401(k) · DOL Form 5500 · 2023

Ace Hardware Stores, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets: 132
Participants Small participant base: 36th
Percentile by assets National rank: $23,043
Avg per participant Low balance/head

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Official DOL plan name: Ace Hardware, Inc 401(k) Plan · Sponsored by Ace Hardware Stores, Inc. · Arizona · Retail Trade

$3M in assets, 132 participants

Ace Hardware Stores, Inc.'s Ace Hardware, Inc 401(k) Plan reported $3M in total assets and 132 participants in its 2023 DOL Form 5500 filing, ranking in the 36th 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.

#3,990 in Retail Trade (8,414 peers)

Coverage in Arizona

Ace Hardware, Inc 401(k) Plan covers 132 participants in Arizona, about 23% of the average Arizona filer (state average ~564 per filing). Assets: $3M.

#3,990
in Retail Trade (8,414 peers): +24.4%
assets growth YoY

Ace Hardware, Inc 401(k) Plan's mid-pack asset rank among Retail Trade and all filers

Ace Hardware, Inc 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$3,041,738 36th percentile higher than 36% 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

Ace Hardware, Inc 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ace Hardware, Inc 401(k) Plan sits mid-pack in the medium band (132 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Ace Hardware, Inc 401(k) Plan reported net income rose from -$239K in the plan year 2022 filing to $596K in the plan year 2023 filing.
Ace Hardware, Inc 401(k) Plan end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
Ace Hardware, Inc 401(k) Plan reported participants rose from 123 in the plan year 2022 filing to 132 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 860254743 · Ace Hardware Stores, Inc. PY 2023 · 401(k)

Ace Hardware, Inc 401(k) Plan · $3M · 132 · 36th

BOY $3M
SCH 132
EBSA 36th
PART 401(k)
TYPE near Ara 401(k) Savings Plan
NET ind #3990

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 Arizona →

End-of-year total assets ($M) among Ace Hardware, Inc 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Arizona filing particulars

Total Assets (Beginning of Year)	$2M
Net Assets (End of Year)	$3M
Net Income	$596K
Employer EIN	860254743
Plan Effective Date	1998-02-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Ace Hardware Stores, Inc.)

Latest sponsor-wide plan assets: $4M 44.48426892235126% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	123	$2M
2023	1	132	$3M
2024	1	143	$4M

Nearby 401(k) Plans in Arizona

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

Ace Hardware, Inc 401(k) Plan vs. nearby 401(k) plans in Arizona, assets vs. participants

Bechtel Trust & Thrift Plan $5.7B · 7,448
Banner Health Employees 401(k) Plan $4.3B · 52,452
Republic Services, Inc. 401(k) Plan $2.4B · 28,131
Freeport-Mcmoran Inc. Employee Capital Accumulation Program $2.3B · 13,105
Stantec 401(k) Plan $2.0B · 10,719

Compare Ace Hardware, Inc 401(k) Plan side-by-side with 3 peers →

Ace Hardware, Inc 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Arizona, the nearest 401(k) by assets is Ara 401(k) Savings Plan in CA ($3M); by covered participants it is Revision Military 401(k) Retirement Plan in VT (132 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Ara 401(k) Savings Plan (CA) $3M · 40
Gannett Peak Technical Service 401(k) Profit Sharing Plan and Trust (WY) $3M · 15
Surface Interval Medical, Inc. Retirement Plan (NJ) $3M · 1
Georgetown Dental Associates 401(k) Profit Sharing Plan (MO) $3M · 16

Similar participant headcount

Nearest other-state filings by covered participants (132 participants); asset peers above are excluded.

Revision Military 401(k) Retirement Plan (VT) 132 · 0 off
Advance Business Systems & Supply Company 401(k) Plan and Trust (MD) 132 · 0 off
Lres Corporation Employee 401(k) Plan (CA) 132 · 0 off
Treeline Biosciences 401(k) Plan (MA) 132 · 0 off

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Ace Hardware, Inc 401(k) Plan assets move in 2023? ▼

Ace Hardware, Inc 401(k) Plan grew sharply - up 24.4% during 2023, from $2M to $3M. Reported net income was $596K.

How have Ace Hardware Stores, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Ace Hardware Stores, Inc.'s sponsor-wide assets grew 44.5%, from $2M to $4M.

Which 401(k) plans are similar in size to Ace Hardware, Inc 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Ara 401(k) Savings Plan in CA ($3M, 40 participants).

Which 401(k) plans cover a similar participant headcount to Ace Hardware, Inc 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Revision Military 401(k) Retirement Plan in VT (132 participants, $5M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 860254743.