401(k) · DOL Form 5500 · 2023

Index Fresh, Inc. 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
79
Participants Small participant base
59th
Percentile by assets National rank
$131,610
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Index Fresh, Inc. 401(k) Retirement Plan · Sponsored by Index Fresh, Inc. · California · Wholesale Trade

$10M in assets, 79 participants

Index Fresh, Inc.'s Index Fresh, Inc. 401(k) Retirement Plan reported $10M in total assets and 79 participants in its 2023 DOL Form 5500 filing, ranking in the 59th 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.

  • #3,257 in Wholesale Trade (6,309 peers)

Index Fresh, Inc. multi-year trail

Index Fresh, Inc.'s plans moved +29.0% in assets from 2022 to 2024; this filing shows Index Fresh, Inc. 401(k) Retirement Plan at $10M / 79 participants.

#3,257
in Wholesale Trade (6,309 peers)
+8.2%
assets growth YoY

Index Fresh, Inc. 401(k) Retirement Plan's mid-pack asset rank among Wholesale Trade and all filers

Index Fresh, Inc. 401(k) Retirement Plan vs every filed plan by assets

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

$10,397,227 Top 41% higher than 59% 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

Index Fresh, Inc. 401(k) Retirement Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Index Fresh, Inc. 401(k) Retirement Plan is a small filing (79 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Index Fresh, Inc. 401(k) Retirement Plan reported net income rose from -$944K in the plan year 2022 filing to $786K in the plan year 2023 filing.
  • Index Fresh, Inc. 401(k) Retirement Plan reported participants fell from 87 in the plan year 2022 filing to 79 in the plan year 2023 filing.
  • Index Fresh, Inc. 401(k) Retirement Plan end-of-year assets rose from $10M in the plan year 2022 filing to $10M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 330862019 · Index Fresh, Inc. PY 2023 · 401(k)

Index Fresh, Inc. 401(k) Retirement Plan · $10M · 79 · 59th

  • RANK $10M
  • RANK 79
  • RANK 59th
  • RANK 401(k)
  • RANK near Monogram Refrigeration, LLC Employee Savings and Retirement Plan
  • RANK ind #3257

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 California →

Index Fresh, Inc. 401(k) Retirement Plan in the asset neighbourhood

Index Fresh, Inc. 401(k) Retirement PlanIndex Fresh, Inc. 401(k) Ret…$10MMonogram Refrigeration, LLC Employee Savings and Retirement PlanMonogram Refrigeration, LLC …$10MEnglish Gardens Group, Inc. 401(k) PlanEnglish Gardens Group, Inc. …$10MTokyo Century (USA) Inc. 401(k) Retirement Savings PlanTokyo Century (USA) Inc. 401…$10MRidgeline, Inc. 401(k) Plan$10M
End-of-year total assets ($M) among Index Fresh, Inc. 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Index Fresh, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Index Fresh, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$12M 29.013713835279155% vs 2022
2024 filing year
$9M$10M$11M$12M$13M 202220232024 $9.61M $12.4M ▲ +29.0%
Year Plans Participants Total Assets
2022 1 87 $10M
2023 1 79 $10M
2024 1 82 $12M

Index Fresh, Inc. filing trail (2023)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$10M
Net Income$786K
Employer EIN330862019
Plan Effective Date1997-03-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

Index Fresh, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Index Fresh, Inc. 401(k) Retirement Plan, Total assets ($B): 0.010397227 · Participants: 79Index Fresh, Inc. 401(k) Retirement PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Index Fresh, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Index Fresh, Inc. 401(k) Retirement Plan side-by-side with 3 peers →

Index Fresh, Inc. 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Monogram Refrigeration, LLC Employee Savings and Retirement Plan in TN ($10M); by covered participants it is Heart of America Beverage Company, LLC 401(k) Plan in MO (79 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (79 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 Index Fresh, Inc. 401(k) Retirement Plan assets move in 2023? ▼
Index Fresh, Inc. 401(k) Retirement Plan grew at a solid clip - up 8.2% during 2023, from $10M to $10M. Reported net income was $786K.
How have Index Fresh, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Index Fresh, Inc.'s sponsor-wide assets grew 29.0%, from $10M to $12M.
Which 401(k) plans are similar in size to Index Fresh, Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Monogram Refrigeration, LLC Employee Savings and Retirement Plan in TN ($10M, 377 participants).
Which 401(k) plans cover a similar participant headcount to Index Fresh, Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Heart of America Beverage Company, LLC 401(k) Plan in MO (79 participants, $9M 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 330862019.

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.