401(k) · DOL Form 5500 · 2024

Upm Raflatac, Inc. 401(k) Plan

Data updated 2026-08-25

$112M
Total assets Near avg plan size
446
Participants Below avg headcount
91st
Percentile by assets National rank
$251,396
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Upm Raflatac Retirement Savings Plan · Sponsored by Upm Raflatac, Inc. · North Carolina · Manufacturing

$112M in assets, 446 participants

Upm Raflatac, Inc.'s Upm Raflatac Retirement Savings Plan reported $112M in total assets and 446 participants in its 2024 DOL Form 5500 filing, ranking in the 91st 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.

  • #15,462 in Manufacturing (17,777 peers)

Where Upm Raflatac Retirement Savings Plan sits by assets

Upm Raflatac Retirement Savings Plan sits in the top 10% of all filed plans by assets, $112M for 446 participants (~$251,396/participant), up 14.1% in 2024.

#15,462
in Manufacturing (17,777 peers)
+14.1%
assets growth YoY
1.1×
vs typical plan assets (national mean)

Upm Raflatac Retirement Savings Plan's outsized position by total assets

Upm Raflatac Retirement Savings Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$112,122,560 Top 9% higher than 91% of 123,620 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 2024

Upm Raflatac Retirement Savings Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Upm Raflatac Retirement Savings Plan sits mid-pack in the medium band (446 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Upm Raflatac Retirement Savings Plan end-of-year assets rose from $98M in the plan year 2023 filing to $112M in the plan year 2024 filing.
  • Upm Raflatac Retirement Savings Plan reported net income fell from $16M in the plan year 2023 filing to $14M in the plan year 2024 filing.
  • Upm Raflatac Retirement Savings Plan reported participants fell from 495 in the plan year 2023 filing to 446 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 561451390 · Upm Raflatac, Inc. PY 2024 · 401(k)

Upm Raflatac Retirement Savings Plan · $112M · 446 · 91st

  • BOY $112M
  • BOY 446
  • BOY 91st
  • BOY 401(k)
  • BOY near Novaspect, Inc. 401(k) Plan
  • BOY ind #15462

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 North Carolina →

Upm Raflatac Retirement Savings Plan in the asset neighbourhood

Bilfinger Inc. Retirement PlanBilfinger Inc. Retirement Pl…$112MIncluded Health 401(k) Plan$112MNovaspect, Inc. 401(k) Plan$112MIntapp 401(k) Plan$112MUpm Raflatac Retirement Savings PlanUpm Raflatac Retirement Savi…$112M
End-of-year total assets ($M) among Upm Raflatac Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$98M
Net Assets (End of Year)$112M
Net Income$14M
Employer EIN561451390
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Upm Raflatac, Inc.)

Sponsor-wide plan assets over time

All Upm Raflatac, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$112M 36.34388479413942% vs 2022
2024 filing year
$70M$80M$90M$100M$110M$120M 202220232024 $82.2M $112M ▲ +36.3%
Year Plans Participants Total Assets
2022 1 499 $82M
2023 1 495 $98M
2024 1 446 $112M

Nearby 401(k) Plans in North Carolina

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

Upm Raflatac Retirement Savings Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -20020406080 Total assets ($B) Participants Upm Raflatac Retirement Savings Plan, Total assets ($B): 0.11212256 · Participants: 446Upm Raflatac Retirement Savings PlanThe Bank of America 401(k) Plan, Total assets ($B): 62.902405616 · Participants: 168963The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 16.316486587 · Participants: 39468Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 11.269744 · Participants: 27341Duke Energy Retirement Savings PlanNucor Corporation Profit Sharing and Retirement Savings Plan, Total assets ($B): 9.349291649 · Participants: 27070Nucor Corporation Profit Sharing and Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 9.231001739 · Participants: 52699Truist Financial Corporation 401(k) Savings Plan
Upm Raflatac Retirement Savings Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants

Upm Raflatac Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Novaspect, Inc. 401(k) Plan in IL ($112M); by covered participants it is Grant Street Group, Inc. 401(k) Plan in PA (446 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($112M here).

Similar participant headcount

Nearest other-state filings by covered participants (446 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Upm Raflatac Retirement Savings Plan assets move in 2024?
Upm Raflatac Retirement Savings Plan grew at a solid clip - up 14.1% during 2024, from $98M to $112M. Reported net income was $14M.
How have Upm Raflatac, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Upm Raflatac, Inc.'s sponsor-wide assets grew 36.3%, from $82M to $112M.
Where does Upm Raflatac Retirement Savings Plan rank by assets among Form 5500 filers?
Upm Raflatac Retirement Savings Plan ranks in the 91st percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Upm Raflatac Retirement Savings Plan?
Among 401(k) plans in other states, the closest by assets is Novaspect, Inc. 401(k) Plan in IL ($112M, 439 participants).
Which 401(k) plans cover a similar participant headcount to Upm Raflatac Retirement Savings Plan?
Among 401(k) plans in other states, the closest by covered participants is Grant Street Group, Inc. 401(k) Plan in PA (446 participants, $53M in assets).