401(k) · DOL Form 5500 · 2023

Welch Foods Inc., a Cooperative 401(k) Plan

Data updated 2026-08-25

$125M
Total assets Near avg plan size
296
Participants Below avg headcount
93rd
Percentile by assets National rank
$423,156
Avg per participant High balance/head
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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.

  • #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.

#16,613
in Manufacturing (18,722 peers)
+15.9%
assets growth YoY
1.3×
vs typical plan assets (national mean)

Welch Foods, Inc. & National Grape Co-Operative Assoc., Inc. Savings/Supplemental Retirement Plan's outsized position 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

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

Welch Foods, Inc. & National Grape Co-Operative Assoc., Inc. Savings/Supplemental 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. Welch Foods, Inc. & National Grape Co-Operative Assoc., Inc. Savings/Supplemental Retirement Plan sits mid-pack in the medium band (296 participants).

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.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 160998906 · Welch Foods Inc., a Cooperative PY 2023 · 401(k)

Welch Foods, Inc. & National Grape Co-Operative Assoc., Inc. Savings/Supplemental Retirement Plan · $125M · 296 · 93rd

  • BOOK $125M
  • VS-ST 296
  • BOY 93rd
  • SCH 401(k)
  • EBSA near The Fishel Company Retirement Savings Plan
  • PART ind #16613

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 Massachusetts →

Welch Foods, Inc. & National Grape Co-Operative Assoc., Inc. Savings/Supplemental Retirement Plan in the asset neighbourhood

Leupold & Stevens Retirement Savings PlanLeupold & Stevens Retirement…$125MFull Sail 401(k) Savings Plan$125MThe Fishel Company Retirement Savings PlanThe Fishel Company Retiremen…$125MMcDonald's Hopkins LLC Profit Sharing PlanMcDonald's Hopkins LLC Profi…$125MWelch Foods, Inc. & National Grape Co-Operative Assoc., Inc. Savings/Supplemental Retirement PlanWelch Foods, Inc. & National…$125M
End-of-year total assets ($M) among Welch Foods, Inc. & National Grape Co-Operative Assoc., Inc. Savings/Supplemental Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$108M
Net Assets (End of Year)$125M
Net Income$17M
Employer EIN160998906
Plan Effective Date1984-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Welch Foods Inc., a Cooperative)

Sponsor-wide plan assets over time

All Welch Foods Inc., a Cooperative plans reported in each filing year

Latest sponsor-wide plan assets
$129M 45.31040517733843% vs 2022
2024 filing year
$100M$150M$200M$250M$300M 202220232024 $236M $129M ▼ -45.3%
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 Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Welch Foods, Inc. & National Grape Co-Operative Assoc., Inc. Savings/Supplemental Retirement Plan, Total assets ($B): 0.125254258 · Participants: 296Welch Foods, Inc. & National Grape Co-Operative Assoc., Inc. Savings/Supplemental Retirement PlanFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Welch Foods, Inc. & National Grape Co-Operative Assoc., Inc. Savings/Supplemental Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Welch Foods, Inc. & National Grape Co-Operative Assoc., Inc. Savings/Supplemental Retirement Plan side-by-side with 3 peers →

Welch Foods, Inc. & National Grape Co-Operative Assoc., Inc. Savings/Supplemental Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is The Fishel Company Retirement Savings Plan in OH ($125M); by covered participants it is Battle Lumber Company 401(k) Profit Sharing Plan in GA (296 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($125M here).

Similar participant headcount

Nearest other-state filings by covered participants (296 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 Welch Foods, Inc. & National Grape Co-Operative Assoc., Inc. Savings/Supplemental Retirement Plan assets move in 2023? ▼
Welch Foods, Inc. & National Grape Co-Operative Assoc., Inc. Savings/Supplemental Retirement Plan grew sharply - up 15.9% during 2023, from $108M to $125M. Reported net income was $17M.
How have Welch Foods Inc., a Cooperative plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Welch Foods Inc., a Cooperative's sponsor-wide assets declined 45.3%, from $236M to $129M.
Where does Welch Foods, Inc. & National Grape Co-Operative Assoc., Inc. Savings/Supplemental Retirement Plan rank by assets among Form 5500 filers? ▼
Welch Foods, Inc. & National Grape Co-Operative Assoc., Inc. Savings/Supplemental Retirement Plan ranks in the 93rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Welch Foods, Inc. & National Grape Co-Operative Assoc., Inc. Savings/Supplemental Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Fishel Company Retirement Savings Plan in OH ($125M, 2,259 participants).
Which 401(k) plans cover a similar participant headcount to Welch Foods, Inc. & National Grape Co-Operative Assoc., Inc. Savings/Supplemental Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Battle Lumber Company 401(k) Profit Sharing Plan in GA (296 participants, $15M 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 160998906.

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.