Williamson Street Grocery CO-OP 401(k) match, vesting and fees
What Williamson Street Grocery CO-OP's 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 | Empower Annuity Insurance Company O | Schedule C ↗ |
| Independent auditor | Cliftonlarsonallen 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 1,080 defined-contribution plans in retail trade with 100 to 499 participants.
| Williamson Street Grocery CO-OP: employer contribution per participant | $891 | |
| Peer median | $1,247 |
| Williamson Street Grocery CO-OP: average balance | $30,915 | |
| Peer median | $56,979 |
| Williamson Street Grocery CO-OP: admin expenses ÷ assets | 0.58% | |
| Peer median | 0.43% |
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 $7.2M at the end of plan year 2021 to $11.1M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 391 | $11.1M | $320K | $891 | 0.58% | Not published | Form 5500 ↗ |
| 2024 | 366 | $8.8M | $291K | $891 | 0.67% | Not published | Form 5500 ↗ |
| 2023 | 358 | $7.4M | $244K | $722 | 0.72% | Not published | Form 5500 ↗ |
| 2022 | 303 | $6.1M | $217K | $766 | 0.72% | Not published | Form 5500 ↗ |
| 2021 | 317 | $7.2M | $214K | $719 | 0.69% | Not published | Form 5500 ↗ |
Common questions
Does Williamson Street Grocery CO-OP match 401(k) contributions?
The match terms for the Willy Street 401(k) Plan have not been published from its filing yet. The plan year 2025 filing reports $320K in employer contributions, about $891 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Williamson Street Grocery CO-OP 401(k) match vested?
The vesting schedule for the Willy Street 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Williamson Street Grocery CO-OP 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Empower Annuity Insurance Company O. The plan administrator is Williamson Street Grocery Co-Op.
I left Williamson Street Grocery CO-OP. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Williamson Street Grocery Co-Op, (608) 284-7799) or the recordkeeper, Empower Annuity Insurance Company O. The Williamson Street Grocery CO-OP old 401(k) page lists the contacts from every plan filing. Find an old Williamson Street Grocery CO-OP 401(k)
Data from the public Form 5500 annual reports Williamson Street Grocery CO-OP 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 Williamson Street Grocery CO-OP. Not financial advice. Report a correction · Methodology