PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. Wholestone Farms Cooperative, Inc.
  • Retirement analytics
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

Wholestone Farms Cooperative, Inc.

EIN 83-1174153-Manufacturing-Latest filing 2025
Plans
3
Retirement
2
$72.4M assets
Health & Benefits
1
$235K premiums
Participants
2,697
900 S. PLATTE AVENUE - FREMONT, NE 68025402-753-3200
Plans on this EIN
3 filings
#001401(k)-$42.9M - 280 part#002401(k)-$29.5M - 1,200 part#501Mixed-$235K - 1,212 lives

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

Retirement portfolio analytics

2 plans aggregated / $72.4M assets / 1,480 participants

Assets by plan

Share of aggregate retirement assets

  • FARMS COOPERATIVE 401(K) (#001)$42.9M
  • BARGAINED EMPLOYEES 401(K) (#002)$29.5M
Total $72.4MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • BARGAINED EMPLOYEES 401(K) (#002)1,200
  • FARMS COOPERATIVE 401(K) (#001)280
Total 1,480Select a row to open it

Benefits portfolio analytics

1 plan / $235K premiums / 1,212 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$235K
  • Long-term disability$235K
  • Other$235K
Total $235K3 rows
See carrier and broker market share with Pro.
Pro unlocks:
  • Top carriers and their premium share
  • Top brokers and their commission share

Plan summaries

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

Retirement#001

WHOLESTONE FARMS COOPERATIVE 401(K) PLAN

401(k)

Assets$42.9M
Participants280
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002

WHOLESTONE FARMS COOPERATIVE BARGAINED EMPLOYEES 401(K) PLAN

401(k)

Assets$29.5M
Participants1,200
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#501

WHOLESTONE FARMS COOPERATIVE, INC. HEALTH AND WELFARE PLAN

Mixed - UNUM LIFE INSURANCE COMPANY OF AMERICA

Premiums$235K
Covered lives1,212
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001WHOLESTONE FARMS COOPERATIVE 401(K) PLAN401(k)$42.9M2802025
#002WHOLESTONE FARMS COOPERATIVE BARGAINED EMPLOYEES 401(K) PLAN401(k)$29.5M1,2002025
  • WHOLESTONE FARMS COOPERATIVE 401(K) PLAN$42.9M
    #001 · 401(k) · 2025280
  • WHOLESTONE FARMS COOPERATIVE BARGAINED EMPLOYEES 401(K) PLAN$29.5M
    #002 · 401(k) · 20251,200

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#501WHOLESTONE FARMS COOPERATIVE, INC. HEALTH AND WELFARE PLANMixedUNUM LIFE INSURANCE COMPANY OF AMERICA$235K1,2122025
  • WHOLESTONE FARMS COOPERATIVE, INC. HEALTH AND WELFARE PLAN$235K
    #501 · Mixed · UNUM LIFE INSURANCE COMPANY OF AMERICA · 20251,212
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
PlanOptica

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica