401(k) · DOL Form 5500 · 2024
Jones Dairy Farm 401(k) Plan
Data updated 2026-08-25
- $26M
- Total assets Below avg plan size
- 290
- Participants Below avg headcount
- 75th
- Percentile by assets National rank
- $88,669
- Avg per participant Below avg balance/head
Official DOL plan name: Jones Dairy Farm Bargaining Employees' Retirement Savings Plan · Sponsored by Jones Dairy Farm · Wisconsin · Manufacturing
$26M in assets, 290 participants
Jones Dairy Farm's Jones Dairy Farm Bargaining Employees' Retirement Savings Plan reported $26M in total assets and 290 participants in its 2024 DOL Form 5500 filing, ranking in the 75th 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.
- #11,626 in Manufacturing (17,777 peers)
Where Jones Dairy Farm Bargaining Employees' Retirement Savings Plan sits by assets
Jones Dairy Farm Bargaining Employees' Retirement Savings Plan sits in the top quartile of all filed plans by assets, $26M for 290 participants (~$88,669/participant), up 7.1% in 2024.
- #11,626
- in Manufacturing (17,777 peers)
- +7.1%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Jones Dairy Farm Bargaining Employees' Retirement Savings Plan's outsized position by total assets
Jones Dairy Farm Bargaining Employees' Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$25,713,923 Top 25% higher than 75% 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 Bargaining Employees' Retirement Savings 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 Bargaining Employees' Retirement Savings Plan sits mid-pack in the medium band (290 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Jones Dairy Farm Bargaining Employees' Retirement Savings Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Jones Dairy Farm Bargaining Employees' Retirement Savings Plan end-of-year assets rose from $24M in the plan year 2023 filing to $26M in the plan year 2024 filing.
- Jones Dairy Farm Bargaining Employees' Retirement Savings Plan reported participants rose from 279 in the plan year 2023 filing to 290 in the plan year 2024 filing.
DOL schedule card
Filing strip 390380850 · Jones Dairy Farm PY 2024 · 401(k)
Jones Dairy Farm Bargaining Employees' Retirement Savings Plan · $26M · 290 · 75th
- RANK $26M
- RANK 290
- RANK 75th
- RANK 401(k)
- RANK near Ims Consulting & Expert Services, LLC 401(k) Profit Sharing Plan
- RANK ind #11626
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 Bargaining Employees' Retirement Savings Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $24M |
|---|---|
| Net Assets (End of Year) | $26M |
| Net Income | $2M |
| Employer EIN | 390380850 |
| Plan Effective Date | 1992-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Jones Dairy Farm)
Sponsor-wide plan assets over time
All Jones Dairy Farm 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 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
Jones Dairy Farm Bargaining Employees' Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is Ims Consulting & Expert Services, LLC 401(k) Profit Sharing Plan in FL ($26M); by covered participants it is Bcinsourcing, LLC 401(k) Plan in KS (290 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($26M here).
Similar participant headcount
Nearest other-state filings by covered participants (290 participants); asset peers above are excluded.
- Bcinsourcing, LLC 401(k) Plan (KS) 290 · 0 off
- Western Holding Group, Inc. Profit Sharing & 401(k) Plan (MO) 290 · 0 off
- The Expo Group, LLC Employer 401(k) Plan (TX) 290 · 0 off
- The National Football League Capital Accumulation Plan (TX) 290 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.