401(k) · DOL Form 5500 · 2022

Eg Retail (America) LLC 401(k) Plan

Data updated 2026-08-06

$267M
Total assets
14,467
Participants
97th
Percentile by assets
$18,453
Avg per participant
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Official DOL plan name: Eg America Employee Savings Plan · Sponsored by Eg Retail (America) LLC · Massachusetts · Retail Trade

$267M in assets, 14,467 participants

Eg Retail (America) LLC's Eg America Employee Savings Plan reported $267M in total assets and 14,467 participants in its 2022 DOL Form 5500 filing, ranking in the 97th 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.

  • 97th percentile by assets (of 139,258 plans)
  • #9,342 in Retail Trade (9,527 peers)

Coverage in Massachusetts

Eg America Employee Savings Plan covers 14,467 participants in Massachusetts, 23x the typical Massachusetts plan (state average ~641 per filing). Assets: $267M.

$267M
total plan assets (2022 EOY)
14,467
covered participants
97th
percentile by assets (of 139,258 plans)
$18,453
avg assets per participant

The plan reported a net loss of $59M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Industry

Participants vs Massachusetts filers

In Massachusetts, the average filing covers about 641 participants across 3,941 plans. Eg America Employee Savings Plan reports 14,467 participants - 23x that state average ($267M EOY assets).

Massachusetts filing particulars

Total Assets (Beginning of Year)$326M
Net Assets (End of Year)$267M
Net Income-$59M
Employer EIN824682572
Plan Effective Date1986-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Eg Retail (America) LLC)

$250M$300M$350M 202220232024 $267M $338M ▲ +26.6%
Total plan assets by year, all Eg Retail (America) LLC plans on file
Year Plans Participants Total Assets
2022 1 14,467 $267M
2023 1 15,056 $317M
2024 1 14,446 $338M

Nearby 401(k) Plans in Massachusetts

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

Eg America Employee Savings Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants

Eg America Employee Savings Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. 100002000030000400005000060000 -50510152025 Total assets ($B) Participants Eg America Employee …Fidelity Retirement …Liberty Mutual 401(k…Massachusetts Instit…Philips North Americ…Boston Scientific Co…
Eg America Employee Savings Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants

Scale composition for Eg America Employee Savings Plan

Eg America Employee Savings Plan reports $267M in end-of-year assets across 14,467 participants (0.002% of the $11.6T held by all Form 5500 filers in the national rollup , and 0.016% of 89,805,449 covered participants) - about $18,453 per participant (13% of the national average assets-per-participant) . Net income for plan year 2022 was -$59M.

This plan identity (EIN 824682572, plan #003) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $267M to $338M (+26.6%) while covered participants moved from 14,467 to 14,446 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 14,467 $267M This page
2023 15,056 $317M Open filing
2024 · index core 14,446 $338M Open filing

The same sponsor also keeps 1 other index-core plan on PlainRetire:

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Eg America Employee Savings Plan by total assets, not by location.

Frequently Asked Questions

How did Eg America Employee Savings Plan assets move in 2022?
Eg America Employee Savings Plan declined sharply - down 18.1% during 2022, from $326M to $267M. Reported net income was -$59M.
How have Eg Retail (America) LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Eg Retail (America) LLC's sponsor-wide assets grew 26.6%, from $267M to $338M.
Where does Eg America Employee Savings Plan rank by assets among Form 5500 filers?
Eg America Employee Savings Plan ranks in the 97th percentile by end-of-year assets among 139,258 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Eg America Employee Savings Plan?
Among 401(k) plans in other states, the closest by assets is Infinera 401(k) Plan in CA ($267M, 1,183 participants).

Next read for Eg America Employee Savings Plan

Filing takeaways

Ways to act on Eg America Employee Savings Plan's numbers.

  • By total assets, Eg America Employee Savings Plan ranks in the top 5% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) plans in Massachusetts. Compare plans
  • Eg Retail (America) LLC's sponsor-wide assets have grown 26.6% since 2022 across 3 plan years on file. More Retail Trade plans