401(k) · DOL Form 5500 · 2023

Upm Raflatac, Inc. 401(k) Plan

Data updated 2026-08-11

$98M
Total assets
495
Participants
91st
Percentile by assets
$198,530
Avg per participant
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Official DOL plan name: Upm Raflatac Retirement Savings Plan · Sponsored by Upm Raflatac, Inc. · North Carolina · Manufacturing

$98M in assets, 495 participants

Upm Raflatac, Inc.'s Upm Raflatac Retirement Savings Plan reported $98M in total assets and 495 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.

  • 91st percentile by assets (of 127,072 plans)
  • #16,224 in Manufacturing (18,722 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, $98M for 495 participants (~$198,530/participant), up 19.5% in 2023.

$98M
total plan assets (2023 EOY)
495
covered participants
91st
percentile by assets (of 127,072 plans)
$198,530
avg assets per participant

Where Upm Raflatac Retirement Savings Plan sits by total assets

Upm Raflatac Retirement Savings Plan vs every filed plan by assets

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

$98,272,416 Top 9% higher than 91% of 127,068 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 2023

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Upm Raflatac Retirement Savings Plan reported net income rose from -$22M in the plan year 2022 filing to $16M in the plan year 2023 filing.
  • Upm Raflatac Retirement Savings Plan end-of-year assets rose from $82M in the plan year 2022 filing to $98M in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
North Carolina
Industry
Manufacturing

Upm Raflatac Retirement Savings Plan vs the 2023 asset distribution

By assets, Upm Raflatac Retirement Savings Plan outranks 91% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 1.0x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$82M
Net Assets (End of Year)$98M
Net Income$16M
Employer EIN561451390
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Upm Raflatac, Inc.)

$70M$80M$90M$100M$110M$120M 202220232024 $82.2M $112M ▲ +36.3%
Total plan assets by year, all Upm Raflatac, Inc. plans on file
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. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Upm Raflatac Retirem…, Total assets ($B): 0.098272416 · Participants: 495Upm Raflatac Retirem…The Bank of America …, Total assets ($B): 54.848846192 · Participants: 173899The Bank of America …Honeywell 401(k) Plan, Total assets ($B): 15.388124058 · Participants: 40004Honeywell 401(k) PlanDuke Energy Retireme…, Total assets ($B): 10.354065 · Participants: 28121Duke Energy Retireme…Truist Financial Cor…, Total assets ($B): 10.120701726 · Participants: 55480Truist Financial Cor…Nucor Corporation Pr…, Total assets ($B): 8.510660989 · Participants: 24174Nucor Corporation Pr…
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 →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Upm Raflatac Retirement Savings Plan by total assets, not by location.

Frequently Asked Questions

How did Upm Raflatac Retirement Savings Plan assets move in 2023? ▼
Upm Raflatac Retirement Savings Plan grew sharply - up 19.5% during 2023, from $82M to $98M. Reported net income was $16M.
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 91st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (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 Syracuse Orthopedic Specialists, P.C. Retirement Incentive Savings Plan in NY ($98M, 732 participants).

Next read for Upm Raflatac Retirement Savings Plan

Scale reading

Ways to act on Upm Raflatac Retirement Savings Plan's numbers.

  • By total assets, Upm Raflatac Retirement 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 North Carolina. Compare plans
  • Upm Raflatac, Inc.'s sponsor-wide assets have grown 36.3% 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 2023.

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.