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Employer · plans filed under one EIN

Superior Dairy, Inc.

Canton, OH · Manufacturing

Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.

$21.0Mnet assets across plans
398participant records300 active
$366Kemployer contributions, latest plan years$1,219 per active record
$75KSchedule C compensation to organisations$188.08 per participant record

Superior Dairy, Inc., based in Canton, Ohio, sponsors 2 retirement plans with 100 or more participants: 2 defined contribution. Together they reported 398 participant records and $21.0M in net assets.

The largest is Superior Dairy, Inc. Dairy Union Employees 401(k) Savings Plan, a 401(k) plan with 286 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.

Employer contributions across the plans were $366K and participant contributions $772K in the latest plan years; benefits paid were $3.8M. Schedule C compensation reported to service provider organisations totalled $75K.

Combined net assets moved from $9.6M in 2009 to $21.0M in 2024 (up 119%). Plan mergers and spin-offs show up here as steps in the series.

Plans

PlanKindPlan yearParticipantsNet assetsPer participantEmployer / activeSch. C compensation
Superior Dairy, Inc. Dairy Union Employees 401(k) Savings Plan401(k) plan2024286$10.6M$37,077$1,123$46K
Superior Dairy, Inc. 401(k) Savings Plan & Trust401(k) plan2024112$10.4M$93,152$1,560$29K
US median, plan year 2024: DC plans $53,102 per participant, $2,175 employer contribution per active participant; DB plans $86,221 and $10,244.

Trend by plan year

2009: $9.6M2010: $10.0M2011: $10.2M2012: $10.9M2013: $12.1M2014: $11.9M2015: $11.7M2016: $12.3M2017: $12.9M2018: $12.3M2019: $11.4M2020: $27.8M2021: $27.0M2022: $19.3M2023: $21.8M2024: $21.0M$9.6M$27.8M$21.0M20092012201620202024
Combined net assets
2009: 1892010: 1862011: 1822012: 2012013: 2142014: 1992015: 2662016: 3172017: 2862018: 2812019: 2892020: 4522021: 4392022: 4522023: 4022024: 39818945239820092012201620202024
Participant records
Plan yearPlansParticipant recordsNet assetsEmployer contributionsParticipant contributions
20242398$21.0M$366K$772K
20232402$21.8M$307K$727K
20222452$19.3M$345K$757K
20212439$27.0M$416K$909K
20202452$27.8M$459K$1.0M
20191289$11.4M$360K$541K
20181281$12.3M$343K$519K
20171286$12.9M$329K$471K
20161317$12.3M$304K$429K
20151266$11.7M$284K$362K
20141199$11.9M$297K$355K
20131214$12.1M$332K$373K
20121201$10.9M$330K$356K
20111182$10.2M$305K$345K
20101186$10.0M$311K$356K
20091189$9.6M$296K$351K

History of the plans listed above, in the years each filed the full Form 5500 with 100 or more participants. Plans that have since terminated are not included.

Service providers

OrganisationServices reportedPlansCompensation reported
Morgan Stanley Smith BarneyRecordkeeping and information management; Trustee (bank, trust company, or similar financial institution); Other services2$40,962
ADP, Inc.Participant loan processing; Recordkeeping and information management2$33,894
ADP Broker-Dealer—2$0

Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.

Morgan Stanley Smith Barney$41K
ADP, Inc.$34K
ADP Broker-Dealer$0

Questions and answers

How many retirement plans does Superior Dairy, Inc. have?

2 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: Superior Dairy, Inc. Dairy Union Employees 401(k) Savings Plan and Superior Dairy, Inc. 401(k) Savings Plan & Trust. Smaller plans and plans filed under a subsidiary's number are not grouped here.

How much does Superior Dairy, Inc. contribute to its plans?

$365,670 in employer contributions across these plans in their latest plan years, about $1,219 per active participant record. Form 5500 reports totals and not the match or accrual formula.

Who provides services to these plans?

Schedule C filings name Morgan Stanley Smith Barney, ADP, Inc. and ADP Broker-Dealer. Only organisations paid $5,000 or more by a plan are listed on Schedule C.

Where does this come from?

Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Aug 2026. Figures are as filed and may be amended.

Provenance

Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.