401(k) · DOL Form 5500 · 2022

Associated Grocers of the South, Inc. 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
210
Participants Below avg headcount
62nd
Percentile by assets National rank
$40,408
Avg per participant Low balance/head
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Official DOL plan name: Associated Grocers of the South 401(k) Profit Sharing Plan · Sponsored by Associated Grocers of the South, Inc. · Alabama · Wholesale Trade

$8M in assets, 210 participants

Associated Grocers of the South, Inc.'s Associated Grocers of the South 401(k) Profit Sharing Plan reported $8M in total assets and 210 participants in its 2022 DOL Form 5500 filing, ranking in the 62nd 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.

  • #3,623 in Wholesale Trade (6,843 peers)

Associated Grocers of the South, Inc. multi-year trail

Associated Grocers of the South, Inc.'s plans moved +28.6% in assets from 2022 to 2024; this filing shows Associated Grocers of the South 401(k) Profit Sharing Plan at $8M / 210 participants.

#3,623
in Wholesale Trade (6,843 peers)
-23.3%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Associated Grocers of the South 401(k) Profit Sharing Plan's mid-pack asset rank among Wholesale Trade and all filers

Associated Grocers of the South 401(k) Profit Sharing Plan vs every filed plan by assets

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

$8,485,771 Top 38% higher than 62% 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

Associated Grocers of the South 401(k) Profit Sharing 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. Associated Grocers of the South 401(k) Profit Sharing Plan sits mid-pack in the medium band (210 participants).

Published 5500 schedule card

Filing strip 630011690 · Associated Grocers of the South, Inc. PY 2022 · 401(k)

Associated Grocers of the South 401(k) Profit Sharing Plan · $8M · 210 · 62nd

  • EOY $8M
  • EOY 210
  • EOY 62nd
  • EOY 401(k)
  • EOY near Lutheran Retirement Ministries Employees' Retirement Plan and Trust
  • EOY ind #3623

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 Wholesale Trade retirement plans → · Plans in Alabama →

Associated Grocers of the South 401(k) Profit Sharing Plan in the asset neighbourhood

Associated Grocers of the South 401(k) Profit Sharing PlanAssociated Grocers of the So…$8MLutheran Retirement Ministries Employees' Retirement Plan and TrustLutheran Retirement Ministri…$8MJohnson City Urological Clinic, P.C. 401(k) Profit Sharing PlanJohnson City Urological Clin…$8MCgi, Inc. Retirement Savings PlanCgi, Inc. Retirement Savings…$8MReilly Sweeping, Inc 401(k) Profit Sharing PlanReilly Sweeping, Inc 401(k) …$8M
End-of-year total assets ($M) among Associated Grocers of the South 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Associated Grocers of the South, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Associated Grocers of the South, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 28.61563197969872% vs 2022
2024 filing year
$8M$9M$10M$11M$12M 202220232024 $8.49M $10.9M ▲ +28.5%
Year Plans Participants Total Assets
2022 1 210 $8M
2023 1 215 $10M
2024 1 207 $11M

Associated Grocers of the South, Inc. filing trail (2022)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$8M
Net Income-$3M
Employer EIN630011690
Plan Effective Date1996-08-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Alabama

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

Associated Grocers of the South 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants Associated Grocers of the South 401(k) Profit Sharing Plan, Total assets ($B): 0.008485771 · Participants: 210Associated Grocers of the South 401(k) Profit Sharing PlanRegions Financial Corporation 401(k) Plan, Total assets ($B): 2.473693723 · Participants: 20809Regions Financial Corporation 401(k) PlanEncompass Health Corporation Retirement Investment Plan, Total assets ($B): 1.247463658 · Participants: 26602Encompass Health Corporation Retirement Investment PlanHexagon Employee Retirement Savings Plan, Total assets ($B): 1.211223713 · Participants: 4237Hexagon Employee Retirement Savings PlanVulcan 401(k) Plan, Total assets ($B): 1.148537747 · Participants: 8489Vulcan 401(k) PlanMercedes-Benz U.S. International, Inc. Retirement and Savings Plan, Total assets ($B): 0.930385246 · Participants: 4593Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan
Associated Grocers of the South 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare Associated Grocers of the South 401(k) Profit Sharing Plan side-by-side with 3 peers →

Associated Grocers of the South 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Alabama, the nearest 401(k) by assets is Lutheran Retirement Ministries Employees' Retirement Plan and Trust in NC ($8M); by covered participants it is Nova Mud Inc. 401(k) Profit Sharing Plan in NM (210 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (210 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 Associated Grocers of the South 401(k) Profit Sharing Plan assets move in 2022? ▼
Associated Grocers of the South 401(k) Profit Sharing Plan declined sharply - down 23.3% during 2022, from $11M to $8M. Reported net income was -$3M.
How have Associated Grocers of the South, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Associated Grocers of the South, Inc.'s sponsor-wide assets grew 28.6%, from $8M to $11M.
Which 401(k) plans are similar in size to Associated Grocers of the South 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Lutheran Retirement Ministries Employees' Retirement Plan and Trust in NC ($8M, 390 participants).
Which 401(k) plans cover a similar participant headcount to Associated Grocers of the South 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Nova Mud Inc. 401(k) Profit Sharing Plan in NM (210 participants, $7M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 630011690.

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.