UNITED DAIRY FARMERS, INC. MONEY PURCHASE
ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.
UNITED DAIRY FARMERS, INC.
This ESOP plan holds $16M in total assets and serves 684 participants as of 2024. It is sponsored by UNITED DAIRY FARMERS, INC. in Ohio. The plan reported positive net income of $589K for the year.
What the Filing Says About UNITED DAIRY FARMERS, INC. MONEY PURCHASE
UNITED DAIRY FARMERS, INC. MONEY PURCHASE is a ESOP retirement plan sponsored by UNITED DAIRY FARMERS, INC., headquartered in Ohio. As of the 2024 Form 5500 filing, the plan reports $16M in total end-of-year assets and covers 684 participants across the Retail Trade industry. The sponsor's EIN on file with the U.S. Department of Labor is 311361170, and the plan has been effective since 1952-01-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from $16M at the beginning of 2024 to $16M at year-end — a gain of 3.8%. Net assets (after liabilities) closed the year at $16M, with reported net income of $589K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
Financial Summary (2023)
| Total Assets (Beginning of Year) | $16M |
| Total Assets (End of Year) | $16M |
| Net Assets (End of Year) | $16M |
| Net Income | $589K |
| Plan Type | ESOP |
| Employer EIN | 311361170 |
| Plan Effective Date | 1952-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (UNITED DAIRY FARMERS, INC.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 2,561 | $49M |
| 2023 | 2 | 2,653 | $56M |
| 2024 | 2 | 2,630 | $60M |
Nearby ESOP Plans in Ohio
Peer ESOP plans — same state, same plan type — ranked by total assets.
- THE SHERWIN-WILLIAMS COMPANY 401(K) PLAN $10.1B · 47,362
- THE SHERWIN-WILLIAMS COMPANY SALARIED EMPLOYEES' REVISED PENSION INVESTMENT PLAN $1.6B · 47,282
- MATERION CORPORATION RETIREMENT SAVINGS PLAN $425M · 2,640
- SUPPLEMENTAL PENSION & SAVINGS PLAN FOR EES OF OHIO VALLEY ELECTRIC CORP AND INDIANA-KENTUCKY ELECTRIC CORP $138M · 497
- PIPE FITTERS LOCAL UNION NO. 120 ANNUITY FUND $89M · 1,373
Related Data
Guides
Frequently Asked Questions
How much money is in the UNITED DAIRY FARMERS, INC. MONEY PURCHASE? ▼
What type of plan is UNITED DAIRY FARMERS, INC. MONEY PURCHASE? ▼
Who sponsors the UNITED DAIRY FARMERS, INC. MONEY PURCHASE? ▼
How did UNITED DAIRY FARMERS, INC. MONEY PURCHASE perform in 2024? ▼
Where can I find official filings for UNITED DAIRY FARMERS, INC. MONEY PURCHASE? ▼
How does UNITED DAIRY FARMERS, INC. MONEY PURCHASE compare to other plans? ▼
Explore PlainRetire
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 311361170.
Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology — how this data is sourced, computed, and verified.