PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. COOPERATIVE PENSION/SAVINGS BOARD
Sponsor portfolio

COOPERATIVE PENSION/SAVINGS BOARD

EIN 31-1257147-Agriculture, Forestry, Fishing and Hunting-Latest filing 2025
Plans
2
Retirement
2
$727.0M assets
Welfare
0
Participants
11,400
5750 CASTLE CREEK PKWY, SUITE 245 - INDIANAPOLIS, IN 46250317-845-3500
Plans on this EIN
2 filings
#335401k-$497.7M - 5,971 part#334CashBalance-$229.2M - 5,429 part

Retirement portfolio analytics

2 plans aggregated / $727.0M assets / 11,400 participants

Assets by plan

Share of aggregate retirement assets

68%top
  • COOPERATIVE Savings (#335)68%
  • COOPERATIVE PENSION (#334)32%
Total $727.0MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
68%top
  • NYHART68%
  • (Not disclosed)32%
Total $727.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • COOPERATIVE Savings (#335)5,971
  • COOPERATIVE PENSION (#334)5,429
Total 11,400Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#335

COOPERATIVE SAVINGS PLAN

401k

Assets$497.7M
Participants5,971
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#334

COOPERATIVE PENSION PLAN

CashBalance

Assets$229.2M
Participants5,429
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
335COOPERATIVE SAVINGS PLAN401k$497.7M5,9712025
334COOPERATIVE PENSION PLANCashBalance$229.2M5,4292024
Retirement plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica