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

Reviewed by PlainRetire Editorial, Retirement Plans Editorial Team · June 16, 2026

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Associated Grocers of the South, Inc. · Alabama · Wholesale Trade

What the 2023 filing shows

Associated Grocers of the South 401(k) Profit Sharing Plan holds $8M for 210 participants — about $40,408 per participant, down 23.3% over the 2022 plan year.

$8M
total plan assets (2022 EOY): 210
covered participants: $40,408
avg assets per participant: -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.

Total Assets (2023)

$8M

Participants

210

State

Alabama

Industry

Wholesale Trade

What the Filing Says About Associated Grocers of the South 401(k) Profit Sharing Plan

Associated Grocers of the South 401(k) Profit Sharing Plan is a 401(k) retirement plan sponsored by Associated Grocers of the South, Inc., headquartered in Alabama. As of the 2022 Form 5500 filing, the plan reports $8M in total end-of-year assets and covers 210 participants across the Wholesale Trade industry. The sponsor's EIN on file with the U.S. Department of Labor is 630011690, and the plan has been effective since 1996-08-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $11M at the beginning of 2022 to $8M at year-end — a decline of 23.3%. Net assets (after liabilities) closed the year at $8M, with reported net income of $-2,573,685 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)	$11M
Total Assets (End of Year)	$8M
Net Assets (End of Year)	$8M
Net Income	$-2,573,685
Plan Type	401(k)
Employer EIN	630011690
Plan Effective Date	1996-08-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Associated Grocers of the South, Inc.)

Year	Plans	Participants	Total Assets
2022	1	210	$8M
2023	1	215	$10M
2024	1	207	$11M

Nearby 401(k) Plans in Alabama

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

Regions Financial Corporation 401(k) Plan $2.9B · 20,733
Encompass Health Corporation 401(k) Retirement Plan $1.5B · 24,565
Hexagon Employee Retirement Savings Plan $1.5B · 4,618
Vulcan 401(k) Plan $1.4B · 9,487
Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan $1.1B · N/A

Compare Associated Grocers of the South 401(k) P… side-by-side with 3 peers →

Related Data

Guides

Frequently Asked Questions

How much money is in the Associated Grocers of the South 401(k) Profit Sharing Plan? ▼

As of the 2022 Form 5500 filing, Associated Grocers of the South 401(k) Profit Sharing Plan holds $8M in total assets with 210 participants. It is sponsored by Associated Grocers of the South, Inc..

What type of plan is Associated Grocers of the South 401(k) Profit Sharing Plan? ▼

Associated Grocers of the South 401(k) Profit Sharing Plan is a 401(k) plan. It has been effective since 1996-08-01. The plan is filed with the U.S. Department of Labor under EIN 630011690.

Who sponsors the Associated Grocers of the South 401(k) Profit Sharing Plan? ▼

Associated Grocers of the South 401(k) Profit Sharing Plan is sponsored by Associated Grocers of the South, Inc., located in Alabama. The sponsor's EIN is 630011690 and the plan operates in the Wholesale Trade industry.

How did Associated Grocers of the South 401(k) Profit Sharing Plan perform in 2022? ▼

Associated Grocers of the South 401(k) Profit Sharing Plan declined by 23.3% during 2022, moving from $11M to $8M in total assets. Net income was $-2,573,685.

Where can I find official filings for Associated Grocers of the South 401(k) Profit Sharing Plan? ▼

Official Form 5500 filings for Associated Grocers of the South 401(k) Profit Sharing Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 630011690 or plan name at efast.dol.gov.

How does Associated Grocers of the South 401(k) Profit Sharing Plan compare to other plans? ▼

You can compare Associated Grocers of the South 401(k) Profit Sharing Plan against other 401(k) plans on the plan type page, or view plans in Alabama on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.