Associated Wholesale Grocers 401(k) match, vesting and fees
What Associated Wholesale Grocers' 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Merrill Lynch, Pierce, Fenner and S | Schedule C ↗ |
| Independent auditor | Pickett, Chaney & Mcmullen LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 79 defined-contribution plans in wholesale trade with 1,000 to 4,999 participants.
| Associated Wholesale Grocers: employer contribution per participant | $6,350 | |
| Peer median | $2,178 |
| Associated Wholesale Grocers: average balance | $107,328 | |
| Peer median | $89,313 |
| Associated Wholesale Grocers: admin expenses ÷ assets | 0.10% | |
| Peer median | 0.14% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $294M at the end of plan year 2021 to $355M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 3,385 | $355M | $21M | $6,350 | 0.10% | Not published | Form 5500 ↗ |
| 2024 | 3,460 | $311M | $20.2M | $5,998 | 0.06% | Not published | Form 5500 ↗ |
| 2023 | 3,599 | $273M | $19.8M | $5,636 | 0.06% | Not published | Form 5500 ↗ |
| 2022 | 3,286 | $239M | $14.9M | $4,652 | 0.04% | Not published | Form 5500 ↗ |
| 2021 | 2,791 | $294M | $13.9M | $5,075 | 0.03% | Not published | Form 5500 ↗ |
Other Associated Wholesale Grocers plans (2)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Awg-Nebraska Collective Bargaining Unit 401(k) Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Merrill Lynch, Pierce, Fenner and S | Schedule C ↗ |
| Independent auditor | Pickett, Chaney & Mcmullen, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
Associated Wholesale Grocers, Inc. Restated Retirement Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Independent auditor | Pickett, Chaney & Mcmullen LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
Common questions
Does Associated Wholesale Grocers match 401(k) contributions?
The match terms for the Awg, Inc Restated 401(k) Plan have not been published from its filing yet. The plan year 2025 filing reports $21M in employer contributions, about $6,350 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Associated Wholesale Grocers 401(k) match vested?
The vesting schedule for the Awg, Inc Restated 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Associated Wholesale Grocers 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Merrill Lynch, Pierce, Fenner and S. The plan administrator is Associated Wholesale Grocers, Inc..
I left Associated Wholesale Grocers. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Associated Wholesale Grocers, Inc., (913) 288-1000) or the recordkeeper, Merrill Lynch, Pierce, Fenner and S. The Associated Wholesale Grocers old 401(k) page lists the contacts from every plan filing. Find an old Associated Wholesale Grocers 401(k)
Data from the public Form 5500 annual reports Associated Wholesale Grocers filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Associated Wholesale Grocers. Not financial advice. Report a correction · Methodology