Money Purchase · DOL Form 5500 · 2024
Dairy Union Employees Benefit Fund Trustees Money Purchase Plan
Data updated 2026-08-11
- $2M
- Total assets
- 25
- Participants
- 28th
- Percentile by assets
- $71,023
- Avg per participant
Official DOL plan name: Dairy Union Employees Benefit Plan · Sponsored by Dairy Union Employees Benefit Fund Trustees · Ohio · Manufacturing
$2M in assets, 25 participants
Dairy Union Employees Benefit Fund Trustees's Dairy Union Employees Benefit Plan reported $2M in total assets and 25 participants in its 2024 DOL Form 5500 filing, ranking in the 28th 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.
- 28th percentile by assets (of 123,622 plans)
- #2,322 in Manufacturing (17,777 peers)
What the 2024 filing shows
Dairy Union Employees Benefit Plan holds $2M for 25 participants - about $71,023 per participant, in the lower half of filed plans by assets.
- $2M
- total plan assets (2024 EOY)
- 25
- covered participants
- 28th
- percentile by assets (of 123,622 plans)
- $71,023
- avg assets per participant
The plan reported a net loss of $58K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Dairy Union Employees Benefit Plan reported net income fell from $176K in the plan year 2023 filing to -$58K in the plan year 2024 filing.
- Dairy Union Employees Benefit Plan reported participants fell from 29 in the plan year 2023 filing to 25 in the plan year 2024 filing.
- Dairy Union Employees Benefit Plan end-of-year assets fell from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
Money Purchase filing for Dairy Union Employees Benefit Plan
Money Purchase filing for plan year 2024: EIN 341258908 ; effective since 1950-12-01 ; filing status FILING RECEIVED. Verify the certified figures on DOL EFAST2.
Filing particulars (2024)
| Total Assets (Beginning of Year) | $2M |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | -$58K |
| Employer EIN | 341258908 |
| Plan Effective Date | 1950-12-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Dairy Union Employees Benefit Fund Trustees)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 23 | $2M |
| 2023 | 1 | 29 | $2M |
| 2024 | 1 | 25 | $2M |
Nearby Money Purchase Plans in Ohio
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Dairy Union Employees Benefit Plan 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 Dairy Union Employees Benefit Plan by total assets, not by location.
Frequently Asked Questions
How did Dairy Union Employees Benefit Plan assets move in 2024? ▼
How have Dairy Union Employees Benefit Fund Trustees plan assets changed over time? ▼
Which Money Purchase plans are similar in size to Dairy Union Employees Benefit Plan? ▼
Next read for Dairy Union Employees Benefit Plan
Filing takeaways
Ways to act on Dairy Union Employees Benefit Plan's numbers.
- By total assets, Dairy Union Employees Benefit Plan ranks in the lower half of filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Ohio. Compare plans
- Dairy Union Employees Benefit Fund Trustees's sponsor-wide assets have grown 7.2% since 2022 across 3 plan years on file. More Manufacturing plans