Plan Ledger DOL Form 5500 · updated monthly

Allied Cooperative401(k)

CO-OP 401(K) PLAN · ADAMS, WI · plan year 2022

Reported admin expense ratio · 2022
0.27%

Peer grade: A- · admin costs + employer contributions vs same-size plans · how grading works

Allied Cooperative reported $60,790 in plan administrative expenses for 2022: 0.27% of average plan assets, below the peer median. Employer contributions averaged $5,330 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

The plan sits in the $10M–$50M size bracket, benchmarked here against 26,806 comparable plans and shown alongside other agriculture, forestry & fishing employers. By assets it is the 840th-largest of 1,936 plans among Wisconsin employers on file, and the 233rd of 945 in agriculture, forestry & fishing. In 2022, the employer put in $1.60 for every $1.00 employees contributed themselves.

Plan summary
Net assets, end of year$20,702,499
Participants with balances311
Active participants191
Employer contributions$1,018,077
Employee contributions$637,303
Employer contribution per active participant$5,330
Average account balance$66,568
Benefits paid to participants$2,157,358
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2023$0 · $1.2M emplr
2022$20.7M · 311 accts · $1.0M emplr
Administrative expenses, itemized · 2022
Professional / advisory$54,014
Total administrative$60,790
The Allied Cooperative 401(k) match · 2022
Employer contribution per active participant$5,330
Median for plans this size$2,266

Allied Cooperative's 2022 employer contribution ran above the $2,266 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history2
2023Not separately reported
2022$60,790 · 0.27%
Similar plansAgriculture, Forestry & Fishing · Wisconsin
Huntsinger Farms, Inc. WI$27.2M · 0.27%
The Elkin Company, LLC WI$21.7M · 0.47%
Northside Elevator, Inc. WI$18.8M · 0.35%
Milk Source, LLC WI$14.5M · 0.43%
Daybreak Foods, Inc. WI$12.4M · 0.02%
Wsf, Inc. WI$12.1M · 0.08%

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Source: U.S. Department of Labor, Form 5500 series, EIN 390765674 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.