401(k) · DOL Form 5500 · 2022

Perfection Bakeries, Inc. 401(k) Plan

Data updated 2026-08-11

$90M
Total assets
621
Participants
92nd
Percentile by assets
$144,432
Avg per participant
PlainRetire home → About this data

Official DOL plan name: Aunt Millie's Bakeries Union 401(k) Savings Plan · Sponsored by Perfection Bakeries, Inc. · Indiana · Manufacturing

$90M in assets, 621 participants

Perfection Bakeries, Inc.'s Aunt Millie's Bakeries Union 401(k) Savings Plan reported $90M in total assets and 621 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.

  • 92nd percentile by assets (of 139,126 plans)
  • #18,135 in Manufacturing (20,602 peers)

Where Aunt Millie's Bakeries Union 401(k) Savings Plan sits by assets

Aunt Millie's Bakeries Union 401(k) Savings Plan sits in the top 10% of all filed plans by assets, $90M for 621 participants (~$144,432/participant), down 20.8% in 2022.

$90M
total plan assets (2022 EOY)
621
covered participants
92nd
percentile by assets (of 139,126 plans)
$144,432
avg assets per participant

The plan reported a net loss of $24M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where Aunt Millie's Bakeries Union 401(k) Savings Plan sits by total assets

Aunt Millie's Bakeries Union 401(k) Savings Plan vs every filed plan by assets

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

$89,692,003 Top 8% higher than 92% of 139,123 filed plans

This plan $0 $2,010,000,000 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

State
Indiana
Industry
Manufacturing

Aunt Millie's Bakeries Union 401(k) Savings Plan vs the 2022 asset distribution

By assets, Aunt Millie's Bakeries Union 401(k) Savings Plan outranks 92% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.9x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$113M
Net Assets (End of Year)$90M
Net Income-$24M
Employer EIN350577170
Plan Effective Date1982-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Perfection Bakeries, Inc.)

$150M$160M$170M$180M$190M$200M 202220232024 $160M $192M ▲ +19.9%
Total plan assets by year, all Perfection Bakeries, Inc. plans on file
Year Plans Participants Total Assets
2022 2 1,511 $160M
2023 2 1,694 $177M
2024 2 1,705 $192M

Nearby 401(k) Plans in Indiana

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

Aunt Millie's Bakeries Union 401(k) Savings Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -50510 Total assets ($B) Participants Aunt Millie's Bakeri…, Total assets ($B): 0.089692003 · Participants: 621Aunt Millie's Bakeri…Elevance Health 401(…, Total assets ($B): 9.467911456 · Participants: 71898Elevance Health 401(…The Lilly Employee 4…, Total assets ($B): 8.875255354 · Participants: 15607The Lilly Employee 4…Cummins Retirement a…, Total assets ($B): 4.386787904 · Participants: 23710Cummins Retirement a…Iu Health 401(k) Sav…, Total assets ($B): 3.245347601 · Participants: 39243Iu Health 401(k) Sav…Steel Dynamics, Inc.…, Total assets ($B): 2.020286876 · Participants: 8632Steel Dynamics, Inc.…
Aunt Millie's Bakeries Union 401(k) Savings Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Aunt Millie's Bakeries Union 401(k) Savi… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Aunt Millie's Bakeries Union 401(k) Savings Plan by total assets, not by location.

Frequently Asked Questions

How did Aunt Millie's Bakeries Union 401(k) Savings Plan assets move in 2022? ▼
Aunt Millie's Bakeries Union 401(k) Savings Plan declined sharply - down 20.8% during 2022, from $113M to $90M. Reported net income was -$24M.
How have Perfection Bakeries, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Perfection Bakeries, Inc.'s sponsor-wide assets grew 19.9%, from $160M to $192M.
Where does Aunt Millie's Bakeries Union 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Aunt Millie's Bakeries Union 401(k) 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 Aunt Millie's Bakeries Union 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Baker & Mckenzie New York Profit Sharing and 401(k) Plan in IL ($90M, 196 participants).

Next read for Aunt Millie's Bakeries Union 401(k) Savi…

Scale reading

Ways to act on Aunt Millie's Bakeries Union 401(k) Savings Plan's numbers.

  • By total assets, Aunt Millie's Bakeries Union 401(k) Savings Plan ranks in the top 10% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) plans in Indiana. Compare plans
  • Perfection Bakeries, Inc.'s sponsor-wide assets have grown 19.9% since 2022 across 3 plan years on file. More Manufacturing plans

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 350577170.

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.