Defined Benefit (Pension) · DOL Form 5500 · 2024

Holstein Association USA, Inc. Pension Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
38
Participants Small participant base
61st
Percentile by assets National rank
$341,312
Avg per participant High balance/head
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Official DOL plan name: Holstein Association USA, Inc. Amended and Restated Pension Plan · Sponsored by Holstein Association USA, Inc. · Vermont · Agriculture, Forestry & Fishing

$13M in assets, 38 participants

Holstein Association USA, Inc.'s Holstein Association USA, Inc. Amended and Restated Pension Plan reported $13M in total assets and 38 participants in its 2024 DOL Form 5500 filing, ranking in the 61st 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.

  • #813 in Agriculture, Forestry & Fishing (1,217 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. Amended and Restated Pension Plan at $13M / 38 participants.

#813
in Agriculture, Forestry & Fishing (1,217 peers)
+5.1%
assets growth YoY

Holstein Association USA, Inc. Amended and Restated Pension Plan's mid-pack asset rank among Agriculture, Forestry & Fishing and all filers

Holstein Association USA, Inc. Amended and Restated Pension Plan vs every filed plan by assets

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

$12,969,851 Top 39% higher than 61% 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. Amended and Restated Pension 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. Amended and Restated Pension Plan is a small filing (38 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Holstein Association USA, Inc. Amended and Restated Pension Plan reported net income rose from $351K in the plan year 2023 filing to $623K in the plan year 2024 filing.
  • Holstein Association USA, Inc. Amended and Restated Pension Plan reported participants fell from 43 in the plan year 2023 filing to 38 in the plan year 2024 filing.
  • Holstein Association USA, Inc. Amended and Restated Pension Plan end-of-year assets rose from $12M in the plan year 2023 filing to $13M 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 · Defined Benefit (Pension)

Holstein Association USA, Inc. Amended and Restated Pension Plan · $13M · 38 · 61st

  • NET $13M
  • NET 38
  • NET 61st
  • NET Defined Benefit (Pension)
  • NET near Retirement Plan for Employees of Herring Bank
  • NET ind #813

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 Vermont →

Holstein Association USA, Inc. Amended and Restated Pension Plan in the asset neighbourhood

Ohio Operating Engineers Health & Welfare Staff Emps Pension PlanOhio Operating Engineers Hea…$13MSanoh America, Inc. Pension Plan for Hourly EmployeesSanoh America, Inc. Pension …$13MHolstein Association USA, Inc. Amended and Restated Pension PlanHolstein Association USA, In…$13MRetirement Plan for Employees of Herring BankRetirement Plan for Employee…$13MIatse Local No. 30 Pension PlanIatse Local No. 30 Pension P…$13M
End-of-year total assets ($M) among Holstein Association USA, Inc. Amended and Restated Pension Plan and nearest nationwide Defined Benefit (Pension) 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)$12M
Net Assets (End of Year)$13M
Net Income$623K
Employer EIN030130760
Plan Effective Date1953-08-17
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Vermont

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

Holstein Association USA, Inc. Amended and Restated Pension Plan vs. nearby Defined Benefit (Pension) plans in Vermont, assets vs. participants Scatter plot of 6 data points. 0200400600800 -1000100200300400 Total assets ($M) Participants Holstein Association USA, Inc. Amended and Restated Pension Plan, Total assets ($M): 12.969851 · Participants: 38Holstein Association USA, Inc. Amended and Restated Pension PlanNational Life Group Pension Plan for Employees, Total assets ($M): 308.97846 · Participants: 726National Life Group Pension Plan for EmployeesEmployees' Retirement Plan of Green Mountain Power Corporation, Total assets ($M): 149.433052 · Participants: 214Employees' Retirement Plan of Green Mountain Power CorporationNon-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield of Vermont, Total assets ($M): 63.960179 · Participants: 324Non-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield of VermontVermont Mutual Insurance Company Employees' Pension Plan, Total assets ($M): 57.70062 · Participants: 70Vermont Mutual Insurance Company Employees' Pension PlanVermont Electric Power Company Pension Plan, Total assets ($M): 28.888161 · Participants: 51Vermont Electric Power Company Pension Plan
Holstein Association USA, Inc. Amended and Restated Pension Plan vs. nearby Defined Benefit (Pension) plans in Vermont, assets vs. participants
Compare Holstein Association USA, Inc. Amended and Restated Pension Plan side-by-side with 3 peers →

Holstein Association USA, Inc. Amended and Restated Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Vermont, the nearest Defined Benefit (Pension) by assets is Retirement Plan for Employees of Herring Bank in TX ($13M); by covered participants it is H&n Group, Inc. Defined Benefit Pension Plan in CA (38 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (38 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. Amended and Restated Pension Plan assets move in 2024? ▼
Holstein Association USA, Inc. Amended and Restated Pension Plan grew at a solid clip - up 5.1% during 2024, from $12M to $13M. Reported net income was $623K.
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 Defined Benefit (Pension) plans are similar in size to Holstein Association USA, Inc. Amended and Restated Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Retirement Plan for Employees of Herring Bank in TX ($13M, 21 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Holstein Association USA, Inc. Amended and Restated Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is H&n Group, Inc. Defined Benefit Pension Plan in CA (38 participants, $7M 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.