401(k) · DOL Form 5500 · 2024

Upper Lakes Foods, Inc. 401(k) Plan

Data updated 2026-08-25

$30M
Total assets Below avg plan size
433
Participants Below avg headcount
77th
Percentile by assets National rank
$68,943
Avg per participant Below avg balance/head
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Official DOL plan name: Upper Lakes Foods, Inc. Retirement Savings Plan · Sponsored by Upper Lakes Foods, Inc. · Minnesota · Wholesale Trade

$30M in assets, 433 participants

Upper Lakes Foods, Inc.'s Upper Lakes Foods, Inc. Retirement Savings Plan reported $30M in total assets and 433 participants in its 2024 DOL Form 5500 filing, ranking in the 77th 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.

  • #4,592 in Wholesale Trade (6,080 peers)

Coverage in Minnesota

Upper Lakes Foods, Inc. Retirement Savings Plan covers 433 participants in Minnesota, about 38% of the average Minnesota filer (state average ~1,126 per filing). Assets: $30M.

#4,592
in Wholesale Trade (6,080 peers)
+16.4%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Upper Lakes Foods, Inc. Retirement Savings Plan's outsized position by total assets

Upper Lakes Foods, Inc. Retirement Savings Plan vs every filed plan by assets

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

$29,852,364 Top 23% higher than 77% 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

Upper Lakes Foods, Inc. 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. Upper Lakes Foods, Inc. Retirement Savings Plan sits mid-pack in the medium band (433 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Upper Lakes Foods, Inc. Retirement Savings Plan reported net income rose from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Upper Lakes Foods, Inc. Retirement Savings Plan end-of-year assets rose from $26M in the plan year 2023 filing to $30M in the plan year 2024 filing.
  • Upper Lakes Foods, Inc. Retirement Savings Plan reported participants rose from 374 in the plan year 2023 filing to 433 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 410915145 · Upper Lakes Foods, Inc. PY 2024 · 401(k)

Upper Lakes Foods, Inc. Retirement Savings Plan · $30M · 433 · 77th

  • PCT $30M
  • PCT 433
  • PCT 77th
  • PCT 401(k)
  • PCT near The Hallstrom Retirement Program
  • PCT ind #4592

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 Wholesale Trade retirement plans → · Plans in Minnesota →

Upper Lakes Foods, Inc. Retirement Savings Plan in the asset neighbourhood

Upper Lakes Foods, Inc. Retirement Savings PlanUpper Lakes Foods, Inc. Reti…$30MThe Hallstrom Retirement ProgramThe Hallstrom Retirement Pro…$30MRosboro Company, LLC 401(k) Profit Sharing PlanRosboro Company, LLC 401(k) …$30MBlack Hills Orthopedic and Spine Center 401(k) Profit Sharing PlanBlack Hills Orthopedic and S…$30MTilson Built Company 401(k) Profit Sharing PlanTilson Built Company 401(k) …$30M
End-of-year total assets ($M) among Upper Lakes Foods, Inc. Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Minnesota filing particulars

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$30M
Net Income$4M
Employer EIN410915145
Plan Effective Date1983-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Upper Lakes Foods, Inc.)

Sponsor-wide plan assets over time

All Upper Lakes Foods, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$30M 35.223626539111436% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $22.1M $29.9M ▲ +35.2%
Year Plans Participants Total Assets
2022 1 364 $22M
2023 1 374 $26M
2024 1 433 $30M

Nearby 401(k) Plans in Minnesota

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

Upper Lakes Foods, Inc. Retirement Savings Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -20020406080 Total assets ($B) Participants Upper Lakes Foods, Inc. Retirement Savings Plan, Total assets ($B): 0.029852364 · Participants: 433Upper Lakes Foods, Inc. Retirement Savings PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 57.886997456 · Participants: 179076Wells Fargo & Company 401(k) PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 26.618762181 · Participants: 205460Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 14.419645154 · Participants: 409649Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 13.719378 · Participants: 38480Medtronic Savings and Investment PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 11.442089862 · Participants: 73109U.S. Bank 401(k) Savings Plan
Upper Lakes Foods, Inc. Retirement Savings Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Upper Lakes Foods, Inc. Retirement Savings Plan side-by-side with 3 peers →

Upper Lakes Foods, Inc. Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is The Hallstrom Retirement Program in OR ($30M); by covered participants it is The Bmw Management, Inc. Employee 401(k) Plan in CA (433 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (433 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 Upper Lakes Foods, Inc. Retirement Savings Plan assets move in 2024? ▼
Upper Lakes Foods, Inc. Retirement Savings Plan grew sharply - up 16.4% during 2024, from $26M to $30M. Reported net income was $4M.
How have Upper Lakes Foods, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Upper Lakes Foods, Inc.'s sponsor-wide assets grew 35.2%, from $22M to $30M.
Where does Upper Lakes Foods, Inc. Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Upper Lakes Foods, Inc. Retirement Savings Plan ranks in the 77th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Upper Lakes Foods, Inc. Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Hallstrom Retirement Program in OR ($30M, 168 participants).
Which 401(k) plans cover a similar participant headcount to Upper Lakes Foods, Inc. Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Bmw Management, Inc. Employee 401(k) Plan in CA (433 participants, $473K 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 410915145.

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.