401(k) · DOL Form 5500 · 2024

North State Grocery, Inc. 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
654
Participants Below avg headcount
66th
Percentile by assets National rank
$24,485
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: North State Grocery, Inc. 401(k) Plan · Sponsored by North State Grocery, Inc. · California · Retail Trade

$16M in assets, 654 participants

North State Grocery, Inc.'s North State Grocery, Inc. 401(k) Plan reported $16M in total assets and 654 participants in its 2024 DOL Form 5500 filing, ranking in the 66th 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.

  • #6,167 in Retail Trade (8,048 peers)

North State Grocery, Inc. multi-year trail

North State Grocery, Inc.'s plans moved +24.1% in assets from 2022 to 2024; this filing shows North State Grocery, Inc. 401(k) Plan at $16M / 654 participants.

#6,167
in Retail Trade (8,048 peers)
+5.1%
assets growth YoY

North State Grocery, Inc. 401(k) Plan's mid-pack asset rank among Retail Trade and all filers

North State Grocery, Inc. 401(k) Plan vs every filed plan by assets

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

$16,013,318 Top 34% higher than 66% 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

North State Grocery, Inc. 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. North State Grocery, Inc. 401(k) Plan sits mid-pack in the medium band (654 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • North State Grocery, Inc. 401(k) Plan reported net income fell from $2M in the plan year 2023 filing to $842K in the plan year 2024 filing.
  • North State Grocery, Inc. 401(k) Plan end-of-year assets rose from $15M in the plan year 2023 filing to $16M in the plan year 2024 filing.
  • North State Grocery, Inc. 401(k) Plan reported participants rose from 628 in the plan year 2023 filing to 654 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 680173691 · North State Grocery, Inc. PY 2024 · 401(k)

North State Grocery, Inc. 401(k) Plan · $16M · 654 · 66th

  • PCT $16M
  • EIN 654
  • RANK 66th
  • PHOTO 401(k)
  • IND near Mallard Creek Polymers LLC Ees Savings Plan
  • EOY ind #6167

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 California →

North State Grocery, Inc. 401(k) Plan in the asset neighbourhood

Southeast Financial Credit Union 401(k) Plan and TrustSoutheast Financial Credit U…$16MNorth State Grocery, Inc. 401(k) PlanNorth State Grocery, Inc. 40…$16MMallard Creek Polymers LLC Ees Savings PlanMallard Creek Polymers LLC E…$16MEndodontic Practice Partners 401(k) PlanEndodontic Practice Partners…$16MAtkins Kroll 401(k) Plan$16M
End-of-year total assets ($M) among North State Grocery, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

North State Grocery, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All North State Grocery, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$117M 24.109951220276564% vs 2022
2024 filing year
$90M$100M$110M$120M 202220232024 $94.1M $117M ▲ +24.1%
Year Plans Participants Total Assets
2022 2 1,154 $94M
2023 2 1,249 $113M
2024 2 1,289 $117M

North State Grocery, Inc. filing trail (2024)

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$16M
Net Income$842K
Employer EIN680173691
Plan Effective Date1990-08-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in California

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

North State Grocery, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants North State Grocery, Inc. 401(k) Plan, Total assets ($B): 0.016013318 · Participants: 654North State Grocery, Inc. 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
North State Grocery, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants

North State Grocery, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Mallard Creek Polymers LLC Ees Savings Plan in NC ($16M); by covered participants it is Doskocil Manufacturing Company, Inc. 401(k) Profit Sharing Plan in TX (654 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($16M here).

Similar participant headcount

Nearest other-state filings by covered participants (654 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 North State Grocery, Inc. 401(k) Plan assets move in 2024?
North State Grocery, Inc. 401(k) Plan grew at a solid clip - up 5.1% during 2024, from $15M to $16M. Reported net income was $842K.
How have North State Grocery, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), North State Grocery, Inc.'s sponsor-wide assets grew 24.1%, from $94M to $117M.
Which 401(k) plans are similar in size to North State Grocery, Inc. 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Mallard Creek Polymers LLC Ees Savings Plan in NC ($16M, 107 participants).
Which 401(k) plans cover a similar participant headcount to North State Grocery, Inc. 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Doskocil Manufacturing Company, Inc. 401(k) Profit Sharing Plan in TX (654 participants, $42M in assets).