking in the 74th 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.

  • #6,675 in Other Services (7,719 peers)

Holstein Association USA, Inc. multi-year trail

Holstein Association USA, Inc.'s plans moved +18.9% in assets from 2022 to 2024; this filing shows Holstein Association USA, Inc. Retirement Savings Plan at $25M / 93 participants.

#6,675
in Other Services (7,719 peers)
+13.1%
assets growth YoY

Holstein Association USA, Inc. Retirement Savings Plan's outsized position by total assets

Holstein Association USA, Inc. Retirement Savings Plan vs every filed plan by assets

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

$25,248,356 Top 26% higher than 74% 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

Holstein Association USA, Inc. Retirement Savings Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Holstein Association USA, Inc. Retirement Savings Plan is a small filing (93 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Holstein Association USA, Inc. Retirement Savings Plan reported net income rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Holstein Association USA, Inc. Retirement Savings Plan end-of-year assets rose from $22M in the plan year 2023 filing to $25M in the plan year 2024 filing.
  • Holstein Association USA, Inc. Retirement Savings Plan reported participants rose from 86 in the plan year 2023 filing to 93 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 030130760 · Holstein Association USA, Inc. PY 2024 · 401(k)

Holstein Association USA, Inc. Retirement Savings Plan · $25M · 93 · 74th

  • PHOTO $25M
  • IND 93
  • EOY 74th
  • 5500 401(k)
  • ASSETS near Innovation First International 401(k) Profit Sharing Plan and Trust
  • PCT ind #6675

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 Other Services retirement plans → · Plans in Vermont →

Holstein Association USA, Inc. Retirement Savings Plan in the asset neighbourhood

Holstein Association USA, Inc. Retirement Savings PlanHolstein Association USA, In…$25MInnovation First International 401(k) Profit Sharing Plan and TrustInnovation First Internation…$25MLee Contracting, Inc. 401(k) Profit Sharing PlanLee Contracting, Inc. 401(k)…$25MAdvance Beverage Co., Inc. 401(k) Profit Sharing PlanAdvance Beverage Co., Inc. 4…$25MApple River State Bank ESOP with 401(k) ProvisionsApple River State Bank ESOP …$25M
End-of-year total assets ($M) among Holstein Association USA, Inc. Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Holstein Association USA, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Holstein Association USA, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$38M 18.869624975487042% vs 2022
2024 filing year
$30M$32M$34M$36M$38M$40M 202220232024 $32.2M $38.2M ▲ +18.9%
Year Plans Participants Total Assets
2022 2 141 $32M
2023 2 129 $35M
2024 2 131 $38M

Holstein Association USA, Inc. filing trail (2024)

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$25M
Net Income$3M
Employer EIN030130760
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Vermont

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

Holstein Association USA, Inc. Retirement Savings Plan vs. nearby 401(k) plans in Vermont, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -0.500.511.522.5 Total assets ($B) Participants Holstein Association USA, Inc. Retirement Savings Plan, Total assets ($B): 0.025248356 · Participants: 93Holstein Association USA, Inc. Retirement Savings PlanThe University of Vermont Medical Center 403(b) Plan, Total assets ($B): 2.219723296 · Participants: 12486The University of Vermont Medical Center 403(b) PlanNational Life Group 401(k) Plan, Total assets ($B): 0.335306385 · Participants: 1397National Life Group 401(k) PlanGreen Mountain Power Corporation Employee Savings and Investment Plan and Trust, Total assets ($B): 0.243285831 · Participants: 520Green Mountain Power Corporation Employee Savings and Investment Plan and TrustHusky Retirement Savings, Total assets ($B): 0.175195216 · Participants: 534Husky Retirement SavingsCasella Waste Systems 401(k) Plan, Total assets ($B): 0.160906631 · Participants: 3488Casella Waste Systems 401(k) Plan
Holstein Association USA, Inc. Retirement Savings Plan vs. nearby 401(k) plans in Vermont, assets vs. participants
Compare Holstein Association USA, Inc. Retirement Savings Plan side-by-side with 3 peers →

Holstein Association USA, Inc. Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Vermont, the nearest 401(k) by assets is Innovation First International 401(k) Profit Sharing Plan and Trust in TX ($25M); by covered participants it is Burns Pest Elimination, Inc. 401(k) Plan in AZ (93 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (93 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 Holstein Association USA, Inc. Retirement Savings Plan assets move in 2024? ▼
Holstein Association USA, Inc. Retirement Savings Plan grew at a solid clip - up 13.1% during 2024, from $22M to $25M. Reported net income was $3M.
How have Holstein Association USA, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Holstein Association USA, Inc.'s sponsor-wide assets grew 18.9%, from $32M to $38M.
Which 401(k) plans are similar in size to Holstein Association USA, Inc. Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Innovation First International 401(k) Profit Sharing Plan and Trust in TX ($25M, 156 participants).
Which 401(k) plans cover a similar participant headcount to Holstein Association USA, Inc. Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Burns Pest Elimination, Inc. 401(k) Plan in AZ (93 participants, $2M 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 030130760.

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.