401(k) · DOL Form 5500 · 2024

Associated Grocers, Inc. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
239
Participants Below avg headcount
46th
Percentile by assets National rank
$25,378
Avg per participant Low balance/head
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Official DOL plan name: Associated Grocers, Inc. 401(k) Plan for Bargaining Unit Employees · Sponsored by Associated Grocers, Inc. · Louisiana · Wholesale Trade

$6M in assets, 239 participants

Associated Grocers, Inc.'s Associated Grocers, Inc. 401(k) Plan for Bargaining Unit Employees reported $6M in total assets and 239 participants in its 2024 DOL Form 5500 filing, ranking in the 46th 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.

  • #2,137 in Wholesale Trade (6,080 peers)

Coverage in Louisiana

Associated Grocers, Inc. 401(k) Plan for Bargaining Unit Employees covers 239 participants in Louisiana, about 48% of the average Louisiana filer (state average ~495 per filing). Assets: $6M.

#2,137
in Wholesale Trade (6,080 peers)
+16.3%
assets growth YoY

Associated Grocers, Inc. 401(k) Plan for Bargaining Unit Employees's mid-pack asset rank among Wholesale Trade and all filers

Associated Grocers, Inc. 401(k) Plan for Bargaining Unit Employees vs every filed plan by assets

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

$6,065,440 46th percentile higher than 46% 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) Plan for Bargaining Unit Employees 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) Plan for Bargaining Unit Employees sits mid-pack in the medium band (239 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Associated Grocers, Inc. 401(k) Plan for Bargaining Unit Employees end-of-year assets rose from $5M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Associated Grocers, Inc. 401(k) Plan for Bargaining Unit Employees reported net income fell from $929K in the plan year 2023 filing to $850K in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

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

Associated Grocers, Inc. 401(k) Plan for Bargaining Unit Employees · $6M · 239 · 46th

  • BOOK $6M
  • BOOK 239
  • BOOK 46th
  • BOOK 401(k)
  • BOOK near Howell Instruments 401(k) Plan
  • BOOK ind #2137

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) Plan for Bargaining Unit Employees in the asset neighbourhood

Associated Grocers, Inc. 401(k) Plan for Bargaining Unit EmployeesAssociated Grocers, Inc. 401…$6MHowell Instruments 401(k) PlanHowell Instruments 401(k) Pl…$6MCharles Products Inc. 401(k) Profit Sharing Plan & TrustCharles Products Inc. 401(k)…$6MSpiegelworld 401(k) Plan$6MMatt Blatt, Inc. 401(k) Plan$6M
End-of-year total assets ($M) among Associated Grocers, Inc. 401(k) Plan for Bargaining Unit Employees and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Louisiana filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$850K
Employer EIN720403734
Plan Effective Date1997-03-01
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) Plan for Bargaining Unit Employees vs. nearby 401(k) plans in Louisiana, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -202468 Total assets ($B) Participants Associated Grocers, Inc. 401(k) Plan for Bargaining Unit Employees, Total assets ($B): 0.00606544 · Participants: 239Associated Grocers, Inc. 401(k) Plan for Bargaining Unit EmployeesLumen 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) Plan for Bargaining Unit Employees vs. nearby 401(k) plans in Louisiana, assets vs. participants
Compare Associated Grocers, Inc. 401(k) Plan for Bargaining Unit Employees side-by-side with 3 peers →

Associated Grocers, Inc. 401(k) Plan for Bargaining Unit Employees's out-of-state 401(k) peers by assets and headcount

Outside Louisiana, the nearest 401(k) by assets is Howell Instruments 401(k) Plan in TX ($6M); by covered participants it is Timber Automation, LLC 401(k) Plan in AR (239 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($6M here).

Similar participant headcount

Nearest other-state filings by covered participants (239 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) Plan for Bargaining Unit Employees assets move in 2024? ▼
Associated Grocers, Inc. 401(k) Plan for Bargaining Unit Employees grew sharply - up 16.3% during 2024, from $5M to $6M. Reported net income was $850K.
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.
Which 401(k) plans are similar in size to Associated Grocers, Inc. 401(k) Plan for Bargaining Unit Employees? ▼
Among 401(k) plans in other states, the closest by assets is Howell Instruments 401(k) Plan in TX ($6M, 80 participants).
Which 401(k) plans cover a similar participant headcount to Associated Grocers, Inc. 401(k) Plan for Bargaining Unit Employees? ▼
Among 401(k) plans in other states, the closest by covered participants is Timber Automation, LLC 401(k) Plan in AR (239 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.