401(k) · DOL Form 5500 · 2023
Fareway Stores, Inc. 401(k) Plan
Data updated 2026-08-25
- $360M
- Total assets Above avg plan size
- 5,452
- Participants Above avg headcount
- 97th
- Percentile by assets National rank
- $66,002
- Avg per participant Below avg balance/head
Official DOL plan name: Fareway Stores, Inc. 401(k) Profit Sharing Plan · Sponsored by Fareway Stores, Inc. · Iowa · Retail Trade
$360M in assets, 5,452 participants
Fareway Stores, Inc.'s Fareway Stores, Inc. 401(k) Profit Sharing Plan reported $360M in total assets and 5,452 participants in its 2023 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.
- #8,246 in Retail Trade (8,414 peers)
Coverage in Iowa
Fareway Stores, Inc. 401(k) Profit Sharing Plan covers 5,452 participants in Iowa, 9.0x the typical Iowa plan (state average ~609 per filing). Assets: $360M.
- #8,246
- in Retail Trade (8,414 peers)
- +18.3%
- assets growth YoY
- 3.6×
- vs typical plan assets (national mean)
Fareway Stores, Inc. 401(k) Profit Sharing Plan's outsized position by total assets
Fareway Stores, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$359,841,495 Top 3% higher than 97% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Fareway Stores, Inc. 401(k) Profit Sharing Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Fareway Stores, Inc. 401(k) Profit Sharing Plan lands in the large band (5,452 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Fareway Stores, Inc. 401(k) Profit Sharing Plan reported net income rose from -$68M in the plan year 2022 filing to $56M in the plan year 2023 filing.
- Fareway Stores, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $304M in the plan year 2022 filing to $360M in the plan year 2023 filing.
- Fareway Stores, Inc. 401(k) Profit Sharing Plan reported participants rose from 5,028 in the plan year 2022 filing to 5,452 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 420240920 · Fareway Stores, Inc. PY 2023 · 401(k)
Fareway Stores, Inc. 401(k) Profit Sharing Plan · $360M · 5,452 · 97th
- BOY $360M
- BOY 5,452
- BOY 97th
- BOY 401(k)
- BOY near Ibg LLC 401(k) Plan
- BOY ind #8246
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 Retail Trade retirement plans → · Plans in Iowa →
Fareway Stores, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood
Iowa filing particulars
| Total Assets (Beginning of Year) | $304M |
|---|---|
| Net Assets (End of Year) | $360M |
| Net Income | $56M |
| Employer EIN | 420240920 |
| Plan Effective Date | 1985-12-29 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Fareway Stores, Inc.)
Sponsor-wide plan assets over time
All Fareway Stores, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $401M 31.938839816921966% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5,028 | $304M |
| 2023 | 1 | 5,452 | $360M |
| 2024 | 1 | 5,802 | $401M |
Nearby 401(k) Plans in Iowa
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- The Principal Select Savings Plan $4.1B · 12,827
- Iowa Health System Section 401(k) Retirement Savings Plan $3.0B · 28,959
- The Hy-Vee and Affiliates 401(k) Plan $2.9B · 56,181
- The Rsm US LLP Retirement Plan $2.9B · 14,720
- Transamerica 401(k) Retirement Savings Plan $2.4B · 6,999
Scale composition for Fareway Stores, Inc. 401(k) Profit Sharing Plan
Fareway Stores, Inc. 401(k) Profit Sharing Plan reports $360M in end-of-year assets across 5,452 participants (0.003% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $66,002 per participant (48% of the national average assets-per-participant) . Net income for plan year 2023 was $56M.
This plan identity (EIN 420240920, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $304M to $401M (+31.9%) while covered participants moved from 5,028 to 5,802 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 5,028 | $304M | Open filing |
| 2023 | 5,452 | $360M | This page |
| 2024 · index core | 5,802 | $401M | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Fareway Stores, Inc. 401(k) Profit Sharing Plan (401(k), $401M, 5,802 participants)
Fareway Stores, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Iowa, the nearest 401(k) by assets is Ibg LLC 401(k) Plan in CT ($360M); by covered participants it is Sage 401(k) Retirement & Savings Plan in CO (5,451 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($360M here).
- Ibg LLC 401(k) Plan (CT) $360M · 1,264
- Friedkin Savings and Investment Plan (TX) $360M · 2,544
- Stephens Employees' 401(k) Profit Sharing Plan and Trust (AR) $360M · 1,319
- Ipsos America , Inc 401(k) Plan (CT) $360M · 2,231
Similar participant headcount
Nearest other-state filings by covered participants (5,452 participants); asset peers above are excluded.
- Sage 401(k) Retirement & Savings Plan (CO) 5,451 · 1 off
- Ascensus, LLC 401(k) Savings Plan (PA) 5,449 · 3 off
- Northgate Gonzalez Markets, Inc. 401(k) Retirement Savings Plan (CA) 5,446 · 6 off
- Fullbloom Retirement Savings Plan (PA) 5,445 · 7 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.