Jones Dairy Farm — Form 5500 filings & benefit plans
Form 5500 plan sponsor 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, Jones Dairy Farm (EIN 39-0380850) is a plan sponsor located in Fort Atkinson, WI with 3 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.
Company overview (based on loaded 2023 public filings)
- EIN
- 39-0380850
- Location
- Fort Atkinson, WI
- Loaded plans
- 6
- Total reported participants
- 1,457
- Total reported plan assets (EOY)
- $92,405,194
- Plans with financial data
- 5
- Plans with provider compensation
- 4
- Latest filing year
- 2023
Totals aggregate this sponsor's loaded Form 5500 filings only and reflect figures as reported; they are not an audited company total.
Largest loaded plans by reported assets
| Plan | Plan # | Participants | Reported assets (EOY) | Year |
|---|---|---|---|---|
| Jones Dairy Farm Thrift Plan | 002 | 195 | $30,328,788 | 2023 |
| Jones Dairy Farm Bargaining Employees' Retirement Savings Plan | 001 | 342 | $23,999,561 | 2023 |
| Jones Dairy Farm Master Trust Plan | 100 | not reported in the loaded dataset | $19,038,422 | 2023 |
| Jones Dairy Farm Union Employees Pension Plan | 007 | 278 | $11,119,612 | 2023 |
| Jones Dairy Farm Non Union Employees Pension Plan | 006 | 87 | $7,918,811 | 2023 |
| Jones Dairy Farm Group Health And Accident Insurance Plan | 501 | 555 | not reported in the loaded dataset | 2023 |
Latest loaded filings
| Year | Plan | Participants | Schedules | Filing |
|---|---|---|---|---|
| 2023 | Jones Dairy Farm Union Employees Pension Plan | 278 | H, C | 20241007122650NAL0007566771001 |
| 2023 | Jones Dairy Farm Non Union Employees Pension Plan | 87 | H, C | 20241007123021NAL0015161953001 |
| 2023 | Jones Dairy Farm Master Trust Plan | not reported in the loaded dataset | H | 20241007123335NAL0007569859001 |
| 2023 | Jones Dairy Farm Bargaining Employees' Retirement Savings Plan | 342 | H, C | 20241011063926NAL0012222499001 |
| 2023 | Jones Dairy Farm Thrift Plan | 195 | H, C | 20241011065008NAL0043441922001 |
| 2023 | Jones Dairy Farm Group Health And Accident Insurance Plan | 555 | — | 20250122022919NAL0003879457001 |