401(k) · DOL Form 5500 · 2023

King Kullen Grocery Co., Inc. 401(k) Plan

Data updated 2026-08-25

$52M
Total assets Below avg plan size
195
Participants Below avg headcount
86th
Percentile by assets National rank
$265,024
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: King Kullen 401 (K) Savings and Investment Plan · Sponsored by King Kullen Grocery Co., Inc. · New York · Retail Trade

$52M in assets, 195 participants

King Kullen Grocery Co., Inc.'s King Kullen 401 (K) Savings and Investment Plan reported $52M in total assets and 195 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.

  • #7,746 in Retail Trade (8,414 peers)

Coverage in New York

King Kullen 401 (K) Savings and Investment Plan covers 195 participants in New York, about 24% of the average New York filer (state average ~798 per filing). Assets: $52M.

#7,746
in Retail Trade (8,414 peers)
+26.4%
assets growth YoY
0.5×
vs typical plan assets (national mean)

King Kullen 401 (K) Savings and Investment Plan's outsized position by total assets

King Kullen 401 (K) Savings and Investment Plan vs every filed plan by assets

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

$51,679,690 Top 14% higher than 86% 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

King Kullen 401 (K) Savings and Investment 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. King Kullen 401 (K) Savings and Investment Plan sits mid-pack in the medium band (195 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • King Kullen 401 (K) Savings and Investment Plan reported net income rose from $4M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • King Kullen 401 (K) Savings and Investment Plan end-of-year assets rose from $41M in the plan year 2022 filing to $52M in the plan year 2023 filing.
  • King Kullen 401 (K) Savings and Investment Plan reported participants fell from 205 in the plan year 2022 filing to 195 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 110954404 · King Kullen Grocery Co., Inc. PY 2023 · 401(k)

King Kullen 401 (K) Savings and Investment Plan · $52M · 195 · 86th

  • NET $52M
  • NET 195
  • NET 86th
  • NET 401(k)
  • NET near Sai360 401(k) Savings Plan
  • NET ind #7746

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 New York →

King Kullen 401 (K) Savings and Investment Plan in the asset neighbourhood

Employee 401(k) Plan$52MKing Kullen 401 (K) Savings and Investment PlanKing Kullen 401 (K) Savings …$52MSai360 401(k) Savings Plan$52MUlse and Ulri Financial Security PlanUlse and Ulri Financial Secu…$52MHealth Plans, Inc. 401(k) & Profit Sharing PlanHealth Plans, Inc. 401(k) & …$52M
End-of-year total assets ($M) among King Kullen 401 (K) Savings and Investment Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$41M
Net Assets (End of Year)$52M
Net Income$11M
Employer EIN110954404
Plan Effective Date1999-10-03
Filing StatusFILING RECEIVED

Sponsor Plan History (King Kullen Grocery Co., Inc.)

Sponsor-wide plan assets over time

All King Kullen Grocery Co., Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$132M 11.761005302614297% vs 2022
2024 filing year
$115M$120M$125M$130M$135M$140M 202220232024 $118M $132M ▲ +11.8%
Year Plans Participants Total Assets
2022 3 437 $118M
2023 3 403 $134M
2024 3 397 $132M

Nearby 401(k) Plans in New York

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

King Kullen 401 (K) Savings and Investment Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants King Kullen 401 (K) Savings and Investment Plan, Total assets ($B): 0.05167969 · Participants: 195King Kullen 401 (K) Savings and Investment 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
King Kullen 401 (K) Savings and Investment Plan vs. nearby 401(k) plans in New York, assets vs. participants

King Kullen 401 (K) Savings and Investment Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Sai360 401(k) Savings Plan in IL ($52M); by covered participants it is The Fall River Group, Inc. Employees' 401(k) Profit Sharing Plan in WI (195 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($52M here).

Similar participant headcount

Nearest other-state filings by covered participants (195 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 King Kullen 401 (K) Savings and Investment Plan assets move in 2023?
King Kullen 401 (K) Savings and Investment Plan grew sharply - up 26.4% during 2023, from $41M to $52M. Reported net income was $11M.
How have King Kullen Grocery Co., Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), King Kullen Grocery Co., Inc.'s sponsor-wide assets grew 11.8%, from $118M to $132M.
Where does King Kullen 401 (K) Savings and Investment Plan rank by assets among Form 5500 filers?
King Kullen 401 (K) Savings and Investment Plan ranks in the 86th 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 King Kullen 401 (K) Savings and Investment Plan?
Among 401(k) plans in other states, the closest by assets is Sai360 401(k) Savings Plan in IL ($52M, 255 participants).
Which 401(k) plans cover a similar participant headcount to King Kullen 401 (K) Savings and Investment Plan?
Among 401(k) plans in other states, the closest by covered participants is The Fall River Group, Inc. Employees' 401(k) Profit Sharing Plan in WI (195 participants, $29M in assets).