401(k) · DOL Form 5500 · 2023

The Save Mart Companies 401(k) Plan

Data updated 2026-08-11

$950M
Total assets
13,313
Participants
99th
Percentile by assets
$71,341
Avg per participant
PlainRetire home → About this data

Official DOL plan name: Save Mart Companies Retirement Savings Plan · Sponsored by The Save Mart Companies · California · Retail Trade

$950M in assets, 13,313 participants

The Save Mart Companies's Save Mart Companies Retirement Savings Plan reported $950M in total assets and 13,313 participants in its 2023 DOL Form 5500 filing, ranking in the 99th 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.

  • 99th percentile by assets (of 127,072 plans)
  • #8,336 in Retail Trade (8,414 peers)

Coverage in California

Save Mart Companies Retirement Savings Plan covers 13,313 participants in California, 21x the typical California plan (state average ~630 per filing). Assets: $950M.

$950M
total plan assets (2023 EOY)
13,313
covered participants
99th
percentile by assets (of 127,072 plans)
$71,341
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Save Mart Companies Retirement Savings Plan reported net income rose from -$228M in the plan year 2022 filing to $70M in the plan year 2023 filing.
  • Save Mart Companies Retirement Savings Plan end-of-year assets rose from $880M in the plan year 2022 filing to $950M in the plan year 2023 filing.
  • Save Mart Companies Retirement Savings Plan reported participants fell from 14,258 in the plan year 2022 filing to 13,313 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Industry

Participants vs California filers

In California, the average filing covers about 630 participants across 15,291 plans. Save Mart Companies Retirement Savings Plan reports 13,313 participants - 21x that state average ($950M EOY assets).

California filing particulars

Total Assets (Beginning of Year)$880M
Net Assets (End of Year)$950M
Net Income$70M
Employer EIN941245496
Plan Effective Date1960-03-31
Filing StatusFILING RECEIVED

Sponsor Plan History (The Save Mart Companies)

$850M$900M$950M$1,000M$1,050M 202220232024 $880M $993M ▲ +12.8%
Total plan assets by year, all The Save Mart Companies plans on file
Year Plans Participants Total Assets
2022 1 14,258 $880M
2023 1 13,313 $950M
2024 1 12,653 $993M

Nearby 401(k) Plans in California

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

Save Mart Companies Retirement Savings Plan vs. nearby 401(k) plans in California, assets vs. participants

Save Mart Companies Retirement Savings Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. 050000100000150000200000250000 -200204060 Total assets ($B) Participants Save Mart Companies …Wells Fargo & Compan…Google LLC 401(k) Sa…Oracle Corporation 4…Intel 401(k) Savings…Apple 401(k) Plan
Save Mart Companies Retirement Savings Plan vs. nearby 401(k) plans in California, assets vs. participants

Scale composition for Save Mart Companies Retirement Savings Plan

Save Mart Companies Retirement Savings Plan reports $950M in end-of-year assets across 13,313 participants (0.008% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.014% of 93,925,755 covered participants) - about $71,341 per participant (52% of the national average assets-per-participant) . Net income for plan year 2023 was $70M.

This plan identity (EIN 941245496, plan #003) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $880M to $993M (+12.8%) while covered participants moved from 14,258 to 12,653 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 14,258 $880M Open filing
2023 13,313 $950M This page
2024 · index core 12,653 $993M Open filing

The same sponsor also keeps 1 other index-core plan on PlainRetire:

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Save Mart Companies Retirement Savings Plan by total assets, not by location.

Frequently Asked Questions

How did Save Mart Companies Retirement Savings Plan assets move in 2023?
Save Mart Companies Retirement Savings Plan grew at a solid clip - up 7.9% during 2023, from $880M to $950M. Reported net income was $70M.
How have The Save Mart Companies plan assets changed over time?
Across 3 plan years on file (2022-2024), The Save Mart Companies's sponsor-wide assets grew 12.8%, from $880M to $993M.
Where does Save Mart Companies Retirement Savings Plan rank by assets among Form 5500 filers?
Save Mart Companies Retirement Savings Plan ranks in the 99th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the largest 1% of all filed plans).
Which 401(k) plans are similar in size to Save Mart Companies Retirement Savings Plan?
Among 401(k) plans in other states, the closest by assets is Vertiv Group Corporation Employee Retirement Savings Plan in OH ($950M, 3,916 participants).

Next read for Save Mart Companies Retirement Savings P…

Filing takeaways

Ways to act on Save Mart Companies Retirement Savings Plan's numbers.

  • By total assets, Save Mart Companies Retirement Savings Plan ranks among the largest 1% of all filed plans. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) plans in California. Compare plans
  • The Save Mart Companies's sponsor-wide assets have grown 12.8% since 2022 across 3 plan years on file. More Retail Trade plans