401(k) · DOL Form 5500 · 2024

Wapsie Valley Creamery, Inc. 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
110
Participants Small participant base
61st
Percentile by assets National rank
$114,689
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Wapsie Valley Creamery, Inc. Profit Sharing Plan and Trust · Sponsored by Wapsie Valley Creamery, Inc. · Iowa · Agriculture, Forestry & Fishing

$13M in assets, 110 participants

Wapsie Valley Creamery, Inc.'s Wapsie Valley Creamery, Inc. Profit Sharing Plan and Trust reported $13M in total assets and 110 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.

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

Coverage in Iowa

Wapsie Valley Creamery, Inc. Profit Sharing Plan and Trust covers 110 participants in Iowa, about 18% of the average Iowa filer (state average ~609 per filing). Assets: $13M.

#808
in Agriculture, Forestry & Fishing (1,217 peers)
+16.7%
assets growth YoY

Wapsie Valley Creamery, Inc. Profit Sharing Plan and Trust's mid-pack asset rank among Agriculture, Forestry & Fishing and all filers

Wapsie Valley Creamery, Inc. Profit Sharing Plan and Trust vs every filed plan by assets

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

$12,615,775 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

Wapsie Valley Creamery, Inc. Profit Sharing Plan and Trust 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. Wapsie Valley Creamery, Inc. Profit Sharing Plan and Trust sits mid-pack in the medium band (110 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Wapsie Valley Creamery, Inc. Profit Sharing Plan and Trust reported net income rose from $938K in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Wapsie Valley Creamery, Inc. Profit Sharing Plan and Trust end-of-year assets rose from $11M in the plan year 2023 filing to $13M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 420582210 · Wapsie Valley Creamery, Inc. PY 2024 · 401(k)

Wapsie Valley Creamery, Inc. Profit Sharing Plan and Trust · $13M · 110 · 61st

  • IND $13M
  • EOY 110
  • 5500 61st
  • ASSETS 401(k)
  • PCT near Foundation for National Progress Employees' Retirement Plan
  • EIN ind #808

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 Iowa →

Wapsie Valley Creamery, Inc. Profit Sharing Plan and Trust in the asset neighbourhood

Wapsie Valley Creamery, Inc. Profit Sharing Plan and TrustWapsie Valley Creamery, Inc.…$13MFoundation for National Progress Employees' Retirement PlanFoundation for National Prog…$13MRapt Therapeutics, Inc. Retirement TrustRapt Therapeutics, Inc. Reti…$13MDecker Jones, P.C. 401(k) Profit Sharing PlanDecker Jones, P.C. 401(k) Pr…$13MBattle Motors$13M
End-of-year total assets ($M) among Wapsie Valley Creamery, Inc. Profit Sharing Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Iowa filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$13M
Net Income$2M
Employer EIN420582210
Plan Effective Date1972-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wapsie Valley Creamery, Inc.)

Sponsor-wide plan assets over time

All Wapsie Valley Creamery, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$13M 27.799371263693523% vs 2022
2024 filing year
$9M$10M$11M$12M$13M 202220232024 $9.87M $12.6M ▲ +27.9%
Year Plans Participants Total Assets
2022 1 108 $10M
2023 1 109 $11M
2024 1 110 $13M

Nearby 401(k) Plans in Iowa

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

Wapsie Valley Creamery, Inc. Profit Sharing Plan and Trust vs. nearby 401(k) plans in Iowa, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246 Total assets ($B) Participants Wapsie Valley Creamery, Inc. Profit Sharing Plan and Trust, Total assets ($B): 0.012615775 · Participants: 110Wapsie Valley Creamery, Inc. Profit Sharing Plan and TrustThe Principal Select Savings Plan, Total assets ($B): 4.579548793 · Participants: 12841The Principal Select Savings PlanThe Rsm US LLP Retirement Plan, Total assets ($B): 3.375271119 · Participants: 14728The Rsm US LLP Retirement PlanIowa Health System Section 401(k) Retirement Savings Plan, Total assets ($B): 3.306182291 · Participants: 25072Iowa Health System Section 401(k) Retirement Savings PlanThe Hy-Vee and Affiliates 401(k) Plan, Total assets ($B): 3.1084169 · Participants: 55411The Hy-Vee and Affiliates 401(k) PlanTransamerica 401(k) Retirement Savings Plan, Total assets ($B): 2.720479704 · Participants: 8059Transamerica 401(k) Retirement Savings Plan
Wapsie Valley Creamery, Inc. Profit Sharing Plan and Trust vs. nearby 401(k) plans in Iowa, assets vs. participants
Compare Wapsie Valley Creamery, Inc. Profit Sharing Plan and Trust side-by-side with 3 peers →

Wapsie Valley Creamery, Inc. Profit Sharing Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Iowa, the nearest 401(k) by assets is Foundation for National Progress Employees' Retirement Plan in CA ($13M); by covered participants it is Baymeadows Animal Hospital LLC 401(k) Profit Sharing Plan & Trust in FL (110 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($13M here).

Similar participant headcount

Nearest other-state filings by covered participants (110 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 Wapsie Valley Creamery, Inc. Profit Sharing Plan and Trust assets move in 2024? ▼
Wapsie Valley Creamery, Inc. Profit Sharing Plan and Trust grew sharply - up 16.7% during 2024, from $11M to $13M. Reported net income was $2M.
How have Wapsie Valley Creamery, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wapsie Valley Creamery, Inc.'s sponsor-wide assets grew 27.8%, from $10M to $13M.
Which 401(k) plans are similar in size to Wapsie Valley Creamery, Inc. Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Foundation for National Progress Employees' Retirement Plan in CA ($13M, 95 participants).
Which 401(k) plans cover a similar participant headcount to Wapsie Valley Creamery, Inc. Profit Sharing Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Baymeadows Animal Hospital LLC 401(k) Profit Sharing Plan & Trust in FL (110 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 420582210.

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.