401(k) · DOL Form 5500 · 2022

Upm Raflatac, Inc. 401(k) Plan

Data updated 2026-08-25

$82M
Total assets Below avg plan size
499
Participants Below avg headcount
92nd
Percentile by assets National rank
$164,800
Avg per participant Above avg balance/head
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Official DOL plan name: Upm Raflatac Retirement Savings Plan · Sponsored by Upm Raflatac, Inc. · North Carolina · Manufacturing

$82M in assets, 499 participants

Upm Raflatac, Inc.'s Upm Raflatac Retirement Savings Plan reported $82M in total assets and 499 participants in its 2022 DOL Form 5500 filing, ranking in the 92nd 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.

  • #17,990 in Manufacturing (20,602 peers)

Where Upm Raflatac Retirement Savings Plan sits by assets

Upm Raflatac Retirement Savings Plan sits in the top 10% of all filed plans by assets, $82M for 499 participants (~$164,800/participant), down 20.9% in 2022.

#17,990
in Manufacturing (20,602 peers)
-20.9%
assets change YoY
0.8×
vs typical plan assets (national mean)

The plan reported a net loss of $22M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Upm Raflatac Retirement Savings Plan's outsized position by total assets

Upm Raflatac Retirement Savings Plan vs every filed plan by assets

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

$82,235,122 Top 8% higher than 92% 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

Upm Raflatac 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. Upm Raflatac Retirement Savings Plan sits mid-pack in the medium band (499 participants).

DOL schedule card

Filing strip 561451390 · Upm Raflatac, Inc. PY 2022 · 401(k)

Upm Raflatac Retirement Savings Plan · $82M · 499 · 92nd

  • EIN $82M
  • EIN 499
  • EIN 92nd
  • EIN 401(k)
  • EIN near Makita Shared Savings Plan
  • EIN ind #17990

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 North Carolina →

Upm Raflatac Retirement Savings Plan in the asset neighbourhood

Bhp Minerals USA Retirement Savings PlanBhp Minerals USA Retirement …$82MMakita Shared Savings Plan$82MUpm Raflatac Retirement Savings PlanUpm Raflatac Retirement Savi…$82MSolv Energy 401(k) Plan$82MC2 Essentials, Inc. 401(k) Profit-Sharing PlanC2 Essentials, Inc. 401(k) P…$82M
End-of-year total assets ($M) among Upm Raflatac Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$104M
Net Assets (End of Year)$82M
Net Income-$22M
Employer EIN561451390
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Upm Raflatac, Inc.)

Sponsor-wide plan assets over time

All Upm Raflatac, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$112M 36.34388479413942% vs 2022
2024 filing year
$70M$80M$90M$100M$110M$120M 202220232024 $82.2M $112M ▲ +36.3%
Year Plans Participants Total Assets
2022 1 499 $82M
2023 1 495 $98M
2024 1 446 $112M

Nearby 401(k) Plans in North Carolina

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

Upm Raflatac Retirement Savings Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -200204060 Total assets ($B) Participants Upm Raflatac Retirement Savings Plan, Total assets ($B): 0.082235122 · Participants: 499Upm Raflatac Retirement Savings PlanThe Bank of America 401(k) Plan, Total assets ($B): 47.134026012 · Participants: 169036The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 14.565715066 · Participants: 39007Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 9.364902 · Participants: 27731Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 8.965353965 · Participants: 51871Truist Financial Corporation 401(k) Savings PlanLowes 401(k) Plan, Total assets ($B): 7.355936526 · Participants: 284864Lowes 401(k) Plan
Upm Raflatac Retirement Savings Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Upm Raflatac Retirement Savings Plan side-by-side with 3 peers →

Upm Raflatac Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Makita Shared Savings Plan in CA ($82M); by covered participants it is Dakota Gasification Company 401(k) Plan in ND (499 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($82M here).

Similar participant headcount

Nearest other-state filings by covered participants (499 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 Upm Raflatac Retirement Savings Plan assets move in 2022? ▼
Upm Raflatac Retirement Savings Plan declined sharply - down 20.9% during 2022, from $104M to $82M. Reported net income was -$22M.
How have Upm Raflatac, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Upm Raflatac, Inc.'s sponsor-wide assets grew 36.3%, from $82M to $112M.
Where does Upm Raflatac Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Upm Raflatac Retirement Savings Plan ranks in the 92nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Upm Raflatac Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Makita Shared Savings Plan in CA ($82M, 865 participants).
Which 401(k) plans cover a similar participant headcount to Upm Raflatac Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Dakota Gasification Company 401(k) Plan in ND (499 participants, $190M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 561451390.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.