401(k) · DOL Form 5500 · 2024

Independent Pharmacy Cooperative 401(k) Plan

Data updated 2026-08-25

$20M
Total assets Small plan by assets
155
Participants Small participant base
70th
Percentile by assets National rank
$128,397
Avg per participant Near avg balance/head
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Official DOL plan name: Independent Pharmacy Cooperative Retirement Savings Plan · Sponsored by Independent Pharmacy Cooperative · Wisconsin · Wholesale Trade

$20M in assets, 155 participants

Independent Pharmacy Cooperative's Independent Pharmacy Cooperative Retirement Savings Plan reported $20M in total assets and 155 participants in its 2024 DOL Form 5500 filing, ranking in the 70th 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.

  • #4,023 in Wholesale Trade (6,080 peers)

Coverage in Wisconsin

Independent Pharmacy Cooperative Retirement Savings Plan covers 155 participants in Wisconsin, about 28% of the average Wisconsin filer (state average ~563 per filing). Assets: $20M.

#4,023
in Wholesale Trade (6,080 peers)
+7.8%
assets growth YoY

Independent Pharmacy Cooperative Retirement Savings Plan's outsized position by total assets

Independent Pharmacy Cooperative Retirement Savings Plan vs every filed plan by assets

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

$19,901,459 Top 30% higher than 70% 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

Independent Pharmacy Cooperative 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. Independent Pharmacy Cooperative Retirement Savings Plan sits mid-pack in the medium band (155 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Independent Pharmacy Cooperative Retirement Savings Plan reported net income fell from $3M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Independent Pharmacy Cooperative Retirement Savings Plan reported participants rose from 135 in the plan year 2023 filing to 155 in the plan year 2024 filing.
  • Independent Pharmacy Cooperative Retirement Savings Plan end-of-year assets rose from $18M in the plan year 2023 filing to $20M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 391500389 · Independent Pharmacy Cooperative PY 2024 · 401(k)

Independent Pharmacy Cooperative Retirement Savings Plan · $20M · 155 · 70th

  • PHOTO $20M
  • IND 155
  • EOY 70th
  • 5500 401(k)
  • ASSETS near Pliant Therapeutics, Inc 401(k) Plan
  • PCT ind #4023

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 Wholesale Trade retirement plans → · Plans in Wisconsin →

Independent Pharmacy Cooperative Retirement Savings Plan in the asset neighbourhood

Independent Pharmacy Cooperative Retirement Savings PlanIndependent Pharmacy Coopera…$20MPliant Therapeutics, Inc 401(k) PlanPliant Therapeutics, Inc 401…$20MRiverbay Corporation 401(k) PlanRiverbay Corporation 401(k) …$20MNatural Gas Compression Systems, Inc. Profit-Sharing and Savings PlanNatural Gas Compression Syst…$20MCarley Foundry, Inc. 401(k) Retirement PlanCarley Foundry, Inc. 401(k) …$20M
End-of-year total assets ($M) among Independent Pharmacy Cooperative Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Wisconsin filing particulars

Total Assets (Beginning of Year)$18M
Net Assets (End of Year)$20M
Net Income$1M
Employer EIN391500389
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Independent Pharmacy Cooperative)

Sponsor-wide plan assets over time

All Independent Pharmacy Cooperative plans reported in each filing year

Latest sponsor-wide plan assets
$20M 25.106003849587843% vs 2022
2024 filing year
$14M$16M$18M$20M$22M 202220232024 $15.9M $19.9M ▲ +25.1%
Year Plans Participants Total Assets
2022 1 168 $16M
2023 1 135 $18M
2024 1 155 $20M

Nearby 401(k) Plans in Wisconsin

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

Independent Pharmacy Cooperative Retirement Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Independent Pharmacy Cooperative Retirement Savings Plan, Total assets ($B): 0.019901459 · Participants: 155Independent Pharmacy Cooperative 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
Independent Pharmacy Cooperative Retirement Savings Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Independent Pharmacy Cooperative Retirement Savings Plan side-by-side with 3 peers →

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

Outside Wisconsin, the nearest 401(k) by assets is Pliant Therapeutics, Inc 401(k) Plan in CA ($20M); by covered participants it is Cass, Inc. 401(k) Profit Sharing Plan in CA (155 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (155 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 Independent Pharmacy Cooperative Retirement Savings Plan assets move in 2024? ▼
Independent Pharmacy Cooperative Retirement Savings Plan grew at a solid clip - up 7.8% during 2024, from $18M to $20M. Reported net income was $1M.
How have Independent Pharmacy Cooperative plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Independent Pharmacy Cooperative's sponsor-wide assets grew 25.1%, from $16M to $20M.
Which 401(k) plans are similar in size to Independent Pharmacy Cooperative Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Pliant Therapeutics, Inc 401(k) Plan in CA ($20M, 158 participants).
Which 401(k) plans cover a similar participant headcount to Independent Pharmacy Cooperative Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Cass, Inc. 401(k) Profit Sharing Plan in CA (155 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 391500389.

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.