Rise Baking retirement plan: assets, participants and fees
What Rise Baking's retirement plan plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Empower Annuity Insurance Company | Schedule C ↗ |
| Independent auditor | Bonadio & Co., LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Frozen | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 650 pension plans in manufacturing with 100 to 499 participants.
| Rise Baking: employer contribution per participant | $786 | |
| Peer median | $1,262 |
| Rise Baking: average balance | $30,446 | |
| Peer median | $56,718 |
| Rise Baking: admin expenses ÷ assets | 0.19% | |
| Peer median | 0.79% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets were $4.5M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 148 | $4.5M | $116K | $786 | 0.19% | Not published | Form 5500 ↗ |
Common questions
Does Rise Baking match 401(k) contributions?
The match terms for the Pension Plan for Employees of Henry & Henry, Inc. have not been published from its filing yet. The plan year 2024 filing reports $116K in employer contributions, about $786 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Rise Baking 401(k) match vested?
The vesting schedule for the Pension Plan for Employees of Henry & Henry, Inc. is not in the data published so far. Your Summary Plan Description states it.
Who manages the Rise Baking 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Empower Annuity Insurance Company. The plan administrator is Rise Baking Company LLC.
I left Rise Baking. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Rise Baking Company LLC, (770) 723-3449) or the recordkeeper, Empower Annuity Insurance Company. The Rise Baking old 401(k) page lists the contacts from every plan filing. Find an old Rise Baking 401(k)
Data from the public Form 5500 annual reports Rise Baking filed with the U.S. Department of Labor (plan years 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Rise Baking. Not financial advice. Report a correction · Methodology