Burnett Dairy CO-OP 401(k) match, vesting and fees
What Burnett Dairy CO-OP's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Alerus Financial NA | Schedule C ↗ |
| Independent auditor | Carlson Sv (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 3,042 defined-contribution plans in manufacturing with 100 to 499 participants.
| Burnett Dairy CO-OP: employer contribution per participant | $2,411 | |
| Peer median | $1,962 |
| Burnett Dairy CO-OP: average balance | $37,311 | |
| Peer median | $75,225 |
| Burnett Dairy CO-OP: admin expenses ÷ assets | 0.70% | |
| Peer median | 0.32% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $8.8M at the end of plan year 2021 to $13M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 357 | $13M | $841K | $2,411 | 0.70% | Not published | Form 5500 ↗ |
| 2024 | 336 | $10M | $725K | $2,308 | 0.63% | Not published | Form 5500 ↗ |
| 2023 | 299 | $9.6M | $478K | $1,757 | 0.51% | Not published | Form 5500 ↗ |
| 2022 | 263 | $8M | $416K | $1,991 | 0.41% | Not published | Form 5500 ↗ |
| 2021 | 306 | $8.8M | $406K | $1,878 | 0.35% | Not published | Form 5500 ↗ |
Common questions
Does Burnett Dairy CO-OP match 401(k) contributions?
The match terms for the Burnett Dairy Co-Op 401(k) Plan have not been published from its filing yet. The plan year 2025 filing reports $841K in employer contributions, about $2,411 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Burnett Dairy CO-OP 401(k) match vested?
The vesting schedule for the Burnett Dairy Co-Op 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Burnett Dairy CO-OP 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Alerus Financial NA. The plan administrator is Burnett Dairy Co-Op.
I left Burnett Dairy CO-OP. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Burnett Dairy Co-Op, (715) 689-2000) or the recordkeeper, Alerus Financial NA. The Burnett Dairy CO-OP old 401(k) page lists the contacts from every plan filing. Find an old Burnett Dairy CO-OP 401(k)
Data from the public Form 5500 annual reports Burnett Dairy CO-OP filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Burnett Dairy CO-OP. Not financial advice. Report a correction · Methodology