401(k) · DOL Form 5500 · 2023

North State Grocery, Inc. 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
628
Participants Below avg headcount
67th
Percentile by assets National rank
$24,257
Avg per participant Low balance/head
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Official DOL plan name: North State Grocery, Inc. 401(k) Plan · Sponsored by North State Grocery, Inc. · California · Retail Trade

$15M in assets, 628 participants

North State Grocery, Inc.'s North State Grocery, Inc. 401(k) Plan reported $15M in total assets and 628 participants in its 2023 DOL Form 5500 filing, ranking in the 67th 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.

  • #6,577 in Retail Trade (8,414 peers)

North State Grocery, Inc. multi-year trail

North State Grocery, Inc.'s plans moved +24.1% in assets from 2022 to 2024; this filing shows North State Grocery, Inc. 401(k) Plan at $15M / 628 participants.

#6,577
in Retail Trade (8,414 peers)
+11.0%
assets growth YoY

North State Grocery, Inc. 401(k) Plan's outsized position by total assets

North State Grocery, Inc. 401(k) Plan vs every filed plan by assets

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

$15,233,586 Top 33% higher than 67% 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

North State Grocery, Inc. 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. North State Grocery, Inc. 401(k) Plan sits mid-pack in the medium band (628 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • North State Grocery, Inc. 401(k) Plan reported net income rose from -$2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • North State Grocery, Inc. 401(k) Plan end-of-year assets rose from $14M in the plan year 2022 filing to $15M in the plan year 2023 filing.
  • North State Grocery, Inc. 401(k) Plan reported participants rose from 572 in the plan year 2022 filing to 628 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 680173691 · North State Grocery, Inc. PY 2023 · 401(k)

North State Grocery, Inc. 401(k) Plan · $15M · 628 · 67th

  • RANK $15M
  • RANK 628
  • RANK 67th
  • RANK 401(k)
  • RANK near Nashua Eye Associates PA 401(k) Profit Sharing Plan and Trust
  • RANK ind #6577

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 California →

North State Grocery, Inc. 401(k) Plan in the asset neighbourhood

North State Grocery, Inc. 401(k) PlanNorth State Grocery, Inc. 40…$15MNashua Eye Associates PA 401(k) Profit Sharing Plan and TrustNashua Eye Associates PA 401…$15MDarvin Furniture Employees 401(k) Profit Sharing PlanDarvin Furniture Employees 4…$15MTmp Technologies, Inc. 401(k) Profit Sharing PlanTmp Technologies, Inc. 401(k…$15MPace Southeast Michigan 401(k) PlanPace Southeast Michigan 401(…$15M
End-of-year total assets ($M) among North State Grocery, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

North State Grocery, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All North State Grocery, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$117M 24.109951220276564% vs 2022
2024 filing year
$90M$100M$110M$120M 202220232024 $94.1M $117M ▲ +24.1%
Year Plans Participants Total Assets
2022 2 1,154 $94M
2023 2 1,249 $113M
2024 2 1,289 $117M

North State Grocery, Inc. filing trail (2023)

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$15M
Net Income$2M
Employer EIN680173691
Plan Effective Date1990-08-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

North State Grocery, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants North State Grocery, Inc. 401(k) Plan, Total assets ($B): 0.015233586 · Participants: 628North State Grocery, Inc. 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
North State Grocery, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare North State Grocery, Inc. 401(k) Plan side-by-side with 3 peers →

North State Grocery, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Nashua Eye Associates PA 401(k) Profit Sharing Plan and Trust in NH ($15M); by covered participants it is Lax, LLC 401(k) Plan in MA (628 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (628 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 North State Grocery, Inc. 401(k) Plan assets move in 2023? ▼
North State Grocery, Inc. 401(k) Plan grew at a solid clip - up 11.0% during 2023, from $14M to $15M. Reported net income was $2M.
How have North State Grocery, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), North State Grocery, Inc.'s sponsor-wide assets grew 24.1%, from $94M to $117M.
Which 401(k) plans are similar in size to North State Grocery, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Nashua Eye Associates PA 401(k) Profit Sharing Plan and Trust in NH ($15M, 93 participants).
Which 401(k) plans cover a similar participant headcount to North State Grocery, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Lax, LLC 401(k) Plan in MA (628 participants, $3M 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 680173691.

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.