Plan Ledger DOL Form 5500 · updated monthly

Dairy One Cooperative, Inc.401(k)

CO-OP 401(K) PLAN · ITHACA, NY · plan year 2024

Reported admin expense ratio · 2024
0.17%

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

Dairy One Cooperative, Inc. reported $64,241 in plan administrative expenses for 2024: 0.17% of average plan assets, below the peer median. Employer contributions averaged $3,092 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 3 years on file its reported administrative ratio has held roughly steady near 0.17%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other agriculture, forestry & fishing employers. By assets it is the 1,630th-largest of 5,648 plans among New York employers on file, and the 119th of 945 in agriculture, forestry & fishing. In 2024, employees put in $1.28 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$38,864,296
Participants with balances445
Active participants241
Employer contributions$745,053
Employee contributions$956,641
Employer contribution per active participant$3,092
Average account balance$87,335
Benefits paid to participants$3,844,909
Plan auditUnmodified (clean) audit opinion
AuditorHERBEIN & COMPANY, INC.
Plan history3
Yearassets · accounts · employer contribution
2024$38.9M · 445 accts · $745K emplr
2023$36.3M · 434 accts · $734K emplr
2022$32.4M · 411 accts · $673K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$58,120
Total administrative$64,241
The Dairy One Cooperative, Inc. 401(k) match · 2024
Employer contribution per active participant$3,092
Median for plans this size$2,416
2024$3,092 per active participant
2023$2,995 per active participant
2022$2,746 per active participant

Dairy One Cooperative, Inc.'s 2024 employer contribution ran above the $2,416 median for plans its size. 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$35,054
AGRI-INVEST · Investment management$10,394

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$64,241 · 0.17%
2023$62,328 · 0.18%
2022$64,472 · 0.18%
Similar plansAgriculture, Forestry & Fishing · New York
Marshall Farms Group LTD NY$74.4M · 0.21%
American Kennel Club NY$73.1M · 0.29%
The Jockey Club NY$45.7M · 0.19%
Byrne Dairy, Inc. NY$38.3M · 0.56%
S.S. Steiner, Inc. NY$20.9M · 0.34%
Aceto US, LLC NY$17.9M · 0.03%
Curaleaf, Inc. NY$17.3M · 0.85%

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Source: U.S. Department of Labor, Form 5500 series, EIN 150545333 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.