401(k) · DOL Form 5500 · 2024

Wholestone Farms Cooperative Inc 401(k) Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
1,099
Participants Near avg headcount
76th
Percentile by assets National rank
$25,391
Avg per participant Low balance/head
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Official DOL plan name: Wholestone Farms Cooperative Bargained Employees 401(k) Plan · Sponsored by Wholestone Farms Cooperative Inc · Nebraska · Manufacturing

$28M in assets, 1,099 participants

Wholestone Farms Cooperative Inc's Wholestone Farms Cooperative Bargained Employees 401(k) Plan reported $28M in total assets and 1,099 participants in its 2024 DOL Form 5500 filing, ranking in the 76th 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.

  • #11,948 in Manufacturing (17,777 peers)

Where Wholestone Farms Cooperative Bargained Employees 401(k) Plan sits by assets

Wholestone Farms Cooperative Bargained Employees 401(k) Plan sits in the top quartile of all filed plans by assets, $28M for 1,099 participants (~$25,391/participant), up 3.5% in 2024.

#11,948
in Manufacturing (17,777 peers)
+3.5%
assets growth YoY
0.3×
vs typical plan assets (national mean)

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

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

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

$27,905,175 Top 24% higher than 76% 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 Bargained Employees 401(k) 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. Wholestone Farms Cooperative Bargained Employees 401(k) Plan lands in the large band (1,099 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Wholestone Farms Cooperative Bargained Employees 401(k) Plan reported net income rose from $113K in the plan year 2023 filing to $953K in the plan year 2024 filing.
  • Wholestone Farms Cooperative Bargained Employees 401(k) Plan end-of-year assets rose from $27M in the plan year 2023 filing to $28M 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 Bargained Employees 401(k) Plan · $28M · 1,099 · 76th

  • BOOK $28M
  • BOOK 1,099
  • BOOK 76th
  • BOOK 401(k)
  • BOOK near Independence Pet Holdings, Inc. 401(k) Retirement Plan
  • BOOK ind #11948

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 Bargained Employees 401(k) Plan in the asset neighbourhood

Wholestone Farms Cooperative Bargained Employees 401(k) PlanWholestone Farms Cooperative…$28MIndependence Pet Holdings, Inc. 401(k) Retirement PlanIndependence Pet Holdings, I…$28MLongevity Holdings, Inc. 401(k) Ps PlanLongevity Holdings, Inc. 401…$28MThe Noel Corporation 401(k) Retirement PlanThe Noel Corporation 401(k) …$28MSilver Golub & Teitell 401(k) and Profit Sharing PlanSilver Golub & Teitell 401(k…$28M
End-of-year total assets ($M) among Wholestone Farms Cooperative Bargained Employees 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$28M
Net Income$953K
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 Bargained Employees 401(k) Plan vs. nearby 401(k) plans in Nebraska, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246810 Total assets ($B) Participants Wholestone Farms Cooperative Bargained Employees 401(k) Plan, Total assets ($B): 0.027905175 · Participants: 1099Wholestone Farms Cooperative Bargained Employees 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 Bargained Employees 401(k) Plan vs. nearby 401(k) plans in Nebraska, assets vs. participants
Compare Wholestone Farms Cooperative Bargained Employees 401(k) Plan side-by-side with 3 peers →

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

Outside Nebraska, the nearest 401(k) by assets is Independence Pet Holdings, Inc. 401(k) Retirement Plan in AZ ($28M); by covered participants it is Atlantic Corporation of Wilmington, Inc. 401(k) Profit Sharing Plan in NC (1,099 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,099 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 Bargained Employees 401(k) Plan assets move in 2024? ▼
Wholestone Farms Cooperative Bargained Employees 401(k) Plan edged up modestly - up 3.5% during 2024, from $27M to $28M. Reported net income was $953K.
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 Bargained Employees 401(k) Plan rank by assets among Form 5500 filers? ▼
Wholestone Farms Cooperative Bargained Employees 401(k) Plan ranks in the 76th 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 Bargained Employees 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Independence Pet Holdings, Inc. 401(k) Retirement Plan in AZ ($28M, 932 participants).
Which 401(k) plans cover a similar participant headcount to Wholestone Farms Cooperative Bargained Employees 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Atlantic Corporation of Wilmington, Inc. 401(k) Profit Sharing Plan in NC (1,099 participants, $178M 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.