Money Purchase · DOL Form 5500 · 2024

Dairy Union Employees Benefit Fund Trustees Money Purchase Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
25
Participants Small participant base
28th
Percentile by assets National rank
$71,023
Avg per participant Below avg balance/head
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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.

  • #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.

#2,322
in Manufacturing (17,777 peers)
-3.1%
assets change YoY

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.

Dairy Union Employees Benefit Plan among the smaller filed plans by assets

Dairy Union Employees Benefit Plan vs every filed plan by assets

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

$1,775,571 28th percentile higher than 28% 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

Dairy Union Employees Benefit Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Dairy Union Employees Benefit Plan is a small filing (25 participants) on this national headcount ladder.

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.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 341258908 · Dairy Union Employees Benefit Fund Trustees PY 2024 · Money Purchase

Dairy Union Employees Benefit Plan · $2M · 25 · 28th

  • EOY $2M
  • 5500 25
  • ASSETS 28th
  • PCT Money Purchase
  • EIN near Lewellen Accountancy Corporation Retirement Trust
  • RANK ind #2322

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 Ohio →

Dairy Union Employees Benefit Plan in the asset neighbourhood

Robert N. Valentine, Inc. Money Purchase Pension PlanRobert N. Valentine, Inc. Mo…$2MWellmont Hawkins County Memorial Hospital Pension PlanWellmont Hawkins County Memo…$2MDairy Union Employees Benefit PlanDairy Union Employees Benefi…$2MLewellen Accountancy Corporation Retirement TrustLewellen Accountancy Corpora…$2MCrystal Run Village Money Purchase PlanCrystal Run Village Money Pu…$2M
End-of-year total assets ($M) among Dairy Union Employees Benefit Plan and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$58K
Employer EIN341258908
Plan Effective Date1950-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Dairy Union Employees Benefit Fund Trustees)

Sponsor-wide plan assets over time

All Dairy Union Employees Benefit Fund Trustees plans reported in each filing year

Latest sponsor-wide plan assets
$2M 7.157832860984642% vs 2022
2024 filing year
$1.6M$1.7M$1.8M$1.9M 202220232024 $1.66M $1.78M ▲ +7.2%
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 Scatter plot of 6 data points. -200000200004000060000 -0.500.511.52 Total assets ($B) Participants Dairy Union Employees Benefit Plan, Total assets ($B): 0.001775571 · Participants: 25Dairy Union Employees Benefit PlanThe 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
Dairy Union Employees Benefit Plan vs. nearby Money Purchase plans in Ohio, assets vs. participants
Compare Dairy Union Employees Benefit Plan side-by-side with 3 peers →

Dairy Union Employees Benefit Plan's out-of-state Money Purchase peers by assets and headcount

Outside Ohio, the nearest Money Purchase by assets is Lewellen Accountancy Corporation Retirement Trust in CA ($2M); by covered participants it is Cotton Belt Federal Credit Union Pension Plan & Trust in AR (25 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (25 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 Dairy Union Employees Benefit Plan assets move in 2024? ▼
Dairy Union Employees Benefit Plan edged down modestly - down 3.1% during 2024, from $2M to $2M. Reported net income was -$58K.
How have Dairy Union Employees Benefit Fund Trustees plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Dairy Union Employees Benefit Fund Trustees's sponsor-wide assets grew 7.2%, from $2M to $2M.
Which Money Purchase plans are similar in size to Dairy Union Employees Benefit Plan? ▼
Among Money Purchase plans in other states, the closest by assets is Lewellen Accountancy Corporation Retirement Trust in CA ($2M, 3 participants).
Which Money Purchase plans cover a similar participant headcount to Dairy Union Employees Benefit Plan? ▼
Among Money Purchase plans in other states, the closest by covered participants is Cotton Belt Federal Credit Union Pension Plan & Trust in AR (25 participants, $611K 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 341258908.

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.