401(k) · DOL Form 5500 · 2022

Port City Bakery, Inc. 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
357
Participants Below avg headcount
70th
Percentile by assets National rank
$37,030
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Port City Bakery, Inc. Retirement Plan · Sponsored by Port City Bakery, Inc. · Wisconsin · Manufacturing

$13M in assets, 357 participants

Port City Bakery, Inc.'s Port City Bakery, Inc. Retirement Plan reported $13M in total assets and 357 participants in its 2022 DOL Form 5500 filing, ranking in the 70th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #12,185 in Manufacturing (20,602 peers)

Port City Bakery, Inc. multi-year trail

Port City Bakery, Inc.'s plans moved +57.3% in assets from 2022 to 2024; this filing shows Port City Bakery, Inc. Retirement Plan at $13M / 357 participants.

#12,185
in Manufacturing (20,602 peers)
-9.9%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Port City Bakery, Inc. Retirement Plan's outsized position by total assets

Port City Bakery, Inc. Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$13,219,842 Top 30% higher than 70% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Port City Bakery, Inc. Retirement Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Port City Bakery, Inc. Retirement Plan sits mid-pack in the medium band (357 participants).

Published 5500 schedule card

Filing strip 391648648 · Port City Bakery, Inc. PY 2022 · 401(k)

Port City Bakery, Inc. Retirement Plan · $13M · 357 · 70th

  • NET $13M
  • NET 357
  • NET 70th
  • NET 401(k)
  • NET near Bermo, Inc. Profit Sharing Plan and Trust
  • NET ind #12185

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Manufacturing retirement plans → · Plans in Wisconsin →

Port City Bakery, Inc. Retirement Plan in the asset neighbourhood

Port City Bakery, Inc. Retirement PlanPort City Bakery, Inc. Retir…$13MBermo, Inc. Profit Sharing Plan and TrustBermo, Inc. Profit Sharing P…$13MCymstar Collective Bargaining Employees'Cymstar Collective Bargainin…$13MMikel, Inc. 401(k) Plan$13MExb Solutions Inc 401(k) Profit Sharing PlanExb Solutions Inc 401(k) Pro…$13M
End-of-year total assets ($M) among Port City Bakery, Inc. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Port City Bakery, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Port City Bakery, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$21M 57.32486817921122% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $13.2M $20.8M ▲ +57.3%
Year Plans Participants Total Assets
2022 1 357 $13M
2023 1 353 $17M
2024 1 379 $21M

Port City Bakery, Inc. filing trail (2022)

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$13M
Net Income-$1M
Employer EIN391648648
Plan Effective Date2003-06-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Wisconsin

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Port City Bakery, Inc. Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Port City Bakery, Inc. Retirement Plan, Total assets ($B): 0.013219842 · Participants: 357Port City Bakery, Inc. Retirement PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 5.548820507 · Participants: 28701Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.339639169 · Participants: 26610Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 3.978902 · Participants: 11034Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.151693798 · Participants: 8032Rockwell Automation Retirement Savings PlanNm Employee Savings Plan, Total assets ($B): 2.385991887 · Participants: 7423Nm Employee Savings Plan
Port City Bakery, Inc. Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants

Port City Bakery, Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Bermo, Inc. Profit Sharing Plan and Trust in MN ($13M); by covered participants it is Brookline College, LLC 401(k) Plan in AZ (357 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($13M here).

Similar participant headcount

Nearest other-state filings by covered participants (357 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Port City Bakery, Inc. Retirement Plan assets move in 2022?
Port City Bakery, Inc. Retirement Plan pulled back noticeably - down 9.9% during 2022, from $15M to $13M. Reported net income was -$1M.
How have Port City Bakery, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Port City Bakery, Inc.'s sponsor-wide assets grew 57.3%, from $13M to $21M.
Which 401(k) plans are similar in size to Port City Bakery, Inc. Retirement Plan?
Among 401(k) plans in other states, the closest by assets is Bermo, Inc. Profit Sharing Plan and Trust in MN ($13M, 110 participants).
Which 401(k) plans cover a similar participant headcount to Port City Bakery, Inc. Retirement Plan?
Among 401(k) plans in other states, the closest by covered participants is Brookline College, LLC 401(k) Plan in AZ (357 participants, N/A in assets).