Big Y Foods, Inc. 401(K) Retirement Savings Plan — Form 5500 plan (Big Y Foods, Inc.)
Plain-English plan 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, Big Y Foods, Inc. 401(K) Retirement Savings Plan is a benefit plan reported by Big Y Foods, Inc. under EIN 04-2052307 and plan number 001. The latest loaded filing year is 2023. The filing reports 9,544 participants and $522,587,505 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Big Y Foods, Inc.
- EIN
- 04-2052307
- Plan number
- 001
- Plan type
- 2
- Location
- Springfield, MA
- Latest filing year
- 2023
- Participants
- 9,544
- End-of-year plan assets
- $522,587,505
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 9,544 | H, C | 20240913092110NAL0005839955001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $522,587,505
- Total liabilities (EOY)
- $16,800
- Net assets (EOY)
- $522,570,705
- Net assets (BOY)
- $459,130,516
Income & contributions
- Employer contributions
- $13,642,018
- Participant contributions
- $23,349,148
- Total contributions
- $38,310,350
- Total income / additions
- $104,425,889
Expenses & distributions
- Benefits paid
- $40,319,937
- Administrative expenses
- $596,071
- Total expenses
- $40,985,700
- Net increase / (decrease)
- $63,440,189
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $440,973 | $0 | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $84,858 | not reported in the loaded dataset | 2023 |
| Nfp Retirement, Inc | INVESTMENT ADVISOR | $50,000 | not reported in the loaded dataset | 2023 |
| Cliftonlarsonallen Llp | ACCOUNTANT/AUDITOR | $16,440 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Big Y Foods, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in MA
- 401(k) and benefit plan filings in Springfield, MA
- Fidelity Investments Institutional — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation
- Nfp Retirement, Inc — Schedule C compensation
- Cliftonlarsonallen Llp — Schedule C compensation