401(k) · DOL Form 5500 · 2024

United Dairymen of Arizona 401(k) Plan

Data updated 2026-08-25

$49M
Total assets Below avg plan size
305
Participants Below avg headcount
84th
Percentile by assets National rank
$161,163
Avg per participant Above avg balance/head
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Official DOL plan name: Uda 401(k) Plan · Sponsored by United Dairymen of Arizona · Arizona · Manufacturing

$49M in assets, 305 participants

United Dairymen of Arizona's Uda 401(k) Plan reported $49M in total assets and 305 participants in its 2024 DOL Form 5500 filing, ranking in the 84th 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.

  • #13,716 in Manufacturing (17,777 peers)

Where Uda 401(k) Plan sits by assets

Uda 401(k) Plan sits in the top quartile of all filed plans by assets, $49M for 305 participants (~$161,163/participant), up 11.3% in 2024.

#13,716
in Manufacturing (17,777 peers)
+11.3%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Uda 401(k) Plan's outsized position by total assets

Uda 401(k) Plan vs every filed plan by assets

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

$49,154,574 Top 16% higher than 84% 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

Uda 401(k) 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. Uda 401(k) Plan sits mid-pack in the medium band (305 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Uda 401(k) Plan reported net income fell from $8M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Uda 401(k) Plan end-of-year assets rose from $44M in the plan year 2023 filing to $49M in the plan year 2024 filing.
  • Uda 401(k) Plan reported participants fell from 338 in the plan year 2023 filing to 305 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 860098125 · United Dairymen of Arizona PY 2024 · 401(k)

Uda 401(k) Plan · $49M · 305 · 84th

  • TYPE $49M
  • NET 305
  • BOOK 84th
  • VS-ST 401(k)
  • BOY near Bristol Hospice 401(k) Plan
  • SCH ind #13716

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 Arizona →

Uda 401(k) Plan in the asset neighbourhood

Ia American Warranty, LP 401(k) PlanIa American Warranty, LP 401…$49MUda 401(k) Plan$49MBristol Hospice 401(k) Plan$49MBig Creek Lumber Company 401(k) Retirement PlanBig Creek Lumber Company 401…$49MAjc 401(k) Plan$49M
End-of-year total assets ($M) among Uda 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$44M
Net Assets (End of Year)$49M
Net Income$5M
Employer EIN860098125
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (United Dairymen of Arizona)

Sponsor-wide plan assets over time

All United Dairymen of Arizona plans reported in each filing year

Latest sponsor-wide plan assets
$49M 32.590343710355086% vs 2022
2024 filing year
$40M$50M$60M$70M$80M 202220232024 $72.9M $49.2M ▼ -32.6%
Year Plans Participants Total Assets
2022 2 604 $73M
2023 1 338 $44M
2024 1 305 $49M

Nearby 401(k) Plans in Arizona

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Uda 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -202468 Total assets ($B) Participants Uda 401(k) Plan, Total assets ($B): 0.049154574 · Participants: 305Uda 401(k) PlanBechtel Trust & Thrift Plan, Total assets ($B): 6.067288511 · Participants: 7971Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.918574883 · Participants: 54731Banner Health Employees 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.670667399 · Participants: 13770Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.666764279 · Participants: 32629Republic Services, Inc. 401(k) PlanStantec 401(k) Plan, Total assets ($B): 2.319061108 · Participants: 11603Stantec 401(k) Plan
Uda 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Uda 401(k) Plan side-by-side with 3 peers →

Uda 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Bristol Hospice 401(k) Plan in UT ($49M); by covered participants it is Hmp Communications Holdings, LLC Employee 401(k) Plan in PA (305 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($49M here).

Similar participant headcount

Nearest other-state filings by covered participants (305 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 Uda 401(k) Plan assets move in 2024? ▼
Uda 401(k) Plan grew at a solid clip - up 11.3% during 2024, from $44M to $49M. Reported net income was $5M.
How have United Dairymen of Arizona plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), United Dairymen of Arizona's sponsor-wide assets declined 32.6%, from $73M to $49M.
Where does Uda 401(k) Plan rank by assets among Form 5500 filers? ▼
Uda 401(k) Plan ranks in the 84th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Uda 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bristol Hospice 401(k) Plan in UT ($49M, 3,525 participants).
Which 401(k) plans cover a similar participant headcount to Uda 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hmp Communications Holdings, LLC Employee 401(k) Plan in PA (305 participants, $23M 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 860098125.

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.