Retirement plan

ARNOLD FARMS, INC. CASH BALANCE PLAN

Name: ARNOLD FARMS, INC. - ARNOLD FARMS, INC. CASH BALANCE PLAN (2025) Form 5500
Creator: ARNOLD FARMS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, ARNOLD FARMS, INC. CASH BALANCE PLAN, ARNOLD FARMS, INC.

ARNOLD FARMS, INC.EIN 61-0959903Plan #001PY 2025

710 COUNTRY CLUB LANE - HOPKINSVILLE, KY 42240270-885-1033

Other plans on this EIN

1 filing

#002Retirement-$1.8M assets

Prospect flagsNo flags tripped

How to read this page

Total assets (EOY)

$316K

-1.4% from 2024

Total participants

+4.5% from 2024

Average account balance

No prior year

Annual return

11.21%

+2.88 pp from 2024

Benchmarks

See 143 peers

Peer group

Industry11 - Agriculture, Forestry, Fishing and Hunting

Plan typeDefined benefit

Participants<25

Cohort143 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$316K

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$14K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

0 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

0.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$180K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$18K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+11.21%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

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Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Enrolled actuary

1 attachment

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Plan features & details

Pension benefit codes1A1C3B3D3H

Plan features

1A
Benefits are primarily pay related
Benefits under the plan are primarily determined with reference to a participant's pay (e.g. final-average-pay formula).
1C
Cash balance or similar plan
A cash balance formula in a defined benefit plan that expresses the accrued benefit in terms more common to a defined contribution plan such as a hypothetical account balance or single sum amount (includes personal account plan pension equity plan life cycle plan and cash account plan).
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$222K

$22226 / participant

Other / not subdivided$222K100.0%

% of EOY assets

70.310%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$422,293-100.0%

Participation rate

0.0%

0.0%0pp

34.7%-34.7pp

Annual return

11.21%

1.86%+9.4pp

2.70%+8.5pp

12.28%-1.1pp

Employer contribution / active EE

$18,000

$44,300-59.4%

$34,680-48.1%

$34,589-48.0%

Participant deferral / active EE

$46-100.0%

$205-100.0%

$93-100.0%

Admin fee / account holder

$47,656-100.0%

ARNOLD FARMS, INC. CASH BALANCE PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Enrolled actuary

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

ARNOLD FARMS, INC. CASH BALANCE PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Enrolled actuary

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion