401(k) · DOL Form 5500 · 2024
Jones Dairy Farm 401(k) Plan
Data updated 2026-08-25
- $31M
- Total assets Below avg plan size
- 158
- Participants Small participant base
- 78th
- Percentile by assets National rank
- $198,790
- Avg per participant Above avg balance/head
Official DOL plan name: Jones Dairy Farm Thrift Plan · Sponsored by Jones Dairy Farm · Wisconsin · Manufacturing
$31M in assets, 158 participants
Jones Dairy Farm's Jones Dairy Farm Thrift Plan reported $31M in total assets and 158 participants in its 2024 DOL Form 5500 filing, ranking in the 78th 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.
- #12,388 in Manufacturing (17,777 peers)
Coverage in Wisconsin
Jones Dairy Farm Thrift Plan covers 158 participants in Wisconsin, about 28% of the average Wisconsin filer (state average ~563 per filing). Assets: $31M.
- #12,388
- in Manufacturing (17,777 peers)
- +3.6%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Jones Dairy Farm Thrift Plan's outsized position by total assets
Jones Dairy Farm Thrift Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$31,408,804 Top 22% higher than 78% 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 Thrift 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 Thrift Plan sits mid-pack in the medium band (158 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Jones Dairy Farm Thrift Plan reported net income fell from $3M in the plan year 2023 filing to $1M in the plan year 2024 filing.
- Jones Dairy Farm Thrift Plan end-of-year assets rose from $30M in the plan year 2023 filing to $31M in the plan year 2024 filing.
- Jones Dairy Farm Thrift Plan reported participants fell from 161 in the plan year 2023 filing to 158 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 390380850 · Jones Dairy Farm PY 2024 · 401(k)
Jones Dairy Farm Thrift Plan · $31M · 158 · 78th
- PHOTO $31M
- IND 158
- EOY 78th
- 5500 401(k)
- ASSETS near The Lakeland Companies Employees' Profit Sharing Plan
- PCT ind #12388
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 Thrift Plan in the asset neighbourhood
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $30M |
|---|---|
| Net Assets (End of Year) | $31M |
| Net Income | $1M |
| Employer EIN | 390380850 |
| Plan Effective Date | 1971-03-01 |
| 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 Thrift Plan's out-of-state 401(k) peers by assets and headcount
Outside Wisconsin, the nearest 401(k) by assets is The Lakeland Companies Employees' Profit Sharing Plan in MN ($31M); by covered participants it is Supportive Healthcare, Inc 401(k) Plan in FL (158 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($31M here).
- The Lakeland Companies Employees' Profit Sharing Plan (MN) $31M · 246
- Remsa Retirement Plan (NV) $31M · 443
- Ocean Fleet Services 401(k) Plan (VA) $31M · 457
- R & R, Inc. Employees 401(k) Profit Sharing Plan (OH) $31M · 88
Similar participant headcount
Nearest other-state filings by covered participants (158 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.