401(k) · DOL Form 5500 · 2023

Grocery Outlet Inc. 401(k) Plan

Data updated 2026-08-25

$115M
Total assets Near avg plan size
751
Participants Near avg headcount
92nd
Percentile by assets National rank
$153,004
Avg per participant Above avg balance/head
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Official DOL plan name: Grocery Outlet Inc. Retirement Plan · Sponsored by Grocery Outlet Inc. · California · Retail Trade

$115M in assets, 751 participants

Grocery Outlet Inc.'s Grocery Outlet Inc. Retirement Plan reported $115M in total assets and 751 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.

  • #8,044 in Retail Trade (8,414 peers)

Where Grocery Outlet Inc. Retirement Plan sits by assets

Grocery Outlet Inc. Retirement Plan sits in the top 10% of all filed plans by assets, $115M for 751 participants (~$153,004/participant), up 16.4% in 2023.

#8,044
in Retail Trade (8,414 peers)
+16.4%
assets growth YoY
1.2×
vs typical plan assets (national mean)

Grocery Outlet Inc. Retirement Plan's outsized position by total assets

Grocery Outlet Inc. Retirement Plan vs every filed plan by assets

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

$114,905,819 Top 8% higher than 92% 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

Grocery Outlet Inc. 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. Grocery Outlet Inc. Retirement Plan sits mid-pack in the medium band (751 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Grocery Outlet Inc. Retirement Plan reported net income rose from -$21M in the plan year 2022 filing to $15M in the plan year 2023 filing.
  • Grocery Outlet Inc. Retirement Plan end-of-year assets rose from $99M in the plan year 2022 filing to $115M in the plan year 2023 filing.
  • Grocery Outlet Inc. Retirement Plan reported participants rose from 742 in the plan year 2022 filing to 751 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 941513561 · Grocery Outlet Inc. PY 2023 · 401(k)

Grocery Outlet Inc. Retirement Plan · $115M · 751 · 92nd

  • PART $115M
  • TYPE 751
  • NET 92nd
  • BOOK 401(k)
  • VS-ST near Chartis Group, LLC 401(k) Plan
  • BOY ind #8044

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 California →

Grocery Outlet Inc. Retirement Plan in the asset neighbourhood

Halo Branded Solutions, Inc. 401(k) Savings PlanHalo Branded Solutions, Inc.…$115MGrocery Outlet Inc. Retirement PlanGrocery Outlet Inc. Retireme…$115MBernhard, LLC 401(k) Plan$115MChartis Group, LLC 401(k) PlanChartis Group, LLC 401(k) Pl…$115MRegus Management Group, LLC 401(k) Savings PlanRegus Management Group, LLC …$115M
End-of-year total assets ($M) among Grocery Outlet Inc. Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$99M
Net Assets (End of Year)$115M
Net Income$15M
Employer EIN941513561
Plan Effective Date1975-08-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Grocery Outlet Inc.)

Sponsor-wide plan assets over time

All Grocery Outlet Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$130M 32.113293101184176% vs 2022
2024 filing year
$90M$100M$110M$120M$130M$140M 202220232024 $98.8M $130M ▲ +32.1%
Year Plans Participants Total Assets
2022 1 742 $99M
2023 1 751 $115M
2024 1 868 $130M

Nearby 401(k) Plans in California

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

Grocery Outlet Inc. Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Grocery Outlet Inc. Retirement Plan, Total assets ($B): 0.114905819 · Participants: 751Grocery Outlet Inc. 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
Grocery Outlet Inc. Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Grocery Outlet Inc. Retirement Plan side-by-side with 3 peers →

Grocery Outlet Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Chartis Group, LLC 401(k) Plan in IL ($115M); by covered participants it is Shiroki North America, Inc. 401(k) Retirement & Savings Plan. in TN (751 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($115M here).

Similar participant headcount

Nearest other-state filings by covered participants (751 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 Grocery Outlet Inc. Retirement Plan assets move in 2023? ▼
Grocery Outlet Inc. Retirement Plan grew sharply - up 16.4% during 2023, from $99M to $115M. Reported net income was $15M.
How have Grocery Outlet Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Grocery Outlet Inc.'s sponsor-wide assets grew 32.1%, from $99M to $130M.
Where does Grocery Outlet Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Grocery Outlet Inc. Retirement Plan ranks in the 92nd 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 Grocery Outlet Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Chartis Group, LLC 401(k) Plan in IL ($115M, 628 participants).
Which 401(k) plans cover a similar participant headcount to Grocery Outlet Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Shiroki North America, Inc. 401(k) Retirement & Savings Plan. in TN (751 participants, $33M 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 941513561.

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.