401(k) · DOL Form 5500 · 2024

Wakefern Food Corp. 401(k) Plan

Data updated 2026-08-25

$8M
Total assets Small plan by assets
297
Participants Below avg headcount
50th
Percentile by assets National rank
$26,017
Avg per participant Low balance/head
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Official DOL plan name: Grocery West Affiliated 401(k) Plan · Sponsored by Wakefern Food Corp. · New Jersey · Wholesale Trade

$8M in assets, 297 participants

Wakefern Food Corp.'s Grocery West Affiliated 401(k) Plan reported $8M in total assets and 297 participants in its 2024 DOL Form 5500 filing, ranking in the 50th 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.

  • #2,451 in Wholesale Trade (6,080 peers)

Coverage in New Jersey

Grocery West Affiliated 401(k) Plan covers 297 participants in New Jersey, about 35% of the average New Jersey filer (state average ~844 per filing). Assets: $8M.

#2,451
in Wholesale Trade (6,080 peers)
+15.5%
assets growth YoY

Grocery West Affiliated 401(k) Plan's mid-pack asset rank among Wholesale Trade and all filers

Grocery West Affiliated 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$7,727,093 Top 50% higher than 50% of 123,620 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 2024

Grocery West Affiliated 401(k) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Grocery West Affiliated 401(k) Plan sits mid-pack in the medium band (297 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Grocery West Affiliated 401(k) Plan reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Grocery West Affiliated 401(k) Plan end-of-year assets rose from $7M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • Grocery West Affiliated 401(k) Plan reported participants rose from 274 in the plan year 2023 filing to 297 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 221434516 · Wakefern Food Corp. PY 2024 · 401(k)

Grocery West Affiliated 401(k) Plan · $8M · 297 · 50th

  • RANK $8M
  • PHOTO 297
  • IND 50th
  • EOY 401(k)
  • 5500 near Purecycle Technologies, Inc. 401(k) Plan
  • ASSETS ind #2451

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 New Jersey →

Grocery West Affiliated 401(k) Plan in the asset neighbourhood

Grocery West Affiliated 401(k) PlanGrocery West Affiliated 401(…$8MPurecycle Technologies, Inc. 401(k) PlanPurecycle Technologies, Inc.…$8M403(b) Thrift Plan for Employees of Lakeshore Community Healthcare, Inc.403(b) Thrift Plan for Emplo…$8MHub Folding Box Company Union Members 401(k) Savings PlanHub Folding Box Company Unio…$8MRs&a, Inc 401(k) Profit Sharing PlanRs&a, Inc 401(k) Profit Shar…$8M
End-of-year total assets ($M) among Grocery West Affiliated 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

New Jersey filing particulars

Total Assets (Beginning of Year)$7M
Net Assets (End of Year)$8M
Net Income$1M
Employer EIN221434516
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wakefern Food Corp.)

Sponsor-wide plan assets over time

All Wakefern Food Corp. plans reported in each filing year

Latest sponsor-wide plan assets
$486M 1.0122156094780117% vs 2022
2024 filing year
$450M$500M$550M$600M 202220232024 $491M $486M ▼ -1.0%
Year Plans Participants Total Assets
2022 3 2,580 $491M
2023 3 2,506 $578M
2024 2 2,194 $486M

Nearby 401(k) Plans in New Jersey

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

Grocery West Affiliated 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Grocery West Affiliated 401(k) Plan, Total assets ($B): 0.007727093 · Participants: 297Grocery West Affiliated 401(k) PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 52.9134575 · Participants: 185532JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 29.376133902 · Participants: 69218Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 23.58476515 · Participants: 42583Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 18.327167732 · Participants: 56714Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 14.970916966 · Participants: 27956Merck US Savings Plan
Grocery West Affiliated 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants

Grocery West Affiliated 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Purecycle Technologies, Inc. 401(k) Plan in FL ($8M); by covered participants it is Florida Credit Union 401(k) Profit Sharing Plan and Trust in FL (297 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (297 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Grocery West Affiliated 401(k) Plan assets move in 2024?
Grocery West Affiliated 401(k) Plan grew sharply - up 15.5% during 2024, from $7M to $8M. Reported net income was $1M.
How have Wakefern Food Corp. plan assets changed over time?
Across 3 plan years on file (2022-2024), Wakefern Food Corp.'s sponsor-wide assets declined 1.0%, from $491M to $486M.
Which 401(k) plans are similar in size to Grocery West Affiliated 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Purecycle Technologies, Inc. 401(k) Plan in FL ($8M, 150 participants).
Which 401(k) plans cover a similar participant headcount to Grocery West Affiliated 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Florida Credit Union 401(k) Profit Sharing Plan and Trust in FL (297 participants, $35M in assets).