401(k) · DOL Form 5500 · 2024

Wholestone Farms Cooperative, Inc. 401(k) Plan

Data updated 2026-08-25

$41M
Total assets Below avg plan size
227
Participants Below avg headcount
82nd
Percentile by assets National rank
$179,563
Avg per participant Above avg balance/head
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Official DOL plan name: Wholestone Farms Cooperative 401(k) Plan · Sponsored by Wholestone Farms Cooperative, Inc. · Nebraska · Manufacturing

$41M in assets, 227 participants

Wholestone Farms Cooperative, Inc.'s Wholestone Farms Cooperative 401(k) Plan reported $41M in total assets and 227 participants in its 2024 DOL Form 5500 filing, ranking in the 82nd 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.

  • #13,214 in Manufacturing (17,777 peers)

Coverage in Nebraska

Wholestone Farms Cooperative 401(k) Plan covers 227 participants in Nebraska, about 41% of the average Nebraska filer (state average ~552 per filing). Assets: $41M.

#13,214
in Manufacturing (17,777 peers)
+9.4%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Wholestone Farms Cooperative 401(k) Plan's outsized position by total assets

Wholestone Farms Cooperative 401(k) Plan vs every filed plan by assets

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

$40,760,833 Top 18% higher than 82% 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

Wholestone Farms Cooperative 401(k) 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. Wholestone Farms Cooperative 401(k) Plan sits mid-pack in the medium band (227 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Wholestone Farms Cooperative 401(k) Plan reported net income rose from $2M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Wholestone Farms Cooperative 401(k) Plan end-of-year assets rose from $37M in the plan year 2023 filing to $41M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 831174153 · Wholestone Farms Cooperative, Inc. PY 2024 · 401(k)

Wholestone Farms Cooperative 401(k) Plan · $41M · 227 · 82nd

  • ASSETS $41M
  • PCT 227
  • EIN 82nd
  • RANK 401(k)
  • PHOTO near Sdm Retirement Plan
  • IND ind #13214

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 Manufacturing retirement plans → · Plans in Nebraska →

Wholestone Farms Cooperative 401(k) Plan in the asset neighbourhood

Wholestone Farms Cooperative 401(k) PlanWholestone Farms Cooperative…$41MSdm Retirement Plan$41MOrs Nasco 401(k) Plan$41MLexington Eye Associates, Inc. Retirement Savings PlanLexington Eye Associates, In…$41MHighfive Healthcare 401(k) PlanHighfive Healthcare 401(k) P…$41M
End-of-year total assets ($M) among Wholestone Farms Cooperative 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Nebraska filing particulars

Total Assets (Beginning of Year)$37M
Net Assets (End of Year)$41M
Net Income$4M
Employer EIN831174153
Plan Effective Date2018-12-03
Filing StatusFILING RECEIVED

Sponsor Plan History (Wholestone Farms Cooperative, Inc.)

Sponsor-wide plan assets over time

All Wholestone Farms Cooperative, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$69M 10.826861157407325% vs 2022
2024 filing year
$60M$65M$70M 202220232024 $62M $68.7M ▲ +10.8%
Year Plans Participants Total Assets
2022 2 1,021 $62M
2023 2 1,325 $64M
2024 2 1,326 $69M

Nearby 401(k) Plans in Nebraska

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

Wholestone Farms Cooperative 401(k) Plan vs. nearby 401(k) plans in Nebraska, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246810 Total assets ($B) Participants Wholestone Farms Cooperative 401(k) Plan, Total assets ($B): 0.040760833 · Participants: 227Wholestone Farms Cooperative 401(k) PlanHdr, Inc. Best Plan and ESOP, Total assets ($B): 7.698378085 · Participants: 11460Hdr, Inc. Best Plan and ESOPPeter Kiewit Sons, Inc. Retirement Savings Plan, Total assets ($B): 2.800326806 · Participants: 17030Peter Kiewit Sons, Inc. Retirement Savings PlanUnion Pacific Agreement Employee 401(k) Retirement Thrift Plan, Total assets ($B): 2.389799139 · Participants: 28813Union Pacific Agreement Employee 401(k) Retirement Thrift PlanUnion Pacific Corporation Thrift Plan, Total assets ($B): 2.304431309 · Participants: 5350Union Pacific Corporation Thrift PlanFirst National of Nebraska, Inc. First Savings Plan, Total assets ($B): 1.045428819 · Participants: 4950First National of Nebraska, Inc. First Savings Plan
Wholestone Farms Cooperative 401(k) Plan vs. nearby 401(k) plans in Nebraska, assets vs. participants
Compare Wholestone Farms Cooperative 401(k) Plan side-by-side with 3 peers →

Wholestone Farms Cooperative 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Nebraska, the nearest 401(k) by assets is Sdm Retirement Plan in AZ ($41M); by covered participants it is Its-Sprinturf Holdings, LLC Retirement Plan in SC (227 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($41M here).

Similar participant headcount

Nearest other-state filings by covered participants (227 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 Wholestone Farms Cooperative 401(k) Plan assets move in 2024? ▼
Wholestone Farms Cooperative 401(k) Plan grew at a solid clip - up 9.4% during 2024, from $37M to $41M. Reported net income was $4M.
How have Wholestone Farms Cooperative, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wholestone Farms Cooperative, Inc.'s sponsor-wide assets grew 10.8%, from $62M to $69M.
Where does Wholestone Farms Cooperative 401(k) Plan rank by assets among Form 5500 filers? ▼
Wholestone Farms Cooperative 401(k) Plan ranks in the 82nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Wholestone Farms Cooperative 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sdm Retirement Plan in AZ ($41M, 772 participants).
Which 401(k) plans cover a similar participant headcount to Wholestone Farms Cooperative 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Its-Sprinturf Holdings, LLC Retirement Plan in SC (227 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 831174153.

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.