401(k) · DOL Form 5500 · 2024

Hoffmann Oberweis Dairy LLC 401(k) Plan

Data updated 2026-08-25

$18M
Total assets Small plan by assets: 390
Participants Below avg headcount: 68th
Percentile by assets National rank: $45,111
Avg per participant Low balance/head

Official DOL plan name: Oberweis Dairy, Inc. 401(k) Profit Sharing Plan · Sponsored by Hoffmann Oberweis Dairy LLC · Illinois · Food Services & Accommodation

$18M in assets, 390 participants

Hoffmann Oberweis Dairy LLC's Oberweis Dairy, Inc. 401(k) Profit Sharing Plan reported $18M in total assets and 390 participants in its 2024 DOL Form 5500 filing, ranking in the 68th 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.

#3,318 in Food Services & Accommodation (3,672 peers)

Food Services & Accommodation sector rank

Within Food Services & Accommodation, Oberweis Dairy, Inc. 401(k) Profit Sharing Plan ranks #3,318 of 3,672 2024 filers by assets (111% of the sector average)-$18M for 390 participants.

#3,318
in Food Services & Accommodation (3,672 peers): -0.5%
assets change YoY

The plan reported a net loss of $86K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Oberweis Dairy, Inc. 401(k) Profit Sharing Plan's outsized position by total assets

Oberweis Dairy, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$17,593,267 Top 32% higher than 68% 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

Oberweis Dairy, Inc. 401(k) Profit Sharing 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. Oberweis Dairy, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (390 participants).

Micro (1-10) 33,766 filings (27%) Small (11-100) 26,107 filings (21%) Medium (101-1,000) 54,251 filings (43%) Large (1,001-10,000) 10,349 filings (8%) Mega (10,000+) 1,399 filings (1%)

Plan-year Form 5500 strip

Filing strip 993404642 · Hoffmann Oberweis Dairy LLC PY 2024 · 401(k)

Oberweis Dairy, Inc. 401(k) Profit Sharing Plan · $18M · 390 · 68th

BOOK $18M
VS-ST 390
BOY 68th
SCH 401(k)
EBSA near Colliers International-Atlanta, LLC 401(k) Plan
PART ind #3318

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 Food Services & Accommodation retirement plans → · Plans in Illinois →

End-of-year total assets ($M) among Oberweis Dairy, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Food Services & Accommodation filing particulars

Total Assets (Beginning of Year)	$18M
Net Assets (End of Year)	$18M
Net Income	-$86K
Employer EIN	993404642
Plan Effective Date	1959-03-02
Filing Status	FILING RECEIVED

Nearby 401(k) Plans in Illinois

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

Oberweis Dairy, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Illinois, assets vs. participants

Accenture United States 401(k) Match and Savings Plan $21.3B · 66,965
State Farm 401(k) Savings Plan $19.0B · 63,297
United Airlines Pilot Retirement Account Plan $16.8B · 16,659
Abbott Laboratories Stock Retirement Plan $15.8B · 38,229
Walgreens Retirement Savings Plan $14.5B · 233,635

Compare Oberweis Dairy, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Oberweis Dairy, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Colliers International-Atlanta, LLC 401(k) Plan in GA ($18M); by covered participants it is Foreflight LLC 401(k) Profit Sharing Plan and Trust in TX (390 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($18M here).

Colliers International-Atlanta, LLC 401(k) Plan (GA) $18M · 102
Fransen-Pittman Construction Company, Inc. 401(k) Profit Sharing Plan (CO) $18M · 140
Eutaw Construction Company, Inc. 401(k) Plan (MS) $18M · 374
Medallion Instrumentation Systems, LLC Employee 401(k) Savings Plan (MI) $18M · 145

Similar participant headcount

Nearest other-state filings by covered participants (390 participants); asset peers above are excluded.

Foreflight LLC 401(k) Profit Sharing Plan and Trust (TX) 390 · 0 off
Ford Restaurant Group Retirement Savings Plan (TX) 390 · 0 off
Sch Services, Inc. 401(k) Plan (MN) 390 · 0 off
Rust Enterprises, Inc. 401(k) Retirement Plan (NC) 390 · 0 off

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 Oberweis Dairy, Inc. 401(k) Profit Sharing Plan assets move in 2024? ▼

Oberweis Dairy, Inc. 401(k) Profit Sharing Plan held essentially flat - down 0.5% during 2024, from $18M to $18M. Reported net income was -$86K.

Which 401(k) plans are similar in size to Oberweis Dairy, Inc. 401(k) Profit Sharing Plan? ▼

Among 401(k) plans in other states, the closest by assets is Colliers International-Atlanta, LLC 401(k) Plan in GA ($18M, 102 participants).

Which 401(k) plans cover a similar participant headcount to Oberweis Dairy, Inc. 401(k) Profit Sharing Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Foreflight LLC 401(k) Profit Sharing Plan and Trust in TX (390 participants, $42M 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 993404642.