401(k) · DOL Form 5500 · 2022

Fresh Direct Holdings, Inc. 401(k) Plan

Data updated 2026-08-25

$35M
Total assets Below avg plan size
1,742
Participants Near avg headcount
85th
Percentile by assets National rank
$19,940
Avg per participant Low balance/head
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Official DOL plan name: Fresh Direct 401(k) Plan · Sponsored by Fresh Direct Holdings, Inc. · New York · Management of Enterprises

$35M in assets, 1,742 participants

Fresh Direct Holdings, Inc.'s Fresh Direct 401(k) Plan reported $35M in total assets and 1,742 participants in its 2022 DOL Form 5500 filing, ranking in the 85th 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.

  • #789 in Management of Enterprises (1,193 peers)

Coverage in New York

Fresh Direct 401(k) Plan covers 1,742 participants in New York, 2.2x the typical New York plan (state average ~798 per filing). Assets: $35M.

#789
in Management of Enterprises (1,193 peers)
-15.7%
assets change YoY
0.3×
vs typical plan assets (national mean)

Fresh Direct 401(k) Plan's outsized position by total assets

Fresh Direct 401(k) Plan vs every filed plan by assets

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

$34,735,579 Top 15% higher than 85% 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

Fresh Direct 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Fresh Direct 401(k) Plan lands in the large band (1,742 participants).

Plan-year Form 5500 strip

Filing strip 113576952 · Fresh Direct Holdings, Inc. PY 2022 · 401(k)

Fresh Direct 401(k) Plan · $35M · 1,742 · 85th

  • VS-ST $35M
  • BOY 1,742
  • SCH 85th
  • EBSA 401(k)
  • PART near Tri-State Orthopaedic Surgeons, Inc. 401(k) Plan
  • TYPE ind #789

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 Management of Enterprises retirement plans → · Plans in New York →

Fresh Direct 401(k) Plan in the asset neighbourhood

Fresh Direct 401(k) Plan$35MBullis School 401(k) Plan$35MBristol Hospice 401(k) Plan$35MTri-State Orthopaedic Surgeons, Inc. 401(k) PlanTri-State Orthopaedic Surgeo…$35MCharm Sciences, Inc. 401(k) Profit Sharing Plan & TrustCharm Sciences, Inc. 401(k) …$35M
End-of-year total assets ($M) among Fresh Direct 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$41M
Net Assets (End of Year)$35M
Net Income$662K
Employer EIN113576952
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Fresh Direct Holdings, Inc.)

Sponsor-wide plan assets over time

All Fresh Direct Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$74M 46.29931747778841% vs 2022
2024 filing year
$40M$50M$60M$70M$80M 202220232024 $50.5M $73.9M ▲ +46.3%
Year Plans Participants Total Assets
2022 3 3,680 $51M
2023 3 2,907 $66M
2024 3 2,719 $74M

Nearby 401(k) Plans in New York

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

Fresh Direct 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Fresh Direct 401(k) Plan, Total assets ($B): 0.034735579 · Participants: 1742Fresh Direct 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
Fresh Direct 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Fresh Direct 401(k) Plan side-by-side with 3 peers →

Fresh Direct 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Tri-State Orthopaedic Surgeons, Inc. 401(k) Plan in IN ($35M); by covered participants it is Northwood 401(k) Savings Plan in CO (1,742 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($35M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,742 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 Fresh Direct 401(k) Plan assets move in 2022? ▼
Fresh Direct 401(k) Plan declined sharply - down 15.7% during 2022, from $41M to $35M. Reported net income was $662K.
How have Fresh Direct Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fresh Direct Holdings, Inc.'s sponsor-wide assets grew 46.3%, from $51M to $74M.
Where does Fresh Direct 401(k) Plan rank by assets among Form 5500 filers? ▼
Fresh Direct 401(k) Plan ranks in the 85th 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 Fresh Direct 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Tri-State Orthopaedic Surgeons, Inc. 401(k) Plan in IN ($35M, 183 participants).
Which 401(k) plans cover a similar participant headcount to Fresh Direct 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Northwood 401(k) Savings Plan in CO (1,742 participants, $50M 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 113576952.

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.