401(k) · DOL Form 5500 · 2023

Perfection Bakeries, Inc. 401(k) Plan

Data updated 2026-08-25

$77M
Total assets Below avg plan size
1,020
Participants Near avg headcount
89th
Percentile by assets National rank
$75,041
Avg per participant Below avg balance/head
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Official DOL plan name: Aunt Millie's Bakeries 401(k) Savings Plan · Sponsored by Perfection Bakeries, Inc. · Indiana · Manufacturing

$77M in assets, 1,020 participants

Perfection Bakeries, Inc.'s Aunt Millie's Bakeries 401(k) Savings Plan reported $77M in total assets and 1,020 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.

  • #15,763 in Manufacturing (18,722 peers)

Where Aunt Millie's Bakeries 401(k) Savings Plan sits by assets

Aunt Millie's Bakeries 401(k) Savings Plan sits in the top quartile of all filed plans by assets, $77M for 1,020 participants (~$75,041/participant), up 8.8% in 2023.

#15,763
in Manufacturing (18,722 peers)
+8.8%
assets growth YoY
0.8×
vs typical plan assets (national mean)

Aunt Millie's Bakeries 401(k) Savings Plan's outsized position by total assets

Aunt Millie's Bakeries 401(k) Savings Plan vs every filed plan by assets

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

$76,542,324 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

Aunt Millie's Bakeries 401(k) Savings Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Aunt Millie's Bakeries 401(k) Savings Plan lands in the large band (1,020 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Aunt Millie's Bakeries 401(k) Savings Plan reported net income rose from -$15M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Aunt Millie's Bakeries 401(k) Savings Plan reported participants rose from 890 in the plan year 2022 filing to 1,020 in the plan year 2023 filing.
  • Aunt Millie's Bakeries 401(k) Savings Plan end-of-year assets rose from $70M in the plan year 2022 filing to $77M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 350577170 · Perfection Bakeries, Inc. PY 2023 · 401(k)

Aunt Millie's Bakeries 401(k) Savings Plan · $77M · 1,020 · 89th

  • PART $77M
  • TYPE 1,020
  • NET 89th
  • BOOK 401(k)
  • VS-ST near Willcox & Savage, P.C. Profit-Sharing Retirement Plan
  • BOY ind #15763

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 Indiana →

Aunt Millie's Bakeries 401(k) Savings Plan in the asset neighbourhood

Deer Park Refining, LP Retirement Benefits PlanDeer Park Refining, LP Retir…$77MAunt Millie's Bakeries 401(k) Savings PlanAunt Millie's Bakeries 401(k…$77MWillcox & Savage, P.C. Profit-Sharing Retirement PlanWillcox & Savage, P.C. Profi…$77MWeidmann Electrical Technology 401(k) Retirement PlanWeidmann Electrical Technolo…$77MTaconic Biosciences, Inc. 401(k) Profit Sharing Plan & TrustTaconic Biosciences, Inc. 40…$77M
End-of-year total assets ($M) among Aunt Millie's Bakeries 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$70M
Net Assets (End of Year)$77M
Net Income$6M
Employer EIN350577170
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Perfection Bakeries, Inc.)

Sponsor-wide plan assets over time

All Perfection Bakeries, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$192M 19.86056766312195% vs 2022
2024 filing year
$150M$160M$170M$180M$190M$200M 202220232024 $160M $192M ▲ +19.9%
Year Plans Participants Total Assets
2022 2 1,511 $160M
2023 2 1,694 $177M
2024 2 1,705 $192M

Nearby 401(k) Plans in Indiana

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

Aunt Millie's Bakeries 401(k) Savings Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -5051015 Total assets ($B) Participants Aunt Millie's Bakeries 401(k) Savings Plan, Total assets ($B): 0.076542324 · Participants: 1020Aunt Millie's Bakeries 401(k) Savings PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 11.133214731 · Participants: 17583The Lilly Employee 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 11.042395257 · Participants: 76590Elevance Health 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 5.730057183 · Participants: 28381Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 3.907792365 · Participants: 38575Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.573079703 · Participants: 9015Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Aunt Millie's Bakeries 401(k) Savings Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Aunt Millie's Bakeries 401(k) Savings Plan side-by-side with 3 peers →

Aunt Millie's Bakeries 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Willcox & Savage, P.C. Profit-Sharing Retirement Plan in VA ($77M); by covered participants it is Hma Group Holdings, LLC 401(k) Plan in IA (1,020 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,020 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 Aunt Millie's Bakeries 401(k) Savings Plan assets move in 2023? ▼
Aunt Millie's Bakeries 401(k) Savings Plan grew at a solid clip - up 8.8% during 2023, from $70M to $77M. Reported net income was $6M.
How have Perfection Bakeries, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Perfection Bakeries, Inc.'s sponsor-wide assets grew 19.9%, from $160M to $192M.
Where does Aunt Millie's Bakeries 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Aunt Millie's Bakeries 401(k) Savings 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 Aunt Millie's Bakeries 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Willcox & Savage, P.C. Profit-Sharing Retirement Plan in VA ($77M, 92 participants).
Which 401(k) plans cover a similar participant headcount to Aunt Millie's Bakeries 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Hma Group Holdings, LLC 401(k) Plan in IA (1,020 participants, $210M 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 350577170.

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.