401(k) · DOL Form 5500 · 2022

Associated Grocers, Inc. 401(k) Plan

Data updated 2026-08-25

$41M
Total assets Below avg plan size
330
Participants Below avg headcount
86th
Percentile by assets National rank
$123,664
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Associated Grocers, Inc. 401(k) Profit Sharing Plan · Sponsored by Associated Grocers, Inc. · Louisiana · Wholesale Trade

$41M in assets, 330 participants

Associated Grocers, Inc.'s Associated Grocers, Inc. 401(k) Profit Sharing Plan reported $41M in total assets and 330 participants in its 2022 DOL Form 5500 filing, ranking in the 86th 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.

  • #5,961 in Wholesale Trade (6,843 peers)

Where Associated Grocers, Inc. 401(k) Profit Sharing Plan sits by assets

Associated Grocers, Inc. 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $41M for 330 participants (~$123,664/participant), down 1.8% in 2022.

#5,961
in Wholesale Trade (6,843 peers)
-1.8%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $764K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Associated Grocers, Inc. 401(k) Profit Sharing Plan's outsized position by total assets

Associated Grocers, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$40,809,045 Top 14% higher than 86% 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, Inc. 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, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (330 participants).

Form 5500 schedule snapshot

Filing strip 720403734 · Associated Grocers, Inc. PY 2022 · 401(k)

Associated Grocers, Inc. 401(k) Profit Sharing Plan · $41M · 330 · 86th

  • PART $41M
  • TYPE 330
  • NET 86th
  • BOOK 401(k)
  • VS-ST near Jasper Ridge Partners, L.P. Retirement Plan
  • BOY ind #5961

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 Louisiana →

Associated Grocers, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Walbro LLC Employees' Savings PlanWalbro LLC Employees' Saving…$41MSpecialty Steel Works Incorporated 401(k) Retirement Savings PlanSpecialty Steel Works Incorp…$41MAssociated Grocers, Inc. 401(k) Profit Sharing PlanAssociated Grocers, Inc. 401…$41MJasper Ridge Partners, L.P. Retirement PlanJasper Ridge Partners, L.P. …$41MConsolidated Rail Corporation Agreement Employees' Savings PlanConsolidated Rail Corporatio…$41M
End-of-year total assets ($M) among Associated Grocers, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$42M
Net Assets (End of Year)$41M
Net Income-$764K
Employer EIN720403734
Plan Effective Date1984-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Associated Grocers, Inc.)

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$50M 11.970694178232726% vs 2022
2024 filing year
$44M$46M$48M$50M$52M 202220232024 $45.1M $50.5M ▲ +12.0%
Year Plans Participants Total Assets
2022 2 564 $45M
2023 2 554 $51M
2024 2 555 $50M

Nearby 401(k) Plans in Louisiana

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

Associated Grocers, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Louisiana, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -101234 Total assets ($B) Participants Associated Grocers, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.040809045 · Participants: 330Associated Grocers, Inc. 401(k) Profit Sharing PlanSavings Plan of Entergy Corporation and Subsidiaries, Total assets ($B): 3.384808796 · Participants: 11580Savings Plan of Entergy Corporation and SubsidiariesOchsner Clinic Foundation 401(k) Plan, Total assets ($B): 1.885488107 · Participants: 23072Ochsner Clinic Foundation 401(k) PlanAmedisys Holding, LLC 401(k) Plan, Total assets ($B): 0.717744201 · Participants: 20184Amedisys Holding, LLC 401(k) PlanLouisiana Children's Medical Center Retirement and Savings Plan, Total assets ($B): 0.716316398 · Participants: 12675Louisiana Children's Medical Center Retirement and Savings PlanLouisiana Health Service & Indemnity Co. Tax-Favored Savings Program, Total assets ($B): 0.490654262 · Participants: 3660Louisiana Health Service & Indemnity Co. Tax-Favored Savings Program
Associated Grocers, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Louisiana, assets vs. participants
Compare Associated Grocers, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

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

Outside Louisiana, the nearest 401(k) by assets is Jasper Ridge Partners, L.P. Retirement Plan in TX ($41M); by covered participants it is Third Coast Bank, Ssb 401(k) and Employee Stock Ownership Plan in TX (330 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (330 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, Inc. 401(k) Profit Sharing Plan assets move in 2022? ▼
Associated Grocers, Inc. 401(k) Profit Sharing Plan edged down modestly - down 1.8% during 2022, from $42M to $41M. Reported net income was -$764K.
How have Associated Grocers, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Associated Grocers, Inc.'s sponsor-wide assets grew 12.0%, from $45M to $50M.
Where does Associated Grocers, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Associated Grocers, Inc. 401(k) Profit Sharing Plan ranks in the 86th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Associated Grocers, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Jasper Ridge Partners, L.P. Retirement Plan in TX ($41M, 105 participants).
Which 401(k) plans cover a similar participant headcount to Associated Grocers, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Third Coast Bank, Ssb 401(k) and Employee Stock Ownership Plan in TX (330 participants, $16M 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 720403734.

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.