401(k) · DOL Form 5500 · 2023

Associated Grocers, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
238
Participants Below avg headcount
45th
Percentile by assets National rank
$21,922
Avg per participant Low balance/head
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Official DOL plan name: Associated Grocers, Inc. 401(k) Plan for Bargaining Unit Employees · Sponsored by Associated Grocers, Inc. · Louisiana · Wholesale Trade

$5M in assets, 238 participants

Associated Grocers, Inc.'s Associated Grocers, Inc. 401(k) Plan for Bargaining Unit Employees reported $5M in total assets and 238 participants in its 2023 DOL Form 5500 filing, ranking in the 45th 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.

  • #2,173 in Wholesale Trade (6,309 peers)

Coverage in Louisiana

Associated Grocers, Inc. 401(k) Plan for Bargaining Unit Employees covers 238 participants in Louisiana, about 48% of the average Louisiana filer (state average ~495 per filing). Assets: $5M.

#2,173
in Wholesale Trade (6,309 peers)
+21.7%
assets growth YoY

Associated Grocers, Inc. 401(k) Plan for Bargaining Unit Employees's mid-pack asset rank among Wholesale Trade and all filers

Associated Grocers, Inc. 401(k) Plan for Bargaining Unit Employees vs every filed plan by assets

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

$5,217,410 45th percentile higher than 45% 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, Inc. 401(k) Plan for Bargaining Unit Employees 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, Inc. 401(k) Plan for Bargaining Unit Employees sits mid-pack in the medium band (238 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Associated Grocers, Inc. 401(k) Plan for Bargaining Unit Employees reported net income rose from $220K in the plan year 2022 filing to $929K in the plan year 2023 filing.
  • Associated Grocers, Inc. 401(k) Plan for Bargaining Unit Employees end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Associated Grocers, Inc. 401(k) Plan for Bargaining Unit Employees reported participants rose from 234 in the plan year 2022 filing to 238 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 720403734 · Associated Grocers, Inc. PY 2023 · 401(k)

Associated Grocers, Inc. 401(k) Plan for Bargaining Unit Employees · $5M · 238 · 45th

  • SCH $5M
  • SCH 238
  • SCH 45th
  • SCH 401(k)
  • SCH near Rpm Technik, Inc. 401(k) Plan
  • SCH ind #2173

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 Louisiana →

Associated Grocers, Inc. 401(k) Plan for Bargaining Unit Employees in the asset neighbourhood

Associated Grocers, Inc. 401(k) Plan for Bargaining Unit EmployeesAssociated Grocers, Inc. 401…$5MRpm Technik, Inc. 401(k) Plan$5MLansdowne - Moody Company LP 401(k) Profit Sharing PlanLansdowne - Moody Company LP…$5MGeneral Technologies, Inc. 401(k) PlanGeneral Technologies, Inc. 4…$5MLyon Gear & Machine, Inc. Profit Sharing Plan and TrustLyon Gear & Machine, Inc. Pr…$5M
End-of-year total assets ($M) among Associated Grocers, Inc. 401(k) Plan for Bargaining Unit Employees and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Louisiana filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$929K
Employer EIN720403734
Plan Effective Date1997-03-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Associated Grocers, Inc.)

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$50M 11.970694178232726% vs 2022
2024 filing year
$44M$46M$48M$50M$52M 202220232024 $45.1M $50.5M ▲ +12.0%
Year Plans Participants Total Assets
2022 2 564 $45M
2023 2 554 $51M
2024 2 555 $50M

Nearby 401(k) Plans in Louisiana

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

Associated Grocers, Inc. 401(k) Plan for Bargaining Unit Employees vs. nearby 401(k) plans in Louisiana, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Associated Grocers, Inc. 401(k) Plan for Bargaining Unit Employees, Total assets ($B): 0.00521741 · Participants: 238Associated Grocers, Inc. 401(k) Plan for Bargaining Unit EmployeesLumen 401(k) Savings Plan, Total assets ($B): 7.140330247 · Participants: 24522Lumen 401(k) Savings PlanSavings Plan of Entergy Corporation and Subsidiaries, Total assets ($B): 3.827701341 · Participants: 10136Savings Plan of Entergy Corporation and SubsidiariesOchsner Clinic Foundation 401(k) Plan, Total assets ($B): 2.304723514 · Participants: 31221Ochsner Clinic Foundation 401(k) PlanLouisiana Children's Medical Center Retirement and Savings Plan, Total assets ($B): 0.866658906 · Participants: 12934Louisiana Children's Medical Center Retirement and Savings PlanAmedisys Holding, LLC 401(k) Plan, Total assets ($B): 0.849210896 · Participants: 20100Amedisys Holding, LLC 401(k) Plan
Associated Grocers, Inc. 401(k) Plan for Bargaining Unit Employees vs. nearby 401(k) plans in Louisiana, assets vs. participants
Compare Associated Grocers, Inc. 401(k) Plan for Bargaining Unit Employees side-by-side with 3 peers →

Associated Grocers, Inc. 401(k) Plan for Bargaining Unit Employees's out-of-state 401(k) peers by assets and headcount

Outside Louisiana, the nearest 401(k) by assets is Rpm Technik, Inc. 401(k) Plan in NY ($5M); by covered participants it is Idn Global, Inc. 401(k) Plan in MI (238 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (238 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, Inc. 401(k) Plan for Bargaining Unit Employees assets move in 2023? ▼
Associated Grocers, Inc. 401(k) Plan for Bargaining Unit Employees grew sharply - up 21.7% during 2023, from $4M to $5M. Reported net income was $929K.
How have Associated Grocers, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Associated Grocers, Inc.'s sponsor-wide assets grew 12.0%, from $45M to $50M.
Which 401(k) plans are similar in size to Associated Grocers, Inc. 401(k) Plan for Bargaining Unit Employees? ▼
Among 401(k) plans in other states, the closest by assets is Rpm Technik, Inc. 401(k) Plan in NY ($5M, 20 participants).
Which 401(k) plans cover a similar participant headcount to Associated Grocers, Inc. 401(k) Plan for Bargaining Unit Employees? ▼
Among 401(k) plans in other states, the closest by covered participants is Idn Global, Inc. 401(k) Plan in MI (238 participants, $25M 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 720403734.

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.