Plan5500

Hy-Vee, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Hy-Vee, Inc. (EIN 42-0325638) is a plan sponsor located in West Des Moines, IA with 4 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
42-0325638
Location
West Des Moines, IA
Loaded plans
4
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Hy-Vee, Inc.

  • 4 loaded plans hold $3B in reported assets.
  • The largest, The Hy-Vee And Affiliates 401(K) Plan, holds 99% of this company's reported plan assets.
  • Plans cover 107,422 reported participants.
  • 2 of 4 plans report full financial statements.
  • 2 report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$2.9BSummed across loaded plans$2,940,941,801
Total reported assets$3B$2,968,360,934
Total reported participants107.4K107,422
Total reported liabilities$27.4M$27,419,133

Reported net position

Reported assets = net assets + liabilities (summed)$3B total assets
Net assets$2.9BLiabilities$27.4M
Contributions & income
Employer contributions$197.3M
Participant contributions$158.5M
Total income / additions$933.5M
Expenses & distributions
Benefits paid / distributions$432.5M
Total expenses$448.3M
Net increase / (decrease)$485.3M

Data coverage

Plans with financial statements2 / 4 (50%)
Plans with provider compensation2 / 4 (50%)

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets99%The Hy-Vee And Affiliates 401(K) Plan
Participants per plan26,856Average across loaded plans
Loaded plans4
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    The Hy-Vee And Affiliates 401(K) Plan$2.9B
    Plan #002 · 75,718 participants · 2023
  2. 2
    Hy-Vee Affiliates' Benefit Plan And Trust$27.2M
    Plan #501 · 15,971 participants · 2023
  3. 3
    Hy-Vee Elective Benefits Plannot reported in the loaded dataset
    Plan #502 · 13,614 participants · 2023
  4. 4
    Hy-Vee, Inc. Flexible Spending Plannot reported in the loaded dataset
    Plan #504 · 2,119 participants · 2023

All loaded plans by assets → · By participants → · With financial statements → · With provider compensation →

EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Hy-Vee, Inc.. Open one for its full reported snapshot.

  1. 2023
    Hy-Vee, Inc. Flexible Spending Plan2,119 participants · 2No schedules
    View filing →
  2. 2023
    Hy-Vee Elective Benefits Plan13,614 participants · 2No schedules
    View filing →
  3. 2023
    The Hy-Vee And Affiliates 401(K) Plan75,718 participants · 2Sch HSch C
    View filing →
  4. 2023
    Hy-Vee Affiliates' Benefit Plan And Trust15,971 participants · 2Sch HSch C
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Hy-Vee, Inc. report on Form 5500?
Hy-Vee, Inc. (EIN 42-0325638) reports 4 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Hy-Vee, Inc.?
The Employer Identification Number (EIN) reported for Hy-Vee, Inc. is 42-0325638.
What is the latest Form 5500 filing year for Hy-Vee, Inc.?
The latest loaded Form 5500 filing year for Hy-Vee, Inc. is 2023.

Related Form 5500 pages