Defined Benefit (Pension) · DOL Form 5500 · 2024

Cooperative Pension / Savings Board Pension Plan

Data updated 2026-08-25

$229M
Total assets Near avg plan size
2,673
Participants Above avg headcount
95th
Percentile by assets National rank
$85,760
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Cooperative Pension Plan · Sponsored by Cooperative Pension / Savings Board · Indiana · Agriculture, Forestry & Fishing

$229M in assets, 2,673 participants

Cooperative Pension / Savings Board's Cooperative Pension Plan reported $229M in total assets and 2,673 participants in its 2024 DOL Form 5500 filing, ranking in the 95th 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.

  • #1,197 in Agriculture, Forestry & Fishing (1,217 peers)

Coverage in Indiana

Cooperative Pension Plan covers 2,673 participants in Indiana, 4.9x the typical Indiana plan (state average ~541 per filing). Assets: $229M.

#1,197
in Agriculture, Forestry & Fishing (1,217 peers)
+3.2%
assets growth YoY
2.3×
vs typical plan assets (national mean)

Cooperative Pension Plan's outsized position by total assets

Cooperative Pension Plan vs every filed plan by assets

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

$229,236,743 Top 5% higher than 95% 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

Cooperative Pension Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Cooperative Pension Plan lands in the large band (2,673 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2024

  • Cooperative Pension Plan reported net income rose from -$47M in the plan year 2022 filing to $7M in the plan year 2024 filing.
  • Cooperative Pension Plan reported participants fell from 3,108 in the plan year 2022 filing to 2,673 in the plan year 2024 filing.
  • Cooperative Pension Plan end-of-year assets rose from $213M in the plan year 2022 filing to $229M in the plan year 2024 filing.

See the national 2022→2024 release diff →

Form 5500 schedule snapshot

Filing strip 311257147 · Cooperative Pension / Savings Board PY 2024 · Defined Benefit (Pension)

Cooperative Pension Plan · $229M · 2,673 · 95th

  • 5500 $229M
  • ASSETS 2,673
  • PCT 95th
  • EIN Defined Benefit (Pension)
  • RANK near Spectrum Health Pension Plan
  • PHOTO ind #1197

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 Indiana →

Cooperative Pension Plan in the asset neighbourhood

Schneider Electric USA, Inc. Coordinated Bargaining Employees' Pension PlanSchneider Electric USA, Inc.…$230MSpectrum Health Pension Plan$229MCooperative Pension Plan$229MTeamsters' Construction Industry & Misc Pension FundTeamsters' Construction Indu…$229MRockford Pipe Trades Industry Pension FundRockford Pipe Trades Industr…$229M
End-of-year total assets ($M) among Cooperative Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Indiana filing particulars

Total Assets (Beginning of Year)$222M
Net Assets (End of Year)$229M
Net Income$7M
Employer EIN311257147
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Cooperative Pension / Savings Board)

Sponsor-wide plan assets over time

All Cooperative Pension / Savings Board plans reported in each filing year

Latest sponsor-wide plan assets
$685M 20.13553419679547% vs 2022
2024 filing year
$300M$400M$500M$600M$700M$800M 202220232024 $570M $685M ▲ +20.1%
Year Plans Participants Total Assets
2022 2 7,326 $570M
2023 1 4,526 $417M
2024 2 7,634 $685M

Nearby Defined Benefit (Pension) Plans in Indiana

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

Cooperative Pension Plan vs. nearby Defined Benefit (Pension) plans in Indiana, assets vs. participants Scatter plot of 6 data points. 010000200003000040000 -5051015 Total assets ($B) Participants Cooperative Pension Plan, Total assets ($B): 0.229236743 · Participants: 2673Cooperative Pension PlanThe Lilly Retirement Plan, Total assets ($B): 11.79293888 · Participants: 19897The Lilly Retirement PlanCummins Pension Plan, Total assets ($B): 3.225499056 · Participants: 30640Cummins Pension PlanIndiana Laborers Pension Fund, Total assets ($B): 1.815373164 · Participants: 11039Indiana Laborers Pension FundElevance Health Cash Balance Plan a, Total assets ($B): 1.237231976 · Participants: 7552Elevance Health Cash Balance Plan aNisource Pension Plan, Total assets ($B): 1.003483487 · Participants: 2133Nisource Pension Plan
Cooperative Pension Plan vs. nearby Defined Benefit (Pension) plans in Indiana, assets vs. participants
Compare Cooperative Pension Plan side-by-side with 3 peers →

Cooperative Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Indiana, the nearest Defined Benefit (Pension) by assets is Spectrum Health Pension Plan in MI ($229M); by covered participants it is Insulators and Allied Workers National Pension Fun in FL (2,673 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,673 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 Cooperative Pension Plan assets move in 2024? ▼
Cooperative Pension Plan edged up modestly - up 3.2% during 2024, from $222M to $229M. Reported net income was $7M.
How have Cooperative Pension / Savings Board plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Cooperative Pension / Savings Board's sponsor-wide assets grew 20.1%, from $570M to $685M.
Where does Cooperative Pension Plan rank by assets among Form 5500 filers? ▼
Cooperative Pension Plan ranks in the 95th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Cooperative Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Spectrum Health Pension Plan in MI ($229M, 2,186 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Cooperative Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Insulators and Allied Workers National Pension Fun in FL (2,673 participants, $597M 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 311257147.

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.