Plan Ledger DOL Form 5500 · updated monthly

United Dairy Industry Association401(k)

THRIFT AND SAVINGS PLAN SPONSORED BY UNITED DAIRY INDUSTRY ASSOCIATION · ROSEMONT, IL · plan year 2024

Reported admin expense ratio · 2024
0.10%

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

United Dairy Industry Association reported $164,851 in plan administrative expenses for 2024: 0.10% of average plan assets, below the peer median. Employer contributions averaged $11,066 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 0.11% to 0.10%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other other services employers. By assets it is the 376th-largest of 3,702 plans among Illinois employers on file, and the 104th of 3,341 in other services. In 2024, employees put in $1.12 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$169,531,867
Participants with balances695
Active participants497
Employer contributions$5,500,043
Employee contributions$6,133,426
Employer contribution per active participant$11,066
Average account balance$243,931
Benefits paid to participants$15,628,011
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$169.5M · 695 accts · $5.5M emplr
2023$151.9M · 706 accts · $5.9M emplr
2022$130.6M · 689 accts · $5.4M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$164,851
Total administrative$164,851
The United Dairy Industry Association 401(k) match · 2024
Employer contribution per active participant$11,066
Median for plans this size$3,635
2024$11,066 per active participant
2023$12,087 per active participant
2022$11,004 per active participant

United Dairy Industry Association's 2024 employer contribution ran above the $3,635 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
ONEAMERICA RETIREMENT SERVICES LLC · Recordkeeping · Participant communication$164,850
MATRIX TRUST COMPANY · Custodial (securities) · Trusteeindirect comp

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

Recordkeeper by year2
2024OneAmerica
2023OneAmerica

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

Administrative cost history3
2024$164,851 · 0.10%
2023$148,411 · 0.11%
2022$156,837 · 0.11%
Similar plansOther Services · Illinois
Sp Plus Corporation IL$202.6M · 0.34%
The Boyd Group (U.S.) Inc. IL$197.7M · 0.20%
Rotary International IL$170.4M · 0.06%

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Source: U.S. Department of Labor, Form 5500 series, EIN 362702849 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.