Superior Dairy 401(k) match, vesting and fees
What Superior Dairy'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 | Morgan Stanley Smith Barney | Schedule C ↗ |
| Independent auditor | Cliftonlarsonallen 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 8,908 defined-contribution plans in manufacturing with 100 to 499 participants.
| Superior Dairy: employer contribution per participant | $1,632 | |
| Peer median | $1,847 |
| Superior Dairy: average balance | $65,864 | |
| Peer median | $65,512 |
| Superior Dairy: admin expenses ÷ assets | 0.44% | |
| 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 $12.6M at the end of plan year 2021 to $10.6M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 286 | $10.6M | $263K | $1,632 | 0.44% | Not published | Form 5500 ↗ |
| 2023 | 267 | $10.3M | $198K | $1,156 | 0.58% | Not published | Form 5500 ↗ |
| 2022 | 311 | $9.7M | $235K | $902 | 0.49% | Not published | Form 5500 ↗ |
| 2021 | 296 | $12.6M | $272K | $1,112 | 0.47% | Not published | Form 5500 ↗ |
Other Superior Dairy plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Superior Dairy, Inc. 401(k) Savings Plan & Trust
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 | Morgan Stanley Smith Barney | Schedule C ↗ |
| Independent auditor | Cliftonlarsonallen LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
Common questions
Does Superior Dairy match 401(k) contributions?
The match terms for the Superior Dairy, Inc. Dairy Union Employees 401(k) Savings Plan have not been published from its filing yet. The plan year 2024 filing reports $263K in employer contributions, about $1,632 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Superior Dairy 401(k) match vested?
The vesting schedule for the Superior Dairy, Inc. Dairy Union Employees 401(k) Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Superior Dairy 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Morgan Stanley Smith Barney. The plan administrator is Superior Dairy, Inc..
I left Superior Dairy. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Superior Dairy, Inc., (248) 872-1520) or the recordkeeper, Morgan Stanley Smith Barney. The Superior Dairy old 401(k) page lists the contacts from every plan filing. Find an old Superior Dairy 401(k)
Data from the public Form 5500 annual reports Superior Dairy 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 Superior Dairy. Not financial advice. Report a correction · Methodology