United Dairy 401(k) match, vesting and fees
What United 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 | Jpmorgan Invest Holdings LLC | Schedule C ↗ |
| Independent auditor | Herbein and Company (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 8,908 defined-contribution plans in manufacturing with 100 to 499 participants.
| United Dairy: employer contribution per participant | $2,077 | |
| Peer median | $1,847 |
| United Dairy: average balance | $80,417 | |
| Peer median | $65,512 |
| United Dairy: admin expenses ÷ assets | 0.16% | |
| 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 $10.2M at the end of plan year 2021 to $11.7M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 154 | $11.7M | $303K | $2,077 | 0.16% | Not published | Form 5500 ↗ |
| 2023 | 148 | $10.2M | $282K | $2,139 | 0.15% | Not published | Form 5500 ↗ |
| 2022 | 138 | $8.4M | $253K | $2,024 | 0.16% | Not published | Form 5500 ↗ |
| 2021 | 133 | $10.2M | $226K | $1,903 | 0.16% | Not published | Form 5500 ↗ |
Other United Dairy plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
United Dairy Inc Salaried Employees' Retirement Plan
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.
| Plan type and status | Pension (defined benefit) · Frozen | Form 5500 ↗ |
Common questions
Does United Dairy match 401(k) contributions?
The match terms for the United Dairy, Inc. 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $303K in employer contributions, about $2,077 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the United Dairy 401(k) match vested?
The vesting schedule for the United Dairy, Inc. 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the United Dairy 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Jpmorgan Invest Holdings LLC. The plan administrator is United Dairy, Inc..
I left United Dairy. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (United Dairy, Inc., (740) 633-1451) or the recordkeeper, Jpmorgan Invest Holdings LLC. The United Dairy old 401(k) page lists the contacts from every plan filing. Find an old United Dairy 401(k)
Data from the public Form 5500 annual reports United Dairy 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 United Dairy. Not financial advice. Report a correction · Methodology