Plan Ledger DOL Form 5500 · updated monthly

Wisconsin Farm Bureau Federation Cooperative401(k)

401(K) PLAN OF WISCONSIN FARM BUREAU FEDERATION AND AFFILIATES · MADISON, WI · plan year 2024

Reported admin expense ratio · 2024
0.12%

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

Wisconsin Farm Bureau Federation Cooperative reported $45,543 in plan administrative expenses for 2024: 0.12% of average plan assets, lower than ~75% of peers. Employer contributions averaged $3,678 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 0.12%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other finance & insurance employers. By assets it is the 480th-largest of 1,936 plans among Wisconsin employers on file, and the 1,919th of 4,798 in finance & insurance. In 2024, employees put in $2.13 for every $1.00 the employer contributed; active participation has grown from 213 to 240 since 2022.

Plan summary
Net assets, end of year$41,178,657
Participants with balances320
Active participants240
Employer contributions$882,779
Employee contributions$1,883,664
Employer contribution per active participant$3,678
Average account balance$128,683
Benefits paid to participants$3,148,562
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$41.2M · 320 accts · $883K emplr
2023$35.8M · 290 accts · $781K emplr
2022$29.6M · 272 accts · $601K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$34,585
Investment management$10,958
Total administrative$45,543
The Wisconsin Farm Bureau Federation Cooperative 401(k) match · 2024
Employer contribution per active participant$3,678
Median for plans this size$2,416
2024$3,678 per active participant
2023$3,411 per active participant
2022$2,824 per active participant

Wisconsin Farm Bureau Federation Cooperative'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
ONEAMERICA RETIREMENT SERVICES LLC · Recordkeeping · Loan processing$34,585
ONEAMERICA INVESTMENT ADVISORY SVCS · Investment management$10,958
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$45,543 · 0.12%
2023$37,783 · 0.12%
2022$51,979 · 0.15%
Same employer
Similar plansFinance & Insurance · Wisconsin
Trust Point Inc WI$44.9M · 0.04%
Woodtrust Bank WI$44.2M · 0.04%
Tricor, LLC WI$42.6M · 0.01%
Marine Credit Union WI$37.3M · 0.51%
Bank Five Nine WI$36.0M · 0.44%

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Source: U.S. Department of Labor, Form 5500 series, EIN 390808613 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.