401(k) · DOL Form 5500 · 2024

Legacy Cooperative 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
112
Participants Small participant base
58th
Percentile by assets National rank
$101,286
Avg per participant Below avg balance/head
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Official DOL plan name: Co-Op 401(k) Plan · Sponsored by Legacy Cooperative · North Dakota · Agriculture, Forestry & Fishing

$11M in assets, 112 participants

Legacy Cooperative's Co-Op 401(k) Plan reported $11M in total assets and 112 participants in its 2024 DOL Form 5500 filing, ranking in the 58th 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.

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

Coverage in North Dakota

Co-Op 401(k) Plan covers 112 participants in North Dakota, about 22% of the average North Dakota filer (state average ~504 per filing). Assets: $11M.

#778
in Agriculture, Forestry & Fishing (1,217 peers)
+9.7%
assets growth YoY

Co-Op 401(k) Plan's mid-pack asset rank among Agriculture, Forestry & Fishing and all filers

Co-Op 401(k) Plan vs every filed plan by assets

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

$11,344,041 Top 42% higher than 58% 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

Co-Op 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. Co-Op 401(k) Plan sits mid-pack in the medium band (112 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Co-Op 401(k) Plan reported net income fell from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Co-Op 401(k) Plan end-of-year assets rose from $10M in the plan year 2023 filing to $11M in the plan year 2024 filing.
  • Co-Op 401(k) Plan reported participants rose from 110 in the plan year 2023 filing to 112 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 450383739 · Legacy Cooperative PY 2024 · 401(k)

Co-Op 401(k) Plan · $11M · 112 · 58th

  • SCH $11M
  • SCH 112
  • SCH 58th
  • SCH 401(k)
  • SCH near Jagat B. Satia, M.D., a Medical Corp. Profit Sharing Plan
  • SCH ind #778

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 North Dakota →

Co-Op 401(k) Plan in the asset neighbourhood

Co-Op 401(k) Plan$11MJagat B. Satia, M.D., a Medical Corp. Profit Sharing PlanJagat B. Satia, M.D., a Medi…$11MBc International Group, Inc. 401(k) PlanBc International Group, Inc.…$11MFairwater Payroll Management LLC 401(k)Fairwater Payroll Management…$11MSpandex Holdings, Utah, LLC Employees 401(k) Savings PlanSpandex Holdings, Utah, LLC …$11M
End-of-year total assets ($M) among Co-Op 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

North Dakota filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$11M
Net Income$1M
Employer EIN450383739
Plan Effective Date1992-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Legacy Cooperative)

Sponsor-wide plan assets over time

All Legacy Cooperative plans reported in each filing year

Latest sponsor-wide plan assets
$11M 26.470726937598894% vs 2022
2024 filing year
$8M$9M$10M$11M$12M 202220232024 $8.97M $11.3M ▲ +26.4%
Year Plans Participants Total Assets
2022 1 111 $9M
2023 1 110 $10M
2024 1 112 $11M

Nearby 401(k) Plans in North Dakota

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

Co-Op 401(k) Plan vs. nearby 401(k) plans in North Dakota, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -101234 Total assets ($B) Participants Co-Op 401(k) Plan, Total assets ($B): 0.011344041 · Participants: 112Co-Op 401(k) PlanSanford Retirement Savings Plan, Total assets ($B): 3.602462001 · Participants: 31958Sanford Retirement Savings PlanKnife River Corporation 401(k) Retirement Plan, Total assets ($B): 0.856387415 · Participants: 5327Knife River Corporation 401(k) Retirement PlanMdu Resources Group, Inc. 401(k) Retirement Plan, Total assets ($B): 0.775551136 · Participants: 3465Mdu Resources Group, Inc. 401(k) Retirement PlanEide Bailly LLP 401(k) Profit Sharing Plan, Total assets ($B): 0.615317303 · Participants: 2920Eide Bailly LLP 401(k) Profit Sharing PlanOffutt Companies 401(k) Savings Plan, Total assets ($B): 0.591992052 · Participants: 5199Offutt Companies 401(k) Savings Plan
Co-Op 401(k) Plan vs. nearby 401(k) plans in North Dakota, assets vs. participants

Co-Op 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside North Dakota, the nearest 401(k) by assets is Jagat B. Satia, M.D., a Medical Corp. Profit Sharing Plan in CA ($11M); by covered participants it is Wiseway LLC 401(k) Profit Sharing Plan in KY (112 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (112 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 Co-Op 401(k) Plan assets move in 2024?
Co-Op 401(k) Plan grew at a solid clip - up 9.7% during 2024, from $10M to $11M. Reported net income was $1M.
How have Legacy Cooperative plan assets changed over time?
Across 3 plan years on file (2022-2024), Legacy Cooperative's sponsor-wide assets grew 26.5%, from $9M to $11M.
Which 401(k) plans are similar in size to Co-Op 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Jagat B. Satia, M.D., a Medical Corp. Profit Sharing Plan in CA ($11M, N/A participants).
Which 401(k) plans cover a similar participant headcount to Co-Op 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Wiseway LLC 401(k) Profit Sharing Plan in KY (112 participants, N/A in assets).