401(k) · DOL Form 5500 · 2022
Upfield US Inc 401(k) Plan
Data updated 2026-08-25
- $15M
- Total assets Small plan by assets
- 210
- Participants Below avg headcount
- 73rd
- Percentile by assets National rank
- $71,310
- Avg per participant Below avg balance/head
Official DOL plan name: Upfield US Inc Savings Plan · Sponsored by Upfield US Inc · New Jersey · Manufacturing
$15M in assets, 210 participants
Upfield US Inc's Upfield US Inc Savings Plan reported $15M in total assets and 210 participants in its 2022 DOL Form 5500 filing, ranking in the 73rd 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.
- #12,755 in Manufacturing (20,602 peers)
Coverage in New Jersey
Upfield US Inc Savings Plan covers 210 participants in New Jersey, about 25% of the average New Jersey filer (state average ~844 per filing). Assets: $15M.
- #12,755
- in Manufacturing (20,602 peers)
- +3.4%
- assets growth YoY
Upfield US Inc Savings Plan's outsized position by total assets
Upfield US Inc Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$14,975,203 Top 27% higher than 73% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Upfield US Inc Savings 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. Upfield US Inc Savings Plan sits mid-pack in the medium band (210 participants).
Plan-year Form 5500 strip
Filing strip 473837125 · Upfield US Inc PY 2022 · 401(k)
Upfield US Inc Savings Plan · $15M · 210 · 73rd
- EBSA $15M
- PART 210
- TYPE 73rd
- NET 401(k)
- BOOK near Hunt & Sons, Inc. 401(k) Profit Sharing Plan
- VS-ST ind #12755
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 New Jersey →
Upfield US Inc Savings Plan in the asset neighbourhood
New Jersey filing particulars
| Total Assets (Beginning of Year) | $14M |
|---|---|
| Net Assets (End of Year) | $15M |
| Net Income | $488K |
| Employer EIN | 473837125 |
| Plan Effective Date | 2018-07-02 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Upfield US Inc)
Sponsor-wide plan assets over time
All Upfield US Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $29M 91.3006521514266% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 210 | $15M |
| 2023 | 1 | 243 | $22M |
| 2024 | 1 | 292 | $29M |
Nearby 401(k) Plans in New Jersey
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- JPMorgan Chase 401(k) Savings Plan $36.8B · 168,280
- Verizon Savings Plan for Management Employees $25.2B · 76,788
- Johnson and Johnson Savings Plan $21.2B · 43,271
- Pfizer Savings Plan $17.8B · 27,796
- Ernst & Young Retirement Savings Plan $12.4B · 52,975
Upfield US Inc Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside New Jersey, the nearest 401(k) by assets is Hunt & Sons, Inc. 401(k) Profit Sharing Plan in CA ($15M); by covered participants it is Nova Mud Inc. 401(k) Profit Sharing Plan in NM (210 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($15M here).
Similar participant headcount
Nearest other-state filings by covered participants (210 participants); asset peers above are excluded.
- Nova Mud Inc. 401(k) Profit Sharing Plan (NM) 210 · 0 off
- Cherry Hill Company/Lrc 401(k) Plan (NE) 210 · 0 off
- Bank Hapoalim B.M. Employee Savings and Investment Plan (NY) 210 · 0 off
- Retirement Savings Plan - Kdc (WA) 210 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.