401(k) · DOL Form 5500 · 2023

Upfield Sourcing US, Inc. 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
308
Participants Below avg headcount
54th
Percentile by assets National rank
$26,033
Avg per participant Low balance/head
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Official DOL plan name: Savings Plan for the Union Employees of Upfield Sourcing US, Inc. · Sponsored by Upfield Sourcing US, Inc. · New Jersey · Manufacturing

$8M in assets, 308 participants

Upfield Sourcing US, Inc.'s Savings Plan for the Union Employees of Upfield Sourcing US, Inc. reported $8M in total assets and 308 participants in its 2023 DOL Form 5500 filing, ranking in the 54th 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.

  • #7,285 in Manufacturing (18,722 peers)

Coverage in New Jersey

Savings Plan for the Union Employees of Upfield Sourcing US, Inc. covers 308 participants in New Jersey, about 36% of the average New Jersey filer (state average ~844 per filing). Assets: $8M.

#7,285
in Manufacturing (18,722 peers)
+28.3%
assets growth YoY

Savings Plan for the Union Employees of Upfield Sourcing US, Inc.'s mid-pack asset rank among Manufacturing and all filers

Savings Plan for the Union Employees of Upfield Sourcing US, Inc. vs every filed plan by assets

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

$8,018,177 Top 46% higher than 54% 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

Savings Plan for the Union Employees of Upfield Sourcing US, Inc. 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. Savings Plan for the Union Employees of Upfield Sourcing US, Inc. sits mid-pack in the medium band (308 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Savings Plan for the Union Employees of Upfield Sourcing US, Inc. reported net income rose from -$24K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Savings Plan for the Union Employees of Upfield Sourcing US, Inc. end-of-year assets rose from $6M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Savings Plan for the Union Employees of Upfield Sourcing US, Inc. reported participants fell from 335 in the plan year 2022 filing to 308 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 473857151 · Upfield Sourcing US, Inc. PY 2023 · 401(k)

Savings Plan for the Union Employees of Upfield Sourcing US, Inc. · $8M · 308 · 54th

  • SCH $8M
  • SCH 308
  • SCH 54th
  • SCH 401(k)
  • SCH near Oregon Pacific Common Paymaster Company 401(k) Profit Sharing Plan and Trust
  • SCH ind #7285

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 New Jersey →

Savings Plan for the Union Employees of Upfield Sourcing US, Inc. in the asset neighbourhood

Savings Plan for the Union Employees of Upfield Sourcing US, Inc.Savings Plan for the Union E…$8MOregon Pacific Common Paymaster Company 401(k) Profit Sharing Plan and TrustOregon Pacific Common Paymas…$8MCtl Aerospace, Inc. Retirement Savings PlanCtl Aerospace, Inc. Retireme…$8MNog, Inc. 401(k) Plan$8MJoseph D. Johnson & Company Profit Sharing PlanJoseph D. Johnson & Company …$8M
End-of-year total assets ($M) among Savings Plan for the Union Employees of Upfield Sourcing US, Inc. and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New Jersey filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$8M
Net Income$2M
Employer EIN473857151
Plan Effective Date2018-07-02
Filing StatusFILING RECEIVED

Sponsor Plan History (Upfield Sourcing US, Inc.)

Sponsor-wide plan assets over time

All Upfield Sourcing US, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$10M 60.21294385176004% vs 2022
2024 filing year
$4M$6M$8M$10M$12M 202220232024 $6.25M $10M ▲ +60.2%
Year Plans Participants Total Assets
2022 1 335 $6M
2023 1 308 $8M
2024 1 337 $10M

Nearby 401(k) Plans in New Jersey

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

Savings Plan for the Union Employees of Upfield Sourcing US, Inc. vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -1001020304050 Total assets ($B) Participants Savings Plan for the Union Employees of Upfield Sourcing US, Inc., Total assets ($B): 0.008018177 · Participants: 308Savings Plan for the Union Employees of Upfield Sourcing US, Inc.JPMorgan Chase 401(k) Savings Plan, Total assets ($B): 44.552237022 · Participants: 176610JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 27.825640157 · Participants: 78072Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 22.177853595 · Participants: 41291Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 15.543526764 · Participants: 59346Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 13.424416176 · Participants: 26850Merck US Savings Plan
Savings Plan for the Union Employees of Upfield Sourcing US, Inc. vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Savings Plan for the Union Employees of Upfield Sourcing US, Inc. side-by-side with 3 peers →

Savings Plan for the Union Employees of Upfield Sourcing US, Inc.'s out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Oregon Pacific Common Paymaster Company 401(k) Profit Sharing Plan and Trust in OR ($8M); by covered participants it is Kemberton Healthcare Services 401(k) Plan in TN (308 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (308 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 Savings Plan for the Union Employees of Upfield Sourcing US, Inc. assets move in 2023? ▼
Savings Plan for the Union Employees of Upfield Sourcing US, Inc. grew sharply - up 28.3% during 2023, from $6M to $8M. Reported net income was $2M.
How have Upfield Sourcing US, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Upfield Sourcing US, Inc.'s sponsor-wide assets grew 60.2%, from $6M to $10M.
Which 401(k) plans are similar in size to Savings Plan for the Union Employees of Upfield Sourcing US, Inc.? ▼
Among 401(k) plans in other states, the closest by assets is Oregon Pacific Common Paymaster Company 401(k) Profit Sharing Plan and Trust in OR ($8M, 29 participants).
Which 401(k) plans cover a similar participant headcount to Savings Plan for the Union Employees of Upfield Sourcing US, Inc.? ▼
Among 401(k) plans in other states, the closest by covered participants is Kemberton Healthcare Services 401(k) Plan in TN (308 participants, N/A 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 473857151.

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.