401(k) · DOL Form 5500 · 2023

Mitchell Grocery Corporation 401(k) Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
819
Participants Near avg headcount
74th
Percentile by assets National rank
$26,988
Avg per participant Low balance/head
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Official DOL plan name: Mitchell Grocery Corporation Profit Sharing/401(k) Plan · Sponsored by Mitchell Grocery Corporation · Alabama · Retail Trade

$22M in assets, 819 participants

Mitchell Grocery Corporation's Mitchell Grocery Corporation Profit Sharing/401(k) Plan reported $22M in total assets and 819 participants in its 2023 DOL Form 5500 filing, ranking in the 74th 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.

  • #7,065 in Retail Trade (8,414 peers)

Coverage in Alabama

Mitchell Grocery Corporation Profit Sharing/401(k) Plan covers 819 participants in Alabama, 2.3x the typical Alabama plan (state average ~360 per filing). Assets: $22M.

#7,065
in Retail Trade (8,414 peers)
+8.7%
assets growth YoY

Mitchell Grocery Corporation Profit Sharing/401(k) Plan's outsized position by total assets

Mitchell Grocery Corporation Profit Sharing/401(k) Plan vs every filed plan by assets

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

$22,102,886 Top 26% higher than 74% 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

Mitchell Grocery Corporation Profit Sharing/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. Mitchell Grocery Corporation Profit Sharing/401(k) Plan sits mid-pack in the medium band (819 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mitchell Grocery Corporation Profit Sharing/401(k) Plan end-of-year assets rose from $20M in the plan year 2022 filing to $22M in the plan year 2023 filing.
  • Mitchell Grocery Corporation Profit Sharing/401(k) Plan reported net income rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Mitchell Grocery Corporation Profit Sharing/401(k) Plan reported participants fell from 874 in the plan year 2022 filing to 819 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 630499227 · Mitchell Grocery Corporation PY 2023 · 401(k)

Mitchell Grocery Corporation Profit Sharing/401(k) Plan · $22M · 819 · 74th

  • PHOTO $22M
  • IND 819
  • EOY 74th
  • 5500 401(k)
  • ASSETS near Prism Maritime, LLC Retirement Trust
  • PCT ind #7065

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 Alabama →

Mitchell Grocery Corporation Profit Sharing/401(k) Plan in the asset neighbourhood

Mitchell Grocery Corporation Profit Sharing/401(k) PlanMitchell Grocery Corporation…$22MPrism Maritime, LLC Retirement TrustPrism Maritime, LLC Retireme…$22MEagle Crusher/Stedman Machine 401(k) Retirement PlanEagle Crusher/Stedman Machin…$22MPorter Warner Industries Profit Sharing and Retirement Savings PlanPorter Warner Industries Pro…$22MGoellner, Inc. Retirement Savings PlanGoellner, Inc. Retirement Sa…$22M
End-of-year total assets ($M) among Mitchell Grocery Corporation Profit Sharing/401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Alabama filing particulars

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$22M
Net Income$2M
Employer EIN630499227
Plan Effective Date1982-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mitchell Grocery Corporation)

Sponsor-wide plan assets over time

All Mitchell Grocery Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$24M 17.23007580111546% vs 2022
2024 filing year
$18M$20M$22M$24M$26M 202220232024 $20.3M $23.8M ▲ +17.2%
Year Plans Participants Total Assets
2022 1 874 $20M
2023 1 819 $22M
2024 1 884 $24M

Nearby 401(k) Plans in Alabama

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

Mitchell Grocery Corporation Profit Sharing/401(k) Plan vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants Mitchell Grocery Corporation Profit Sharing/401(k) Plan, Total assets ($B): 0.022102886 · Participants: 819Mitchell Grocery Corporation Profit Sharing/401(k) PlanRegions Financial Corporation 401(k) Plan, Total assets ($B): 2.854553916 · Participants: 20733Regions Financial Corporation 401(k) PlanEncompass Health Corporation 401(k) Retirement Plan, Total assets ($B): 1.49327201 · Participants: 24565Encompass Health Corporation 401(k) Retirement PlanHexagon Employee Retirement Savings Plan, Total assets ($B): 1.479278219 · Participants: 4618Hexagon Employee Retirement Savings PlanVulcan 401(k) Plan, Total assets ($B): 1.361024189 · Participants: 9487Vulcan 401(k) PlanMercedes-Benz U.S. International, Inc. Retirement and Savings Plan, Total assets ($B): 1.090263356 · Participants: 0Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan
Mitchell Grocery Corporation Profit Sharing/401(k) Plan vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare Mitchell Grocery Corporation Profit Sharing/401(k) Plan side-by-side with 3 peers →

Mitchell Grocery Corporation Profit Sharing/401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Alabama, the nearest 401(k) by assets is Prism Maritime, LLC Retirement Trust in VA ($22M); by covered participants it is Johnson Controls Federal Systems, Inc. Retirement Savings Plan in WI (819 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (819 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 Mitchell Grocery Corporation Profit Sharing/401(k) Plan assets move in 2023? ▼
Mitchell Grocery Corporation Profit Sharing/401(k) Plan grew at a solid clip - up 8.7% during 2023, from $20M to $22M. Reported net income was $2M.
How have Mitchell Grocery Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Mitchell Grocery Corporation's sponsor-wide assets grew 17.2%, from $20M to $24M.
Which 401(k) plans are similar in size to Mitchell Grocery Corporation Profit Sharing/401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Prism Maritime, LLC Retirement Trust in VA ($22M, 332 participants).
Which 401(k) plans cover a similar participant headcount to Mitchell Grocery Corporation Profit Sharing/401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Johnson Controls Federal Systems, Inc. Retirement Savings Plan in WI (819 participants, $133M 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 630499227.

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.