How big is Wormuth Dairy & Refrigeration's plan?

Wormuth Dairy & Refrigeration's plan reported $249K in assets and 10 participants for 2024.

Original filing (PDF)20250625073601NAL0007606225001

Wormuth Dairy & Refrigeration

Name: Wormuth Dairy & Refrigeration — Wormuth Dairy &, Form 5500 (2024)
Creator: Wormuth Dairy & Refrigeration
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wormuth Dairy & Refrigeration 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Wormuth Dairy & Refrigeration's Wormuth Dairy & Refrigeration 401(k) Profit Sharing Plan & Trust held $249K in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$249K

Net assets (EOY)

$249K

People on this filing

Edward Rojas signed Wormuth Dairy & Refrigeration's 2024 Form 5500 as plan administrator.

Edward Rojas — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Wormuth Dairy & Refrigeration's EIN is 16-1528005.

EIN 16-1528005

Plan number 001

Plan year 2024

ACK ID 20250625073601NAL0007606225001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Wormuth Dairy & Refrigeration from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Wormuth Dairy & Refrigeration's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WORMUTH DAIRY & REFRIGERATION.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (93rd percentile).

Plan sponsor

Name

WORMUTH DAIRY & REFRIGERATION

EIN

all filings

Address

3859 SWAMP RD · MORRISVILLE, NY · 134089605

Phone

(315) 684-9152

Industry

Manufacturing

Plan administrator