401(k) · DOL Form 5500 · 2023

Alabama Grocers Association 401(k) Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
760
Participants Near avg headcount
41st
Percentile by assets National rank
$5,527
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Alabama Grocers Association 401(k) Plan · Sponsored by Alabama Grocers Association · Alabama · Other Services

$4M in assets, 760 participants

Alabama Grocers Association's Alabama Grocers Association 401(k) Plan reported $4M in total assets and 760 participants in its 2023 DOL Form 5500 filing, ranking in the 41st 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.

  • #5,012 in Other Services (7,857 peers)

Coverage in Alabama

Alabama Grocers Association 401(k) Plan covers 760 participants in Alabama, 2.1x the typical Alabama plan (state average ~360 per filing). Assets: $4M.

#5,012
in Other Services (7,857 peers)
+61.0%
assets growth YoY

Alabama Grocers Association 401(k) Plan's mid-pack asset rank among Other Services and all filers

Alabama Grocers Association 401(k) Plan vs every filed plan by assets

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

$4,200,631 41st percentile higher than 41% 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

Alabama Grocers Association 401(k) 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. Alabama Grocers Association 401(k) Plan sits mid-pack in the medium band (760 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Alabama Grocers Association 401(k) Plan reported net income rose from -$2K in the plan year 2022 filing to $862K in the plan year 2023 filing.
  • Alabama Grocers Association 401(k) Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Alabama Grocers Association 401(k) Plan reported participants rose from 728 in the plan year 2022 filing to 760 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 631025911 · Alabama Grocers Association PY 2023 · 401(k)

Alabama Grocers Association 401(k) Plan · $4M · 760 · 41st

  • PART $4M
  • TYPE 760
  • NET 41st
  • BOOK 401(k)
  • VS-ST near Link Restaurant Group, LLC 401(k) Plan
  • BOY ind #5012

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 Other Services retirement plans → · Plans in Alabama →

Alabama Grocers Association 401(k) Plan in the asset neighbourhood

Alabama Grocers Association 401(k) PlanAlabama Grocers Association …$4MLink Restaurant Group, LLC 401(k) PlanLink Restaurant Group, LLC 4…$4MDriggs Title Agency 401(k) PlanDriggs Title Agency 401(k) P…$4MJenkins & Kling, PC Incentive Savings & Investment PlanJenkins & Kling, PC Incentiv…$4MMarathon Medical, Inc. 401(k) Profit Sharing PlMarathon Medical, Inc. 401(k…$4M
End-of-year total assets ($M) among Alabama Grocers Association 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Alabama filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$862K
Employer EIN631025911
Plan Effective Date2004-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Alabama Grocers Association)

Sponsor-wide plan assets over time

All Alabama Grocers Association plans reported in each filing year

Latest sponsor-wide plan assets
$5M 76.09470212836075% vs 2022
2024 filing year
$2M$3M$4M$5M 202220232024 $2.61M $4.6M ▲ +76.2%
Year Plans Participants Total Assets
2022 1 728 $3M
2023 1 760 $4M
2024 1 827 $5M

Nearby 401(k) Plans in Alabama

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

Alabama Grocers Association 401(k) Plan vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants Alabama Grocers Association 401(k) Plan, Total assets ($B): 0.004200631 · Participants: 760Alabama Grocers Association 401(k) 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
Alabama Grocers Association 401(k) Plan vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare Alabama Grocers Association 401(k) Plan side-by-side with 3 peers →

Alabama Grocers Association 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Alabama, the nearest 401(k) by assets is Link Restaurant Group, LLC 401(k) Plan in LA ($4M); by covered participants it is Clarins USA, Inc. 401(k) Plan in NY (760 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (760 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 Alabama Grocers Association 401(k) Plan assets move in 2023? ▼
Alabama Grocers Association 401(k) Plan surged - up 61.0% during 2023, from $3M to $4M. Reported net income was $862K.
How have Alabama Grocers Association plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Alabama Grocers Association's sponsor-wide assets grew 76.1%, from $3M to $5M.
Which 401(k) plans are similar in size to Alabama Grocers Association 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Link Restaurant Group, LLC 401(k) Plan in LA ($4M, 205 participants).
Which 401(k) plans cover a similar participant headcount to Alabama Grocers Association 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Clarins USA, Inc. 401(k) Plan in NY (760 participants, $44M 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 631025911.

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.