401(k) · DOL Form 5500 · 2023

Donelan's Supermarkets, Inc. 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
129
Participants Small participant base
54th
Percentile by assets National rank
$61,421
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Donelan's Savings & Investment Plan · Sponsored by Donelan's Supermarkets, Inc. · Massachusetts · Retail Trade

$8M in assets, 129 participants

Donelan's Supermarkets, Inc.'s Donelan's Savings & Investment Plan reported $8M in total assets and 129 participants in its 2023 DOL Form 5500 filing, ranking in the 54th 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.

  • #5,382 in Retail Trade (8,414 peers)

Coverage in Massachusetts

Donelan's Savings & Investment Plan covers 129 participants in Massachusetts, about 20% of the average Massachusetts filer (state average ~659 per filing). Assets: $8M.

#5,382
in Retail Trade (8,414 peers)
+1.7%
assets growth YoY

Donelan's Savings & Investment Plan's mid-pack asset rank among Retail Trade and all filers

Donelan's Savings & Investment Plan vs every filed plan by assets

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

$7,923,277 Top 46% higher than 54% 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

Donelan's Savings & Investment 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. Donelan's Savings & Investment Plan sits mid-pack in the medium band (129 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Donelan's Savings & Investment Plan reported net income rose from -$2M in the plan year 2022 filing to $132K in the plan year 2023 filing.
  • Donelan's Savings & Investment Plan reported participants fell from 137 in the plan year 2022 filing to 129 in the plan year 2023 filing.
  • Donelan's Savings & Investment Plan end-of-year assets rose from $8M in the plan year 2022 filing to $8M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 042795789 · Donelan's Supermarkets, Inc. PY 2023 · 401(k)

Donelan's Savings & Investment Plan · $8M · 129 · 54th

  • BOOK $8M
  • BOOK 129
  • BOOK 54th
  • BOOK 401(k)
  • BOOK near Capital Health Services, Inc. Savings Plan & Trust
  • BOOK ind #5382

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 Massachusetts →

Donelan's Savings & Investment Plan in the asset neighbourhood

Donelan's Savings & Investment PlanDonelan's Savings & Investme…$8MCapital Health Services, Inc. Savings Plan & TrustCapital Health Services, Inc…$8MMidatlantic Realty Partners, LLC 401(k) PlanMidatlantic Realty Partners,…$8MAventuro, Inc 401(k) Profit Sharing PlanAventuro, Inc 401(k) Profit …$8MTurners Outdoors Inc. 401(k) PlanTurners Outdoors Inc. 401(k)…$8M
End-of-year total assets ($M) among Donelan's Savings & Investment Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Massachusetts filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$8M
Net Income$132K
Employer EIN042795789
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Donelan's Supermarkets, Inc.)

Sponsor-wide plan assets over time

All Donelan's Supermarkets, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$8M 4.838735346898626% vs 2022
2024 filing year
$7.6M$7.8M$8M$8.2M$8.4M 202220232024 $7.79M $8.17M ▲ +4.9%
Year Plans Participants Total Assets
2022 1 137 $8M
2023 1 129 $8M
2024 1 214 $8M

Nearby 401(k) Plans in Massachusetts

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

Donelan's Savings & Investment Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Donelan's Savings & Investment Plan, Total assets ($B): 0.007923277 · Participants: 129Donelan's Savings & Investment PlanFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Donelan's Savings & Investment Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Donelan's Savings & Investment Plan side-by-side with 3 peers →

Donelan's Savings & Investment Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Capital Health Services, Inc. Savings Plan & Trust in OH ($8M); by covered participants it is Agmus Ventures Retirement Plan in FL (129 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (129 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 Donelan's Savings & Investment Plan assets move in 2023? ▼
Donelan's Savings & Investment Plan edged up modestly - up 1.7% during 2023, from $8M to $8M. Reported net income was $132K.
How have Donelan's Supermarkets, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Donelan's Supermarkets, Inc.'s sponsor-wide assets grew 4.8%, from $8M to $8M.
Which 401(k) plans are similar in size to Donelan's Savings & Investment Plan? ▼
Among 401(k) plans in other states, the closest by assets is Capital Health Services, Inc. Savings Plan & Trust in OH ($8M, 717 participants).
Which 401(k) plans cover a similar participant headcount to Donelan's Savings & Investment Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Agmus Ventures Retirement Plan in FL (129 participants, $2M 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 042795789.

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.