401(k) · DOL Form 5500 · 2024

Associated Grocers, Inc. 401(k) Plan

Data updated 2026-08-25

$44M
Total assets Below avg plan size
316
Participants Below avg headcount
83rd
Percentile by assets National rank
$140,602
Avg per participant Near avg balance/head
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Official DOL plan name: Associated Grocers, Inc. 401(k) Profit Sharing Plan · Sponsored by Associated Grocers, Inc. · Louisiana · Wholesale Trade

$44M in assets, 316 participants

Associated Grocers, Inc.'s Associated Grocers, Inc. 401(k) Profit Sharing Plan reported $44M in total assets and 316 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.

  • #5,066 in Wholesale Trade (6,080 peers)

Where Associated Grocers, Inc. 401(k) Profit Sharing Plan sits by assets

Associated Grocers, Inc. 401(k) Profit Sharing Plan sits in the top quartile of all filed plans by assets, $44M for 316 participants (~$140,602/participant), down 2.4% in 2024.

#5,066
in Wholesale Trade (6,080 peers)
-2.4%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Associated Grocers, Inc. 401(k) Profit Sharing Plan's outsized position by total assets

Associated Grocers, Inc. 401(k) Profit Sharing Plan vs every filed plan by assets

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

$44,430,265 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

Associated Grocers, Inc. 401(k) Profit Sharing 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. Associated Grocers, Inc. 401(k) Profit Sharing Plan sits mid-pack in the medium band (316 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Associated Grocers, Inc. 401(k) Profit Sharing Plan reported net income fell from $5M in the plan year 2023 filing to -$1M in the plan year 2024 filing.
  • Associated Grocers, Inc. 401(k) Profit Sharing Plan end-of-year assets fell from $46M in the plan year 2023 filing to $44M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 720403734 · Associated Grocers, Inc. PY 2024 · 401(k)

Associated Grocers, Inc. 401(k) Profit Sharing Plan · $44M · 316 · 83rd

  • PART $44M
  • TYPE 316
  • NET 83rd
  • BOOK 401(k)
  • VS-ST near Pentech Holdings Retirement Savings Plan
  • BOY ind #5066

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 Louisiana →

Associated Grocers, Inc. 401(k) Profit Sharing Plan in the asset neighbourhood

Creative Management Services, LLC 401(k) PlanCreative Management Services…$44MMain Electric Supply Co. Savings and Investment PlanMain Electric Supply Co. Sav…$44MAssociated Grocers, Inc. 401(k) Profit Sharing PlanAssociated Grocers, Inc. 401…$44MPentech Holdings Retirement Savings PlanPentech Holdings Retirement …$44MDelta Modtech 401(k) Plan$44M
End-of-year total assets ($M) among Associated Grocers, Inc. 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$46M
Net Assets (End of Year)$44M
Net Income-$1M
Employer EIN720403734
Plan Effective Date1984-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Associated Grocers, Inc.)

Sponsor-wide plan assets over time

All Associated Grocers, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$50M 11.970694178232726% vs 2022
2024 filing year
$44M$46M$48M$50M$52M 202220232024 $45.1M $50.5M ▲ +12.0%
Year Plans Participants Total Assets
2022 2 564 $45M
2023 2 554 $51M
2024 2 555 $50M

Nearby 401(k) Plans in Louisiana

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

Associated Grocers, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Louisiana, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Associated Grocers, Inc. 401(k) Profit Sharing Plan, Total assets ($B): 0.044430265 · Participants: 316Associated Grocers, Inc. 401(k) Profit Sharing PlanLumen 401(k) Savings Plan, Total assets ($B): 7.295025591 · Participants: 26319Lumen 401(k) Savings PlanSavings Plan of Entergy Corporation and Subsidiaries, Total assets ($B): 4.363805537 · Participants: 9655Savings Plan of Entergy Corporation and SubsidiariesOchsner Clinic Foundation 401(k) Plan, Total assets ($B): 2.6891375 · Participants: 32229Ochsner Clinic Foundation 401(k) PlanLouisiana Children's Medical Center Retirement and Savings Plan, Total assets ($B): 1.01914034 · Participants: 13357Louisiana Children's Medical Center Retirement and Savings PlanAmedisys Holding, LLC 401(k) Plan, Total assets ($B): 0.954895996 · Participants: 18862Amedisys Holding, LLC 401(k) Plan
Associated Grocers, Inc. 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Louisiana, assets vs. participants
Compare Associated Grocers, Inc. 401(k) Profit Sharing Plan side-by-side with 3 peers →

Associated Grocers, Inc. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Louisiana, the nearest 401(k) by assets is Pentech Holdings Retirement Savings Plan in PA ($44M); by covered participants it is Glidefast Consulting LLC 401(k) Profit Sharing Plan and Trust in MA (316 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($44M here).

Similar participant headcount

Nearest other-state filings by covered participants (316 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 Grocers, Inc. 401(k) Profit Sharing Plan assets move in 2024? ▼
Associated Grocers, Inc. 401(k) Profit Sharing Plan edged down modestly - down 2.4% during 2024, from $46M to $44M. Reported net income was -$1M.
How have Associated Grocers, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Associated Grocers, Inc.'s sponsor-wide assets grew 12.0%, from $45M to $50M.
Where does Associated Grocers, Inc. 401(k) Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Associated Grocers, Inc. 401(k) Profit Sharing 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 Associated Grocers, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Pentech Holdings Retirement Savings Plan in PA ($44M, 613 participants).
Which 401(k) plans cover a similar participant headcount to Associated Grocers, Inc. 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Glidefast Consulting LLC 401(k) Profit Sharing Plan and Trust in MA (316 participants, N/A 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 720403734.

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.