Plan Ledger DOL Form 5500 · updated monthly

Demoulas Super Markets, Inc.Profit-sharing plan

DEMOULAS (RESTATED) PROFIT SHARING PLAN & TRUST · TEWKSBURY, MA · plan year 2024

Reported admin expense ratio · 2024
0.32%

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

Demoulas Super Markets, Inc. reported $3,439,989 in plan administrative expenses for 2024: 0.32% of average plan assets, higher than ~90% of peers. Employer contributions averaged $6,293 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 3 years on file its reported administrative ratio has held roughly steady near 0.32%. The plan sits in the over $1B size bracket, benchmarked here against 1,229 comparable plans and shown alongside other retail trade employers. By assets it is the 53rd-largest of 2,726 plans among Massachusetts employers on file, and the 52nd of 5,215 in retail trade. active participation has grown from 12,622 to 14,883 since 2022.

Plan summary
Net assets, end of year$1,116,216,844
Participants with balances19,337
Active participants14,883
Employer contributions$93,655,815
Employee contributions—
Employer contribution per active participant$6,293
Average account balance$57,724
Benefits paid to participants$47,008,870
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$1.1B · 19,337 accts · $93.7M emplr
2023$1.0B · 18,201 accts · $85.1M emplr
2022$872.5M · 16,545 accts · $75.1M emplr
Administrative expenses, itemized · 2024
Investment management$3,397,543
Audit (IQPA)$42,446
Total administrative$3,439,989
Employer contributions to the Demoulas Super Markets, Inc. plan · 2024
Employer contribution per active participant$6,293
Median for plans this size$5,259
2024$6,293 per active participant
2023$6,061 per active participant
2022$5,953 per active participant

Demoulas Super Markets, Inc.'s 2024 employer contribution ran above the $5,259 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20246
MORGAN STANLEY SMITH BARNEY LLC · Recordkeeping · Custodial (securities)$2,061,739
UBS FINANCIAL SERVICES INC · Investment advisory (plan)$1,335,804
EMPOWER ANNUITY INSURANCE CO · Contract administrator$52,544
RSM US, LLP · Accounting / audit$42,446
MORGAN STANLEY SB LLC-OTHER REP IND · Other servicesindirect comp
UBS FINCL SVCS INC-OTH REP INDIRECTindirect comp

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

Recordkeeper by year2
2024Morgan Stanley
2023Morgan Stanley

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

Administrative cost history3
2024$3,439,989 · 0.32%
2023$3,006,444 · 0.32%
2022$3,183,737 · 0.34%
Same employer
Similar plansRetail Trade · Massachusetts
The Tjx Companies, Inc. MA$3.7B · 0.11%
Staples, Inc. MA$1.5B · 0.06%
Ahold USA, Inc. MA$910.2M · 0.08%
Bj's Wholesale Club Inc MA$661.1M · 0.13%
Big Y Foods, Inc. MA$573.8M · 0.12%

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Source: U.S. Department of Labor, Form 5500 series, EIN 042323411 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.