United Cooperative
Plan context: United Cooperative 401K Retirement Plan
EIN 39-0191260 • Beaver Dam, WI • 59 filings • 12 plans
Current Snapshot
Latest Year
2024
2024 Participants
531
2024 Assets
$69,993,349
2024 Contributions
$5,036,824
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 2 | 531 | $69,993,349 | $5,036,824 | $9,486iApproximate average salary by contribution assumption: employee only about $237,139 at 4% or $158,092 at 6%; with 50% employer match about $158,092 at 4% or $105,395 at 6%; with 100% employer match about $118,569 at 4% or $79,046 at 6%. |
| United Cooperative 401K Retirement Plan | - | 531 | $69,993,349 | $5,036,824 | $9,486iApproximate average salary by contribution assumption: employee only about $237,139 at 4% or $158,092 at 6%; with 50% employer match about $158,092 at 4% or $105,395 at 6%; with 100% employer match about $118,569 at 4% or $79,046 at 6%. |
| United Cooperative Fsa | - | 93 | - | - | - |
| 2023 | 2 | 637 | $63,986,545 | $7,744,094 | $12,157iApproximate average salary by contribution assumption: employee only about $303,928 at 4% or $202,619 at 6%; with 50% employer match about $202,619 at 4% or $135,079 at 6%; with 100% employer match about $151,964 at 4% or $101,309 at 6%. |
| United Cooperative 401K Retirement Plan | - | 637 | $63,986,545 | $7,744,094 | $12,157iApproximate average salary by contribution assumption: employee only about $303,928 at 4% or $202,619 at 6%; with 50% employer match about $202,619 at 4% or $135,079 at 6%; with 100% employer match about $151,964 at 4% or $101,309 at 6%. |
| United Cooperative Fsa | - | 89 | - | - | - |
| 2022 | 2 | 533 | $54,916,417 | $3,437,387 | $6,449iApproximate average salary by contribution assumption: employee only about $161,228 at 4% or $107,486 at 6%; with 50% employer match about $107,486 at 4% or $71,657 at 6%; with 100% employer match about $80,614 at 4% or $53,743 at 6%. |
| United Cooperative 401K Retirement Plan | - | 533 | $54,916,417 | $3,437,387 | $6,449iApproximate average salary by contribution assumption: employee only about $161,228 at 4% or $107,486 at 6%; with 50% employer match about $107,486 at 4% or $71,657 at 6%; with 100% employer match about $80,614 at 4% or $53,743 at 6%. |
| United Cooperative Fsa | - | 98 | - | - | - |
| 2021 | 2 | 488 | $67,900,204 | $3,104,442 | $6,362iApproximate average salary by contribution assumption: employee only about $159,039 at 4% or $106,026 at 6%; with 50% employer match about $106,026 at 4% or $70,684 at 6%; with 100% employer match about $79,520 at 4% or $53,013 at 6%. |
| United Cooperative 401K Retirement Plan | - | 488 | $67,900,204 | $3,104,442 | $6,362iApproximate average salary by contribution assumption: employee only about $159,039 at 4% or $106,026 at 6%; with 50% employer match about $106,026 at 4% or $70,684 at 6%; with 100% employer match about $79,520 at 4% or $53,013 at 6%. |
| United Cooperative Fsa | - | 107 | - | - | - |
| 2020 | 2 | 477 | $58,711,240 | $3,142,916 | $6,589iApproximate average salary by contribution assumption: employee only about $164,723 at 4% or $109,815 at 6%; with 50% employer match about $109,815 at 4% or $73,210 at 6%; with 100% employer match about $82,362 at 4% or $54,908 at 6%. |
| United Cooperative 401K Retirement Plan | - | 477 | $58,711,240 | $3,142,916 | $6,589iApproximate average salary by contribution assumption: employee only about $164,723 at 4% or $109,815 at 6%; with 50% employer match about $109,815 at 4% or $73,210 at 6%; with 100% employer match about $82,362 at 4% or $54,908 at 6%. |
| United Cooperative Fsa | - | 109 | - | - | - |
