401(k) · DOL Form 5500 · 2023

Western Bagel Baking Corporation 401(k) Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
305
Participants Below avg headcount
24th
Percentile by assets National rank
$3,348
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Western Bagel 401(k) Plan · Sponsored by Western Bagel Baking Corporation · California · Manufacturing

$1M in assets, 305 participants

Western Bagel Baking Corporation's Western Bagel 401(k) Plan reported $1M in total assets and 305 participants in its 2023 DOL Form 5500 filing, ranking in the 24th 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.

  • #1,940 in Manufacturing (18,722 peers)

Coverage in California

Western Bagel 401(k) Plan covers 305 participants in California, about 48% of the average California filer (state average ~630 per filing). Assets: $1M.

#1,940
in Manufacturing (18,722 peers)
+88.3%
assets growth YoY

Western Bagel 401(k) Plan among the smaller filed plans by assets

Western Bagel 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$1,021,255 24th percentile higher than 24% of 127,068 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 2023

Western Bagel 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Western Bagel 401(k) Plan sits mid-pack in the medium band (305 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Western Bagel 401(k) Plan reported net income rose from $228K in the plan year 2022 filing to $479K in the plan year 2023 filing.
  • Western Bagel 401(k) Plan end-of-year assets rose from $542K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Western Bagel 401(k) Plan reported participants rose from 299 in the plan year 2022 filing to 305 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 952641156 · Western Bagel Baking Corporation PY 2023 · 401(k)

Western Bagel 401(k) Plan · $1M · 305 · 24th

  • EBSA $1M
  • PART 305
  • TYPE 24th
  • NET 401(k)
  • BOOK near Aubuchon Realty Company, Inc. Retirement Plan
  • VS-ST ind #1940

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 California →

Western Bagel 401(k) Plan in the asset neighbourhood

Western Bagel 401(k) Plan$1MAubuchon Realty Company, Inc. Retirement PlanAubuchon Realty Company, Inc…$1MHugo & Marie LLC 401(k) Profit Sharing PlanHugo & Marie LLC 401(k) Prof…$1MInternational Pathways, Inc. 401(k) Profit Sharing PlanInternational Pathways, Inc.…$1MMsj2 Retirement Plan$1M
End-of-year total assets ($M) among Western Bagel 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$542K
Net Assets (End of Year)$1M
Net Income$479K
Employer EIN952641156
Plan Effective Date2020-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Western Bagel Baking Corporation)

Sponsor-wide plan assets over time

All Western Bagel Baking Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$2M 193.99656757110492% vs 2022
2024 filing year
$0M$0.5M$1M$1.5M$2M 202220232024 $0.54M $1.59M ▲ +194.4%
Year Plans Participants Total Assets
2022 1 299 $542K
2023 1 305 $1M
2024 1 364 $2M

Nearby 401(k) Plans in California

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

Western Bagel 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Western Bagel 401(k) Plan, Total assets ($B): 0.001021255 · Participants: 305Western Bagel 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Western Bagel 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Western Bagel 401(k) Plan side-by-side with 3 peers →

Western Bagel 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Aubuchon Realty Company, Inc. Retirement Plan in MA ($1M); by covered participants it is Home-Care Pca LLC 401(k) Profit Sharing Plan & Trust in LA (305 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (305 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Western Bagel 401(k) Plan assets move in 2023? ▼
Western Bagel 401(k) Plan surged - up 88.3% during 2023, from $542K to $1M. Reported net income was $479K.
How have Western Bagel Baking Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Western Bagel Baking Corporation's sponsor-wide assets grew 194.0%, from $542K to $2M.
Where does Western Bagel 401(k) Plan rank by assets among Form 5500 filers? ▼
Western Bagel 401(k) Plan ranks in the 24th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Western Bagel 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Aubuchon Realty Company, Inc. Retirement Plan in MA ($1M, 6 participants).
Which 401(k) plans cover a similar participant headcount to Western Bagel 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Home-Care Pca LLC 401(k) Profit Sharing Plan & Trust in LA (305 participants, $151K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 952641156.

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.