401(k) · DOL Form 5500 · 2022

Underwood Fruit and Warehouse Company, LLC 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
599
Participants Below avg headcount
60th
Percentile by assets National rank
$13,026
Avg per participant Low balance/head
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Official DOL plan name: Underwood Fruit and Warehouse Retirement Savings Plan · Sponsored by Underwood Fruit and Warehouse Company, LLC · Washington · Agriculture, Forestry & Fishing

$8M in assets, 599 participants

Underwood Fruit and Warehouse Company, LLC's Underwood Fruit and Warehouse Retirement Savings Plan reported $8M in total assets and 599 participants in its 2022 DOL Form 5500 filing, ranking in the 60th 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.

  • #1,013 in Agriculture, Forestry & Fishing (1,523 peers)

Coverage in Washington

Underwood Fruit and Warehouse Retirement Savings Plan covers 599 participants in Washington, about 41% of the average Washington filer (state average ~1,476 per filing). Assets: $8M.

#1,013
in Agriculture, Forestry & Fishing (1,523 peers)
-21.1%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Underwood Fruit and Warehouse Retirement Savings Plan's mid-pack asset rank among Agriculture, Forestry & Fishing and all filers

Underwood Fruit and Warehouse Retirement Savings Plan vs every filed plan by assets

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

$7,802,722 Top 40% higher than 60% 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

Underwood Fruit and Warehouse Retirement 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. Underwood Fruit and Warehouse Retirement Savings Plan sits mid-pack in the medium band (599 participants).

DOL schedule card

Filing strip 911179336 · Underwood Fruit and Warehouse Company, LLC PY 2022 · 401(k)

Underwood Fruit and Warehouse Retirement Savings Plan · $8M · 599 · 60th

  • TYPE $8M
  • TYPE 599
  • TYPE 60th
  • TYPE 401(k)
  • TYPE near Moody National Management, LP 401(k) Plan
  • TYPE ind #1013

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 Agriculture, Forestry & Fishing retirement plans → · Plans in Washington →

Underwood Fruit and Warehouse Retirement Savings Plan in the asset neighbourhood

Underwood Fruit and Warehouse Retirement Savings PlanUnderwood Fruit and Warehous…$8MMoody National Management, LP 401(k) PlanMoody National Management, L…$8MFnb Bank, Inc. 401(k) Plan$8MRmc 2021 LLC 401(k) Plan$8MSchilling Brothers Lumber & Hardware, Inc. Profit Sharing PlanSchilling Brothers Lumber & …$8M
End-of-year total assets ($M) among Underwood Fruit and Warehouse Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Washington filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$8M
Net Income-$2M
Employer EIN911179336
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Underwood Fruit and Warehouse Company, LLC)

Sponsor-wide plan assets over time

All Underwood Fruit and Warehouse Company, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$11M 37.49572264653283% vs 2022
2024 filing year
$7M$8M$9M$10M$11M$12M 202220232024 $7.8M $10.7M ▲ +37.6%
Year Plans Participants Total Assets
2022 1 599 $8M
2023 1 868 $9M
2024 1 850 $11M

Nearby 401(k) Plans in Washington

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

Underwood Fruit and Warehouse Retirement Savings Plan vs. nearby 401(k) plans in Washington, assets vs. participants Scatter plot of 6 data points. -500000050000010000001500000 -20020406080 Total assets ($B) Participants Underwood Fruit and Warehouse Retirement Savings Plan, Total assets ($B): 0.007802722 · Participants: 599Underwood Fruit and Warehouse Retirement Savings PlanThe Boeing Company 401(k) Retirement Plan, Total assets ($B): 63.503643295 · Participants: 118434The Boeing Company 401(k) Retirement PlanMicrosoft Corporation Savings Plus 401(k) Plan, Total assets ($B): 39.602667639 · Participants: 109797Microsoft Corporation Savings Plus 401(k) PlanCostco 401(k) Retirement Plan, Total assets ($B): 25.912962472 · Participants: 181505Costco 401(k) Retirement PlanAmazon 401(k) Plan, Total assets ($B): 17.732345025 · Participants: 1230308Amazon 401(k) PlanT-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust, Total assets ($B): 7.280031396 · Participants: 75797T-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust
Underwood Fruit and Warehouse Retirement Savings Plan vs. nearby 401(k) plans in Washington, assets vs. participants

Underwood Fruit and Warehouse Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Washington, the nearest 401(k) by assets is Moody National Management, LP 401(k) Plan in TX ($8M); by covered participants it is Gatx Corporation Salaried Employees Retirement Savings Plan in IL (599 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($8M here).

Similar participant headcount

Nearest other-state filings by covered participants (599 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 Underwood Fruit and Warehouse Retirement Savings Plan assets move in 2022?
Underwood Fruit and Warehouse Retirement Savings Plan declined sharply - down 21.1% during 2022, from $10M to $8M. Reported net income was -$2M.
How have Underwood Fruit and Warehouse Company, LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Underwood Fruit and Warehouse Company, LLC's sponsor-wide assets grew 37.5%, from $8M to $11M.
Which 401(k) plans are similar in size to Underwood Fruit and Warehouse Retirement Savings Plan?
Among 401(k) plans in other states, the closest by assets is Moody National Management, LP 401(k) Plan in TX ($8M, 479 participants).
Which 401(k) plans cover a similar participant headcount to Underwood Fruit and Warehouse Retirement Savings Plan?
Among 401(k) plans in other states, the closest by covered participants is Gatx Corporation Salaried Employees Retirement Savings Plan in IL (599 participants, $183M in assets).