401(k) · DOL Form 5500 · 2024

Perfection Bakeries, Inc. D/B/a Aunt Millie's Bakeries 401(k) Plan

Data updated 2026-08-25

$86M
Total assets Below avg plan size
1,104
Participants Near avg headcount
89th
Percentile by assets National rank
$77,561
Avg per participant Below avg balance/head
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Official DOL plan name: Aunt Millie's Bakeries 401(k) Savings Plan · Sponsored by Perfection Bakeries, Inc. D/B/a Aunt Millie's Bakeries · Indiana · Manufacturing

$86M in assets, 1,104 participants

Perfection Bakeries, Inc. D/B/a Aunt Millie's Bakeries's Aunt Millie's Bakeries 401(k) Savings Plan reported $86M in total assets and 1,104 participants in its 2024 DOL Form 5500 filing, ranking in the 89th 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.

  • #14,975 in Manufacturing (17,777 peers)

Coverage in Indiana

Aunt Millie's Bakeries 401(k) Savings Plan covers 1,104 participants in Indiana, 2.0x the typical Indiana plan (state average ~541 per filing). Assets: $86M.

#14,975
in Manufacturing (17,777 peers)
+11.9%
assets growth YoY
0.9×
vs typical plan assets (national mean)

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

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

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

$85,627,775 Top 11% higher than 89% 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 401(k) Savings Plan's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Aunt Millie's Bakeries 401(k) Savings Plan lands in the large band (1,104 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Aunt Millie's Bakeries 401(k) Savings Plan reported net income rose from $6M in the plan year 2023 filing to $9M in the plan year 2024 filing.
  • Aunt Millie's Bakeries 401(k) Savings Plan end-of-year assets rose from $77M in the plan year 2023 filing to $86M in the plan year 2024 filing.
  • Aunt Millie's Bakeries 401(k) Savings Plan reported participants rose from 1,020 in the plan year 2023 filing to 1,104 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 350577170 · Perfection Bakeries, Inc. D/B/a Aunt Millie's Bakeries PY 2024 · 401(k)

Aunt Millie's Bakeries 401(k) Savings Plan · $86M · 1,104 · 89th

  • SCH $86M
  • SCH 1,104
  • SCH 89th
  • SCH 401(k)
  • SCH near Taconic Biosciences, Inc. 401(k) Profit Sharing Plan & Trust
  • SCH ind #14975

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 401(k) Savings Plan in the asset neighbourhood

Academy of Art University 401(k) Retirement PlanAcademy of Art University 40…$86MAunt Millie's Bakeries 401(k) Savings PlanAunt Millie's Bakeries 401(k…$86MTaconic Biosciences, Inc. 401(k) Profit Sharing Plan & TrustTaconic Biosciences, Inc. 40…$86MDental Associates 401(k) Plan$86MIconiq Capital 401(k) Plan$86M
End-of-year total assets ($M) among Aunt Millie's Bakeries 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Indiana filing particulars

Total Assets (Beginning of Year)$77M
Net Assets (End of Year)$86M
Net Income$9M
Employer EIN350577170
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Perfection Bakeries, Inc. D/B/a Aunt Millie's Bakeries)

Sponsor-wide plan assets over time

All Perfection Bakeries, Inc. D/B/a Aunt Millie's Bakeries 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 401(k) Savings Plan vs. nearby 401(k) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Aunt Millie's Bakeries 401(k) Savings Plan, Total assets ($B): 0.085627775 · Participants: 1104Aunt Millie's Bakeries 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 401(k) Savings Plan vs. nearby 401(k) plans in Indiana, assets vs. participants
Compare Aunt Millie's Bakeries 401(k) Savings Plan side-by-side with 3 peers →

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

Outside Indiana, the nearest 401(k) by assets is Taconic Biosciences, Inc. 401(k) Profit Sharing Plan & Trust in NY ($86M); by covered participants it is Xifin, Inc. 401(k) Plan in CA (1,104 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($86M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,104 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 401(k) Savings Plan assets move in 2024? ▼
Aunt Millie's Bakeries 401(k) Savings Plan grew at a solid clip - up 11.9% during 2024, from $77M to $86M. Reported net income was $9M.
How have Perfection Bakeries, Inc. D/B/a Aunt Millie's Bakeries plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Perfection Bakeries, Inc. D/B/a Aunt Millie's Bakeries's sponsor-wide assets grew 19.9%, from $160M to $192M.
Where does Aunt Millie's Bakeries 401(k) Savings Plan rank by assets among Form 5500 filers? ▼
Aunt Millie's Bakeries 401(k) Savings Plan ranks in the 89th 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 Aunt Millie's Bakeries 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Taconic Biosciences, Inc. 401(k) Profit Sharing Plan & Trust in NY ($86M, 552 participants).
Which 401(k) plans cover a similar participant headcount to Aunt Millie's Bakeries 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Xifin, Inc. 401(k) Plan in CA (1,104 participants, $67M 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.