401(k) · DOL Form 5500 · 2024

Underwood Fruit and Warehouse Company, LLC 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
850
Participants Near avg headcount
57th
Percentile by assets National rank
$12,622
Avg per participant Low balance/head
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Official DOL plan name: Underwood Fruit and Warehouse Retirement Savings Plan · Sponsored by Underwood Fruit and Warehouse Company, LLC · Washington · Agriculture, Forestry & Fishing

$11M in assets, 850 participants

Underwood Fruit and Warehouse Company, LLC's Underwood Fruit and Warehouse Retirement Savings Plan reported $11M in total assets and 850 participants in its 2024 DOL Form 5500 filing, ranking in the 57th 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.

  • #760 in Agriculture, Forestry & Fishing (1,217 peers)

Underwood Fruit and Warehouse Company, LLC multi-year trail

Underwood Fruit and Warehouse Company, LLC's plans moved +37.5% in assets from 2022 to 2024; this filing shows Underwood Fruit and Warehouse Retirement Savings Plan at $11M / 850 participants.

#760
in Agriculture, Forestry & Fishing (1,217 peers)
+17.8%
assets growth YoY

Underwood Fruit and Warehouse Retirement Savings Plan's mid-pack asset rank among Agriculture, Forestry & Fishing and all filers

Underwood Fruit and Warehouse Retirement Savings Plan vs every filed plan by assets

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

$10,728,409 Top 43% higher than 57% 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

Underwood Fruit and Warehouse 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. Underwood Fruit and Warehouse Retirement Savings Plan sits mid-pack in the medium band (850 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Underwood Fruit and Warehouse Retirement Savings Plan reported net income rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Underwood Fruit and Warehouse Retirement Savings Plan end-of-year assets rose from $9M in the plan year 2023 filing to $11M in the plan year 2024 filing.
  • Underwood Fruit and Warehouse Retirement Savings Plan reported participants fell from 868 in the plan year 2023 filing to 850 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 911179336 · Underwood Fruit and Warehouse Company, LLC PY 2024 · 401(k)

Underwood Fruit and Warehouse Retirement Savings Plan · $11M · 850 · 57th

  • VS-ST $11M
  • BOY 850
  • SCH 57th
  • EBSA 401(k)
  • PART near Family 401(k) Plan
  • TYPE ind #760

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 Agriculture, Forestry & Fishing retirement plans → · Plans in Washington →

Underwood Fruit and Warehouse Retirement Savings Plan in the asset neighbourhood

Underwood Fruit and Warehouse Retirement Savings PlanUnderwood Fruit and Warehous…$11MFamily 401(k) Plan$11MJohn S. James Co. 401(k) Retirement PlanJohn S. James Co. 401(k) Ret…$11MThe Ben Lewis Plumbing Profit Sharing Retirement PlanThe Ben Lewis Plumbing Profi…$11MWhite Pass 401(k) Retirement PlanWhite Pass 401(k) Retirement…$11M
End-of-year total assets ($M) among Underwood Fruit and Warehouse Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Underwood Fruit and Warehouse Company, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Underwood Fruit and Warehouse Company, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$11M 37.49572264653283% vs 2022
2024 filing year
$7M$8M$9M$10M$11M$12M 202220232024 $7.8M $10.7M ▲ +37.6%
Year Plans Participants Total Assets
2022 1 599 $8M
2023 1 868 $9M
2024 1 850 $11M

Underwood Fruit and Warehouse Company, LLC filing trail (2024)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$11M
Net Income$2M
Employer EIN911179336
Plan Effective Date1996-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Washington

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

Underwood Fruit and Warehouse Retirement Savings Plan vs. nearby 401(k) plans in Washington, assets vs. participants Scatter plot of 6 data points. -500000050000010000001500000 -20020406080 Total assets ($B) Participants Underwood Fruit and Warehouse Retirement Savings Plan, Total assets ($B): 0.010728409 · Participants: 850Underwood Fruit and Warehouse Retirement Savings PlanThe Boeing Company 401(k) Retirement Plan, Total assets ($B): 73.910477714 · Participants: 139394The Boeing Company 401(k) Retirement PlanMicrosoft Corporation Savings Plus 401(k) Plan, Total assets ($B): 65.646011638 · Participants: 118818Microsoft Corporation Savings Plus 401(k) PlanCostco 401(k) Retirement Plan, Total assets ($B): 41.017392708 · Participants: 202468Costco 401(k) Retirement PlanAmazon 401(k) Plan, Total assets ($B): 34.593744657 · Participants: 1209303Amazon 401(k) Plan401(k) Savings Plan, Total assets ($B): 10.074085187 · Participants: 86668401(k) Savings Plan
Underwood Fruit and Warehouse Retirement Savings Plan vs. nearby 401(k) plans in Washington, assets vs. participants
Compare Underwood Fruit and Warehouse Retirement Savings Plan side-by-side with 3 peers →

Underwood Fruit and Warehouse Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Washington, the nearest 401(k) by assets is Family 401(k) Plan in CA ($11M); by covered participants it is Van Meter Inc. 401(k) Plan in IA (850 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($11M here).

Similar participant headcount

Nearest other-state filings by covered participants (850 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 Underwood Fruit and Warehouse Retirement Savings Plan assets move in 2024? ▼
Underwood Fruit and Warehouse Retirement Savings Plan grew sharply - up 17.8% during 2024, from $9M to $11M. Reported net income was $2M.
How have Underwood Fruit and Warehouse Company, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Underwood Fruit and Warehouse Company, LLC's sponsor-wide assets grew 37.5%, from $8M to $11M.
Which 401(k) plans are similar in size to Underwood Fruit and Warehouse Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Family 401(k) Plan in CA ($11M, 275 participants).
Which 401(k) plans cover a similar participant headcount to Underwood Fruit and Warehouse Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Van Meter Inc. 401(k) Plan in IA (850 participants, $106M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 911179336.

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.