401(k) · DOL Form 5500 · 2024

Provision Partners Cooperative Dba Allied Cooperative 401(k) Plan

Data updated 2026-08-25

$40M
Total assets Below avg plan size
452
Participants Below avg headcount
82nd
Percentile by assets National rank
$89,523
Avg per participant Below avg balance/head
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Official DOL plan name: Co-Op 401(k) Plan · Sponsored by Provision Partners Cooperative Dba Allied Cooperative · Wisconsin · Wholesale Trade

$40M in assets, 452 participants

Provision Partners Cooperative Dba Allied Cooperative's Co-Op 401(k) Plan reported $40M in total assets and 452 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.

  • #4,966 in Wholesale Trade (6,080 peers)

Where Co-Op 401(k) Plan sits by assets

Co-Op 401(k) Plan sits in the top quartile of all filed plans by assets, $40M for 452 participants (~$89,523/participant), up 6.3% in 2024.

#4,966
in Wholesale Trade (6,080 peers)
+6.3%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Co-Op 401(k) Plan's outsized position by total assets

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

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

$40,464,354 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

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 (452 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Co-Op 401(k) Plan reported participants rose from 203 in the plan year 2023 filing to 452 in the plan year 2024 filing.
  • Co-Op 401(k) Plan end-of-year assets rose from $38M in the plan year 2023 filing to $40M in the plan year 2024 filing.
  • Co-Op 401(k) Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 391837623 · Provision Partners Cooperative Dba Allied Cooperative PY 2024 · 401(k)

Co-Op 401(k) Plan · $40M · 452 · 82nd

  • BOOK $40M
  • VS-ST 452
  • BOY 82nd
  • SCH 401(k)
  • EBSA near Nordex USA, Inc. 401(k) Plan
  • PART ind #4966

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 Wholesale Trade retirement plans → · Plans in Wisconsin →

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

Nordex USA, Inc. 401(k) Plan$40MRiddle's Group, Inc. Retirement Savings PlanRiddle's Group, Inc. Retirem…$40MCo-Op 401(k) Plan$40MApplied Optoelectronics, Inc. 401(k) PlanApplied Optoelectronics, Inc…$40MFederal International, Inc. 401(k) Retirement PlanFederal International, Inc. …$40M
End-of-year total assets ($M) among Co-Op 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$38M
Net Assets (End of Year)$40M
Net Income$2M
Employer EIN391837623
Plan Effective Date1996-02-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Provision Partners Cooperative Dba Allied Cooperative)

Sponsor-wide plan assets over time

All Provision Partners Cooperative Dba Allied Cooperative plans reported in each filing year

Latest sponsor-wide plan assets
$40M 199.79209440108488% vs 2022
2024 filing year
$10M$20M$30M$40M$50M 202220232024 $13.5M $40.5M ▲ +199.7%
Year Plans Participants Total Assets
2022 1 174 $13M
2023 1 203 $38M
2024 1 452 $40M

Nearby 401(k) Plans in Wisconsin

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

Co-Op 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Co-Op 401(k) Plan, Total assets ($B): 0.040464354 · Participants: 452Co-Op 401(k) PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 10.487791739 · Participants: 80015Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 7.188548319 · Participants: 28489Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 5.136404794 · Participants: 26372Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.988151 · Participants: 11661Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.765132976 · Participants: 9217Rockwell Automation Retirement Savings Plan
Co-Op 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Co-Op 401(k) Plan side-by-side with 3 peers →

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

Outside Wisconsin, the nearest 401(k) by assets is Nordex USA, Inc. 401(k) Plan in IL ($40M); by covered participants it is Ehpv 401(k) Plan in NE (452 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (452 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 6.3% during 2024, from $38M to $40M. Reported net income was $2M.
How have Provision Partners Cooperative Dba Allied Cooperative plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Provision Partners Cooperative Dba Allied Cooperative's sponsor-wide assets grew 199.8%, from $13M to $40M.
Where does Co-Op 401(k) Plan rank by assets among Form 5500 filers? ▼
Co-Op 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 Co-Op 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Nordex USA, Inc. 401(k) Plan in IL ($40M, 591 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 Ehpv 401(k) Plan in NE (452 participants, $5M 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 391837623.

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.