401(k) · DOL Form 5500 · 2023
Eg Retail (America) LLC 401(k) Plan
Data updated 2026-08-25
- $317M
- Total assets Above avg plan size
- 15,056
- Participants Very large workforce
- 96th
- Percentile by assets National rank
- $21,075
- Avg per participant Low balance/head
Official DOL plan name: Eg America Employee Savings Plan · Sponsored by Eg Retail (America) LLC · Massachusetts · Retail Trade
$317M in assets, 15,056 participants
Eg Retail (America) LLC's Eg America Employee Savings Plan reported $317M in total assets and 15,056 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.
- #8,228 in Retail Trade (8,414 peers)
Coverage in Massachusetts
Eg America Employee Savings Plan covers 15,056 participants in Massachusetts, 23x the typical Massachusetts plan (state average ~659 per filing). Assets: $317M.
- #8,228
- in Retail Trade (8,414 peers)
- +18.9%
- assets growth YoY
- 3.2×
- vs typical plan assets (national mean)
Eg America Employee Savings Plan's outsized position by total assets
Eg America Employee Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$317,312,162 Top 4% higher than 96% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Eg America Employee Savings Plan's mega-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Eg America Employee Savings Plan is a mega filing (15,056 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Eg America Employee Savings Plan reported net income rose from -$59M in the plan year 2022 filing to $50M in the plan year 2023 filing.
- Eg America Employee Savings Plan end-of-year assets rose from $267M in the plan year 2022 filing to $317M in the plan year 2023 filing.
- Eg America Employee Savings Plan reported participants rose from 14,467 in the plan year 2022 filing to 15,056 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 824682572 · Eg Retail (America) LLC PY 2023 · 401(k)
Eg America Employee Savings Plan · $317M · 15,056 · 96th
- TYPE $317M
- TYPE 15,056
- TYPE 96th
- TYPE 401(k)
- TYPE near Hexion Inc. Retirement Savings Plan
- TYPE ind #8228
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 →
Eg America Employee Savings Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $267M |
|---|---|
| Net Assets (End of Year) | $317M |
| Net Income | $50M |
| Employer EIN | 824682572 |
| Plan Effective Date | 1986-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Eg Retail (America) LLC)
Sponsor-wide plan assets over time
All Eg Retail (America) LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $338M 26.58920977815819% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 14,467 | $267M |
| 2023 | 1 | 15,056 | $317M |
| 2024 | 1 | 14,446 | $338M |
Nearby 401(k) Plans in Massachusetts
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fidelity Retirement Savings Plan $28.6B · 62,289
- Liberty Mutual 401(k) Plan $10.6B · 37,052
- Massachusetts Institute of Technology Supplemental 401(k) Plan $6.8B · 14,094
- Boston Scientific Corporation 401(k) Retirement Savings Plan $5.8B · 19,881
- Philips North America 401(k) Plan $5.8B · 19,120
Scale composition for Eg America Employee Savings Plan
Eg America Employee Savings Plan reports $317M in end-of-year assets across 15,056 participants (0.003% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.016% of 93,925,755 covered participants) - about $21,075 per participant (15% of the national average assets-per-participant) . Net income for plan year 2023 was $50M.
This plan identity (EIN 824682572, plan #003) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $267M to $338M (+26.6%) while covered participants moved from 14,467 to 14,446 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 14,467 | $267M | Open filing |
| 2023 | 15,056 | $317M | This page |
| 2024 · index core | 14,446 | $338M | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Eg America Employee Savings Plan (401(k), $338M, 14,446 participants)
Eg America Employee Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is Hexion Inc. Retirement Savings Plan in OH ($317M); by covered participants it is The Adecco Group 401(k) Plan in FL (15,038 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($317M here).
- Hexion Inc. Retirement Savings Plan (OH) $317M · 726
- Dodge & Cox Profit Sharing Plan (CA) $317M · 322
- Joyson Safety Systems 401(k) Plan (MI) $318M · 1,116
- Washington Gas Light Company Savings Plan (DC) $318M · 959
Similar participant headcount
Nearest other-state filings by covered participants (15,056 participants); asset peers above are excluded.
- The Adecco Group 401(k) Plan (FL) 15,038 · 18 off
- Penske Truck Leasing Co., L.P. Savings Retirement Plan (PA) 15,015 · 41 off
- Newell Brands Employee Savings Plan (GA) 15,115 · 59 off
- Coca-Cola Consolidated, Inc. 401(k) Plan (NC) 15,141 · 85 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.