401(k) · DOL Form 5500 · 2024

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

Data updated 2026-08-11

$86M
Total assets: 1,104
Participants: 89th
Percentile by assets: $77,561
Avg per participant

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.

89th percentile by assets (of 123,622 plans)
#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.

$86M
total plan assets (2024 EOY): 1,104
covered participants: 89th
percentile by assets (of 123,622 plans): $77,561
avg assets per participant

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

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 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 →

State

Indiana

Industry

Manufacturing

Participants vs Indiana filers

In Indiana, the average filing covers about 541 participants across 2,302 plans. Aunt Millie's Bakeries 401(k) Savings Plan reports 1,104 participants - 2.0x that state average ($86M EOY assets).

Indiana filing particulars

Total Assets (Beginning of Year)	$77M
Net Assets (End of Year)	$86M
Net Income	$9M
Employer EIN	350577170
Plan Effective Date	1988-01-01
Filing Status	FILING RECEIVED

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

Total plan assets by year, all Perfection Bakeries, Inc. D/B/a Aunt Millie's Bakeries plans on file

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

The Lilly Employee 401(k) Plan $13.1B · 19,977
Elevance Health 401(k) Plan $12.1B · 73,120
Cummins Retirement and Savings Plan $6.4B · 30,272
Iu Health 401(k) Savings Plan $4.5B · 38,460
Steel Dynamics, Inc. Profit Sharing and Retirement Savings Plan $3.0B · 9,385

Compare Aunt Millie's Bakeries 401(k) Savings Pl… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Aunt Millie's Bakeries 401(k) Savings Plan by total assets, not by location.

Taconic Biosciences, Inc. 401(k) Profit Sharing Plan & Trust (NY) $86M · 552
Dental Associates 401(k) Plan (WI) $86M · 775
Academy of Art University 401(k) Retirement Plan (CA) $86M · 1,399
Iconiq Capital 401(k) Plan (CA) $86M · 445

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).

Next read for Aunt Millie's Bakeries 401(k) Savings Pl…

Filing takeaways

Ways to act on Aunt Millie's Bakeries 401(k) Savings Plan's numbers.

By total assets, Aunt Millie's Bakeries 401(k) Savings Plan ranks in the top quartile of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in Indiana. Compare plans
Perfection Bakeries, Inc. D/B/a Aunt Millie's Bakeries's sponsor-wide assets have grown 19.9% since 2022 across 3 plan years on file. More Manufacturing plans

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.