Plan Ledger DOL Form 5500 · updated monthly

Associated Grocers, Inc.401(k)

ASSOCIATED GROCERS, INC. 401(K) PROFIT SHARING PLAN · BATON ROUGE, LA · plan year 2023

Reported admin expense ratio · 2023
0.03%

Peer grade: B+ · admin costs + employer contributions vs same-size plans · how grading works

Associated Grocers, Inc. reported $11,140 in plan administrative expenses for 2023: 0.03% of average plan assets, lower than ~75% of peers. Employer contributions averaged $2,359 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.03% to 0.12%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other wholesale trade employers. By assets it is the 137th-largest of 884 plans among Louisiana employers on file, and the 911th of 4,246 in wholesale trade. In 2023, employees put in $2.46 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$45,506,897
Participants with balances448
Active participants295
Employer contributions$696,023
Employee contributions$1,710,511
Employer contribution per active participant$2,359
Average account balance$101,578
Benefits paid to participants$4,706,921
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$44.4M · 481 accts · $643K emplr
2023$45.5M · 448 accts · $696K emplr
2022$40.8M · 446 accts · $722K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$11,140
Total administrative$11,140
The Associated Grocers, Inc. 401(k) match · 2023
Employer contribution per active participant$2,359
Median for plans this size$2,440
2024$2,150 per active participant
2023$2,359 per active participant
2022$2,432 per active participant

Associated Grocers, Inc.'s 2023 employer contribution ran below the $2,440 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20231
STANCORP FINANCIAL GROUP · Claims processing · Recordkeeping$43,238

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024The Standard
2023The Standard

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$52,293 · 0.12%
2023$11,140 · 0.03%
2022$10,886 · 0.03%
All plans at this employer2
ASSOCIATED GROCERS, INC. 401(K) PROFIT SHARING PLAN401(k)
ASSOCIATED GROCERS, INC. 401(K) PLAN FOR BARGAINING UNIT EMPLOYEES401(k)
Same employer
Similar plansWholesale Trade · Louisiana
Crescent Crown Distributing LA$65.7M · 0.24%
Gordon Sales, Inc. LA$54.2M · 0.02%
Donovan Marine, Inc. LA$39.1M · 0.45%
Neill Corporation LA$34.5M · 0.78%
Sports South LA$33.9M · 0.20%
Alfasigma USA, Inc. LA$31.6M · 0.43%

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Source: U.S. Department of Labor, Form 5500 series, EIN 720403734 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.