Plan5500

Save Mart Companies Retirement Savings Plan — Form 5500 plan (The Save Mart Companies)

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, Save Mart Companies Retirement Savings Plan is a benefit plan reported by The Save Mart Companies under EIN 94-1245496 and plan number 003. The latest loaded filing year is 2023. The filing reports 15,439 participants and $949,761,527 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$949.8MPlan net assets, end of year$949,761,527
Participants15.4KCovered participants reported15,439
Assets / participant$61.5KComputed: assets ÷ participants$61,517 (computed)
Provider compensation$1.1M3 Schedule C provider row(s)$1,112,293
Plan sponsor
The Save Mart Companies
EIN
94-1245496
Plan number
003
Plan type
2
Location
Modesto, CA
Latest filing year
2023
How to read this plan profile
  • Net assets = total assets minus total liabilities, end of year (Schedule H/I).
  • Assets / participant is computed (assets ÷ reported participants) — a ratio, not a filed figure.
  • Schedule chips (Sch H / I / C) show which schedules each filing includes.
  • Fields a filing did not report are labeled not reported in the loaded dataset — never estimated.
  • Figures are reported as filed, in whole dollars; verify against the official DOL/EBSA record before relying on them.
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    15,439 participants · 2Sch HSch C
    View filing →
Schedule H · 2023

Reported financial statement

Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.

Reported balance (end of year)$949.8M total assets
Net assets$949.8MLiabilities$0
Money in vs. money out
Total income / additions$166.7M
Total expenses$97.2M
Benefits paid / distributions$95.9M
Contributions
Employer$4.9M
Participant$27.2M
Full reported line items

Net assets

Total assets (EOY)
$949,761,527
Total liabilities (EOY)
$0
Net assets (EOY)
$949,761,527
Net assets (BOY)
$880,178,942

Income & contributions

Employer contributions
$4,872,344
Participant contributions
$27,185,036
Total contributions
$34,086,406
Total income / additions
$166,736,200

Expenses & distributions

Benefits paid
$95,941,979
Administrative expenses
$1,112,293
Total expenses
$97,153,615
Net increase / (decrease)
$69,582,585
Computed from reported fields

Reported ratios

Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.

Contribution share (employer vs. participant)
Employer 15%Participant 85%
Total expenses ÷ net assets10%Computed ratio
Benefits paid ÷ total income58%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

  1. 1
    Principal Life Insurance Company$1M
    CONTRACT ADMINISTRATOR · Direct $1M · Indirect $0
  2. 2
    Creative Palnning$69.5K
    INVESTMENT ADVISORY · Direct $69.5K
  3. 3
    Morningstar Investment Management L$0
    INV ADV, PARTICIPANTS · Direct $0 · Indirect $0

What to inspect next

Frequently asked questions

Who sponsors the Save Mart Companies Retirement Savings Plan?
Save Mart Companies Retirement Savings Plan is reported as sponsored by The Save Mart Companies (EIN 94-1245496, plan number 003) in public Form 5500 filings.
What is the most recent Form 5500 filing year for Save Mart Companies Retirement Savings Plan?
The latest Form 5500 filing year loaded for Save Mart Companies Retirement Savings Plan is 2023.
How many participants does Save Mart Companies Retirement Savings Plan report?
Save Mart Companies Retirement Savings Plan reports 15,439 participants in its latest loaded Form 5500 filing.
What are the reported plan assets for Save Mart Companies Retirement Savings Plan?
Save Mart Companies Retirement Savings Plan reports $949,761,527 in end-of-year plan assets in its latest loaded Form 5500 filing.
Form 5500 terms, in plain English
Form 5500
The annual report most U.S. employee benefit plans file with the Department of Labor through the EFAST2 system. It documents the plan sponsor, participants, finances, and service-provider compensation.
Schedule H
The financial statement for larger plans (generally 100+ participants): assets, liabilities, net assets, income, expenses, and the net change.
Schedule I
The condensed financial statement for smaller plans, covering the same kinds of figures in less detail.
Schedule C
Reports compensation paid to the plan’s service providers — both direct and indirect.
Net assets
Total assets minus total liabilities at the end of the year — what the plan holds for participants.
Employer / participant contributions
Money contributed to the plan by the employer and by participants during the year.

Figures are reported as filed and may contain errors or omissions. Verify against the official DOL/EBSA record before relying on any value.

Related Form 5500 pages