401(k) · DOL Form 5500 · 2024

Afs Holdings, Inc. 401(k) Plan

Data updated 2026-08-25

$208M
Total assets Near avg plan size
2,699
Participants Above avg headcount
94th
Percentile by assets National rank
$77,180
Avg per participant Below avg balance/head
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Official DOL plan name: Associated Food Stores, Inc. 401(k) Plan and Trust · Sponsored by Afs Holdings, Inc. · Utah · Wholesale Trade

$208M in assets, 2,699 participants

Afs Holdings, Inc.'s Associated Food Stores, Inc. 401(k) Plan and Trust reported $208M in total assets and 2,699 participants in its 2024 DOL Form 5500 filing, ranking in the 94th 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.

  • #5,822 in Wholesale Trade (6,080 peers)

Coverage in Utah

Associated Food Stores, Inc. 401(k) Plan and Trust covers 2,699 participants in Utah, 4.6x the typical Utah plan (state average ~592 per filing). Assets: $208M.

#5,822
in Wholesale Trade (6,080 peers)
+25.8%
assets growth YoY
2.1×
vs typical plan assets (national mean)

Associated Food Stores, Inc. 401(k) Plan and Trust's outsized position by total assets

Associated Food Stores, Inc. 401(k) Plan and Trust vs every filed plan by assets

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

$208,308,058 Top 6% higher than 94% 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

Associated Food Stores, Inc. 401(k) Plan and Trust's large-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Associated Food Stores, Inc. 401(k) Plan and Trust lands in the large band (2,699 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Associated Food Stores, Inc. 401(k) Plan and Trust end-of-year assets rose from $166M in the plan year 2023 filing to $208M in the plan year 2024 filing.
  • Associated Food Stores, Inc. 401(k) Plan and Trust reported net income fell from $18M in the plan year 2023 filing to $14M in the plan year 2024 filing.
  • Associated Food Stores, Inc. 401(k) Plan and Trust reported participants fell from 3,059 in the plan year 2023 filing to 2,699 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 816012613 · Afs Holdings, Inc. PY 2024 · 401(k)

Associated Food Stores, Inc. 401(k) Plan and Trust · $208M · 2,699 · 94th

  • PART $208M
  • TYPE 2,699
  • NET 94th
  • BOOK 401(k)
  • VS-ST near Alltech Savings & Retirement Plan
  • BOY ind #5822

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 Utah →

Associated Food Stores, Inc. 401(k) Plan and Trust in the asset neighbourhood

Zeus 401(k) Plan$208MPathway Vet Alliance LLC 401(k) PlanPathway Vet Alliance LLC 401…$208MAlltech Savings & Retirement PlanAlltech Savings & Retirement…$208MAssociated Food Stores, Inc. 401(k) Plan and TrustAssociated Food Stores, Inc.…$208MAlteryx, Inc. Retirement Savings PlanAlteryx, Inc. Retirement Sav…$208M
End-of-year total assets ($M) among Associated Food Stores, Inc. 401(k) Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Utah filing particulars

Total Assets (Beginning of Year)$166M
Net Assets (End of Year)$208M
Net Income$14M
Employer EIN816012613
Plan Effective Date1993-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Afs Holdings, Inc.)

Sponsor-wide plan assets over time

All Afs Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$208M 41.068850265691175% vs 2022
2024 filing year
$140M$160M$180M$200M$220M 202220232024 $148M $208M ▲ +41.1%
Year Plans Participants Total Assets
2022 1 2,881 $148M
2023 1 3,059 $166M
2024 1 2,699 $208M

Nearby 401(k) Plans in Utah

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

Associated Food Stores, Inc. 401(k) Plan and Trust vs. nearby 401(k) plans in Utah, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Associated Food Stores, Inc. 401(k) Plan and Trust, Total assets ($B): 0.208308058 · Participants: 2699Associated Food Stores, Inc. 401(k) Plan and TrustIntermountain Health 401(k) Plan, Total assets ($B): 6.832891 · Participants: 68360Intermountain Health 401(k) PlanDeseret 401(k) Plan, Total assets ($B): 6.145738842 · Participants: 25301Deseret 401(k) PlanZions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership Plan, Total assets ($B): 1.885575832 · Participants: 9972Zions Bancorporation, N.a. Payshelter 401(k) and Employee Stock Ownership PlanSkywest, Inc. Employees' Retirement Plan, Total assets ($B): 1.420052359 · Participants: 14259Skywest, Inc. Employees' Retirement PlanRio Tinto America Inc. 401(k) Savings Plan and Investment Partnership Plan, Total assets ($B): 0.686992924 · Participants: 1926Rio Tinto America Inc. 401(k) Savings Plan and Investment Partnership Plan
Associated Food Stores, Inc. 401(k) Plan and Trust vs. nearby 401(k) plans in Utah, assets vs. participants
Compare Associated Food Stores, Inc. 401(k) Plan and Trust side-by-side with 3 peers →

Associated Food Stores, Inc. 401(k) Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Utah, the nearest 401(k) by assets is Alltech Savings & Retirement Plan in KY ($208M); by covered participants it is Management Health Systems, LLC 401(k) Plan in FL (2,699 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($208M here).

Similar participant headcount

Nearest other-state filings by covered participants (2,699 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 Associated Food Stores, Inc. 401(k) Plan and Trust assets move in 2024? ▼
Associated Food Stores, Inc. 401(k) Plan and Trust grew sharply - up 25.8% during 2024, from $166M to $208M. Reported net income was $14M.
How have Afs Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Afs Holdings, Inc.'s sponsor-wide assets grew 41.1%, from $148M to $208M.
Where does Associated Food Stores, Inc. 401(k) Plan and Trust rank by assets among Form 5500 filers? ▼
Associated Food Stores, Inc. 401(k) Plan and Trust ranks in the 94th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to Associated Food Stores, Inc. 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Alltech Savings & Retirement Plan in KY ($208M, 1,343 participants).
Which 401(k) plans cover a similar participant headcount to Associated Food Stores, Inc. 401(k) Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Management Health Systems, LLC 401(k) Plan in FL (2,699 participants, $22M in assets).

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 816012613.

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.