Defined Benefit (Pension) · DOL Form 5500 · 2024
United Benefits Group Pension Plan
Data updated 2026-08-25
- $3.5B
- Total assets Very large vs avg
- 15,151
- Participants Very large workforce
- 100th
- Percentile by assets National rank
- $231,608
- Avg per participant Above avg balance/head
Official DOL plan name: Co-Op Retirement Plan · Sponsored by United Benefits Group · Missouri · Manufacturing
$3.5B in assets, 15,151 participants
United Benefits Group's Co-Op Retirement Plan reported $3.5B in total assets and 15,151 participants in its 2024 DOL Form 5500 filing, ranking in the 100th 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.
- #17,625 in Manufacturing (17,777 peers)
Coverage in Missouri
Co-Op Retirement Plan covers 15,151 participants in Missouri, 21x the typical Missouri plan (state average ~737 per filing). Assets: $3.5B.
- #17,625
- in Manufacturing (17,777 peers)
- +1.5%
- assets growth YoY
- 35×
- vs typical plan assets (national mean)
Co-Op Retirement Plan's outsized position by total assets
Co-Op Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$3,509,086,755 Highest reported value at or above every one of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Co-Op Retirement Plan's mega-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Co-Op Retirement Plan is a mega filing (15,151 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Co-Op Retirement Plan reported net income fell from $82M in the plan year 2023 filing to $48M in the plan year 2024 filing.
- Co-Op Retirement Plan end-of-year assets rose from $3.5B in the plan year 2023 filing to $3.5B in the plan year 2024 filing.
- Co-Op Retirement Plan reported participants rose from 14,993 in the plan year 2023 filing to 15,151 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 010689331 · United Benefits Group PY 2024 · Defined Benefit (Pension)
Co-Op Retirement Plan · $3.5B · 15,151 · 100th
- EOY $3.5B
- 5500 15,151
- ASSETS 100th
- PCT Defined Benefit (Pension)
- EIN near Parker Defined Benefit Pension Plan
- RANK ind #17625
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 Missouri →
Co-Op Retirement Plan in the asset neighbourhood
Missouri filing particulars
| Total Assets (Beginning of Year) | $3.5B |
|---|---|
| Net Assets (End of Year) | $3.5B |
| Net Income | $48M |
| Employer EIN | 010689331 |
| Plan Effective Date | 1946-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (United Benefits Group)
Sponsor-wide plan assets over time
All United Benefits Group plans reported in each filing year
- Latest sponsor-wide plan assets
- $3.5B 3.918161915479977% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 15,460 | $3.4B |
| 2023 | 1 | 14,993 | $3.5B |
| 2024 | 1 | 15,151 | $3.5B |
Nearby Defined Benefit (Pension) Plans in Missouri
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Boilermaker-Blacksmith National Pension Trust $7.5B · 28,958
- Ameren Retirement Plan $4.8B · 9,760
- Carpenters Pension Trust Fund of St. Louis $3.4B · 11,832
- Emerson Electric Company Retirement Plan $3.3B · 2,467
- Bjc Pension Plan $2.7B · 20,653
Scale composition for Co-Op Retirement Plan
Co-Op Retirement Plan reports $3.5B in end-of-year assets across 15,151 participants (0.028% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.016% of 93,925,755 covered participants) - about $231,608 per participant (1.7x the national average assets-per-participant) . Net income for plan year 2024 was $48M.
This plan identity (EIN 010689331, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $3.4B to $3.5B (+3.9%) while covered participants moved from 15,460 to 15,151 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 15,460 | $3.4B | Open filing |
| 2023 | 14,993 | $3.5B | Open filing |
| 2024 · index core | 15,151 | $3.5B | This page |
Co-Op Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Missouri, the nearest Defined Benefit (Pension) by assets is Parker Defined Benefit Pension Plan in OH ($3.5B); by covered participants it is Frontier Communications Pension Plan in CT (15,141 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3.5B here).
- Parker Defined Benefit Pension Plan (OH) $3.5B · 8,120
- California Ironworkers Field Pension Trust (CA) $3.5B · 9,792
- Building Trades United Pension Trust Fund Milwaukee and Vicinity (WI) $3.5B · 10,236
- U.S. Bank Legacy Pension Plan (MN) $3.5B · 4,950
Similar participant headcount
Nearest other-state filings by covered participants (15,151 participants); asset peers above are excluded.
- Frontier Communications Pension Plan (CT) 15,141 · 10 off
- Northwest Carpenters Retirement Plan (CA) 15,177 · 26 off
- Delta Retirement Plan (GA) 15,222 · 71 off
- Bakery & Confectionery Union & Industry International Pension Fund (MD) 14,954 · 197 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.