401(k) · DOL Form 5500 · 2024

Fresh Direct Holdings, Inc. 401(k) Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
1,339
Participants Near avg headcount
60th
Percentile by assets National rank
$9,260
Avg per participant Low balance/head
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Official DOL plan name: Fresh Direct Bargaining Unit 401(k) Plan · Sponsored by Fresh Direct Holdings, Inc. · New York · Management of Enterprises

$12M in assets, 1,339 participants

Fresh Direct Holdings, Inc.'s Fresh Direct Bargaining Unit 401(k) Plan reported $12M in total assets and 1,339 participants in its 2024 DOL Form 5500 filing, ranking in the 60th 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.

  • #491 in Management of Enterprises (1,133 peers)

Fresh Direct Holdings, Inc. multi-year trail

Fresh Direct Holdings, Inc.'s plans moved +46.3% in assets from 2022 to 2024; this filing shows Fresh Direct Bargaining Unit 401(k) Plan at $12M / 1,339 participants.

#491
in Management of Enterprises (1,133 peers)
+23.1%
assets growth YoY

Fresh Direct Bargaining Unit 401(k) Plan's mid-pack asset rank among Management of Enterprises and all filers

Fresh Direct Bargaining Unit 401(k) Plan vs every filed plan by assets

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

$12,399,054 Top 40% higher than 60% 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

Fresh Direct Bargaining Unit 401(k) Plan'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. Fresh Direct Bargaining Unit 401(k) Plan lands in the large band (1,339 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Fresh Direct Bargaining Unit 401(k) Plan end-of-year assets rose from $10M in the plan year 2023 filing to $12M in the plan year 2024 filing.
  • Fresh Direct Bargaining Unit 401(k) Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Fresh Direct Bargaining Unit 401(k) Plan reported participants fell from 1,467 in the plan year 2023 filing to 1,339 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 113576952 · Fresh Direct Holdings, Inc. PY 2024 · 401(k)

Fresh Direct Bargaining Unit 401(k) Plan · $12M · 1,339 · 60th

  • PHOTO $12M
  • IND 1,339
  • EOY 60th
  • 5500 401(k)
  • ASSETS near Index Fresh, Inc. 401(k) Retirement Plan
  • PCT ind #491

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 Management of Enterprises retirement plans → · Plans in New York →

Fresh Direct Bargaining Unit 401(k) Plan in the asset neighbourhood

Fresh Direct Bargaining Unit 401(k) PlanFresh Direct Bargaining Unit…$12MIndex Fresh, Inc. 401(k) Retirement PlanIndex Fresh, Inc. 401(k) Ret…$12MPri Mar Petroleum, Inc. 401(k) Savings PlanPri Mar Petroleum, Inc. 401(…$12MJohnson & Quin, Inc. Retirement PlanJohnson & Quin, Inc. Retirem…$12M403(b) Thrift Plan for Employees of Asociacion Puertorriquenos En Marcha, Inc.403(b) Thrift Plan for Emplo…$12M
End-of-year total assets ($M) among Fresh Direct Bargaining Unit 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Fresh Direct Holdings, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Fresh Direct Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$74M 46.29931747778841% vs 2022
2024 filing year
$40M$50M$60M$70M$80M 202220232024 $50.5M $73.9M ▲ +46.3%
Year Plans Participants Total Assets
2022 3 3,680 $51M
2023 3 2,907 $66M
2024 3 2,719 $74M

Fresh Direct Holdings, Inc. filing trail (2024)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$12M
Net Income$2M
Employer EIN113576952
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New York

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

Fresh Direct Bargaining Unit 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Fresh Direct Bargaining Unit 401(k) Plan, Total assets ($B): 0.012399054 · Participants: 1339Fresh Direct Bargaining Unit 401(k) PlanIBM 401(k) Plan, Total assets ($B): 60.39355615 · Participants: 52674IBM 401(k) PlanMorgan Stanley 401(k) Plan, Total assets ($B): 22.180692974 · Participants: 53860Morgan Stanley 401(k) PlanPfizer Savings Plan, Total assets ($B): 21.9871528 · Participants: 33309Pfizer Savings PlanThe Pepsico Savings Plan, Total assets ($B): 14.9369507 · Participants: 137398The Pepsico Savings PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 12.807939404 · Participants: 23227The Goldman Sachs 401(k) Plan
Fresh Direct Bargaining Unit 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare Fresh Direct Bargaining Unit 401(k) Plan side-by-side with 3 peers →

Fresh Direct Bargaining Unit 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Index Fresh, Inc. 401(k) Retirement Plan in CA ($12M); by covered participants it is Helix Energy Solutions Group Inc. Employees' 401(k) Savings Plan in TX (1,339 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,339 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 Fresh Direct Bargaining Unit 401(k) Plan assets move in 2024? ▼
Fresh Direct Bargaining Unit 401(k) Plan grew sharply - up 23.1% during 2024, from $10M to $12M. Reported net income was $2M.
How have Fresh Direct Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fresh Direct Holdings, Inc.'s sponsor-wide assets grew 46.3%, from $51M to $74M.
Which 401(k) plans are similar in size to Fresh Direct Bargaining Unit 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Index Fresh, Inc. 401(k) Retirement Plan in CA ($12M, 82 participants).
Which 401(k) plans cover a similar participant headcount to Fresh Direct Bargaining Unit 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Helix Energy Solutions Group Inc. Employees' 401(k) Savings Plan in TX (1,339 participants, $122M 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 113576952.

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.