Central Valley Ag Cooperative 401(k) match, vesting and fees
What Central Valley Ag Cooperative'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 | Milliman, Inc. | Schedule C ↗ |
| Independent auditor | Forvis Mazars, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 54 defined-contribution plans in agriculture, forestry, fishing and hunting with 1,000 to 4,999 participants.
| Central Valley Ag Cooperative: employer contribution per participant | $428 | |
| Peer median | $1,612 |
| Central Valley Ag Cooperative: average balance | $48,236 | |
| Peer median | $55,989 |
| Central Valley Ag Cooperative: admin expenses ÷ assets | 0.14% | |
| Peer median | 0.27% |
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 $61.9M at the end of plan year 2021 to $66.2M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 1,466 | $66.2M | $588K | $428 | 0.14% | Not published | Form 5500 ↗ |
| 2023 | 1,405 | $58.5M | $548K | $412 | 0.15% | Not published | Form 5500 ↗ |
| 2022 | 1,380 | $51.9M | $493K | $379 | 0.15% | Not published | Form 5500 ↗ |
| 2021 | 1,385 | $61.9M | $667K | $530 | 0.15% | Not published | Form 5500 ↗ |
Other Central Valley Ag Cooperative plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
The Modified Contributory Retirement Plan for Cooperatives
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.
| Independent auditor | Cbiz Cpas P.C. (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
Common questions
Does Central Valley Ag Cooperative match 401(k) contributions?
The match terms for the Co-Op 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $588K in employer contributions, about $428 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Central Valley Ag Cooperative 401(k) match vested?
The vesting schedule for the Co-Op 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Central Valley Ag Cooperative 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Milliman, Inc.. The plan administrator is Central Valley Ag Cooperative.
I left Central Valley Ag Cooperative. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Central Valley Ag Cooperative, (402) 362-8400) or the recordkeeper, Milliman, Inc.. The Central Valley Ag Cooperative old 401(k) page lists the contacts from every plan filing. Find an old Central Valley Ag Cooperative 401(k)
Data from the public Form 5500 annual reports Central Valley Ag Cooperative filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) 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 Central Valley Ag Cooperative. Not financial advice. Report a correction · Methodology