401(k) · DOL Form 5500 · 2023

Associated Grocers of the South, Inc. 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
215
Participants Below avg headcount
58th
Percentile by assets National rank
$45,505
Avg per participant Low balance/head
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Official DOL plan name: Associated Grocers of the South 401(k) Profit Sharing Plan · Sponsored by Associated Grocers of the South, Inc. · Alabama · Wholesale Trade

$10M in assets, 215 participants

Associated Grocers of the South, Inc.'s Associated Grocers of the South 401(k) Profit Sharing Plan reported $10M in total assets and 215 participants in its 2023 DOL Form 5500 filing, ranking in the 58th 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.

  • #3,152 in Wholesale Trade (6,309 peers)

Associated Grocers of the South, Inc. multi-year trail

Associated Grocers of the South, Inc.'s plans moved +28.6% in assets from 2022 to 2024; this filing shows Associated Grocers of the South 401(k) Profit Sharing Plan at $10M / 215 participants.

#3,152
in Wholesale Trade (6,309 peers)
+15.3%
assets growth YoY

Associated Grocers of the South 401(k) Profit Sharing Plan's mid-pack asset rank among Wholesale Trade and all filers

Associated Grocers of the South 401(k) Profit Sharing Plan vs every filed plan by assets

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

$9,783,617 Top 42% higher than 58% 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

Associated Grocers of the South 401(k) Profit Sharing 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. Associated Grocers of the South 401(k) Profit Sharing Plan sits mid-pack in the medium band (215 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Associated Grocers of the South 401(k) Profit Sharing Plan reported net income rose from -$3M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Associated Grocers of the South 401(k) Profit Sharing Plan end-of-year assets rose from $8M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Associated Grocers of the South 401(k) Profit Sharing Plan reported participants rose from 210 in the plan year 2022 filing to 215 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 630011690 · Associated Grocers of the South, Inc. PY 2023 · 401(k)

Associated Grocers of the South 401(k) Profit Sharing Plan · $10M · 215 · 58th

  • VS-ST $10M
  • VS-ST 215
  • VS-ST 58th
  • VS-ST 401(k)
  • VS-ST near Qwaltec, Inc. 401(k) Plan
  • VS-ST ind #3152

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 Alabama →

Associated Grocers of the South 401(k) Profit Sharing Plan in the asset neighbourhood

Associated Grocers of the South 401(k) Profit Sharing PlanAssociated Grocers of the So…$10MQwaltec, Inc. 401(k) Plan$10MSpanish Broadcasting Systems 401(k) PlanSpanish Broadcasting Systems…$10MHomestead Building Systems, Inc. 401(k) Profit Sharing PlanHomestead Building Systems, …$10MGwbd 401(k) Retirement Plan$10M
End-of-year total assets ($M) among Associated Grocers of the South 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Associated Grocers of the South, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Associated Grocers of the South, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 28.61563197969872% vs 2022
2024 filing year
$8M$9M$10M$11M$12M 202220232024 $8.49M $10.9M ▲ +28.5%
Year Plans Participants Total Assets
2022 1 210 $8M
2023 1 215 $10M
2024 1 207 $11M

Associated Grocers of the South, Inc. filing trail (2023)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$10M
Net Income$1M
Employer EIN630011690
Plan Effective Date1996-08-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Alabama

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

Associated Grocers of the South 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants Associated Grocers of the South 401(k) Profit Sharing Plan, Total assets ($B): 0.009783617 · Participants: 215Associated Grocers of the South 401(k) Profit Sharing PlanRegions Financial Corporation 401(k) Plan, Total assets ($B): 2.854553916 · Participants: 20733Regions Financial Corporation 401(k) PlanEncompass Health Corporation 401(k) Retirement Plan, Total assets ($B): 1.49327201 · Participants: 24565Encompass Health Corporation 401(k) Retirement PlanHexagon Employee Retirement Savings Plan, Total assets ($B): 1.479278219 · Participants: 4618Hexagon Employee Retirement Savings PlanVulcan 401(k) Plan, Total assets ($B): 1.361024189 · Participants: 9487Vulcan 401(k) PlanMercedes-Benz U.S. International, Inc. Retirement and Savings Plan, Total assets ($B): 1.090263356 · Participants: 0Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan
Associated Grocers of the South 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare Associated Grocers of the South 401(k) Profit Sharing Plan side-by-side with 3 peers →

Associated Grocers of the South 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Alabama, the nearest 401(k) by assets is Qwaltec, Inc. 401(k) Plan in AZ ($10M); by covered participants it is West Tennessee Bone & Joint Clinic, P.C. Profit Sharing Plan in TN (215 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($10M here).

Similar participant headcount

Nearest other-state filings by covered participants (215 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 Associated Grocers of the South 401(k) Profit Sharing Plan assets move in 2023? ▼
Associated Grocers of the South 401(k) Profit Sharing Plan grew sharply - up 15.3% during 2023, from $8M to $10M. Reported net income was $1M.
How have Associated Grocers of the South, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Associated Grocers of the South, Inc.'s sponsor-wide assets grew 28.6%, from $8M to $11M.
Which 401(k) plans are similar in size to Associated Grocers of the South 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Qwaltec, Inc. 401(k) Plan in AZ ($10M, 56 participants).
Which 401(k) plans cover a similar participant headcount to Associated Grocers of the South 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is West Tennessee Bone & Joint Clinic, P.C. Profit Sharing Plan in TN (215 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 630011690.

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.