401(k) · DOL Form 5500 · 2024

Perfection Bakeries, Inc. 401(k) Plan

Data updated 2026-08-25

$106M
Total assets Near avg plan size
601
Participants Below avg headcount
91st
Percentile by assets National rank
$176,737
Avg per participant Above avg balance/head
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Official DOL plan name: Aunt Millie's Bakeries Union 401(k) Savings Plan · Sponsored by Perfection Bakeries, Inc. · Indiana · Manufacturing

$106M in assets, 601 participants

Perfection Bakeries, Inc.'s Aunt Millie's Bakeries Union 401(k) Savings Plan reported $106M in total assets and 601 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.

  • #15,368 in Manufacturing (17,777 peers)

Where Aunt Millie's Bakeries Union 401(k) Savings Plan sits by assets

Aunt Millie's Bakeries Union 401(k) Savings Plan sits in the top 10% of all filed plans by assets, $106M for 601 participants (~$176,737/participant), up 5.7% in 2024.

#15,368
in Manufacturing (17,777 peers)
+5.7%
assets growth YoY
1.1×
vs typical plan assets (national mean)

Aunt Millie's Bakeries Union 401(k) Savings Plan's outsized position by total assets

Aunt Millie's Bakeries Union 401(k) Savings Plan vs every filed plan by assets

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

$106,218,644 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

Aunt Millie's Bakeries Union 401(k) 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. Aunt Millie's Bakeries Union 401(k) Savings Plan sits mid-pack in the medium band (601 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Aunt Millie's Bakeries Union 401(k) Savings Plan reported net income fell from $11M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Aunt Millie's Bakeries Union 401(k) Savings Plan reported participants fell from 674 in the plan year 2023 filing to 601 in the plan year 2024 filing.
  • Aunt Millie's Bakeries Union 401(k) Savings Plan end-of-year assets rose from $101M in the plan year 2023 filing to $106M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 350577170 · Perfection Bakeries, Inc. PY 2024 · 401(k)

Aunt Millie's Bakeries Union 401(k) Savings Plan · $106M · 601 · 91st

  • EIN $106M
  • RANK 601
  • PHOTO 91st
  • IND 401(k)
  • EOY near Abn Amro Clearing USA LLC and Its Affiliates 401(k) Plan
  • 5500 ind #15368

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 Indiana →

Aunt Millie's Bakeries Union 401(k) Savings Plan in the asset neighbourhood

Abn Amro Clearing USA LLC and Its Affiliates 401(k) PlanAbn Amro Clearing USA LLC an…$106MLivingston International, Inc. 401(k) Retirement Savings PlanLivingston International, In…$106MAunt Millie's Bakeries Union 401(k) Savings PlanAunt Millie's Bakeries Union…$106MThe Sycuan Band of the Kumeyaay Nation 401(k) Retirement Savings PlanThe Sycuan Band of the Kumey…$106MJm Eagle Employees 401(k) Savings PlanJm Eagle Employees 401(k) Sa…$106M
End-of-year total assets ($M) among Aunt Millie's Bakeries Union 401(k) 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)$101M
Net Assets (End of Year)$106M
Net Income$6M
Employer EIN350577170
Plan Effective Date1982-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Perfection Bakeries, Inc.)

Sponsor-wide plan assets over time

All Perfection Bakeries, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$192M 19.86056766312195% vs 2022
2024 filing year
$150M$160M$170M$180M$190M$200M 202220232024 $160M $192M ▲ +19.9%
Year Plans Participants Total Assets
2022 2 1,511 $160M
2023 2 1,694 $177M
2024 2 1,705 $192M

Nearby 401(k) Plans in Indiana

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

Aunt Millie's Bakeries Union 401(k) Savings Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Aunt Millie's Bakeries Union 401(k) Savings Plan, Total assets ($B): 0.106218644 · Participants: 601Aunt Millie's Bakeries Union 401(k) Savings PlanThe Lilly Employee 401(k) Plan, Total assets ($B): 13.056609955 · Participants: 19977The Lilly Employee 401(k) PlanElevance Health 401(k) Plan, Total assets ($B): 12.109864062 · Participants: 73120Elevance Health 401(k) PlanCummins Retirement and Savings Plan, Total assets ($B): 6.366370789 · Participants: 30272Cummins Retirement and Savings PlanIu Health 401(k) Savings Plan, Total assets ($B): 4.481656061 · Participants: 38460Iu Health 401(k) Savings PlanSteel Dynamics, Inc. Profit Sharing and Retirement Savings Plan, Total assets ($B): 2.996436059 · Participants: 9385Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan
Aunt Millie's Bakeries Union 401(k) Savings Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Aunt Millie's Bakeries Union 401(k) Savings Plan side-by-side with 3 peers →

Aunt Millie's Bakeries Union 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Indiana, the nearest 401(k) by assets is Abn Amro Clearing USA LLC and Its Affiliates 401(k) Plan in IL ($106M); by covered participants it is Insulation Distributors, Inc. 401(k) Plan in MN (601 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (601 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 Aunt Millie's Bakeries Union 401(k) Savings Plan assets move in 2024? ▼
Aunt Millie's Bakeries Union 401(k) Savings Plan grew at a solid clip - up 5.7% during 2024, from $101M to $106M. Reported net income was $6M.
How have Perfection Bakeries, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Perfection Bakeries, Inc.'s sponsor-wide assets grew 19.9%, from $160M to $192M.
Where does Aunt Millie's Bakeries Union 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Aunt Millie's Bakeries Union 401(k) 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 Aunt Millie's Bakeries Union 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Abn Amro Clearing USA LLC and Its Affiliates 401(k) Plan in IL ($106M, 248 participants).
Which 401(k) plans cover a similar participant headcount to Aunt Millie's Bakeries Union 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Insulation Distributors, Inc. 401(k) Plan in MN (601 participants, $23M 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 350577170.

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.