Wholestone Farms Cooperative 401(k) match, vesting and fees
What Wholestone Farms 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 | Empower Annuity Insurance Company O | Schedule C ↗ |
| Independent auditor | Crowe 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 1,612 defined-contribution plans in manufacturing with 500 to 999 participants.
| Wholestone Farms Cooperative: employer contribution per participant | $1,364 | |
| Peer median | $2,038 |
| Wholestone Farms Cooperative: average balance | $44,648 | |
| Peer median | $72,907 |
| Wholestone Farms Cooperative: admin expenses ÷ assets | 0.40% | |
| Peer median | 0.20% |
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 $33.5M at the end of plan year 2021 to $27.9M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 1,177 | $27.9M | $852K | $1,364 | 0.40% | Not published | Form 5500 ↗ |
| 2023 | 1,278 | $27M | $889K | $1,272 | 0.43% | Not published | Form 5500 ↗ |
| 2022 | 1,228 | $26.8M | $1.3M | $1,627 | 0.45% | Not published | Form 5500 ↗ |
| 2021 | 916 | $33.5M | $1.6M | $1,817 | 0.46% | Not published | Form 5500 ↗ |
Other Wholestone Farms Cooperative plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Wholestone Farms Cooperative 401(k) 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.
| Recordkeeper | Empower Annuity Insurance Company O | Schedule C ↗ |
| Independent auditor | Crowe LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
Common questions
Does Wholestone Farms Cooperative match 401(k) contributions?
The match terms for the Wholestone Farms Cooperative Bargained Employees 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $852K in employer contributions, about $1,364 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Wholestone Farms Cooperative 401(k) match vested?
The vesting schedule for the Wholestone Farms Cooperative Bargained Employees 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Wholestone Farms Cooperative 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Empower Annuity Insurance Company O. The plan administrator is Wholestone Farms Cooperative Inc.
I left Wholestone Farms Cooperative. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Wholestone Farms Cooperative Inc, (402) 753-3200) or the recordkeeper, Empower Annuity Insurance Company O. The Wholestone Farms Cooperative old 401(k) page lists the contacts from every plan filing. Find an old Wholestone Farms Cooperative 401(k)
Data from the public Form 5500 annual reports Wholestone Farms 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 Wholestone Farms Cooperative. Not financial advice. Report a correction · Methodology