401(k) · DOL Form 5500 · 2023

National Co+Op Grocers 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
108
Participants Small participant base
73rd
Percentile by assets National rank
$191,714
Avg per participant Above avg balance/head
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Official DOL plan name: National Co+Op Grocers 401(k) Retirement Plan · Sponsored by National Co+Op Grocers · Minnesota · Other Services

$21M in assets, 108 participants

National Co+Op Grocers's National Co+Op Grocers 401(k) Retirement Plan reported $21M in total assets and 108 participants in its 2023 DOL Form 5500 filing, ranking in the 73rd 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.

  • #6,717 in Other Services (7,857 peers)

Coverage in Minnesota

National Co+Op Grocers 401(k) Retirement Plan covers 108 participants in Minnesota, about 10% of the average Minnesota filer (state average ~1,126 per filing). Assets: $21M.

#6,717
in Other Services (7,857 peers)
+23.7%
assets growth YoY

National Co+Op Grocers 401(k) Retirement Plan's outsized position by total assets

National Co+Op Grocers 401(k) Retirement Plan vs every filed plan by assets

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

$20,705,091 Top 27% higher than 73% of 127,068 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 2023

National Co+Op Grocers 401(k) Retirement 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. National Co+Op Grocers 401(k) Retirement Plan sits mid-pack in the medium band (108 participants).

EBSA filing schedule strip

Filing strip 421508424 · National Co+Op Grocers PY 2023 · 401(k)

National Co+Op Grocers 401(k) Retirement Plan · $21M · 108 · 73rd

  • SCH $21M
  • SCH 108
  • SCH 73rd
  • SCH 401(k)
  • SCH near Ehe Health Tax Deferred Employees Savings Program and 401(k)
  • SCH ind #6717

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 Other Services retirement plans → · Plans in Minnesota →

National Co+Op Grocers 401(k) Retirement Plan in the asset neighbourhood

National Co+Op Grocers 401(k) Retirement PlanNational Co+Op Grocers 401(k…$21MEhe Health Tax Deferred Employees Savings Program and 401(k)Ehe Health Tax Deferred Empl…$21MAareal Capital Corporation 401(k) Savings PlanAareal Capital Corporation 4…$21MGht Limited 401(k) Plan$21MOptinose 401(k) Plan$21M
End-of-year total assets ($M) among National Co+Op Grocers 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Minnesota filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$20M
Net Income$4M
Employer EIN421508424
Plan Effective Date2008-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (National Co+Op Grocers)

Sponsor-wide plan assets over time

All National Co+Op Grocers plans reported in each filing year

Latest sponsor-wide plan assets
$25M 22.57325988086698% vs 2023
2024 filing year
$20M$22M$24M$26M 20232024 $20.7M $25.4M ▲ +22.5%
Year Plans Participants Total Assets
2023 1 108 $21M
2024 1 114 $25M

Nearby 401(k) Plans in Minnesota

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

National Co+Op Grocers 401(k) Retirement Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants National Co+Op Grocers 401(k) Retirement Plan, Total assets ($B): 0.020705091 · Participants: 108National Co+Op Grocers 401(k) Retirement PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 22.432100178 · Participants: 198972Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 13.008265857 · Participants: 432617Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 12.931979 · Participants: 44342Medtronic Savings and Investment Plan3M Voluntary Investment Plan and Employee Stock Ownership Plan, Total assets ($B): 12.04661588 · Participants: 360493M Voluntary Investment Plan and Employee Stock Ownership PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 10.271161911 · Participants: 75272U.S. Bank 401(k) Savings Plan
National Co+Op Grocers 401(k) Retirement Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare National Co+Op Grocers 401(k) Retirement Plan side-by-side with 3 peers →

National Co+Op Grocers 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Ehe Health Tax Deferred Employees Savings Program and 401(k) in NY ($21M); by covered participants it is Winstar Farm 401(k) Plan in KY (108 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($21M here).

Similar participant headcount

Nearest other-state filings by covered participants (108 participants); asset peers above are excluded.

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 National Co+Op Grocers 401(k) Retirement Plan assets move in 2023? ▼
National Co+Op Grocers 401(k) Retirement Plan grew sharply - up 23.7% during 2023, from $17M to $21M. Reported net income was $4M.
How have National Co+Op Grocers plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), National Co+Op Grocers's sponsor-wide assets grew 22.6%, from $21M to $25M.
Which 401(k) plans are similar in size to National Co+Op Grocers 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Ehe Health Tax Deferred Employees Savings Program and 401(k) in NY ($21M, 206 participants).
Which 401(k) plans cover a similar participant headcount to National Co+Op Grocers 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Winstar Farm 401(k) Plan in KY (108 participants, $4M 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 421508424.

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.