401(k) · DOL Form 5500 · 2023

Port City Bakery, Inc. 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
353
Participants Below avg headcount
70th
Percentile by assets National rank
$48,550
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Port City Bakery, Inc. Retirement Plan · Sponsored by Port City Bakery, Inc. · Wisconsin · Manufacturing

$17M in assets, 353 participants

Port City Bakery, Inc.'s Port City Bakery, Inc. Retirement Plan reported $17M in total assets and 353 participants in its 2023 DOL Form 5500 filing, ranking in the 70th 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.

  • #11,021 in Manufacturing (18,722 peers)

Port City Bakery, Inc. multi-year trail

Port City Bakery, Inc.'s plans moved +57.3% in assets from 2022 to 2024; this filing shows Port City Bakery, Inc. Retirement Plan at $17M / 353 participants.

#11,021
in Manufacturing (18,722 peers)
+29.6%
assets growth YoY

Port City Bakery, Inc. Retirement Plan's outsized position by total assets

Port City Bakery, Inc. Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$17,138,229 Top 30% higher than 70% of 127,068 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 2023

Port City Bakery, Inc. Retirement Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Port City Bakery, Inc. Retirement Plan sits mid-pack in the medium band (353 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Port City Bakery, Inc. Retirement Plan reported net income rose from -$1M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Port City Bakery, Inc. Retirement Plan end-of-year assets rose from $13M in the plan year 2022 filing to $17M in the plan year 2023 filing.
  • Port City Bakery, Inc. Retirement Plan reported participants fell from 357 in the plan year 2022 filing to 353 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 391648648 · Port City Bakery, Inc. PY 2023 · 401(k)

Port City Bakery, Inc. Retirement Plan · $17M · 353 · 70th

  • EOY $17M
  • EOY 353
  • EOY 70th
  • EOY 401(k)
  • EOY near Mesirow Pooled Employer Plan
  • EOY ind #11021

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 Wisconsin →

Port City Bakery, Inc. Retirement Plan in the asset neighbourhood

Port City Bakery, Inc. Retirement PlanPort City Bakery, Inc. Retir…$17MMesirow Pooled Employer Plan$17MFarallon Consulting, LLC 401(k) PlanFarallon Consulting, LLC 401…$17MUsmd Hospital at Arlington, LP 401(k) PlanUsmd Hospital at Arlington, …$17MMg Properties Retirement Plan$17M
End-of-year total assets ($M) among Port City Bakery, Inc. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Port City Bakery, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Port City Bakery, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$21M 57.32486817921122% vs 2022
2024 filing year
$10M$15M$20M$25M 202220232024 $13.2M $20.8M ▲ +57.3%
Year Plans Participants Total Assets
2022 1 357 $13M
2023 1 353 $17M
2024 1 379 $21M

Port City Bakery, Inc. filing trail (2023)

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$17M
Net Income$4M
Employer EIN391648648
Plan Effective Date2003-06-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Wisconsin

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

Port City Bakery, Inc. Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510 Total assets ($B) Participants Port City Bakery, Inc. Retirement Plan, Total assets ($B): 0.017138229 · Participants: 353Port City Bakery, Inc. Retirement PlanAdvocate Aurora Health 401(k) Plan, Total assets ($B): 9.125723544 · Participants: 76956Advocate Aurora Health 401(k) PlanJohnson Controls Retirement Savings and Investment Plan, Total assets ($B): 6.160116767 · Participants: 28904Johnson Controls Retirement Savings and Investment PlanFiserv 401(k) Savings Plan, Total assets ($B): 4.81171463 · Participants: 25280Fiserv 401(k) Savings PlanKimberly-Clark Corporation 401(k) & Profit Sharing Plan, Total assets ($B): 4.550761 · Participants: 11236Kimberly-Clark Corporation 401(k) & Profit Sharing PlanRockwell Automation Retirement Savings Plan, Total assets ($B): 3.62235882 · Participants: 8877Rockwell Automation Retirement Savings Plan
Port City Bakery, Inc. Retirement Plan vs. nearby 401(k) plans in Wisconsin, assets vs. participants
Compare Port City Bakery, Inc. Retirement Plan side-by-side with 3 peers →

Port City Bakery, Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Wisconsin, the nearest 401(k) by assets is Mesirow Pooled Employer Plan in CA ($17M); by covered participants it is Elementia USA LLC Retirement Plan in TX (353 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($17M here).

Similar participant headcount

Nearest other-state filings by covered participants (353 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Port City Bakery, Inc. Retirement Plan assets move in 2023? ▼
Port City Bakery, Inc. Retirement Plan grew sharply - up 29.6% during 2023, from $13M to $17M. Reported net income was $4M.
How have Port City Bakery, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Port City Bakery, Inc.'s sponsor-wide assets grew 57.3%, from $13M to $21M.
Which 401(k) plans are similar in size to Port City Bakery, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mesirow Pooled Employer Plan in CA ($17M, 1,339 participants).
Which 401(k) plans cover a similar participant headcount to Port City Bakery, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Elementia USA LLC Retirement Plan in TX (353 participants, $10M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 391648648.

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.