401(k) · DOL Form 5500 · 2023

Amalgamated Sugar Company 401(k) Plan

Data updated 2026-08-25

$75M
Total assets Below avg plan size
363
Participants Below avg headcount
89th
Percentile by assets National rank
$207,254
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Amalgamated Sugar Company Salaried 401(k) Plan · Sponsored by Amalgamated Sugar Company · Idaho · Manufacturing

$75M in assets, 363 participants

Amalgamated Sugar Company's Amalgamated Sugar Company Salaried 401(k) Plan reported $75M in total assets and 363 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.

  • #15,726 in Manufacturing (18,722 peers)

Where Amalgamated Sugar Company Salaried 401(k) Plan sits by assets

Amalgamated Sugar Company Salaried 401(k) Plan sits in the top quartile of all filed plans by assets, $75M for 363 participants (~$207,254/participant), up 14.9% in 2023.

#15,726
in Manufacturing (18,722 peers)
+14.9%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Amalgamated Sugar Company Salaried 401(k) Plan's outsized position by total assets

Amalgamated Sugar Company Salaried 401(k) Plan vs every filed plan by assets

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

$75,233,102 Top 11% higher than 89% 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

Amalgamated Sugar Company Salaried 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. Amalgamated Sugar Company Salaried 401(k) Plan sits mid-pack in the medium band (363 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Amalgamated Sugar Company Salaried 401(k) Plan reported net income rose from -$9M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Amalgamated Sugar Company Salaried 401(k) Plan end-of-year assets rose from $65M in the plan year 2022 filing to $75M in the plan year 2023 filing.
  • Amalgamated Sugar Company Salaried 401(k) Plan reported participants fell from 380 in the plan year 2022 filing to 363 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 870568755 · Amalgamated Sugar Company PY 2023 · 401(k)

Amalgamated Sugar Company Salaried 401(k) Plan · $75M · 363 · 89th

  • BOOK $75M
  • BOOK 363
  • BOOK 89th
  • BOOK 401(k)
  • BOOK near Hatco Corporation 401(k) Trust
  • BOOK ind #15726

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 Idaho →

Amalgamated Sugar Company Salaried 401(k) Plan in the asset neighbourhood

Hatco Corporation 401(k) TrustHatco Corporation 401(k) Tru…$75MPrima Care, P. C. Profit Sharing PlanPrima Care, P. C. Profit Sha…$75MMcgough Companies 401(k) Plan and TrustMcgough Companies 401(k) Pla…$75MAmalgamated Sugar Company Salaried 401(k) PlanAmalgamated Sugar Company Sa…$75MNorth American Breweries, Inc. Employees' Savings and Investment PlanNorth American Breweries, In…$75M
End-of-year total assets ($M) among Amalgamated Sugar Company Salaried 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$65M
Net Assets (End of Year)$75M
Net Income$10M
Employer EIN870568755
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Amalgamated Sugar Company)

Sponsor-wide plan assets over time

All Amalgamated Sugar Company plans reported in each filing year

Latest sponsor-wide plan assets
$359M 1.0287637276691748% vs 2022
2024 filing year
$340M$360M$380M$400M$420M 202220232024 $355M $359M ▲ +1.0%
Year Plans Participants Total Assets
2022 4 2,526 $355M
2023 4 2,358 $409M
2024 4 2,649 $359M

Nearby 401(k) Plans in Idaho

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

Amalgamated Sugar Company Salaried 401(k) Plan vs. nearby 401(k) plans in Idaho, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -101234 Total assets ($B) Participants Amalgamated Sugar Company Salaried 401(k) Plan, Total assets ($B): 0.075233102 · Participants: 363Amalgamated Sugar Company Salaried 401(k) PlanMicron Technology Inc. Retirement at Micron (Ram) Plan, Total assets ($B): 3.248376347 · Participants: 9865Micron Technology Inc. Retirement at Micron (Ram) PlanIdaho National Laboratory Employee Investment Plan, Total assets ($B): 2.322477073 · Participants: 6419Idaho National Laboratory Employee Investment PlanSimplot Retirement Savings Plan, Total assets ($B): 1.387440309 · Participants: 8746Simplot Retirement Savings PlanIdaho Power Company Employee Savings Plan, Total assets ($B): 0.794478746 · Participants: 2089Idaho Power Company Employee Savings PlanBoise Cascade Company Savings Plan, Total assets ($B): 0.655532616 · Participants: 3476Boise Cascade Company Savings Plan
Amalgamated Sugar Company Salaried 401(k) Plan vs. nearby 401(k) plans in Idaho, assets vs. participants
Compare Amalgamated Sugar Company Salaried 401(k) Plan side-by-side with 3 peers →

Amalgamated Sugar Company Salaried 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Idaho, the nearest 401(k) by assets is Hatco Corporation 401(k) Trust in WI ($75M); by covered participants it is Jst Corporation 401(k) Plan in IL (363 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (363 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 Amalgamated Sugar Company Salaried 401(k) Plan assets move in 2023? ▼
Amalgamated Sugar Company Salaried 401(k) Plan grew at a solid clip - up 14.9% during 2023, from $65M to $75M. Reported net income was $10M.
How have Amalgamated Sugar Company plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Amalgamated Sugar Company's sponsor-wide assets grew 1.0%, from $355M to $359M.
Where does Amalgamated Sugar Company Salaried 401(k) Plan rank by assets among Form 5500 filers? ▼
Amalgamated Sugar Company Salaried 401(k) Plan ranks in the 89th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Amalgamated Sugar Company Salaried 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hatco Corporation 401(k) Trust in WI ($75M, 460 participants).
Which 401(k) plans cover a similar participant headcount to Amalgamated Sugar Company Salaried 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Jst Corporation 401(k) Plan in IL (363 participants, $38M 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 870568755.

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.