401(k) · DOL Form 5500 · 2022

Perfection Bakeries, Inc. 401(k) Plan

Data updated 2026-08-25

$90M
Total assets Below avg plan size
621
Participants Below avg headcount
92nd
Percentile by assets National rank
$144,432
Avg per participant Above avg balance/head
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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.

  • #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.

#18,135
in Manufacturing (20,602 peers)
-20.8%
assets change YoY
0.9×
vs typical plan assets (national mean)

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.

Aunt Millie's Bakeries Union 401(k) Savings Plan's outsized position 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 $2,050,000,000 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

Aunt Millie's Bakeries Union 401(k) 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. Aunt Millie's Bakeries Union 401(k) Savings Plan sits mid-pack in the medium band (621 participants).

DOL schedule card

Filing strip 350577170 · Perfection Bakeries, Inc. PY 2022 · 401(k)

Aunt Millie's Bakeries Union 401(k) Savings Plan · $90M · 621 · 92nd

  • NET $90M
  • NET 621
  • NET 92nd
  • NET 401(k)
  • NET near Baker & Mckenzie New York Profit Sharing and 401(k) Plan
  • NET ind #18135

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 Indiana →

Aunt Millie's Bakeries Union 401(k) Savings Plan in the asset neighbourhood

Baker & Mckenzie New York Profit Sharing and 401(k) PlanBaker & Mckenzie New York Pr…$90MAunt Millie's Bakeries Union 401(k) Savings PlanAunt Millie's Bakeries Union…$90MHaviland Enterprises, Inc. Employee Stock Ownership and 401(k) PlanHaviland Enterprises, Inc. E…$90MAllied Motion Technologies Inc. 401(k) Tax Advantaged Investment PlanAllied Motion Technologies I…$90MKik Custom Products 401(k) Retirement Savings PlanKik Custom Products 401(k) R…$90M
End-of-year total assets ($M) among Aunt Millie's Bakeries Union 401(k) 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)$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.)

Sponsor-wide plan assets over time

All Perfection Bakeries, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$192M 19.86056766312195% vs 2022
2024 filing year
$150M$160M$170M$180M$190M$200M 202220232024 $160M $192M ▲ +19.9%
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 ($B) Participants Aunt Millie's Bakeries Union 401(k) Savings Plan, Total assets ($B): 0.089692003 · Participants: 621Aunt Millie's Bakeries Union 401(k) Savings PlanElevance Health 401(k) Plan, Total assets ($B): 9.467911456 · Participants: 71898Elevance Health 401(k) PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 8.875255354 · Participants: 15607The Lilly Employee 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 4.386787904 · Participants: 23710Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 3.245347601 · Participants: 39243Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.020286876 · Participants: 8632Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
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) Savings Plan side-by-side with 3 peers →

Aunt Millie's Bakeries Union 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Baker & Mckenzie New York Profit Sharing and 401(k) Plan in IL ($90M); by covered participants it is Sram LLC Retirement Savings Plan in IL (621 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (621 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 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).
Which 401(k) plans cover a similar participant headcount to Aunt Millie's Bakeries Union 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sram LLC Retirement Savings Plan in IL (621 participants, $53M 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 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.