401(k) · DOL Form 5500 · 2023

Fresh Direct Holdings, Inc. 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
1,467
Participants Near avg headcount
59th
Percentile by assets National rank
$6,867
Avg per participant Low balance/head
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Official DOL plan name: Fresh Direct Bargaining Unit 401(k) Plan · Sponsored by Fresh Direct Holdings, Inc. · New York · Management of Enterprises

$10M in assets, 1,467 participants

Fresh Direct Holdings, Inc.'s Fresh Direct Bargaining Unit 401(k) Plan reported $10M in total assets and 1,467 participants in its 2023 DOL Form 5500 filing, ranking in the 59th 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.

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

Management of Enterprises sector rank

Within Management of Enterprises, Fresh Direct Bargaining Unit 401(k) Plan ranks #433 of 1,137 2023 filers by assets (3529% of the sector average)-$10M for 1,467 participants.

#433
in Management of Enterprises (1,137 peers)
+41.8%
assets growth YoY

Fresh Direct Bargaining Unit 401(k) Plan's mid-pack asset rank among Management of Enterprises and all filers

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

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

$10,073,962 Top 41% higher than 59% 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 Bargaining Unit 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Fresh Direct Bargaining Unit 401(k) Plan lands in the large band (1,467 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Fresh Direct Bargaining Unit 401(k) Plan reported net income rose from -$2K in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Fresh Direct Bargaining Unit 401(k) Plan end-of-year assets rose from $7M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Fresh Direct Bargaining Unit 401(k) Plan reported participants rose from 1,136 in the plan year 2022 filing to 1,467 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

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

Fresh Direct Bargaining Unit 401(k) Plan · $10M · 1,467 · 59th

  • SCH $10M
  • EBSA 1,467
  • PART 59th
  • TYPE 401(k)
  • NET near Amaco 401(k) Plan
  • BOOK ind #433

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 Bargaining Unit 401(k) Plan in the asset neighbourhood

Fresh Direct Bargaining Unit 401(k) PlanFresh Direct Bargaining Unit…$10MAmaco 401(k) Plan$10MFrankenmuth Bavarian Inn, Inc. Employees' Retirement PlanFrankenmuth Bavarian Inn, In…$10MLightspeed Technologies Inc. 401(k) Profit Sharing Plan & TrustLightspeed Technologies Inc.…$10MMark and Al, Inc. 401(k) Profit Sharing PlanMark and Al, Inc. 401(k) Pro…$10M
End-of-year total assets ($M) among Fresh Direct Bargaining Unit 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Management of Enterprises filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$10M
Net Income$3M
Employer EIN113576952
Plan Effective Date2022-01-01
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 Bargaining Unit 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Fresh Direct Bargaining Unit 401(k) Plan, Total assets ($B): 0.010073962 · Participants: 1467Fresh Direct Bargaining Unit 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 Bargaining Unit 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Fresh Direct Bargaining Unit 401(k) Plan side-by-side with 3 peers →

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

Outside New York, the nearest 401(k) by assets is Amaco 401(k) Plan in IN ($10M); by covered participants it is Atlas Roofing Corporation 401(k) Profit Sharing Plan in MS (1,467 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,467 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 Bargaining Unit 401(k) Plan assets move in 2023? ▼
Fresh Direct Bargaining Unit 401(k) Plan surged - up 41.8% during 2023, from $7M to $10M. Reported net income was $3M.
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.
Which 401(k) plans are similar in size to Fresh Direct Bargaining Unit 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Amaco 401(k) Plan in IN ($10M, 157 participants).
Which 401(k) plans cover a similar participant headcount to Fresh Direct Bargaining Unit 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Atlas Roofing Corporation 401(k) Profit Sharing Plan in MS (1,467 participants, $170M 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.