401(k) · DOL Form 5500 · 2023
Welch Foods Inc., a Cooperative 401(k) Plan
Data updated 2026-08-11
- $125M
- Total assets
- 296
- Participants
- 93rd
- Percentile by assets
- $423,156
- Avg per participant
Official DOL plan name: Welch Foods, Inc. & National Grape Co-Operative Assoc., Inc. Savings/Supplemental Retirement Plan · Sponsored by Welch Foods Inc., a Cooperative · Massachusetts · Manufacturing
$125M in assets, 296 participants
Welch Foods Inc., a Cooperative's Welch Foods, Inc. & National Grape Co-Operative Assoc., Inc. Savings/Supplemental Retirement Plan reported $125M in total assets and 296 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.
- 93rd percentile by assets (of 127,072 plans)
- #16,613 in Manufacturing (18,722 peers)
Coverage in Massachusetts
Welch Foods, Inc. & National Grape Co-Operative Assoc., Inc. Savings/Supplemental Retirement Plan covers 296 participants in Massachusetts, about 45% of the average Massachusetts filer (state average ~659 per filing). Assets: $125M.
- $125M
- total plan assets (2023 EOY)
- 296
- covered participants
- 93rd
- percentile by assets (of 127,072 plans)
- $423,156
- avg assets per participant
Where Welch Foods, Inc. & National Grape Co-Operative Assoc., Inc. Savings/Supplemental Retirement Plan sits by total assets
Welch Foods, Inc. & National Grape Co-Operative Assoc., Inc. Savings/Supplemental Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$125,254,258 Top 7% higher than 93% 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
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Welch Foods, Inc. & National Grape Co-Operative Assoc., Inc. Savings/Supplemental Retirement Plan reported net income rose from $6M in the plan year 2022 filing to $17M in the plan year 2023 filing.
- Welch Foods, Inc. & National Grape Co-Operative Assoc., Inc. Savings/Supplemental Retirement Plan end-of-year assets rose from $108M in the plan year 2022 filing to $125M in the plan year 2023 filing.
- Welch Foods, Inc. & National Grape Co-Operative Assoc., Inc. Savings/Supplemental Retirement Plan reported participants rose from 285 in the plan year 2022 filing to 296 in the plan year 2023 filing.
Participants vs Massachusetts filers
In Massachusetts, the average filing covers about 659 participants across 4,265 plans. Welch Foods, Inc. & National Grape Co-Operative Assoc., Inc. Savings/Supplemental Retirement Plan reports 296 participants - about 45% of that state average ($125M EOY assets).
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $108M |
|---|---|
| Net Assets (End of Year) | $125M |
| Net Income | $17M |
| Employer EIN | 160998906 |
| Plan Effective Date | 1984-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Welch Foods Inc., a Cooperative)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 856 | $236M |
| 2023 | 3 | 890 | $259M |
| 2024 | 1 | 106 | $129M |
Nearby 401(k) Plans in Massachusetts
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Welch Foods, Inc. & National Grape Co-Operative Assoc., Inc. Savings/Supplemental Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
- Fidelity Retirement Savings Plan $28.6B · 62,289
- Liberty Mutual 401(k) Plan $10.6B · 37,052
- Massachusetts Institute of Technology Supplemental 401(k) Plan $6.8B · 14,094
- Boston Scientific Corporation 401(k) Retirement Savings Plan $5.8B · 19,881
- Philips North America 401(k) Plan $5.8B · 19,120
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Welch Foods, Inc. & National Grape Co-Operative Assoc., Inc. Savings/Supplemental Retirement Plan by total assets, not by location.
- The Fishel Company Retirement Savings Plan (OH) $125M · 2,259
- McDonald's Hopkins LLC Profit Sharing Plan (OH) $125M · 283
- Full Sail 401(k) Savings Plan (FL) $125M · 1,922
- Leupold & Stevens Retirement Savings Plan (OR) $125M · 811
Frequently Asked Questions
How did Welch Foods, Inc. & National Grape Co-Operative Assoc., Inc. Savings/Supplemental Retirement Plan assets move in 2023? ▼
How have Welch Foods Inc., a Cooperative plan assets changed over time? ▼
Where does Welch Foods, Inc. & National Grape Co-Operative Assoc., Inc. Savings/Supplemental Retirement Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Welch Foods, Inc. & National Grape Co-Operative Assoc., Inc. Savings/Supplemental Retirement Plan? ▼
Next read for Welch Foods, Inc. & National Grape Co-Op…
Filing takeaways
Ways to act on Welch Foods, Inc. & National Grape Co-Operative Assoc., Inc. Savings/Supplemental Retirement Plan's numbers.
- By total assets, Welch Foods, Inc. & National Grape Co-Operative Assoc., Inc. Savings/Supplemental Retirement Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Massachusetts. Compare plans
- Welch Foods Inc., a Cooperative's sponsor-wide assets have declined 45.3% since 2022 across 3 plan years on file. More Manufacturing plans