401(k) · DOL Form 5500 · 2024

United Cooperative 401(k) Plan

Data updated 2026-08-25

$70M
Total assets Below avg plan size
486
Participants Below avg headcount
88th
Percentile by assets National rank
$144,019
Avg per participant Near avg balance/head
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Official DOL plan name: United Cooperative 401(k) Plan · Sponsored by United Cooperative · Wisconsin · Agriculture, Forestry & Fishing

$70M in assets, 486 participants

United Cooperative's United Cooperative 401(k) Plan reported $70M in total assets and 486 participants in its 2024 DOL Form 5500 filing, ranking in the 88th 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.

  • #1,132 in Agriculture, Forestry & Fishing (1,217 peers)

Where United Cooperative 401(k) Plan sits by assets

United Cooperative 401(k) Plan sits in the top quartile of all filed plans by assets, $70M for 486 participants (~$144,019/participant), up 9.4% in 2024.

#1,132
in Agriculture, Forestry & Fishing (1,217 peers)
+9.4%
assets growth YoY
0.7×
vs typical plan assets (national mean)

United Cooperative 401(k) Plan's outsized position by total assets

United Cooperative 401(k) Plan vs every filed plan by assets

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

$69,993,349 Top 12% higher than 88% 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

United Cooperative 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. United Cooperative 401(k) Plan sits mid-pack in the medium band (486 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • United Cooperative 401(k) Plan reported net income fell from $9M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • United Cooperative 401(k) Plan reported participants fell from 651 in the plan year 2023 filing to 486 in the plan year 2024 filing.
  • United Cooperative 401(k) Plan end-of-year assets rose from $64M in the plan year 2023 filing to $70M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 390191260 · United Cooperative PY 2024 · 401(k)

United Cooperative 401(k) Plan · $70M · 486 · 88th

  • TYPE $70M
  • TYPE 486
  • TYPE 88th
  • TYPE 401(k)
  • TYPE near Msx International 401(k) Plan
  • TYPE ind #1132

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 Wisconsin →

United Cooperative 401(k) Plan in the asset neighbourhood

Exactech, Inc. 401(k) Profit Sharing PlanExactech, Inc. 401(k) Profit…$70MCarl Zeiss Vision Inc. 401(k) PlanCarl Zeiss Vision Inc. 401(k…$70MUnited Cooperative 401(k) PlanUnited Cooperative 401(k) Pl…$70MMsx International 401(k) Plan$70MCurtis Lumber Company, Incorporated Employee Savings & Profit Sharing PlanCurtis Lumber Company, Incor…$70M
End-of-year total assets ($M) among United Cooperative 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)$64M
Net Assets (End of Year)$70M
Net Income$6M
Employer EIN390191260
Plan Effective Date1987-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (United Cooperative)

Sponsor-wide plan assets over time

All United Cooperative plans reported in each filing year

Latest sponsor-wide plan assets
$70M 27.454325725584027% vs 2022
2024 filing year
$50M$55M$60M$65M$70M$75M 202220232024 $54.9M $70M ▲ +27.4%
Year Plans Participants Total Assets
2022 1 561 $55M
2023 1 651 $64M
2024 1 486 $70M

Nearby 401(k) Plans in Wisconsin

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

United Cooperative 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants United Cooperative 401(k) Plan, Total assets ($B): 0.069993349 · Participants: 486United Cooperative 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
United Cooperative 401(k) Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare United Cooperative 401(k) Plan side-by-side with 3 peers →

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

Outside Wisconsin, the nearest 401(k) by assets is Msx International 401(k) Plan in MI ($70M); by covered participants it is 401(k) Plan for Employees of Castle & Cooke, Inc. and Participating Divisions and Subsidiaries in CA (486 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (486 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 United Cooperative 401(k) Plan assets move in 2024? ▼
United Cooperative 401(k) Plan grew at a solid clip - up 9.4% during 2024, from $64M to $70M. Reported net income was $6M.
How have United Cooperative plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), United Cooperative's sponsor-wide assets grew 27.5%, from $55M to $70M.
Where does United Cooperative 401(k) Plan rank by assets among Form 5500 filers? ▼
United Cooperative 401(k) Plan ranks in the 88th 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 United Cooperative 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Msx International 401(k) Plan in MI ($70M, 1,010 participants).
Which 401(k) plans cover a similar participant headcount to United Cooperative 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is 401(k) Plan for Employees of Castle & Cooke, Inc. and Participating Divisions and Subsidiaries in CA (486 participants, $115M 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 390191260.

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.