Clover Farms Dairy Company Union Employees 4o1k Plan — Form 5500 plan (Clover Farms Dairy LLC)

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, Clover Farms Dairy Company Union Employees 4o1k Plan is a benefit plan reported by Clover Farms Dairy LLC under EIN 92-1062793 and plan number 002. The latest loaded filing year is 2023. The filing reports 282 participants and $6,079,324 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$6.1MPlan net assets, end of year$6,079,324
Participants282Covered participants reported
Assets / participant$21.6KComputed: assets ÷ participants$21,558 (computed)
Provider compensation$50.9K2 Schedule C provider row(s)$50,902
Plan sponsor
Clover Farms Dairy LLC
EIN
92-1062793
Plan number
002
Plan type
2
Location
Florence, NJ
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

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

  1. 2023
    282 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)$6.1M total assets
Net assets$6.1MLiabilities$0
Money in vs. money out
Total income / additions$1.4M
Total expenses$615.8K
Benefits paid / distributions$564.9K
Contributions
Employer$383.1K
Participant$243.7K
Full reported line items

Net assets

Total assets (EOY)
$6,079,324
Total liabilities (EOY)
$0
Net assets (EOY)
$6,079,324
Net assets (BOY)
$5,261,327

Income & contributions

Employer contributions
$383,095
Participant contributions
$243,729
Total contributions
$647,402
Total income / additions
$1,433,784

Expenses & distributions

Benefits paid
$564,885
Administrative expenses
$50,902
Total expenses
$615,787
Net increase / (decrease)
$817,997
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.

Contribution share (employer vs. participant)
Employer 61%Participant 39%
Total expenses ÷ net assets10%Computed ratio
Benefits paid ÷ total income39%Computed ratio
Provider comp. ÷ net assets1%Computed ratio
Schedule C

Service provider compensation

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

  1. 1
    NONE · Direct $29.7K · Indirect $0
  2. 2
    NONE · Direct $21.2K

Related Form 5500 pages