401(k) · DOL Form 5500 · 2023

Magnolia Operating LLC 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets: 328
Participants Below avg headcount: 30th
Percentile by assets National rank: $6,035
Avg per participant Low balance/head

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Official DOL plan name: Magnolia Bakery 401(k) Retirement Plan · Sponsored by Magnolia Operating LLC · New York · Manufacturing

$2M in assets, 328 participants

Magnolia Operating LLC's Magnolia Bakery 401(k) Retirement Plan reported $2M in total assets and 328 participants in its 2023 DOL Form 5500 filing, ranking in the 30th 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.

#2,785 in Manufacturing (18,722 peers)

Coverage in New York

Magnolia Bakery 401(k) Retirement Plan covers 328 participants in New York, about 41% of the average New York filer (state average ~798 per filing). Assets: $2M.

#2,785
in Manufacturing (18,722 peers): +48.5%
assets growth YoY

Magnolia Bakery 401(k) Retirement Plan among the smaller filed plans by assets

Magnolia Bakery 401(k) Retirement Plan vs every filed plan by assets

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

$1,979,625 30th percentile higher than 30% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Magnolia Bakery 401(k) Retirement 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. Magnolia Bakery 401(k) Retirement Plan sits mid-pack in the medium band (328 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Magnolia Bakery 401(k) Retirement Plan reported net income rose from $95K in the plan year 2022 filing to $647K in the plan year 2023 filing.
Magnolia Bakery 401(k) Retirement Plan end-of-year assets rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
Magnolia Bakery 401(k) Retirement Plan reported participants rose from 256 in the plan year 2022 filing to 328 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 611509168 · Magnolia Operating LLC PY 2023 · 401(k)

Magnolia Bakery 401(k) Retirement Plan · $2M · 328 · 30th

TYPE $2M
NET 328
BOOK 30th
VS-ST 401(k)
BOY near Forrest Kenton Busch, Jr., D.O. 401(k) Plan
SCH ind #2785

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 York →

End-of-year total assets ($M) among Magnolia Bakery 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)	$1M
Net Assets (End of Year)	$2M
Net Income	$647K
Employer EIN	611509168
Plan Effective Date	2017-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Magnolia Operating LLC)

Latest sponsor-wide plan assets: $2M 58.11535645483625% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	256	$1M
2023	1	328	$2M
2024	1	349	$2M

Nearby 401(k) Plans in New York

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

Magnolia Bakery 401(k) Retirement Plan vs. nearby 401(k) plans in New York, assets vs. participants

IBM 401 (K) Plus Plan $57.4B · 54,912
Pfizer Savings Plan $19.6B · 30,033
Morgan Stanley 401(k) Plan $19.2B · 55,363
The Pepsico Savings Plan $13.7B · 133,597
The Goldman Sachs 401(k) Plan $11.4B · 24,866

Compare Magnolia Bakery 401(k) Retirement Plan side-by-side with 3 peers →

Magnolia Bakery 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Forrest Kenton Busch, Jr., D.O. 401(k) Plan in TN ($2M); by covered participants it is Bobcat North America, LLC in FL (328 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Forrest Kenton Busch, Jr., D.O. 401(k) Plan (TN) $2M · 13
Dajon Associates, Inc. 401(k) Plan (NJ) $2M · 8
Spire Systems, Inc. 401(k) Plan (CA) $2M · 6
The Boardroom Salon Company LLC 401(k) Plan (TX) $2M · 435

Similar participant headcount

Nearest other-state filings by covered participants (328 participants); asset peers above are excluded.

Bobcat North America, LLC (FL) 328 · 0 off
Gibson Sales, LP Profit Sharing/401(k) Plan (TX) 328 · 0 off
Relay Therapeutics 401(k) Plan (MA) 328 · 0 off
Southern Oregon Goodwill, Inc. 403(b) Plan (OR) 328 · 0 off

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 Magnolia Bakery 401(k) Retirement Plan assets move in 2023? ▼

Magnolia Bakery 401(k) Retirement Plan surged - up 48.5% during 2023, from $1M to $2M. Reported net income was $647K.

How have Magnolia Operating LLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Magnolia Operating LLC's sponsor-wide assets grew 58.1%, from $1M to $2M.

Which 401(k) plans are similar in size to Magnolia Bakery 401(k) Retirement Plan? ▼

Among 401(k) plans in other states, the closest by assets is Forrest Kenton Busch, Jr., D.O. 401(k) Plan in TN ($2M, 13 participants).

Which 401(k) plans cover a similar participant headcount to Magnolia Bakery 401(k) Retirement Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Bobcat North America, LLC in FL (328 participants, $558K 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 611509168.