401(k) · DOL Form 5500 · 2024

Fresh Direct Holdings, Inc. 401(k) Plan

Data updated 2026-08-25

$46M
Total assets Below avg plan size
524
Participants Below avg headcount
83rd
Percentile by assets National rank
$87,000
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Fresh Direct 401(k) Plan · Sponsored by Fresh Direct Holdings, Inc. · New York · Management of Enterprises

$46M in assets, 524 participants

Fresh Direct Holdings, Inc.'s Fresh Direct 401(k) Plan reported $46M in total assets and 524 participants in its 2024 DOL Form 5500 filing, ranking in the 83rd 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.

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

Where Fresh Direct 401(k) Plan sits by assets

Fresh Direct 401(k) Plan sits in the top quartile of all filed plans by assets, $46M for 524 participants (~$87,000/participant), up 5.9% in 2024.

#749
in Management of Enterprises (1,133 peers)
+5.9%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Fresh Direct 401(k) Plan's outsized position by total assets

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

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

$45,587,801 Top 17% higher than 83% 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 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. Fresh Direct 401(k) Plan sits mid-pack in the medium band (524 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Fresh Direct 401(k) Plan reported net income fell from $8M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Fresh Direct 401(k) Plan end-of-year assets rose from $43M in the plan year 2023 filing to $46M in the plan year 2024 filing.
  • Fresh Direct 401(k) Plan reported participants fell from 538 in the plan year 2023 filing to 524 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 401(k) Plan · $46M · 524 · 83rd

  • BOY $46M
  • SCH 524
  • EBSA 83rd
  • PART 401(k)
  • TYPE near Asi 401(k) Profit Sharing Plan
  • NET ind #749

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 401(k) Plan in the asset neighbourhood

The Maschhoffs 401(k) Plan$46MFresh Direct 401(k) Plan$46MAsi 401(k) Profit Sharing PlanAsi 401(k) Profit Sharing Pl…$46MHugg & Hall Equipment 401(k) Profit Sharing PlanHugg & Hall Equipment 401(k)…$46MHawaii Stevedores 401(k) Plan for Collectively Bargained EmployeesHawaii Stevedores 401(k) Pla…$46M
End-of-year total assets ($M) among Fresh Direct 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$43M
Net Assets (End of Year)$46M
Net Income$2M
Employer EIN113576952
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Fresh Direct Holdings, Inc.)

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

Nearby 401(k) Plans in New York

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

Fresh Direct 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -20020406080 Total assets ($B) Participants Fresh Direct 401(k) Plan, Total assets ($B): 0.045587801 · Participants: 524Fresh Direct 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 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants

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

Outside New York, the nearest 401(k) by assets is Asi 401(k) Profit Sharing Plan in CA ($46M); by covered participants it is Mikuni Restaurant Group, Inc. 401(k) Plan in CA (524 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (524 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 401(k) Plan assets move in 2024?
Fresh Direct 401(k) Plan grew at a solid clip - up 5.9% during 2024, from $43M to $46M. 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.
Where does Fresh Direct 401(k) Plan rank by assets among Form 5500 filers?
Fresh Direct 401(k) Plan ranks in the 83rd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Fresh Direct 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Asi 401(k) Profit Sharing Plan in CA ($46M, 234 participants).
Which 401(k) plans cover a similar participant headcount to Fresh Direct 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Mikuni Restaurant Group, Inc. 401(k) Plan in CA (524 participants, $5M in assets).