Plan Ledger DOL Form 5500 · updated monthly

Central Valley AG Cooperative401(k)

CO-OP 401(K) PLAN · YORK, NE · plan year 2024

Reported admin expense ratio · 2024
0.14%

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

Central Valley AG Cooperative reported $86,574 in plan administrative expenses for 2024: 0.14% of average plan assets, above the peer median. Employer contributions averaged $639 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.

Across the 2 years on file its reported administrative ratio fell from 0.15% to 0.14%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other agriculture, forestry & fishing employers. By assets it is the 101st-largest of 565 plans among Nebraska employers on file, and the 73rd of 945 in agriculture, forestry & fishing. In 2024, employees put in $6.05 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$66,227,790
Participants with balances1,373
Active participants920
Employer contributions$588,321
Employee contributions$3,560,240
Employer contribution per active participant$639
Average account balance$48,236
Benefits paid to participants$3,553,879
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$66.2M · 1,373 accts · $588K emplr
2023$58.5M · 1,328 accts · $548K emplr
2022$51.9M · 1,301 accts · $493K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$75,457
Total administrative$86,574
The Central Valley AG Cooperative 401(k) match · 2024
Employer contribution per active participant$639
Median for plans this size$3,635
2024$639 per active participant
2023$574 per active participant
2022$536 per active participant

Central Valley AG Cooperative's 2024 employer contribution ran below the $3,635 median for plans its size, in the bottom 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
MILLIMAN, INC. · Recordkeeping · Loan processing$50,117
AGRI-INVEST, LLC · Investment management$9,053

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Milliman
2023Milliman

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$86,574 · 0.14%
2023$82,723 · 0.15%
2022$83,976 · 0.15%
Same employer
Similar plansAgriculture, Forestry & Fishing · Nebraska
AG Processing Inc NE$187.5M · 0.13%
Fnc, Inc NE$170.0M · 0.00%
Farmers Cooperative NE$27.0M · 0.24%
Nebraska Beef, LTD. NE$20.4M · 0.16%
Frontier Cooperative NE$19.8M · 0.15%

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Source: U.S. Department of Labor, Form 5500 series, EIN 470834827 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.