401(k) · DOL Form 5500 · 2023

Associated Grocers of New England, Inc. 401(k) Plan

Data updated 2026-08-25

$71M
Total assets Below avg plan size
1,632
Participants Near avg headcount
89th
Percentile by assets National rank
$43,785
Avg per participant Low balance/head
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Official DOL plan name: Associated Grocers 401(k) Savings Plan Trust Account · Sponsored by Associated Grocers of New England, Inc. · New Hampshire · Retail Trade

$71M in assets, 1,632 participants

Associated Grocers of New England, Inc.'s Associated Grocers 401(k) Savings Plan Trust Account reported $71M in total assets and 1,632 participants in its 2023 DOL Form 5500 filing, ranking in the 89th 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.

  • #7,895 in Retail Trade (8,414 peers)

Coverage in New Hampshire

Associated Grocers 401(k) Savings Plan Trust Account covers 1,632 participants in New Hampshire, 5.4x the typical New Hampshire plan (state average ~301 per filing). Assets: $71M.

#7,895
in Retail Trade (8,414 peers)
+13.2%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Associated Grocers 401(k) Savings Plan Trust Account's outsized position by total assets

Associated Grocers 401(k) Savings Plan Trust Account vs every filed plan by assets

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

$71,457,311 Top 11% higher than 89% 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 401(k) Savings Plan Trust Account's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Associated Grocers 401(k) Savings Plan Trust Account lands in the large band (1,632 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Associated Grocers 401(k) Savings Plan Trust Account reported net income rose from -$11M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Associated Grocers 401(k) Savings Plan Trust Account end-of-year assets rose from $63M in the plan year 2022 filing to $71M in the plan year 2023 filing.
  • Associated Grocers 401(k) Savings Plan Trust Account reported participants rose from 1,620 in the plan year 2022 filing to 1,632 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 020218229 · Associated Grocers of New England, Inc. PY 2023 · 401(k)

Associated Grocers 401(k) Savings Plan Trust Account · $71M · 1,632 · 89th

  • BOY $71M
  • SCH 1,632
  • EBSA 89th
  • PART 401(k)
  • TYPE near Gateway First Bank 401(k) Retirement Plan
  • NET ind #7895

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 New Hampshire →

Associated Grocers 401(k) Savings Plan Trust Account in the asset neighbourhood

Yext, Inc. 401(k) Profit Sharing Plan and TrustYext, Inc. 401(k) Profit Sha…$71MCity Year 401(k) Savings Plan$71MGateway First Bank 401(k) Retirement PlanGateway First Bank 401(k) Re…$71MAssociated Grocers 401(k) Savings Plan Trust AccountAssociated Grocers 401(k) Sa…$71MF & P America Manufacturing, Inc. Retirement Savings PlanF & P America Manufacturing,…$71M
End-of-year total assets ($M) among Associated Grocers 401(k) Savings Plan Trust Account and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New Hampshire filing particulars

Total Assets (Beginning of Year)$63M
Net Assets (End of Year)$71M
Net Income$8M
Employer EIN020218229
Plan Effective Date1988-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Associated Grocers of New England, Inc.)

Sponsor-wide plan assets over time

All Associated Grocers of New England, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$77M 21.47936600265612% vs 2022
2024 filing year
$60M$65M$70M$75M$80M 202220232024 $63.1M $76.7M ▲ +21.5%
Year Plans Participants Total Assets
2022 1 1,620 $63M
2023 1 1,632 $71M
2024 1 1,741 $77M

Nearby 401(k) Plans in New Hampshire

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

Associated Grocers 401(k) Savings Plan Trust Account vs. nearby 401(k) plans in New Hampshire, assets vs. participants Scatter plot of 6 data points. 050001000015000 0200400600 Total assets ($M) Participants Associated Grocers 401(k) Savings Plan Trust Account, Total assets ($M): 71.457311 · Participants: 1632Associated Grocers 401(k) Savings Plan Trust AccountC&s and Affiliates 401(k) Savings Plan (a), Total assets ($M): 574.6136 · Participants: 12135C&s and Affiliates 401(k) Savings Plan (a)Ams Osram Savings Plan, Total assets ($M): 461.503498 · Participants: 977Ams Osram Savings PlanAlbany International Corp. Prosperity Plus Savings Plan, Total assets ($M): 447.510354 · Participants: 1784Albany International Corp. Prosperity Plus Savings PlanConnection Employee 401(k) and Profit Sharing Plan, Total assets ($M): 378.181216 · Participants: 2702Connection Employee 401(k) and Profit Sharing PlanCoca Cola Beverages Northeast, Inc. Incentive Savings Plan, Total assets ($M): 362.577523 · Participants: 2708Coca Cola Beverages Northeast, Inc. Incentive Savings Plan
Associated Grocers 401(k) Savings Plan Trust Account vs. nearby 401(k) plans in New Hampshire, assets vs. participants
Compare Associated Grocers 401(k) Savings Plan Trust Account side-by-side with 3 peers →

Associated Grocers 401(k) Savings Plan Trust Account's out-of-state 401(k) peers by assets and headcount

Outside New Hampshire, the nearest 401(k) by assets is Gateway First Bank 401(k) Retirement Plan in OK ($71M); by covered participants it is The Manitowoc Company, Inc. 401(k) Retirement Plan in WI (1,632 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,632 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 401(k) Savings Plan Trust Account assets move in 2023? ▼
Associated Grocers 401(k) Savings Plan Trust Account grew at a solid clip - up 13.2% during 2023, from $63M to $71M. Reported net income was $8M.
How have Associated Grocers of New England, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Associated Grocers of New England, Inc.'s sponsor-wide assets grew 21.5%, from $63M to $77M.
Where does Associated Grocers 401(k) Savings Plan Trust Account rank by assets among Form 5500 filers? ▼
Associated Grocers 401(k) Savings Plan Trust Account ranks in the 89th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Associated Grocers 401(k) Savings Plan Trust Account? ▼
Among 401(k) plans in other states, the closest by assets is Gateway First Bank 401(k) Retirement Plan in OK ($71M, 1,044 participants).
Which 401(k) plans cover a similar participant headcount to Associated Grocers 401(k) Savings Plan Trust Account? ▼
Among 401(k) plans in other states, the closest by covered participants is The Manitowoc Company, Inc. 401(k) Retirement Plan in WI (1,632 participants, $296M 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 020218229.

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.