401(k) · DOL Form 5500 · 2024

Grocery Outlet Inc. 401(k) Plan

Data updated 2026-08-11

$130M
Total assets
868
Participants
92nd
Percentile by assets
$150,294
Avg per participant
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Official DOL plan name: Grocery Outlet Inc. Retirement Plan · Sponsored by Grocery Outlet Inc. · California · Retail Trade

$130M in assets, 868 participants

Grocery Outlet Inc.'s Grocery Outlet Inc. Retirement Plan reported $130M in total assets and 868 participants in its 2024 DOL Form 5500 filing, ranking in the 92nd 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.

  • 92nd percentile by assets (of 123,622 plans)
  • #7,694 in Retail Trade (8,048 peers)

Where Grocery Outlet Inc. Retirement Plan sits by assets

Grocery Outlet Inc. Retirement Plan sits in the top 10% of all filed plans by assets, $130M for 868 participants (~$150,294/participant), up 13.5% in 2024.

$130M
total plan assets (2024 EOY)
868
covered participants
92nd
percentile by assets (of 123,622 plans)
$150,294
avg assets per participant

Where Grocery Outlet Inc. Retirement Plan sits by total assets

Grocery Outlet Inc. Retirement Plan vs every filed plan by assets

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

$130,455,373 Top 8% higher than 92% of 123,620 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Grocery Outlet Inc. Retirement Plan reported participants rose from 751 in the plan year 2023 filing to 868 in the plan year 2024 filing.
  • Grocery Outlet Inc. Retirement Plan end-of-year assets rose from $115M in the plan year 2023 filing to $130M in the plan year 2024 filing.
  • Grocery Outlet Inc. Retirement Plan reported net income rose from $15M in the plan year 2023 filing to $16M in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
California
Industry
Retail Trade

Grocery Outlet Inc. Retirement Plan vs the 2024 asset distribution

By assets, Grocery Outlet Inc. Retirement Plan outranks 92% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 1.3x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$115M
Net Assets (End of Year)$130M
Net Income$16M
Employer EIN941513561
Plan Effective Date1975-08-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Grocery Outlet Inc.)

$90M$100M$110M$120M$130M$140M 202220232024 $98.8M $130M ▲ +32.1%
Total plan assets by year, all Grocery Outlet Inc. plans on file
Year Plans Participants Total Assets
2022 1 742 $99M
2023 1 751 $115M
2024 1 868 $130M

Nearby 401(k) Plans in California

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

Grocery Outlet Inc. Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Grocery Outlet Inc. …, Total assets ($B): 0.130455373 · Participants: 868Grocery Outlet Inc. …Google LLC 401(k) Sa…, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Sa…Oracle Corporation 4…, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 4…Intel 401(k) Savings…, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings…Apple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 4…, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 4…
Grocery Outlet Inc. Retirement Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Grocery Outlet Inc. Retirement Plan side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Grocery Outlet Inc. Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Grocery Outlet Inc. Retirement Plan assets move in 2024? ▼
Grocery Outlet Inc. Retirement Plan grew at a solid clip - up 13.5% during 2024, from $115M to $130M. Reported net income was $16M.
How have Grocery Outlet Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Grocery Outlet Inc.'s sponsor-wide assets grew 32.1%, from $99M to $130M.
Where does Grocery Outlet Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Grocery Outlet Inc. Retirement Plan ranks in the 92nd 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 Grocery Outlet Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Kennecott Utah Copper 401(k) Savings and Retirement Contribution Plan for Represented Employees in UT ($130M, 1,322 participants).

Next read for Grocery Outlet Inc. Retirement Plan

Scale reading

Ways to act on Grocery Outlet Inc. Retirement Plan's numbers.

  • By total assets, Grocery Outlet Inc. Retirement Plan ranks in the top 10% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) plans in California. Compare plans
  • Grocery Outlet Inc.'s sponsor-wide assets have grown 32.1% 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 941513561.

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.