401(k) · DOL Form 5500 · 2023

Upper Lakes Foods, Inc. 401(k) Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
374
Participants Below avg headcount
77th
Percentile by assets National rank
$68,545
Avg per participant Below avg balance/head
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Official DOL plan name: Upper Lakes Foods, Inc. Retirement Savings Plan · Sponsored by Upper Lakes Foods, Inc. · Minnesota · Wholesale Trade

$26M in assets, 374 participants

Upper Lakes Foods, Inc.'s Upper Lakes Foods, Inc. Retirement Savings Plan reported $26M in total assets and 374 participants in its 2023 DOL Form 5500 filing, ranking in the 77th 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.

  • #4,753 in Wholesale Trade (6,309 peers)

Coverage in Minnesota

Upper Lakes Foods, Inc. Retirement Savings Plan covers 374 participants in Minnesota, about 33% of the average Minnesota filer (state average ~1,126 per filing). Assets: $26M.

#4,753
in Wholesale Trade (6,309 peers)
+16.1%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Upper Lakes Foods, Inc. Retirement Savings Plan's outsized position by total assets

Upper Lakes Foods, Inc. Retirement Savings Plan vs every filed plan by assets

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

$25,636,009 Top 23% higher than 77% 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

Upper Lakes Foods, Inc. 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. Upper Lakes Foods, Inc. Retirement Savings Plan sits mid-pack in the medium band (374 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Upper Lakes Foods, Inc. Retirement Savings Plan reported net income rose from -$3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Upper Lakes Foods, Inc. Retirement Savings Plan end-of-year assets rose from $22M in the plan year 2022 filing to $26M in the plan year 2023 filing.
  • Upper Lakes Foods, Inc. Retirement Savings Plan reported participants rose from 364 in the plan year 2022 filing to 374 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 410915145 · Upper Lakes Foods, Inc. PY 2023 · 401(k)

Upper Lakes Foods, Inc. Retirement Savings Plan · $26M · 374 · 77th

  • IND $26M
  • EOY 374
  • 5500 77th
  • ASSETS 401(k)
  • PCT near Poulin Grain, Inc. 401(k) Profit Sharing Plan
  • EIN ind #4753

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 Wholesale Trade retirement plans → · Plans in Minnesota →

Upper Lakes Foods, Inc. Retirement Savings Plan in the asset neighbourhood

Upper Lakes Foods, Inc. Retirement Savings PlanUpper Lakes Foods, Inc. Reti…$26MPoulin Grain, Inc. 401(k) Profit Sharing PlanPoulin Grain, Inc. 401(k) Pr…$26MAssuredpartners Pep$26MPrince Lobel Tye LLP 401(k) PlanPrince Lobel Tye LLP 401(k) …$26MHines Precision 401(k) Retirement PlanHines Precision 401(k) Retir…$26M
End-of-year total assets ($M) among Upper Lakes Foods, Inc. Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Minnesota filing particulars

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$26M
Net Income$4M
Employer EIN410915145
Plan Effective Date1983-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Upper Lakes Foods, Inc.)

Sponsor-wide plan assets over time

All Upper Lakes Foods, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$30M 35.223626539111436% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $22.1M $29.9M ▲ +35.2%
Year Plans Participants Total Assets
2022 1 364 $22M
2023 1 374 $26M
2024 1 433 $30M

Nearby 401(k) Plans in Minnesota

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

Upper Lakes Foods, Inc. Retirement Savings Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Upper Lakes Foods, Inc. Retirement Savings Plan, Total assets ($B): 0.025636009 · Participants: 374Upper Lakes Foods, Inc. Retirement Savings PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 22.432100178 · Participants: 198972Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 13.008265857 · Participants: 432617Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 12.931979 · Participants: 44342Medtronic Savings and Investment Plan3M Voluntary Investment Plan and Employee Stock Ownership Plan, Total assets ($B): 12.04661588 · Participants: 360493M Voluntary Investment Plan and Employee Stock Ownership PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 10.271161911 · Participants: 75272U.S. Bank 401(k) Savings Plan
Upper Lakes Foods, Inc. Retirement Savings Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Upper Lakes Foods, Inc. Retirement Savings Plan side-by-side with 3 peers →

Upper Lakes Foods, Inc. Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Poulin Grain, Inc. 401(k) Profit Sharing Plan in VT ($26M); by covered participants it is Sizzling Steak Concepts 401(k) Plan in GA (374 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($26M here).

Similar participant headcount

Nearest other-state filings by covered participants (374 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 Upper Lakes Foods, Inc. Retirement Savings Plan assets move in 2023? ▼
Upper Lakes Foods, Inc. Retirement Savings Plan grew sharply - up 16.1% during 2023, from $22M to $26M. Reported net income was $4M.
How have Upper Lakes Foods, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Upper Lakes Foods, Inc.'s sponsor-wide assets grew 35.2%, from $22M to $30M.
Where does Upper Lakes Foods, Inc. Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Upper Lakes Foods, Inc. Retirement Savings Plan ranks in the 77th 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 Upper Lakes Foods, Inc. Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Poulin Grain, Inc. 401(k) Profit Sharing Plan in VT ($26M, 115 participants).
Which 401(k) plans cover a similar participant headcount to Upper Lakes Foods, Inc. Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Sizzling Steak Concepts 401(k) Plan in GA (374 participants, $14M 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 410915145.

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.