Associated Grocers, Inc. 401(k) Plan for Bargaining Unit Employees

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, Inc. · Louisiana · Wholesale Trade

What the 2023 filing shows

Associated Grocers, Inc. 401(k) Plan for Bargaining Unit Employees holds $4M for 234 participants — about $18,326 per participant, up 5.4% over the 2022 plan year.

$4M
total plan assets (2022 EOY): 234
covered participants: $18,326
avg assets per participant: +5.4%
assets growth YoY

Total Assets (2023)

$4M

Participants

234

State

Louisiana

Industry

Wholesale Trade

What the Filing Says About Associated Grocers, Inc. 401(k) Plan for Bargaining Unit Employees

Associated Grocers, Inc. 401(k) Plan for Bargaining Unit Employees is a 401(k) retirement plan sponsored by Associated Grocers, Inc., headquartered in Louisiana. As of the 2022 Form 5500 filing, the plan reports $4M in total end-of-year assets and covers 234 participants across the Wholesale Trade industry. The sponsor's EIN on file with the U.S. Department of Labor is 720403734, and the plan has been effective since 1997-03-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $4M at the beginning of 2022 to $4M at year-end — a gain of 5.4%. Net assets (after liabilities) closed the year at $4M, with reported net income of $220K 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 1 prior plan-year filing 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)	$4M
Total Assets (End of Year)	$4M
Net Assets (End of Year)	$4M
Net Income	$220K
Plan Type	401(k)
Employer EIN	720403734
Plan Effective Date	1997-03-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Associated Grocers, Inc.)

Year	Plans	Participants	Total Assets
2022	2	564	$45M
2023	2	554	$51M

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Related Data

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Frequently Asked Questions

How much money is in the Associated Grocers, Inc. 401(k) Plan for Bargaining Unit Employees? ▼

As of the 2022 Form 5500 filing, Associated Grocers, Inc. 401(k) Plan for Bargaining Unit Employees holds $4M in total assets with 234 participants. It is sponsored by Associated Grocers, Inc..

What type of plan is Associated Grocers, Inc. 401(k) Plan for Bargaining Unit Employees? ▼

Associated Grocers, Inc. 401(k) Plan for Bargaining Unit Employees is a 401(k) plan. It has been effective since 1997-03-01. The plan is filed with the U.S. Department of Labor under EIN 720403734.

Who sponsors the Associated Grocers, Inc. 401(k) Plan for Bargaining Unit Employees? ▼

Associated Grocers, Inc. 401(k) Plan for Bargaining Unit Employees is sponsored by Associated Grocers, Inc., located in Louisiana. The sponsor's EIN is 720403734 and the plan operates in the Wholesale Trade industry.

How did Associated Grocers, Inc. 401(k) Plan for Bargaining Unit Employees perform in 2022? ▼

Associated Grocers, Inc. 401(k) Plan for Bargaining Unit Employees grew by 5.4% during 2022, moving from $4M to $4M in total assets. Net income was $220K.

Where can I find official filings for Associated Grocers, Inc. 401(k) Plan for Bargaining Unit Employees? ▼

Official Form 5500 filings for Associated Grocers, Inc. 401(k) Plan for Bargaining Unit Employees are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 720403734 or plan name at efast.dol.gov.

How does Associated Grocers, Inc. 401(k) Plan for Bargaining Unit Employees compare to other plans? ▼

You can compare Associated Grocers, Inc. 401(k) Plan for Bargaining Unit Employees against other 401(k) plans on the plan type page, or view plans in Louisiana on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.