401(k) · DOL Form 5500 · 2023

Afs Holdings, Inc 401(k) Plan

Data updated 2026-08-25

$166M
Total assets Near avg plan size
3,059
Participants Above avg headcount
94th
Percentile by assets National rank
$54,124
Avg per participant Low balance/head
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Official DOL plan name: Associated Food Stores, Inc. 401(k) Plan and Trust · Sponsored by Afs Holdings, Inc · Utah · Wholesale Trade

$166M in assets, 3,059 participants

Afs Holdings, Inc's Associated Food Stores, Inc. 401(k) Plan and Trust reported $166M in total assets and 3,059 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.

  • #6,015 in Wholesale Trade (6,309 peers)

Coverage in Utah

Associated Food Stores, Inc. 401(k) Plan and Trust covers 3,059 participants in Utah, 5.2x the typical Utah plan (state average ~592 per filing). Assets: $166M.

#6,015
in Wholesale Trade (6,309 peers)
+12.1%
assets growth YoY
1.7×
vs typical plan assets (national mean)

Associated Food Stores, Inc. 401(k) Plan and Trust's outsized position by total assets

Associated Food Stores, Inc. 401(k) Plan and Trust vs every filed plan by assets

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

$165,564,340 Top 6% higher than 94% 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

Associated Food Stores, Inc. 401(k) Plan and Trust'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. Associated Food Stores, Inc. 401(k) Plan and Trust lands in the large band (3,059 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Associated Food Stores, Inc. 401(k) Plan and Trust reported net income rose from -$29M in the plan year 2022 filing to $18M in the plan year 2023 filing.
  • Associated Food Stores, Inc. 401(k) Plan and Trust end-of-year assets rose from $148M in the plan year 2022 filing to $166M in the plan year 2023 filing.
  • Associated Food Stores, Inc. 401(k) Plan and Trust reported participants rose from 2,881 in the plan year 2022 filing to 3,059 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 816012613 · Afs Holdings, Inc PY 2023 · 401(k)

Associated Food Stores, Inc. 401(k) Plan and Trust · $166M · 3,059 · 94th

  • SCH $166M
  • EBSA 3,059
  • PART 94th
  • TYPE 401(k)
  • NET near Victory Capital Management, Inc. 401(k) Savings Plan
  • BOOK ind #6015

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 Utah →

Associated Food Stores, Inc. 401(k) Plan and Trust in the asset neighbourhood

Associated Food Stores, Inc. 401(k) Plan and TrustAssociated Food Stores, Inc.…$166MVictory Capital Management, Inc. 401(k) Savings PlanVictory Capital Management, …$166MAmpersand 401(k) Plan$165MSaloncentric Inc. 401(k) Plan$165MHei Hotels and Resorts 401(k) PlanHei Hotels and Resorts 401(k…$165M
End-of-year total assets ($M) among Associated Food Stores, Inc. 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Utah filing particulars

Total Assets (Beginning of Year)$148M
Net Assets (End of Year)$166M
Net Income$18M
Employer EIN816012613
Plan Effective Date1993-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Afs Holdings, Inc)

Sponsor-wide plan assets over time

All Afs Holdings, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$208M 41.068850265691175% vs 2022
2024 filing year
$140M$160M$180M$200M$220M 202220232024 $148M $208M ▲ +41.1%
Year Plans Participants Total Assets
2022 1 2,881 $148M
2023 1 3,059 $166M
2024 1 2,699 $208M

Nearby 401(k) Plans in Utah

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

Associated Food Stores, Inc. 401(k) Plan and Trust vs. nearby 401(k) plans in Utah, assets vs. participants Scatter plot of 6 data points. 01000020000300004000050000 -202468 Total assets ($B) Participants Associated Food Stores, Inc. 401(k) Plan and Trust, Total assets ($B): 0.16556434 · Participants: 3059Associated Food Stores, Inc. 401(k) Plan and TrustIntermountain Healthcare Savings Plus 401(k) Plan, Total assets ($B): 6.015479 · Participants: 46680Intermountain Healthcare Savings Plus 401(k) PlanDeseret 401(k) Plan, Total assets ($B): 5.481729272 · Participants: 24292Deseret 401(k) PlanZions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan, Total assets ($B): 1.662904822 · Participants: 10088Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership PlanSkywest, Inc. Employees' Retirement Plan, Total assets ($B): 1.192769515 · Participants: 15411Skywest, Inc. Employees' Retirement PlanAutoliv Asp, Inc. Employee Savings and Investment Plan, Total assets ($B): 0.633594695 · Participants: 4537Autoliv Asp, Inc. Employee Savings and Investment Plan
Associated Food Stores, Inc. 401(k) Plan and Trust vs. nearby 401(k) plans in Utah, assets vs. participants
Compare Associated Food Stores, Inc. 401(k) Plan and Trust side-by-side with 3 peers →

Associated Food Stores, Inc. 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Utah, the nearest 401(k) by assets is Victory Capital Management, Inc. 401(k) Savings Plan in OH ($166M); by covered participants it is United States Steel Corporation Savings Fund Plan for Salaried Employees in PA (3,059 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($166M here).

Similar participant headcount

Nearest other-state filings by covered participants (3,059 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 Associated Food Stores, Inc. 401(k) Plan and Trust assets move in 2023? ▼
Associated Food Stores, Inc. 401(k) Plan and Trust grew at a solid clip - up 12.1% during 2023, from $148M to $166M. Reported net income was $18M.
How have Afs Holdings, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Afs Holdings, Inc's sponsor-wide assets grew 41.1%, from $148M to $208M.
Where does Associated Food Stores, Inc. 401(k) Plan and Trust rank by assets among Form 5500 filers? ▼
Associated Food Stores, Inc. 401(k) Plan and Trust ranks in the 94th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Associated Food Stores, Inc. 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Victory Capital Management, Inc. 401(k) Savings Plan in OH ($166M, 505 participants).
Which 401(k) plans cover a similar participant headcount to Associated Food Stores, Inc. 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is United States Steel Corporation Savings Fund Plan for Salaried Employees in PA (3,059 participants, $1.6B 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 816012613.

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.