401(k) · DOL Form 5500 · 2023

Associated Grocers, Inc. 401(k) Plan

Data updated 2026-08-25

$46M
Total assets Below avg plan size
316
Participants Below avg headcount
85th
Percentile by assets National rank
$144,009
Avg per participant Near avg balance/head
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Official DOL plan name: Associated Grocers, Inc. 401(k) Profit Sharing Plan · Sponsored by Associated Grocers, Inc. · Louisiana · Wholesale Trade

$46M in assets, 316 participants

Associated Grocers, Inc.'s Associated Grocers, Inc. 401(k) Profit Sharing Plan reported $46M in total assets and 316 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.

  • #5,399 in Wholesale Trade (6,309 peers)

Where Associated Grocers, Inc. 401(k) Profit Sharing Plan sits by assets

Associated Grocers, Inc. 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $46M for 316 participants (~$144,009/participant), up 11.5% in 2023.

#5,399
in Wholesale Trade (6,309 peers)
+11.5%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Associated Grocers, Inc. 401(k) Profit Sharing Plan's outsized position by total assets

Associated Grocers, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$45,506,897 Top 15% higher than 85% 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) Profit Sharing 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. Associated Grocers, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (316 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Associated Grocers, Inc. 401(k) Profit Sharing Plan reported net income rose from -$764K in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Associated Grocers, Inc. 401(k) Profit Sharing Plan end-of-year assets rose from $41M in the plan year 2022 filing to $46M in the plan year 2023 filing.
  • Associated Grocers, Inc. 401(k) Profit Sharing Plan reported participants fell from 330 in the plan year 2022 filing to 316 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

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

Associated Grocers, Inc. 401(k) Profit Sharing Plan · $46M · 316 · 85th

  • PCT $46M
  • PCT 316
  • PCT 85th
  • PCT 401(k)
  • PCT near Scherer Bros Lumber Co 401(k) Profit Sharing Plan
  • PCT ind #5399

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) Profit Sharing Plan in the asset neighbourhood

Associated Grocers, Inc. 401(k) Profit Sharing PlanAssociated Grocers, Inc. 401…$46MScherer Bros Lumber Co 401(k) Profit Sharing PlanScherer Bros Lumber Co 401(k…$46MNational Debt Relief 401(k) Profit Sharing Plan and TrustNational Debt Relief 401(k) …$46MPhysician Specialists in Anesthesia, PC 401(k) Profit Sharing PlanPhysician Specialists in Ane…$46MBenchling, Inc. 401(k) Plan$46M
End-of-year total assets ($M) among Associated Grocers, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$41M
Net Assets (End of Year)$46M
Net Income$5M
Employer EIN720403734
Plan Effective Date1984-06-01
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) Profit Sharing Plan vs. nearby 401(k) plans in Louisiana, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Associated Grocers, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.045506897 · Participants: 316Associated Grocers, Inc. 401(k) Profit Sharing PlanLumen 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) Profit Sharing Plan vs. nearby 401(k) plans in Louisiana, assets vs. participants
Compare Associated Grocers, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Associated Grocers, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Louisiana, the nearest 401(k) by assets is Scherer Bros Lumber Co 401(k) Profit Sharing Plan in MN ($46M); by covered participants it is Akin Ford 401(k) Employees Savings Plan in GA (316 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (316 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) Profit Sharing Plan assets move in 2023? ▼
Associated Grocers, Inc. 401(k) Profit Sharing Plan grew at a solid clip - up 11.5% during 2023, from $41M to $46M. Reported net income was $5M.
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.
Where does Associated Grocers, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Associated Grocers, Inc. 401(k) Profit Sharing Plan ranks in the 85th 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, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Scherer Bros Lumber Co 401(k) Profit Sharing Plan in MN ($46M, 163 participants).
Which 401(k) plans cover a similar participant headcount to Associated Grocers, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Akin Ford 401(k) Employees Savings Plan in GA (316 participants, $11M 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.