401(k) · DOL Form 5500 · 2023

Fresh Direct Holdings, Inc. 401(k) Plan

Data updated 2026-08-25

$43M
Total assets Below avg plan size
538
Participants Below avg headcount
84th
Percentile by assets National rank
$79,987
Avg per participant Below avg balance/head
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Official DOL plan name: Fresh Direct 401(k) Plan · Sponsored by Fresh Direct Holdings, Inc. · New York · Management of Enterprises

$43M in assets, 538 participants

Fresh Direct Holdings, Inc.'s Fresh Direct 401(k) Plan reported $43M in total assets and 538 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.

  • #743 in Management of Enterprises (1,137 peers)

Where Fresh Direct 401(k) Plan sits by assets

Fresh Direct 401(k) Plan sits in the top quartile of all filed plans by assets, $43M for 538 participants (~$79,987/participant), up 23.9% in 2023.

#743
in Management of Enterprises (1,137 peers)
+23.9%
assets growth YoY
0.4×
vs typical plan assets (national mean)

Fresh Direct 401(k) Plan's outsized position by total assets

Fresh Direct 401(k) Plan vs every filed plan by assets

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

$43,033,155 Top 16% higher than 84% 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

Fresh Direct 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. Fresh Direct 401(k) Plan sits mid-pack in the medium band (538 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Fresh Direct 401(k) Plan reported net income rose from $662K in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Fresh Direct 401(k) Plan reported participants fell from 1,742 in the plan year 2022 filing to 538 in the plan year 2023 filing.
  • Fresh Direct 401(k) Plan end-of-year assets rose from $35M in the plan year 2022 filing to $43M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 113576952 · Fresh Direct Holdings, Inc. PY 2023 · 401(k)

Fresh Direct 401(k) Plan · $43M · 538 · 84th

  • PART $43M
  • TYPE 538
  • NET 84th
  • BOOK 401(k)
  • VS-ST near Noble Network of Charter Schools 401(k) Profit Sharing Plan
  • BOY ind #743

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 Management of Enterprises retirement plans → · Plans in New York →

Fresh Direct 401(k) Plan in the asset neighbourhood

Utah Laborers Annuity Plan$43MFresh Direct 401(k) Plan$43MNoble Network of Charter Schools 401(k) Profit Sharing PlanNoble Network of Charter Sch…$43MKerr, Russell and Weber, PLC Retirement PlanKerr, Russell and Weber, PLC…$43MRay Catena Motor Car Corporation 401(k) Plan & TrustRay Catena Motor Car Corpora…$43M
End-of-year total assets ($M) among Fresh Direct 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$35M
Net Assets (End of Year)$43M
Net Income$8M
Employer EIN113576952
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Fresh Direct Holdings, Inc.)

Sponsor-wide plan assets over time

All Fresh Direct Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$74M 46.29931747778841% vs 2022
2024 filing year
$40M$50M$60M$70M$80M 202220232024 $50.5M $73.9M ▲ +46.3%
Year Plans Participants Total Assets
2022 3 3,680 $51M
2023 3 2,907 $66M
2024 3 2,719 $74M

Nearby 401(k) Plans in New York

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

Fresh Direct 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Fresh Direct 401(k) Plan, Total assets ($B): 0.043033155 · Participants: 538Fresh Direct 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 57.428456306 · Participants: 54912IBM 401 (K) Plus PlanPfizer Savings Plan, Total assets ($B): 19.56134085 · Participants: 30033Pfizer Savings PlanMorgan Stanley 401(k) Plan, Total assets ($B): 19.235068266 · Participants: 55363Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 13.651296 · Participants: 133597The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 11.428659742 · Participants: 24866The Goldman Sachs 401(k) Plan
Fresh Direct 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Fresh Direct 401(k) Plan side-by-side with 3 peers →

Fresh Direct 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Noble Network of Charter Schools 401(k) Profit Sharing Plan in IL ($43M); by covered participants it is Babylon 401(k) Plan in DE (538 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (538 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 Fresh Direct 401(k) Plan assets move in 2023? ▼
Fresh Direct 401(k) Plan grew sharply - up 23.9% during 2023, from $35M to $43M. Reported net income was $8M.
How have Fresh Direct Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fresh Direct Holdings, Inc.'s sponsor-wide assets grew 46.3%, from $51M to $74M.
Where does Fresh Direct 401(k) Plan rank by assets among Form 5500 filers? ▼
Fresh Direct 401(k) Plan ranks in the 84th 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 Fresh Direct 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Noble Network of Charter Schools 401(k) Profit Sharing Plan in IL ($43M, 1,640 participants).
Which 401(k) plans cover a similar participant headcount to Fresh Direct 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Babylon 401(k) Plan in DE (538 participants, $13M 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 113576952.

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.