Money Purchase · DOL Form 5500 · 2024

United Dairy Farmers, Inc. Money Purchase Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
684
Participants Below avg headcount
66th
Percentile by assets National rank
$23,703
Avg per participant Low balance/head
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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.

  • #6,184 in Retail Trade (8,048 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.

#6,184
in Retail Trade (8,048 peers)
+3.8%
assets growth YoY

United Dairy Farmers, Inc. Money Purchase's mid-pack asset rank among Retail Trade and all filers

United Dairy Farmers, Inc. Money Purchase vs every filed plan by assets

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

$16,212,518 Top 34% higher than 66% 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 Dairy Farmers, Inc. Money Purchase 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 Dairy Farmers, Inc. Money Purchase sits mid-pack in the medium band (684 participants).

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.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 311361170 · United Dairy Farmers, Inc. PY 2024 · Money Purchase

United Dairy Farmers, Inc. Money Purchase · $16M · 684 · 66th

  • PCT $16M
  • PCT 684
  • PCT 66th
  • PCT Money Purchase
  • PCT near Tinker Federal Credit Union Target Benefit Plan
  • PCT ind #6184

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 Retail Trade retirement plans → · Plans in Ohio →

United Dairy Farmers, Inc. Money Purchase in the asset neighbourhood

Kern Oil & Refining Company Pension PlanKern Oil & Refining Company …$16MUnited Dairy Farmers, Inc. Money PurchaseUnited Dairy Farmers, Inc. M…$16MTinker Federal Credit Union Target Benefit PlanTinker Federal Credit Union …$16MBlackstone Valley Community Health Care Retirement PlanBlackstone Valley Community …$16MIla Warehouse Employees Pension FundIla Warehouse Employees Pens…$16M
End-of-year total assets ($M) among United Dairy Farmers, Inc. Money Purchase and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2024.

United Dairy Farmers, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All United Dairy Farmers, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$60M 24.59983233944169% vs 2022
2024 filing year
$45M$50M$55M$60M$65M 202220232024 $48.5M $60.5M ▲ +24.6%
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 EIN311361170
Plan Effective Date1952-01-01
Filing StatusFILING 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 Scatter plot of 6 data points. -200000200004000060000 -0.500.511.52 Total assets ($B) Participants United Dairy Farmers, Inc. Money Purchase, Total assets ($B): 0.016212518 · Participants: 684United Dairy Farmers, Inc. Money PurchaseThe Sherwin-Williams Company Salaried Employees' Revised Pension Investment Plan, Total assets ($B): 1.717290657 · Participants: 47538The Sherwin-Williams Company Salaried Employees' Revised Pension Investment PlanThe Cleveland Clinic Foundation Cash Balance Plan, Total assets ($B): 1.624051399 · Participants: 4957The Cleveland Clinic Foundation Cash Balance PlanIron Workers District Council of So Oh & Vicinity Annuity Trust, Total assets ($B): 0.533297563 · Participants: 7205Iron Workers District Council of So Oh & Vicinity Annuity TrustUniversity of Dayton Defined Contribution Retirement Plan, Total assets ($B): 0.382016647 · Participants: 3130University of Dayton Defined Contribution Retirement PlanNorthwestern Ohio Plumbers and Pipefitters Retirement and Trust, Total assets ($B): 0.375518141 · Participants: 2118Northwestern Ohio Plumbers and Pipefitters Retirement and Trust
United Dairy Farmers, Inc. Money Purchase vs. nearby Money Purchase plans in Ohio, assets vs. participants
Compare United Dairy Farmers, Inc. Money Purchase side-by-side with 3 peers →

United Dairy Farmers, Inc. Money Purchase's out-of-state Money Purchase peers by assets and headcount

Outside Ohio, the nearest Money Purchase by assets is Tinker Federal Credit Union Target Benefit Plan in OK ($16M); by covered participants it is Equinor US Holdings Inc. Money Purchase Pension Plan in CT (683 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (684 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 Dairy Farmers, Inc. Money Purchase assets move in 2024? ▼
United Dairy Farmers, Inc. Money Purchase edged up modestly - up 3.8% during 2024, from $16M to $16M. Reported net income was $589K.
How have United Dairy Farmers, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), United Dairy Farmers, Inc.'s sponsor-wide assets grew 24.6%, from $49M to $60M.
Which Money Purchase plans are similar in size to United Dairy Farmers, Inc. Money Purchase? ▼
Among Money Purchase plans in other states, the closest by assets is Tinker Federal Credit Union Target Benefit Plan in OK ($16M, 796 participants).
Which Money Purchase plans cover a similar participant headcount to United Dairy Farmers, Inc. Money Purchase? ▼
Among Money Purchase plans in other states, the closest by covered participants is Equinor US Holdings Inc. Money Purchase Pension Plan in CT (683 participants, $200M 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 311361170.

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.