Plan Ledger DOL Form 5500 · updated monthly

Grocery Outlet Inc.401(k)

GROCERY OUTLET INC. RETIREMENT PLAN · EMERYVILLE, CA · plan year 2024

Reported admin expense ratio · 2024
0.17%

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

Grocery Outlet Inc. reported $214,211 in plan administrative expenses for 2024: 0.17% of average plan assets, above the peer median. Employer contributions averaged $6,764 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 fell from 0.19% to 0.17%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other retail trade employers. By assets it is the 808th-largest of 9,483 plans among California employers on file, and the 296th of 5,215 in retail trade. In 2024, employees put in $1.10 for every $1.00 the employer contributed; active participation has grown from 751 to 983 since 2022.

Plan summary
Net assets, end of year$130,455,373
Participants with balances1,121
Active participants983
Employer contributions$6,649,372
Employee contributions$7,301,554
Employer contribution per active participant$6,764
Average account balance$116,374
Benefits paid to participants$15,511,438
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$130.5M · 1,121 accts · $6.6M emplr
2023$114.9M · 1,032 accts · $12K emplr
2022$98.7M · 947 accts · $7.2M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$85,277
Investment management$93,978
Audit (IQPA)$32,550
Total administrative$214,211
The Grocery Outlet Inc. 401(k) match · 2024
Employer contribution per active participant$6,764
Median for plans this size$3,635
2024$6,764 per active participant
2023$13 per active participant
2022$9,651 per active participant

Grocery Outlet Inc.'s 2024 employer contribution ran above the $3,635 median for plans its size, placing it in the top quarter of its peers. 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 · 20244
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$85,377
CAPFINANCIAL PARTNERS LLC · Investment advisory (plan)$62,377
MOSS ADAMS LLP · Accounting / audit$32,550
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$31,601

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

Administrative cost history3
2024$214,211 · 0.17%
2023$205,278 · 0.19%
2022$202,472 · 0.19%
Same employer
Similar plansRetail Trade · California
Big 5 Corp CA$140.9M · 0.15%
The Vons Companies, Inc. CA$135.3M · 0.06%
Toyota of Orange, Inc. CA$135.1M · 0.19%
Peet's Coffee & Tea, LLC CA$130.3M · 0.14%
Nugget Market, Inc. CA$126.0M · 0.25%
Kioxia America Inc. CA$118.2M · 0.14%

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Source: U.S. Department of Labor, Form 5500 series, EIN 941513561 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.