401(k) · DOL Form 5500 · 2024
Wisconsin Farm Bureau Federation Cooperative 401(k) Plan
Data updated 2026-08-25
- $41M
- Total assets Below avg plan size
- 235
- Participants Below avg headcount
- 82nd
- Percentile by assets National rank
- $175,228
- Avg per participant Above avg balance/head
Official DOL plan name: 401(k) Plan of Wisconsin Farm Bureau Federation and Affiliates · Sponsored by Wisconsin Farm Bureau Federation Cooperative · Wisconsin · Finance & Insurance
$41M in assets, 235 participants
Wisconsin Farm Bureau Federation Cooperative's 401(k) Plan of Wisconsin Farm Bureau Federation and Affiliates reported $41M in total assets and 235 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.
- #6,140 in Finance & Insurance (8,549 peers)
Coverage in Wisconsin
401(k) Plan of Wisconsin Farm Bureau Federation and Affiliates covers 235 participants in Wisconsin, about 42% of the average Wisconsin filer (state average ~563 per filing). Assets: $41M.
- #6,140
- in Finance & Insurance (8,549 peers)
- +14.7%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
401(k) Plan of Wisconsin Farm Bureau Federation and Affiliates's outsized position by total assets
401(k) Plan of Wisconsin Farm Bureau Federation and Affiliates vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$41,178,657 Top 18% higher than 82% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
401(k) Plan of Wisconsin Farm Bureau Federation and Affiliates 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. 401(k) Plan of Wisconsin Farm Bureau Federation and Affiliates sits mid-pack in the medium band (235 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- 401(k) Plan of Wisconsin Farm Bureau Federation and Affiliates end-of-year assets rose from $36M in the plan year 2023 filing to $41M in the plan year 2024 filing.
- 401(k) Plan of Wisconsin Farm Bureau Federation and Affiliates reported net income fell from $6M in the plan year 2023 filing to $5M in the plan year 2024 filing.
- 401(k) Plan of Wisconsin Farm Bureau Federation and Affiliates reported participants rose from 214 in the plan year 2023 filing to 235 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 390808613 · Wisconsin Farm Bureau Federation Cooperative PY 2024 · 401(k)
401(k) Plan of Wisconsin Farm Bureau Federation and Affiliates · $41M · 235 · 82nd
- VS-ST $41M
- VS-ST 235
- VS-ST 82nd
- VS-ST 401(k)
- VS-ST near Dunaway Associates, L.P. 401(k) Plan
- VS-ST ind #6140
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 Finance & Insurance retirement plans → · Plans in Wisconsin →
401(k) Plan of Wisconsin Farm Bureau Federation and Affiliates in the asset neighbourhood
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $36M |
|---|---|
| Net Assets (End of Year) | $41M |
| Net Income | $5M |
| Employer EIN | 390808613 |
| Plan Effective Date | 1998-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Wisconsin Farm Bureau Federation Cooperative)
Sponsor-wide plan assets over time
All Wisconsin Farm Bureau Federation Cooperative plans reported in each filing year
- Latest sponsor-wide plan assets
- $41M 39.03627901662423% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 203 | $30M |
| 2023 | 1 | 214 | $36M |
| 2024 | 1 | 235 | $41M |
Nearby 401(k) Plans in Wisconsin
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Advocate Aurora Health 401(k) Plan $10.5B · 80,015
- Johnson Controls Retirement Savings and Investment Plan $7.2B · 28,489
- Fiserv 401(k) Savings Plan $5.1B · 26,372
- Kimberly-Clark Corporation 401(k) & Profit Sharing Plan $5.0B · 11,661
- Rockwell Automation Retirement Savings Plan $3.8B · 9,217
401(k) Plan of Wisconsin Farm Bureau Federation and Affiliates's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Dunaway Associates, L.P. 401(k) Plan in TX ($41M); by covered participants it is Casa Mechanical Services 401(k) Retirement Plan in TX (235 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 (235 participants); asset peers above are excluded.
- Casa Mechanical Services 401(k) Retirement Plan (TX) 235 · 0 off
- Linwood Center, Inc. 401(k) Profit Sharing Plan (MD) 235 · 0 off
- Uncommongoods, LLC 401(k) Profit Sharing Plan (NY) 235 · 0 off
- Len Busch Roses 401(k) Retirement Plan (MN) 235 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.