United Dairy Farmers, Inc. Money Purchase — Form 5500 plan (United Dairy Farmers, Inc.)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, United Dairy Farmers, Inc. Money Purchase is a benefit plan reported by United Dairy Farmers, Inc. under EIN 31-1361170 and plan number 001. The latest loaded filing year is 2023. The filing reports 806 participants and $15,623,225 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$15.6MPlan net assets, end of year$15,623,225
Participants806Covered participants reported
Assets / participant$19.4KComputed: assets ÷ participants$19,384 (computed)
Provider compensation$49.1K2 Schedule C provider row(s)$49,133
Plan sponsor
United Dairy Farmers, Inc.
EIN
31-1361170
Plan number
001
Plan type
2
Location
Cincinnati, OH
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    806 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$15.6M total assets
Net assets$15.6MLiabilities$0
Money in vs. money out
Total income / additions$2.4M
Total expenses$1.3M
Benefits paid / distributions$1.2M
Contributions
Employer$554.7K
ParticipantNot reported
Full reported line items

Net assets

Total assets (EOY)
$15,623,225
Total liabilities (EOY)
$0
Net assets (EOY)
$15,623,225
Net assets (BOY)
$14,494,643

Income & contributions

Employer contributions
$554,700
Total contributions
$554,700
Total income / additions
$2,393,690

Expenses & distributions

Benefits paid
$1,231,217
Administrative expenses
$33,891
Total expenses
$1,265,108
Net increase / (decrease)
$1,128,582
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Total expenses ÷ net assets8%Computed ratio
Benefits paid ÷ total income51%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    SERVICE PROVIDER · Direct $33.9K · Indirect $0
  2. 2
    SERVICE PROVIDER · Direct $0 · Indirect $15.2K

What to inspect next

Frequently asked questions

Who sponsors the United Dairy Farmers, Inc. Money Purchase?
United Dairy Farmers, Inc. Money Purchase is reported as sponsored by United Dairy Farmers, Inc. (EIN 31-1361170, plan number 001) in public Form 5500 filings.
What is the most recent Form 5500 filing year for United Dairy Farmers, Inc. Money Purchase?
The latest Form 5500 filing year loaded for United Dairy Farmers, Inc. Money Purchase is 2023.
How many participants does United Dairy Farmers, Inc. Money Purchase report?
United Dairy Farmers, Inc. Money Purchase reports 806 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for United Dairy Farmers, Inc. Money Purchase?
United Dairy Farmers, Inc. Money Purchase reports $15,623,225 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages