Plan5500

Welch Foods, Inc. & National Grape Co-Operative Assoc., Inc. Savings/Supplemental Retirement Plan — Form 5500 plan (Welch Foods Inc., A Cooperative)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Welch Foods, Inc. & National Grape Co-Operative Assoc., Inc. Savings/Supplemental Retirement Plan is a benefit plan reported by Welch Foods Inc., A Cooperative under EIN 16-0998906 and plan number 007. The latest loaded filing year is 2023. The filing reports 534 participants and $125,254,258 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$125.3MPlan net assets, end of year$125,254,258
Participants534Covered participants reported
Assets / participant$234.6KComputed: assets ÷ participants$234,559 (computed)
Provider compensation$127.2K4 Schedule C provider row(s)$127,233
Plan sponsor
Welch Foods Inc., A Cooperative
EIN
16-0998906
Plan number
007
Plan type
2
Location
Concord, MA
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    534 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$125.3M total assets
Net assets$125.3MLiabilities$0
Money in vs. money out
Total income / additions$28.2M
Total expenses$11M
Benefits paid / distributions$11M
Contributions
Employer$2.6M
Participant$4.4M
Full reported line items

Net assets

Total assets (EOY)
$125,254,258
Total liabilities (EOY)
$0
Net assets (EOY)
$125,254,258
Net assets (BOY)
$108,111,581

Income & contributions

Employer contributions
$2,642,568
Participant contributions
$4,411,007
Total contributions
$7,546,065
Total income / additions
$28,154,466

Expenses & distributions

Benefits paid
$11,003,629
Administrative expenses
$8,160
Total expenses
$11,011,789
Net increase / (decrease)
$17,142,677
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 37%Participant 63%
Total expenses ÷ net assets9%Computed ratio
Benefits paid ÷ total income39%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    T Rowe Price Rps Inc$67.4K
    NONE · Direct $67.4K · Indirect $0
  2. 2
    Fiduciary Investment Advisors$49.8K
    NONE · Direct $49.8K
  3. 3
    Boivin & Associates, Cpas, Pllc$10K
    NONE · Direct $10K
  4. 4
    Charles Schwab & Co, Inc.$6
    NONE · Direct $6 · Indirect $0

What to inspect next

Frequently asked questions

Who sponsors the Welch Foods, Inc. & National Grape Co-Operative Assoc., Inc. Savings/Supplemental Retirement Plan?
Welch Foods, Inc. & National Grape Co-Operative Assoc., Inc. Savings/Supplemental Retirement Plan is reported as sponsored by Welch Foods Inc., A Cooperative (EIN 16-0998906, plan number 007) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Welch Foods, Inc. & National Grape Co-Operative Assoc., Inc. Savings/Supplemental Retirement Plan?
The latest Form 5500 filing year loaded for Welch Foods, Inc. & National Grape Co-Operative Assoc., Inc. Savings/Supplemental Retirement Plan is 2023.
How many participants does Welch Foods, Inc. & National Grape Co-Operative Assoc., Inc. Savings/Supplemental Retirement Plan report?
Welch Foods, Inc. & National Grape Co-Operative Assoc., Inc. Savings/Supplemental Retirement Plan reports 534 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Welch Foods, Inc. & National Grape Co-Operative Assoc., Inc. Savings/Supplemental Retirement Plan?
Welch Foods, Inc. & National Grape Co-Operative Assoc., Inc. Savings/Supplemental Retirement Plan reports $125,254,258 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages