Defined Benefit (Pension) · DOL Form 5500 · 2024
Jones Dairy Farm & Subsidiary Pension Plan
Data updated 2026-08-25
- $12M
- Total assets Small plan by assets
- 182
- Participants Below avg headcount
- 60th
- Percentile by assets National rank
- $65,669
- Avg per participant Below avg balance/head
Official DOL plan name: Jones Dairy Farm Union Employees Pension Plan · Sponsored by Jones Dairy Farm & Subsidiary · Wisconsin · Manufacturing
$12M in assets, 182 participants
Jones Dairy Farm & Subsidiary's Jones Dairy Farm Union Employees Pension Plan reported $12M in total assets and 182 participants in its 2024 DOL Form 5500 filing, ranking in the 60th 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.
- #8,233 in Manufacturing (17,777 peers)
Coverage in Wisconsin
Jones Dairy Farm Union Employees Pension Plan covers 182 participants in Wisconsin, about 32% of the average Wisconsin filer (state average ~563 per filing). Assets: $12M.
- #8,233
- in Manufacturing (17,777 peers)
- +7.5%
- assets growth YoY
Jones Dairy Farm Union Employees Pension Plan's mid-pack asset rank among Manufacturing and all filers
Jones Dairy Farm Union Employees Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$11,951,755 Top 40% higher than 60% 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
Jones Dairy Farm Union Employees Pension 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. Jones Dairy Farm Union Employees Pension Plan sits mid-pack in the medium band (182 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Jones Dairy Farm Union Employees Pension Plan reported net income fell from $1M in the plan year 2023 filing to $832K in the plan year 2024 filing.
- Jones Dairy Farm Union Employees Pension Plan reported participants fell from 198 in the plan year 2023 filing to 182 in the plan year 2024 filing.
- Jones Dairy Farm Union Employees Pension Plan end-of-year assets rose from $11M in the plan year 2023 filing to $12M in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 390380850 · Jones Dairy Farm & Subsidiary PY 2024 · Defined Benefit (Pension)
Jones Dairy Farm Union Employees Pension Plan · $12M · 182 · 60th
- ASSETS $12M
- ASSETS 182
- ASSETS 60th
- ASSETS Defined Benefit (Pension)
- ASSETS near United Launch Alliance Pension Plan for Hourly Employees of the Space Systems Group at Harlingen
- ASSETS ind #8233
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 Wisconsin →
Jones Dairy Farm Union Employees Pension Plan in the asset neighbourhood
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $12M |
| Net Income | $832K |
| Employer EIN | 390380850 |
| Plan Effective Date | 1980-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Jones Dairy Farm & Subsidiary)
Sponsor-wide plan assets over time
All Jones Dairy Farm & Subsidiary plans reported in each filing year
- Latest sponsor-wide plan assets
- $79M 21.448892172321283% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 4 | 745 | $65M |
| 2023 | 4 | 690 | $73M |
| 2024 | 4 | 678 | $79M |
Nearby Defined Benefit (Pension) Plans in Wisconsin
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Building Trades United Pension Trust Fund Milwaukee and Vicinity $3.5B · 10,236
- The Northwestern Mutual Employee Retirement Plan $3.3B · 8,254
- The Northwestern Mutual Life Insurance Company Agents Retirement Plan $2.1B · 7,653
- Harley-Davidson Retirement Plan $1.9B · 1,414
- North Central States Regional Council of Carpenters Pension Fund $1.8B · 5,105
Jones Dairy Farm Union Employees Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Wisconsin, the nearest Defined Benefit (Pension) by assets is United Launch Alliance Pension Plan for Hourly Employees of the Space Systems Group at Harlingen in CO ($12M); by covered participants it is New York Independent System Operator Pension Plan in NY (182 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($12M here).
- United Launch Alliance Pension Plan for Hourly Employees of the Space Systems Group at Harlingen (CO) $12M · 7
- Hazen Paper Company Retirement Program (MA) $12M · 39
- Core Electric Cooperative Variable Annuity Defined Benefit Plan (CO) $12M · 174
- Connecticut Legal Services, Inc. Defined Benefit Pension Plan (CT) $12M · 21
Similar participant headcount
Nearest other-state filings by covered participants (182 participants); asset peers above are excluded.
- New York Independent System Operator Pension Plan (NY) 182 · 0 off
- Colonial Pipeline Company Retirement Plan (GA) 182 · 0 off
- Tenth Amended & Restated Owens-Illinois Salary Retirement Plan (OH) 182 · 0 off
- News Corp Pension Plan (NY) 182 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.