401(k) · DOL Form 5500 · 2024

Associated Grocers of New England, Inc. 401(k) Plan

Data updated 2026-08-11

$77M
Total assets: 1,741
Participants: 88th
Percentile by assets: $44,043
Avg per participant

Official DOL plan name: Associated Grocers 401(k) Savings Plan Trust Account · Sponsored by Associated Grocers of New England, Inc. · New Hampshire · Retail Trade

$77M in assets, 1,741 participants

Associated Grocers of New England, Inc.'s Associated Grocers 401(k) Savings Plan Trust Account reported $77M in total assets and 1,741 participants in its 2024 DOL Form 5500 filing, ranking in the 88th 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.

88th percentile by assets (of 123,622 plans)
#7,521 in Retail Trade (8,048 peers)

Coverage in New Hampshire

Associated Grocers 401(k) Savings Plan Trust Account covers 1,741 participants in New Hampshire, 5.8x the typical New Hampshire plan (state average ~301 per filing). Assets: $77M.

$77M
total plan assets (2024 EOY): 1,741
covered participants: 88th
percentile by assets (of 123,622 plans): $44,043
avg assets per participant

Where Associated Grocers 401(k) Savings Plan Trust Account sits by total assets

Associated Grocers 401(k) Savings Plan Trust Account vs every filed plan by assets

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

$76,679,400 Top 12% higher than 88% of 123,620 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Associated Grocers 401(k) Savings Plan Trust Account reported net income fell from $8M in the plan year 2023 filing to $7M in the plan year 2024 filing.
Associated Grocers 401(k) Savings Plan Trust Account end-of-year assets rose from $71M in the plan year 2023 filing to $77M in the plan year 2024 filing.
Associated Grocers 401(k) Savings Plan Trust Account reported participants rose from 1,632 in the plan year 2023 filing to 1,741 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

New Hampshire

Industry

Retail Trade

Participants vs New Hampshire filers

In New Hampshire, the average filing covers about 301 participants across 708 plans. Associated Grocers 401(k) Savings Plan Trust Account reports 1,741 participants - 5.8x that state average ($77M EOY assets).

New Hampshire filing particulars

Total Assets (Beginning of Year)	$71M
Net Assets (End of Year)	$77M
Net Income	$7M
Employer EIN	020218229
Plan Effective Date	1988-01-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Associated Grocers of New England, Inc.)

Total plan assets by year, all Associated Grocers of New England, Inc. plans on file

Year	Plans	Participants	Total Assets
2022	1	1,620	$63M
2023	1	1,632	$71M
2024	1	1,741	$77M

Nearby 401(k) Plans in New Hampshire

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

Associated Grocers 401(k) Savings Plan Trust Account vs. nearby 401(k) plans in New Hampshire, assets vs. participants

C&s and Affiliates 401(k) Savings Plan (a) $671M · 11,041
Ams Osram Savings Plan $487M · 961
Albany International Corp. Prosperity Plus Savings Plan $481M · 1,909
Connection Employee 401(k) and Profit Sharing Plan $439M · 2,733
Coca Cola Beverages Northeast, Inc. Incentive Savings Plan $400M · 2,821

Compare Associated Grocers 401(k) Savings Plan T… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Associated Grocers 401(k) Savings Plan Trust Account by total assets, not by location.

Clay Lacy Aviation Matching 401(k) Plan (CA) $77M · 717
Auction.Com 401(k) Plan (CA) $77M · 620
Marigold 401(k) Plan (TN) $77M · 507
National Bank Holdings Corporation 401(k) Plan (MO) $77M · 1,257

Frequently Asked Questions

How did Associated Grocers 401(k) Savings Plan Trust Account assets move in 2024? ▼

Associated Grocers 401(k) Savings Plan Trust Account grew at a solid clip - up 7.3% during 2024, from $71M to $77M. Reported net income was $7M.

How have Associated Grocers of New England, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Associated Grocers of New England, Inc.'s sponsor-wide assets grew 21.5%, from $63M to $77M.

Where does Associated Grocers 401(k) Savings Plan Trust Account rank by assets among Form 5500 filers? ▼

Associated Grocers 401(k) Savings Plan Trust Account ranks in the 88th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).

Which 401(k) plans are similar in size to Associated Grocers 401(k) Savings Plan Trust Account? ▼

Among 401(k) plans in other states, the closest by assets is Clay Lacy Aviation Matching 401(k) Plan in CA ($77M, 717 participants).

Next read for Associated Grocers 401(k) Savings Plan T…

Filing takeaways

Ways to act on Associated Grocers 401(k) Savings Plan Trust Account's numbers.

By total assets, Associated Grocers 401(k) Savings Plan Trust Account ranks in the top quartile of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in New Hampshire. Compare plans
Associated Grocers of New England, Inc.'s sponsor-wide assets have grown 21.5% since 2022 across 3 plan years on file. More Retail Trade plans

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 020218229.