Money Purchase · DOL Form 5500 · 2024
United Dairy Farmers, Inc. Money Purchase Plan
Data updated 2026-08-06
- $16M
- Total assets
- 684
- Participants
- 66th
- Percentile by assets
- $23,703
- Avg per participant
Official DOL plan name: United Dairy Farmers, Inc. Money Purchase · Sponsored by United Dairy Farmers, Inc. · Ohio · Retail Trade
$16M in assets, 684 participants
United Dairy Farmers, Inc.'s United Dairy Farmers, Inc. Money Purchase reported $16M in total assets and 684 participants in its 2024 DOL Form 5500 filing, ranking in the 66th 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.
- 66th percentile by assets (of 116,472 plans)
- #5,834 in Retail Trade (7,620 peers)
United Dairy Farmers, Inc. multi-year trail
United Dairy Farmers, Inc.'s plans moved +24.6% in assets from 2022 to 2024; this filing shows United Dairy Farmers, Inc. Money Purchase at $16M / 684 participants.
- $16M
- total plan assets (2024 EOY)
- 684
- covered participants
- 66th
- percentile by assets (of 116,472 plans)
- $23,703
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- United Dairy Farmers, Inc. Money Purchase reported net income fell from $1M in the plan year 2023 filing to $589K in the plan year 2024 filing.
- United Dairy Farmers, Inc. Money Purchase end-of-year assets rose from $16M in the plan year 2023 filing to $16M in the plan year 2024 filing.
- United Dairy Farmers, Inc. Money Purchase reported participants rose from 671 in the plan year 2023 filing to 684 in the plan year 2024 filing.
United Dairy Farmers, Inc. across 3 plan years on file
Across the 3 plan years United Dairy Farmers, Inc. has on file (2022-2024), sponsor-wide plan assets have moved from $49M to $60M, a gain of 24.6%, while reported participants moved from 2,561 to 2,630 (+2.7%). Peak year by sponsor assets: 2024 ($60M); trough: 2022 ($49M).
United Dairy Farmers, Inc. multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 2,561 | $49M |
| 2023 | 2 | 2,653 | $56M |
| 2024 | 2 | 2,630 | $60M |
United Dairy Farmers, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $16M |
|---|---|
| Net Assets (End of Year) | $16M |
| Net Income | $589K |
| Employer EIN | 311361170 |
| Plan Effective Date | 1952-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in Ohio
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
United Dairy Farmers, Inc. Money Purchase vs. nearby Money Purchase plans in Ohio, assets vs. participants
- The Sherwin-Williams Company Salaried Employees' Revised Pension Investment Plan $1.7B · 47,538
- The Cleveland Clinic Foundation Cash Balance Plan $1.6B · 4,957
- Iron Workers District Council of So Oh & Vicinity Annuity Trust $533M · 7,205
- University of Dayton Defined Contribution Retirement Plan $382M · 3,130
- Northwestern Ohio Plumbers and Pipefitters Retirement and Trust $376M · 2,118
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to United Dairy Farmers, Inc. Money Purchase by total assets, not by location.
- Tinker Federal Credit Union Target Benefit Plan (OK) $16M · 796
- Blackstone Valley Community Health Care Retirement Plan (RI) $16M · 223
- Ila Warehouse Employees Pension Fund (NY) $16M · 757
- Kern Oil & Refining Company Pension Plan (CA) $16M · 187
Frequently Asked Questions
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Multi-year trail
Ways to act on United Dairy Farmers, Inc. Money Purchase's numbers.
- By total assets, United Dairy Farmers, Inc. Money Purchase ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Ohio. Compare plans
- United Dairy Farmers, Inc.'s sponsor-wide assets have grown 24.6% since 2022 across 3 plan years on file. More Retail Trade plans