| 2019 | 2 | 425 | $50,688,192 | $2,729,340 | $6,422iApproximate average salary by contribution assumption: employee only about $160,549 at 4% or $107,033 at 6%; with 50% employer match about $107,033 at 4% or $71,355 at 6%; with 100% employer match about $80,275 at 4% or $53,516 at 6%. |
| United Cooperative 401K Retirement Plan | - | 425 | $50,688,192 | $2,729,340 | $6,422iApproximate average salary by contribution assumption: employee only about $160,549 at 4% or $107,033 at 6%; with 50% employer match about $107,033 at 4% or $71,355 at 6%; with 100% employer match about $80,275 at 4% or $53,516 at 6%. |
| United Cooperative Fsa | - | 115 | - | - | - |
| 2018 | 2 | 403 | $41,208,444 | $2,922,277 | $7,251iApproximate average salary by contribution assumption: employee only about $181,283 at 4% or $120,855 at 6%; with 50% employer match about $120,855 at 4% or $80,570 at 6%; with 100% employer match about $90,641 at 4% or $60,428 at 6%. |
| United Cooperative 401K Retirement Plan | - | 403 | $41,208,444 | $2,922,277 | $7,251iApproximate average salary by contribution assumption: employee only about $181,283 at 4% or $120,855 at 6%; with 50% employer match about $120,855 at 4% or $80,570 at 6%; with 100% employer match about $90,641 at 4% or $60,428 at 6%. |
| United Cooperative Fsa | - | 104 | - | - | - |
| 2017 | 2 | 396 | $44,056,190 | $3,126,663 | $7,896iApproximate average salary by contribution assumption: employee only about $197,390 at 4% or $131,594 at 6%; with 50% employer match about $131,594 at 4% or $87,729 at 6%; with 100% employer match about $98,695 at 4% or $65,797 at 6%. |
| United Cooperative 401K Retirement Plan | - | 396 | $44,056,190 | $3,126,663 | $7,896iApproximate average salary by contribution assumption: employee only about $197,390 at 4% or $131,594 at 6%; with 50% employer match about $131,594 at 4% or $87,729 at 6%; with 100% employer match about $98,695 at 4% or $65,797 at 6%. |
| United Cooperative Fsa | - | 109 | - | - | - |
| 2016 | 1 | 409 | $37,483,351 | $2,857,919 | $6,988iApproximate average salary by contribution assumption: employee only about $174,689 at 4% or $116,460 at 6%; with 50% employer match about $116,460 at 4% or $77,640 at 6%; with 100% employer match about $87,345 at 4% or $58,230 at 6%. |
| United Cooperative 401K Retirement Plan | - | 409 | $37,483,351 | $2,857,919 | $6,988iApproximate average salary by contribution assumption: employee only about $174,689 at 4% or $116,460 at 6%; with 50% employer match about $116,460 at 4% or $77,640 at 6%; with 100% employer match about $87,345 at 4% or $58,230 at 6%. |
| 2015 | 2 | 386 | $33,687,189 | $2,112,442 | $5,473iApproximate average salary by contribution assumption: employee only about $136,816 at 4% or $91,211 at 6%; with 50% employer match about $91,211 at 4% or $60,807 at 6%; with 100% employer match about $68,408 at 4% or $45,605 at 6%. |
| United Cooperative 401K Retirement Plan | - | 386 | $33,687,189 | $2,112,442 | $5,473iApproximate average salary by contribution assumption: employee only about $136,816 at 4% or $91,211 at 6%; with 50% employer match about $91,211 at 4% or $60,807 at 6%; with 100% employer match about $68,408 at 4% or $45,605 at 6%. |
| United Cooperative Fsa | - | 111 | - | - | - |
| 2014 | 5 | 380 | $33,740,119 | $2,237,434 | $5,888iApproximate average salary by contribution assumption: employee only about $147,200 at 4% or $98,133 at 6%; with 50% employer match about $98,133 at 4% or $65,422 at 6%; with 100% employer match about $73,600 at 4% or $49,067 at 6%. |
| United Cooperative 401K Retirement Plan | - | 358 | $33,740,119 | $2,237,434 | $6,250iApproximate average salary by contribution assumption: employee only about $156,245 at 4% or $104,164 at 6%; with 50% employer match about $104,164 at 4% or $69,442 at 6%; with 100% employer match about $78,123 at 4% or $52,082 at 6%. |
