401(k) · DOL Form 5500 · 2023

Afs Holdings, Inc 401(k) Plan

Data updated 2026-08-11

$166M
Total assets: 3,059
Participants: 94th
Percentile by assets: $54,124
Avg per participant

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.

94th percentile by assets (of 127,072 plans)
#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.

$166M
total plan assets (2023 EOY): 3,059
covered participants: 94th
percentile by assets (of 127,072 plans): $54,124
avg assets per participant

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 →

State

Utah

Industry

Wholesale Trade

Participants vs Utah filers

In Utah, the average filing covers about 592 participants across 1,280 plans. Associated Food Stores, Inc. 401(k) Plan and Trust reports 3,059 participants - 5.2x that state average ($166M EOY assets).

Utah filing particulars

Total Assets (Beginning of Year)	$148M
Net Assets (End of Year)	$166M
Net Income	$18M
Employer EIN	816012613
Plan Effective Date	1993-07-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Afs Holdings, Inc)

Total plan assets by year, all Afs Holdings, Inc plans on file

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

Intermountain Healthcare Savings Plus 401(k) Plan $6.0B · 46,680
Deseret 401(k) Plan $5.5B · 24,292
Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan $1.7B · 10,088
Skywest, Inc. Employees' Retirement Plan $1.2B · 15,411
Autoliv Asp, Inc. Employee Savings and Investment Plan $634M · 4,537

Compare Associated Food Stores, Inc. 401(k) Plan… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Associated Food Stores, Inc. 401(k) Plan and Trust by total assets, not by location.

Victory Capital Management, Inc. 401(k) Savings Plan (OH) $166M · 505
Ampersand 401(k) Plan (NY) $165M · 606
Saloncentric Inc. 401(k) Plan (NJ) $165M · 3,694
Hei Hotels and Resorts 401(k) Plan (CT) $165M · 9,086

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).

Next read for Associated Food Stores, Inc. 401(k) Plan…

Filing takeaways

Ways to act on Associated Food Stores, Inc. 401(k) Plan and Trust's numbers.

By total assets, Associated Food Stores, Inc. 401(k) Plan and Trust ranks in the top 10% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in Utah. Compare plans
Afs Holdings, Inc's sponsor-wide assets have grown 41.1% since 2022 across 3 plan years on file. More Wholesale Trade plans

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.