401(k) · DOL Form 5500 · 2023

United States Bakery 401(k) Plan

Data updated 2026-08-25

$98M
Total assets Below avg plan size
994
Participants Near avg headcount
91st
Percentile by assets National rank
$98,862
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: United States Bakery Profit Sharing & 401(k) Plan · Sponsored by United States Bakery · Oregon · Manufacturing

$98M in assets, 994 participants

United States Bakery's United States Bakery Profit Sharing & 401(k) Plan reported $98M in total assets and 994 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.

  • #16,223 in Manufacturing (18,722 peers)

Coverage in Oregon

United States Bakery Profit Sharing & 401(k) Plan covers 994 participants in Oregon, 2.2x the typical Oregon plan (state average ~443 per filing). Assets: $98M.

#16,223
in Manufacturing (18,722 peers)
+18.3%
assets growth YoY
1.0×
vs typical plan assets (national mean)

United States Bakery Profit Sharing & 401(k) Plan's outsized position by total assets

United States Bakery Profit Sharing & 401(k) Plan vs every filed plan by assets

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

$98,268,730 Top 9% higher than 91% 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

United States Bakery Profit Sharing & 401(k) 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. United States Bakery Profit Sharing & 401(k) Plan sits mid-pack in the medium band (994 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • United States Bakery Profit Sharing & 401(k) Plan reported net income rose from -$3M in the plan year 2022 filing to $15M in the plan year 2023 filing.
  • United States Bakery Profit Sharing & 401(k) Plan end-of-year assets rose from $83M in the plan year 2022 filing to $98M in the plan year 2023 filing.
  • United States Bakery Profit Sharing & 401(k) Plan reported participants fell from 1,033 in the plan year 2022 filing to 994 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 930302130 · United States Bakery PY 2023 · 401(k)

United States Bakery Profit Sharing & 401(k) Plan · $98M · 994 · 91st

  • VS-ST $98M
  • BOY 994
  • SCH 91st
  • EBSA 401(k)
  • PART near Syracuse Orthopedic Specialists, P.C. Retirement Incentive Savings Plan
  • TYPE ind #16223

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 Oregon →

United States Bakery Profit Sharing & 401(k) Plan in the asset neighbourhood

York Hospital Retirement Plan$98MUnited States Bakery Profit Sharing & 401(k) PlanUnited States Bakery Profit …$98MSyracuse Orthopedic Specialists, P.C. Retirement Incentive Savings PlanSyracuse Orthopedic Speciali…$98MRetirement Plan for Oceanfirst BankRetirement Plan for Oceanfir…$98MUpm Raflatac Retirement Savings PlanUpm Raflatac Retirement Savi…$98M
End-of-year total assets ($M) among United States Bakery Profit Sharing & 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Oregon filing particulars

Total Assets (Beginning of Year)$83M
Net Assets (End of Year)$98M
Net Income$15M
Employer EIN930302130
Plan Effective Date1964-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (United States Bakery)

Sponsor-wide plan assets over time

All United States Bakery plans reported in each filing year

Latest sponsor-wide plan assets
$107M 28.68186819858548% vs 2022
2024 filing year
$80M$90M$100M$110M 202220232024 $83M $107M ▲ +28.7%
Year Plans Participants Total Assets
2022 1 1,033 $83M
2023 1 994 $98M
2024 1 1,036 $107M

Nearby 401(k) Plans in Oregon

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

United States Bakery Profit Sharing & 401(k) Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants United States Bakery Profit Sharing & 401(k) Plan, Total assets ($B): 0.09826873 · Participants: 994United States Bakery Profit Sharing & 401(k) Plan401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc., Total assets ($B): 5.902107007 · Participants: 40345401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc.Daimler Truck North America, L.L.C. Employee Retirement Savings Plan, Total assets ($B): 2.354402812 · Participants: 8353Daimler Truck North America, L.L.C. Employee Retirement Savings PlanPrecision Castparts Corp. 401(k) Retirement Savings Plan, Total assets ($B): 2.192492885 · Participants: 16687Precision Castparts Corp. 401(k) Retirement Savings PlanXpo Logistics Retirement Savings Plan, Total assets ($B): 1.809963509 · Participants: 6189Xpo Logistics Retirement Savings PlanPacificorp K Plus Employee Savings Plan, Total assets ($B): 1.59531627 · Participants: 4968Pacificorp K Plus Employee Savings Plan
United States Bakery Profit Sharing & 401(k) Plan vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare United States Bakery Profit Sharing & 401(k) Plan side-by-side with 3 peers →

United States Bakery Profit Sharing & 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is Syracuse Orthopedic Specialists, P.C. Retirement Incentive Savings Plan in NY ($98M); by covered participants it is Courtesy Corporation 401(k) Plan in WI (994 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (994 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 United States Bakery Profit Sharing & 401(k) Plan assets move in 2023? ▼
United States Bakery Profit Sharing & 401(k) Plan grew sharply - up 18.3% during 2023, from $83M to $98M. Reported net income was $15M.
How have United States Bakery plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), United States Bakery's sponsor-wide assets grew 28.7%, from $83M to $107M.
Where does United States Bakery Profit Sharing & 401(k) Plan rank by assets among Form 5500 filers? ▼
United States Bakery Profit Sharing & 401(k) 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 United States Bakery Profit Sharing & 401(k) 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).
Which 401(k) plans cover a similar participant headcount to United States Bakery Profit Sharing & 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Courtesy Corporation 401(k) Plan in WI (994 participants, $4M 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 930302130.

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.