401(k) · DOL Form 5500 · 2023

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

Data updated 2026-08-25

$9M
Total assets Small plan by assets
868
Participants Near avg headcount
57th
Percentile by assets National rank
$10,490
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

$9M in assets, 868 participants

Underwood Fruit and Warehouse Company, LLC's Underwood Fruit and Warehouse Retirement Savings Plan reported $9M in total assets and 868 participants in its 2023 DOL Form 5500 filing, ranking in the 57th 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.

  • #788 in Agriculture, Forestry & Fishing (1,288 peers)

Underwood Fruit and Warehouse Company, LLC multi-year trail

Underwood Fruit and Warehouse Company, LLC's plans moved +37.5% in assets from 2022 to 2024; this filing shows Underwood Fruit and Warehouse Retirement Savings Plan at $9M / 868 participants.

#788
in Agriculture, Forestry & Fishing (1,288 peers)
+16.7%
assets growth YoY

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 2023 · DOL Form 5500

$9,105,684 Top 43% higher than 57% 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

Underwood Fruit and Warehouse Retirement Savings 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. Underwood Fruit and Warehouse Retirement Savings Plan sits mid-pack in the medium band (868 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Underwood Fruit and Warehouse Retirement Savings Plan reported net income rose from -$2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Underwood Fruit and Warehouse Retirement Savings Plan reported participants rose from 599 in the plan year 2022 filing to 868 in the plan year 2023 filing.
  • Underwood Fruit and Warehouse Retirement Savings Plan end-of-year assets rose from $8M in the plan year 2022 filing to $9M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 911179336 · Underwood Fruit and Warehouse Company, LLC PY 2023 · 401(k)

Underwood Fruit and Warehouse Retirement Savings Plan · $9M · 868 · 57th

  • PHOTO $9M
  • PHOTO 868
  • PHOTO 57th
  • PHOTO 401(k)
  • PHOTO near Korbyt 401(k) Plan
  • PHOTO ind #788

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…$9MKorbyt 401(k) Plan$9MAscend Technologies 401(k) PlanAscend Technologies 401(k) P…$9MMontgomery Automotive Dealerships, Inc. 401(k) Profit Sharing PlanMontgomery Automotive Dealer…$9MW.C. Tingle Company 401(k) PlanW.C. Tingle Company 401(k) P…$9M
End-of-year total assets ($M) among Underwood Fruit and Warehouse Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Underwood Fruit and Warehouse Company, LLC multi-year asset trail

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

Underwood Fruit and Warehouse Company, LLC filing trail (2023)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$9M
Net Income$1M
Employer EIN911179336
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

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. -50000050000100000150000200000250000 -20020406080 Total assets ($B) Participants Underwood Fruit and Warehouse Retirement Savings Plan, Total assets ($B): 0.009105684 · Participants: 868Underwood Fruit and Warehouse Retirement Savings PlanThe Boeing Company 401(k) Retirement Plan, Total assets ($B): 72.246135158 · Participants: 128910The Boeing Company 401(k) Retirement PlanMicrosoft Corporation Savings Plus 401(k) Plan, Total assets ($B): 53.225853429 · Participants: 123296Microsoft Corporation Savings Plus 401(k) PlanCostco 401(k) Retirement Plan, Total assets ($B): 33.384845813 · Participants: 192744Costco 401(k) Retirement PlanT-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust, Total assets ($B): 8.338937292 · Participants: 71538T-Mobile USA, Inc. 401(k) Retirement Savings Plan & Trust401(k) Savings Plan, Total assets ($B): 8.118808679 · Participants: 87590401(k) Savings Plan
Underwood Fruit and Warehouse Retirement Savings Plan vs. nearby 401(k) plans in Washington, assets vs. participants
Compare Underwood Fruit and Warehouse Retirement Savings Plan side-by-side with 3 peers →

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 Korbyt 401(k) Plan in TX ($9M); by covered participants it is Cashman Equipment Company Employee Retirement Plans in NV (868 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($9M here).

Similar participant headcount

Nearest other-state filings by covered participants (868 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 Underwood Fruit and Warehouse Retirement Savings Plan assets move in 2023? ▼
Underwood Fruit and Warehouse Retirement Savings Plan grew sharply - up 16.7% during 2023, from $8M to $9M. Reported net income was $1M.
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 Korbyt 401(k) Plan in TX ($9M, 59 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 Cashman Equipment Company Employee Retirement Plans in NV (868 participants, N/A 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 911179336.

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.