| United Cooperative Welfare Benefits Health Plan | - | 289 | - | - | - |
| United Cooperative Welfare Benefits Life Ad&D Plan | - | 380 | - | - | - |
| United Cooperative Welfare Benefits Ltd Plan | - | 380 | - | - | - |
| United Cooperative Welfare Benefits Std Weekly Income Plan | - | 380 | - | - | - |
| 2013 | 6 | 391 | $33,271,145 | $1,866,129 | $4,773iApproximate average salary by contribution assumption: employee only about $119,318 at 4% or $79,545 at 6%; with 50% employer match about $79,545 at 4% or $53,030 at 6%; with 100% employer match about $59,659 at 4% or $39,773 at 6%. |
| United Cooperative 401K Retirement Plan | - | 388 | $33,271,145 | $1,866,129 | $4,810iApproximate average salary by contribution assumption: employee only about $120,240 at 4% or $80,160 at 6%; with 50% employer match about $80,160 at 4% or $53,440 at 6%; with 100% employer match about $60,120 at 4% or $40,080 at 6%. |
| United Cooperative Welfare Benefits Std Weekly Income Plan | - | 391 | - | - | - |
| United Cooperative Welfare Benefits Ltd Plan | - | 391 | - | - | - |
| United Cooperative Welfare Benefits Life Ad&D Plan | - | 391 | - | - | - |
| United Cooperative Welfare Benefits Health Plan | - | 293 | - | - | - |
| United Cooperative Fsa | - | 93 | - | - | - |
| 2012 | 5 | 354 | $22,510,418 | $1,666,849 | $4,709iApproximate average salary by contribution assumption: employee only about $117,715 at 4% or $78,477 at 6%; with 50% employer match about $78,477 at 4% or $52,318 at 6%; with 100% employer match about $58,858 at 4% or $39,238 at 6%. |
| United Cooperative 401K Retirement Plan | - | 318 | $22,510,418 | $1,666,849 | $5,242iApproximate average salary by contribution assumption: employee only about $131,042 at 4% or $87,361 at 6%; with 50% employer match about $87,361 at 4% or $58,241 at 6%; with 100% employer match about $65,521 at 4% or $43,681 at 6%. |
| United Cooperative Welfare Benefits Health Plan | - | 262 | - | - | - |
| United Cooperative Welfare Benefits Life Ad&D Plan | - | 354 | - | - | - |
| United Cooperative Welfare Benefits Ltd Plan | - | 354 | - | - | - |
| United Cooperative Welfare Benefits Std Weekly Income Plan | - | 354 | - | - | - |
| 2011 | 5 | 259 | $13,282,650 | $1,232,411 | $4,758iApproximate average salary by contribution assumption: employee only about $118,959 at 4% or $79,306 at 6%; with 50% employer match about $79,306 at 4% or $52,870 at 6%; with 100% employer match about $59,479 at 4% or $39,653 at 6%. |
| United Cooperative 401K Retirement Plan | - | 226 | $13,282,650 | $1,232,411 | $5,453iApproximate average salary by contribution assumption: employee only about $136,329 at 4% or $90,886 at 6%; with 50% employer match about $90,886 at 4% or $60,591 at 6%; with 100% employer match about $68,164 at 4% or $45,443 at 6%. |
| United Cooperative Welfare Benefits Health Plan | - | 199 | - | - | - |
| United Cooperative Welfare Benefits Life Ad&D Plan | - | 259 | - | - | - |
| United Cooperative Welfare Benefits Ltd Plan | - | 259 | - | - | - |
| United Cooperative Welfare Benefits Std Weekly Income Plan | - | 259 | - | - | - |
| 2010 | 5 | 247 | $12,570,381 | $1,203,314 | $4,872iApproximate average salary by contribution assumption: employee only about $121,793 at 4% or $81,195 at 6%; with 50% employer match about $81,195 at 4% or $54,130 at 6%; with 100% employer match about $60,896 at 4% or $40,598 at 6%. |
