401(k) · DOL Form 5500 · 2022

Grocery Outlet Inc. 401(k) Plan

Data updated 2026-08-25

$99M
Total assets Below avg plan size
742
Participants Near avg headcount
93rd
Percentile by assets National rank
$133,080
Avg per participant Near avg balance/head
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Official DOL plan name: Grocery Outlet Inc. Retirement Plan · Sponsored by Grocery Outlet Inc. · California · Retail Trade

$99M in assets, 742 participants

Grocery Outlet Inc.'s Grocery Outlet Inc. Retirement Plan reported $99M in total assets and 742 participants in its 2022 DOL Form 5500 filing, ranking in the 93rd 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.

  • #9,141 in Retail Trade (9,519 peers)

Where Grocery Outlet Inc. Retirement Plan sits by assets

Grocery Outlet Inc. Retirement Plan sits in the top 10% of all filed plans by assets, $99M for 742 participants (~$133,080/participant), down 17.6% in 2022.

#9,141
in Retail Trade (9,519 peers)
-17.6%
assets change YoY
1.0×
vs typical plan assets (national mean)

The plan reported a net loss of $21M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Grocery Outlet Inc. Retirement Plan's outsized position by total assets

Grocery Outlet Inc. Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$98,745,077 Top 7% higher than 93% of 139,123 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 2022

Grocery Outlet Inc. Retirement Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Grocery Outlet Inc. Retirement Plan sits mid-pack in the medium band (742 participants).

EBSA filing schedule strip

Filing strip 941513561 · Grocery Outlet Inc. PY 2022 · 401(k)

Grocery Outlet Inc. Retirement Plan · $99M · 742 · 93rd

  • NET $99M
  • BOOK 742
  • VS-ST 93rd
  • BOY 401(k)
  • SCH near The Donohoe Profit Sharing 401(k) Savings Plan
  • EBSA ind #9141

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 Retail Trade retirement plans → · Plans in California →

Grocery Outlet Inc. Retirement Plan in the asset neighbourhood

G+D 401(k) Plan$99MGrocery Outlet Inc. Retirement PlanGrocery Outlet Inc. Retireme…$99MThe Donohoe Profit Sharing 401(k) Savings PlanThe Donohoe Profit Sharing 4…$99MBeigene USA, Inc. 401(k) Plan$99MAnesthesiology Consultants Exchange, P.C. Profit Sharing PlanAnesthesiology Consultants E…$99M
End-of-year total assets ($M) among Grocery Outlet Inc. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$120M
Net Assets (End of Year)$99M
Net Income-$21M
Employer EIN941513561
Plan Effective Date1975-08-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Grocery Outlet Inc.)

Sponsor-wide plan assets over time

All Grocery Outlet Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$130M 32.113293101184176% vs 2022
2024 filing year
$90M$100M$110M$120M$130M$140M 202220232024 $98.8M $130M ▲ +32.1%
Year Plans Participants Total Assets
2022 1 742 $99M
2023 1 751 $115M
2024 1 868 $130M

Nearby 401(k) Plans in California

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

Grocery Outlet Inc. Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Grocery Outlet Inc. Retirement Plan, Total assets ($B): 0.098745077 · Participants: 742Grocery Outlet Inc. Retirement PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
Grocery Outlet Inc. Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants

Grocery Outlet Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is The Donohoe Profit Sharing 401(k) Savings Plan in MD ($99M); by covered participants it is Central Pacific Bank 401(k) Retirement Savings Plan in HI (742 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($99M here).

Similar participant headcount

Nearest other-state filings by covered participants (742 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Grocery Outlet Inc. Retirement Plan assets move in 2022?
Grocery Outlet Inc. Retirement Plan declined sharply - down 17.6% during 2022, from $120M to $99M. Reported net income was -$21M.
How have Grocery Outlet Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Grocery Outlet Inc.'s sponsor-wide assets grew 32.1%, from $99M to $130M.
Where does Grocery Outlet Inc. Retirement Plan rank by assets among Form 5500 filers?
Grocery Outlet Inc. Retirement Plan ranks in the 93rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Grocery Outlet Inc. Retirement Plan?
Among 401(k) plans in other states, the closest by assets is The Donohoe Profit Sharing 401(k) Savings Plan in MD ($99M, 671 participants).
Which 401(k) plans cover a similar participant headcount to Grocery Outlet Inc. Retirement Plan?
Among 401(k) plans in other states, the closest by covered participants is Central Pacific Bank 401(k) Retirement Savings Plan in HI (742 participants, $149M in assets).