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  2. Jones Dairy Farm & Subsidiary
  • Retirement analytics
  • Benefits analytics
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  • Retirement plans
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Filings through Oct 24, 2026.

Jones Dairy Farm & Subsidiary

EIN 39-0380850-food & beverages-Latest filing 2025
Plans
5
Retirement
4
$88.5M assets
Health & Benefits
1
$4.4M premiums
Participants
1,617
P.O. BOX 808 - FORT ATKINSON, WI 535380808920-563-2431jonesdairyfarm.comLinkedIn201-500 employeesfood & beverages
Plans on this EIN
5 filings
#002401(k)-$34.1M - 218 part#001401(k)-$30.7M - 427 part#007Traditional DB-$12.9M - 273 part#006Traditional DB-$10.8M - 85 part#501Mixed-$4.4M - 871 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

4 plans aggregated / $88.5M assets / 1,003 participants

Assets by plan

Share of aggregate retirement assets

  • FARM THRIFT PLAN (#002)$34.1M
  • EMPLOYEES' RETIREMENT Savings (#001)$30.7M
  • UNION EMPLOYEES PENSION (#007)$12.9M
  • UNION EMPLOYEES PENSION (#006)$10.8M
Total $88.5MSelect a row to open it

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
  • (Not disclosed)$75.6M
  • BMO HARRIS BANK NA$12.9M
Total $88.5MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • EMPLOYEES' RETIREMENT Savings (#001)427
  • UNION EMPLOYEES PENSION (#007)273
  • FARM THRIFT PLAN (#002)218
  • UNION EMPLOYEES PENSION (#006)85
Total 1,003Select a row to open it

Benefits portfolio analytics

1 plan / $4.4M premiums / 871 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$3.5M
  • Life$148K
  • Long-term disability$148K
  • Other$148K
  • Vision$10K
Total $4.4M5 rows
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Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#002

JONES DAIRY FARM THRIFT PLAN

401(k)

Assets$34.1M
Participants218
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001

JONES DAIRY FARM BARGAINING EMPLOYEES' RETIREMENT SAVINGS PLAN

401(k)

Assets$30.7M
Participants427
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#007

JONES DAIRY FARM UNION EMPLOYEES PENSION PLAN

Traditional DB

Assets$12.9M
Participants273
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#006

JONES DAIRY FARM NON UNION EMPLOYEES PENSION PLAN

Traditional DB

Assets$10.8M
Participants85
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

JONES DAIRY FARM GROUP HEALTH AND ACCIDENT INSURANCE PLAN

Mixed - DEAN HEALTH PLAN INC

Premiums$4.4M
Covered lives871
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

4 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#002JONES DAIRY FARM THRIFT PLAN401(k)$34.1M2182025
#001JONES DAIRY FARM BARGAINING EMPLOYEES' RETIREMENT SAVINGS PLAN401(k)$30.7M4272025
#007JONES DAIRY FARM UNION EMPLOYEES PENSION PLANTraditional DB$12.9M2732025
#006JONES DAIRY FARM NON UNION EMPLOYEES PENSION PLANTraditional DB$10.8M852025
  • JONES DAIRY FARM THRIFT PLAN$34.1M
    #002 · 401(k) · 2025218
  • JONES DAIRY FARM BARGAINING EMPLOYEES' RETIREMENT SAVINGS PLAN$30.7M
    #001 · 401(k) · 2025427
  • JONES DAIRY FARM UNION EMPLOYEES PENSION PLAN$12.9M
    #007 · Traditional DB · 2025273
  • JONES DAIRY FARM NON UNION EMPLOYEES PENSION PLAN$10.8M
    #006 · Traditional DB · 202585

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501JONES DAIRY FARM GROUP HEALTH AND ACCIDENT INSURANCE PLANMixedDEAN HEALTH PLAN INC$4.4M8712025
  • JONES DAIRY FARM GROUP HEALTH AND ACCIDENT INSURANCE PLAN$4.4M
    #501 · Mixed · DEAN HEALTH PLAN INC · 2025871
Retirement plans
Health & Benefits plans

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