| United Cooperative 401K Retirement Plan | - | 224 | $12,570,381 | $1,203,314 | $5,372iApproximate average salary by contribution assumption: employee only about $134,298 at 4% or $89,532 at 6%; with 50% employer match about $89,532 at 4% or $59,688 at 6%; with 100% employer match about $67,149 at 4% or $44,766 at 6%. |
| United Cooperative Welfare Benefits Health Plan | - | 196 | - | - | - |
| United Cooperative Welfare Benefits Life Ad&D Plan | - | 247 | - | - | - |
| United Cooperative Welfare Benefits Ltd Plan | - | 247 | - | - | - |
| United Cooperative Welfare Benefits Std Weekly Income Plan | - | 247 | - | - | - |
| 2009 | 1 | 189 | $10,231,303 | $941,816 | $4,983iApproximate average salary by contribution assumption: employee only about $124,579 at 4% or $83,053 at 6%; with 50% employer match about $83,053 at 4% or $55,368 at 6%; with 100% employer match about $62,289 at 4% or $41,526 at 6%. |
| United Cooperative 401K Retirement Plan | - | 189 | $10,231,303 | $941,816 | $4,983iApproximate average salary by contribution assumption: employee only about $124,579 at 4% or $83,053 at 6%; with 50% employer match about $83,053 at 4% or $55,368 at 6%; with 100% employer match about $62,289 at 4% or $41,526 at 6%. |
| 2008 | 1 | 177 | $7,606,021 | $868,728 | $4,908iApproximate average salary by contribution assumption: employee only about $122,702 at 4% or $81,801 at 6%; with 50% employer match about $81,801 at 4% or $54,534 at 6%; with 100% employer match about $61,351 at 4% or $40,901 at 6%. |
| United Cooperative 401K Retirement Plan | - | 177 | $7,606,021 | $868,728 | $4,908iApproximate average salary by contribution assumption: employee only about $122,702 at 4% or $81,801 at 6%; with 50% employer match about $81,801 at 4% or $54,534 at 6%; with 100% employer match about $61,351 at 4% or $40,901 at 6%. |
| 2007 | 2 | 182 | $10,966,412 | $862,288 | $4,738iApproximate average salary by contribution assumption: employee only about $118,446 at 4% or $78,964 at 6%; with 50% employer match about $78,964 at 4% or $52,643 at 6%; with 100% employer match about $59,223 at 4% or $39,482 at 6%. |
| United Cooperative 401K Retirement Plan | - | 168 | $10,966,412 | $862,288 | $5,133iApproximate average salary by contribution assumption: employee only about $128,317 at 4% or $85,544 at 6%; with 50% employer match about $85,544 at 4% or $57,030 at 6%; with 100% employer match about $64,158 at 4% or $42,772 at 6%. |
| United Cooperative Welfare Benefits Health Plan | - | 182 | - | - | - |
| 2006 | 1 | 116 | $7,481,528 | $710,147 | $6,122iApproximate average salary by contribution assumption: employee only about $153,049 at 4% or $102,033 at 6%; with 50% employer match about $102,033 at 4% or $68,022 at 6%; with 100% employer match about $76,524 at 4% or $51,016 at 6%. |
| United Cooperative 401K Retirement Plan | - | 116 | $7,481,528 | $710,147 | $6,122iApproximate average salary by contribution assumption: employee only about $153,049 at 4% or $102,033 at 6%; with 50% employer match about $102,033 at 4% or $68,022 at 6%; with 100% employer match about $76,524 at 4% or $51,016 at 6%. |
| 2005 | 1 | 102 | $6,256,679 | $587,150 | $5,756iApproximate average salary by contribution assumption: employee only about $143,909 at 4% or $95,940 at 6%; with 50% employer match about $95,940 at 4% or $63,960 at 6%; with 100% employer match about $71,955 at 4% or $47,970 at 6%. |
| United Cooperative 401K Retirement Plan | - | 102 | $6,256,679 | $587,150 | $5,756iApproximate average salary by contribution assumption: employee only about $143,909 at 4% or $95,940 at 6%; with 50% employer match about $95,940 at 4% or $63,960 at 6%; with 100% employer match about $71,955 at 4% or $47,970 at 6%. |
| 2004 | 1 | 103 | $5,534,312 | $507,809 | $4,930iApproximate average salary by contribution assumption: employee only about $123,255 at 4% or $82,170 at 6%; with 50% employer match about $82,170 at 4% or $54,780 at 6%; with 100% employer match about $61,627 at 4% or $41,085 at 6%. |
| United Cooperative 401K Retirement Plan | - | 103 | $5,534,312 | $507,809 | $4,930iApproximate average salary by contribution assumption: employee only about $123,255 at 4% or $82,170 at 6%; with 50% employer match about $82,170 at 4% or $54,780 at 6%; with 100% employer match about $61,627 at 4% or $41,085 at 6%. |
| 2003 | 1 | 107 | $4,613,450 | $764,409 | $7,144iApproximate average salary by contribution assumption: employee only about $178,600 at 4% or $119,067 at 6%; with 50% employer match about $119,067 at 4% or $79,378 at 6%; with 100% employer match about $89,300 at 4% or $59,533 at 6%. |
| United Cooperative 401K Retirement Plan | - | 107 | $4,613,450 | $764,409 | $7,144iApproximate average salary by contribution assumption: employee only about $178,600 at 4% or $119,067 at 6%; with 50% employer match about $119,067 at 4% or $79,378 at 6%; with 100% employer match about $89,300 at 4% or $59,533 at 6%. |
| 2002 | 2 | 109 | $3,288,913 | $443,600 | $4,070iApproximate average salary by contribution assumption: employee only about $101,743 at 4% or $67,829 at 6%; with 50% employer match about $67,829 at 4% or $45,219 at 6%; with 100% employer match about $50,872 at 4% or $33,914 at 6%. |
| United Cooperative 401K Retirement Plan | - | 109 | $3,288,913 | $443,600 | $4,070iApproximate average salary by contribution assumption: employee only about $101,743 at 4% or $67,829 at 6%; with 50% employer match about $67,829 at 4% or $45,219 at 6%; with 100% employer match about $50,872 at 4% or $33,914 at 6%. |
| United Cooperative Welfare Benefits Health Plan | - | 88 | - | - | - |
| 2001 | 2 | 109 | $3,635,867 | $380,767 | $3,493iApproximate average salary by contribution assumption: employee only about $87,332 at 4% or $58,221 at 6%; with 50% employer match about $58,221 at 4% or $38,814 at 6%; with 100% employer match about $43,666 at 4% or $29,111 at 6%. |
| United Cooperative 401K Retirement Plan | - | 109 | $3,635,867 | $380,767 | $3,493iApproximate average salary by contribution assumption: employee only about $87,332 at 4% or $58,221 at 6%; with 50% employer match about $58,221 at 4% or $38,814 at 6%; with 100% employer match about $43,666 at 4% or $29,111 at 6%. |
| United Cooperative Welfare Benefits Health Plan | - | 91 | - | - | - |
| 2000 | 1 | 102 | $3,939,619 | $209,656 | $2,055iApproximate average salary by contribution assumption: employee only about $51,386 at 4% or $34,258 at 6%; with 50% employer match about $34,258 at 4% or $22,838 at 6%; with 100% employer match about $25,693 at 4% or $17,129 at 6%. |
| United Cooperative 401K Retirement Plan | - | 102 | $3,939,619 | $209,656 | $2,055iApproximate average salary by contribution assumption: employee only about $51,386 at 4% or $34,258 at 6%; with 50% employer match about $34,258 at 4% or $22,838 at 6%; with 100% employer match about $25,693 at 4% or $17,129 at 6%. |
| 1999 | 1 | 86 | $3,931,909 | $299,781 | $3,486iApproximate average salary by contribution assumption: employee only about $87,146 at 4% or $58,097 at 6%; with 50% employer match about $58,097 at 4% or $38,731 at 6%; with 100% employer match about $43,573 at 4% or $29,049 at 6%. |
| United Cooperative 401K Retirement Plan | - | 86 | $3,931,909 | $299,781 | $3,486iApproximate average salary by contribution assumption: employee only about $87,146 at 4% or $58,097 at 6%; with 50% employer match about $58,097 at 4% or $38,731 at 6%; with 100% employer match about $43,573 at 4% or $29,049 at 6%. |