401(k) · DOL Form 5500 · 2024
Eg Retail (America) LLC 401(k) Plan
Data updated 2026-08-25
- $338M
- Total assets Above avg plan size
- 14,446
- Participants Very large workforce
- 96th
- Percentile by assets National rank
- $23,393
- Avg per participant Low balance/head
Official DOL plan name: Eg America Employee Savings Plan · Sponsored by Eg Retail (America) LLC · Massachusetts · Retail Trade
$338M in assets, 14,446 participants
Eg Retail (America) LLC's Eg America Employee Savings Plan reported $338M in total assets and 14,446 participants in its 2024 DOL Form 5500 filing, ranking in the 96th 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.
- #7,858 in Retail Trade (8,048 peers)
Coverage in Massachusetts
Eg America Employee Savings Plan covers 14,446 participants in Massachusetts, 22x the typical Massachusetts plan (state average ~659 per filing). Assets: $338M.
- #7,858
- in Retail Trade (8,048 peers)
- +6.5%
- assets growth YoY
- 3.4×
- vs typical plan assets (national mean)
Eg America Employee Savings Plan's outsized position by total assets
Eg America Employee Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$337,933,659 Top 4% higher than 96% 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
Eg America Employee Savings Plan's mega-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Eg America Employee Savings Plan is a mega filing (14,446 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Eg America Employee Savings Plan reported net income fell from $50M in the plan year 2023 filing to $21M in the plan year 2024 filing.
- Eg America Employee Savings Plan end-of-year assets rose from $317M in the plan year 2023 filing to $338M in the plan year 2024 filing.
- Eg America Employee Savings Plan reported participants fell from 15,056 in the plan year 2023 filing to 14,446 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 824682572 · Eg Retail (America) LLC PY 2024 · 401(k)
Eg America Employee Savings Plan · $338M · 14,446 · 96th
- EBSA $338M
- EBSA 14,446
- EBSA 96th
- EBSA 401(k)
- EBSA near Private National Mortgage Acceptance Company LLC Retirement Plan
- EBSA ind #7858
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 Massachusetts →
Eg America Employee Savings Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $317M |
|---|---|
| Net Assets (End of Year) | $338M |
| Net Income | $21M |
| Employer EIN | 824682572 |
| Plan Effective Date | 1986-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Eg Retail (America) LLC)
Sponsor-wide plan assets over time
All Eg Retail (America) LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $338M 26.58920977815819% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 14,467 | $267M |
| 2023 | 1 | 15,056 | $317M |
| 2024 | 1 | 14,446 | $338M |
Nearby 401(k) Plans in Massachusetts
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Fidelity Retirement Savings Plan $34.2B · 66,907
- Liberty Mutual 401(k) Plan $11.4B · 34,618
- Massachusetts Institute of Technology Supplemental 401(k) Plan $7.7B · 14,762
- Boston Scientific Corporation 401(k) Retirement Savings Plan $6.8B · 20,639
- State Street Salary Savings Program $6.5B · 12,777
Scale composition for Eg America Employee Savings Plan
Eg America Employee Savings Plan reports $338M in end-of-year assets across 14,446 participants (0.003% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.015% of 93,925,755 covered participants) - about $23,393 per participant (17% of the national average assets-per-participant) . Net income for plan year 2024 was $21M.
This plan identity (EIN 824682572, plan #003) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $267M to $338M (+26.6%) while covered participants moved from 14,467 to 14,446 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 14,467 | $267M | Open filing |
| 2023 | 15,056 | $317M | Open filing |
| 2024 · index core | 14,446 | $338M | This page |
Eg America Employee Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Massachusetts, the nearest 401(k) by assets is Private National Mortgage Acceptance Company LLC Retirement Plan in CA ($338M); by covered participants it is Trilogy Management Services, LLC Retirement Savings Plan in KY (14,454 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($338M here).
- Private National Mortgage Acceptance Company LLC Retirement Plan (CA) $338M · 3,860
- 401(k) Plan for Salaried Employees of Dole Food Company, Inc. and Participating Divisions and Subsidiaries (NC) $338M · 822
- Wk Kellogg Co Savings & Investment Plan (MI) $338M · 1,130
- Elekta, Inc. 401(k) Savings Plan (GA) $337M · 873
Similar participant headcount
Nearest other-state filings by covered participants (14,446 participants); asset peers above are excluded.
- Trilogy Management Services, LLC Retirement Savings Plan (KY) 14,454 · 8 off
- Delta 401(k) Retirement Plan for Pilots (GA) 14,473 · 27 off
- Travel + Leisure Co. Employee Savings Plan (FL) 14,490 · 44 off
- Marmon Employees' Retirement Plan (IL) 14,364 · 82 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.