PlanOptica
CompaniesPricing
Sign inTry Pro free
Try Pro free
  1. Companies/
  2. H&S Bakery, Inc.
  • Retirement analytics
  • Benefits analytics
  • Plan summaries
  • Retirement plans
  • Health & Benefits plans

Filings through Oct 24, 2026.

H&S Bakery, Inc.

EIN 52-0748852-food & beverages-Latest filing 2025
Plans
3
Retirement
2
$58.5M assets
Health & Benefits
1
$427K premiums
Participants
2,354
601 SOUTH CAROLINE STREET - BALTIMORE, MD 21231410-276-7254hsbakery.comLinkedIn1001-5000 employeesfood & beverages
Plans on this EIN
3 filings
#004401(k)-$38.4M - 625 part#005401(k)-$20.1M - 1,112 part#503Mixed-$427K - 616 lives

Health & Benefits portfolio - carriers, brokers and premium across this company's health and benefits plan.

Retirement portfolio analytics

2 plans aggregated / $58.5M assets / 1,737 participants

Assets by plan

Share of aggregate retirement assets

  • OF BAKERIES 401(K) (#004)$38.4M
  • BAKERIES UNION 401(K) (#005)$20.1M
Total $58.5MSelect a row to open it

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
  • NWPS$58.5M
Total $58.5MSelect a row to open it

Participants by plan

Active + retired + deferred vested

  • BAKERIES UNION 401(K) (#005)1,112
  • OF BAKERIES 401(K) (#004)625
Total 1,737Select a row to open it

Benefits portfolio analytics

1 plan / $427K premiums / 616 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$427K
  • Life$337K
  • Long-term disability$337K
Total $427K3 rows
See carrier and broker market share with Pro.
Pro unlocks:
  • Top carriers and their premium share
  • Top brokers and their commission share

Plan summaries

Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.

Retirement#004

H&S FAMILY OF BAKERIES 401(K) PLAN

401(k)

Assets$38.4M
Participants625
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#005

H&S FAMILY OF BAKERIES UNION 401(K) PLAN

401(k)

Assets$20.1M
Participants1,112
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Health & Benefits#503

H&S BAKERY, INC. HEALTH & WELFARE BENEFITS PLAN

Mixed - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$427K
Covered lives616
On the plan page
Premium breakdownCarriersBrokersCoverage stats
Open plan

Retirement plans

2 plans on this EIN

PlanNameTypeAssetsParticipantsLatest year
#004H&S FAMILY OF BAKERIES 401(K) PLAN401(k)$38.4M6252025
#005H&S FAMILY OF BAKERIES UNION 401(K) PLAN401(k)$20.1M1,1122025
  • H&S FAMILY OF BAKERIES 401(K) PLAN$38.4M
    #004 · 401(k) · 2025625
  • H&S FAMILY OF BAKERIES UNION 401(K) PLAN$20.1M
    #005 · 401(k) · 20251,112

Health & Benefits plans

1 plan on this EIN

PlanNameFundingCarrierPremiumsCoveredLatest year
#503H&S BAKERY, INC. HEALTH & WELFARE BENEFITS PLANMixedMETROPOLITAN LIFE INSURANCE COMPANY$427K6162025
  • H&S BAKERY, INC. HEALTH & WELFARE BENEFITS PLAN$427K
    #503 · Mixed · METROPOLITAN LIFE INSURANCE COMPANY · 2025616
Retirement plans
Health & Benefits plans

On this page

  1. Retirement analytics
  2. Benefits analytics
  3. Plan summaries
  4. Retirement plans
  5. Health & Benefits plans
PlanOptica

Advisors and brokers use PlanOptica to research retirement and health plans. Each plan has 10 years of filings, a peer rank and a source for every number.

Product
  • Retirement
  • Health & Benefits
  • Funds & Managers
  • Companies
  • Pricing
Data
  • Downloads
  • Retirement plans CSV
  • Health & Benefits plans CSV
  • Plan holdings CSV
  • Custom analysis
  • API and AI agents
Resources
  • Free ERISA search
  • Free EIN lookup
  • All providers
  • Health & Benefits providers
  • Filter catalog
  • Documentation
  • Glossary
  • Compare
Company
  • About
  • Research
  • Press
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica