Plan5500

The Hy-Vee And Affiliates 401(K) Plan — Form 5500 plan (Hy-Vee, 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, The Hy-Vee And Affiliates 401(K) Plan is a benefit plan reported by Hy-Vee, Inc. under EIN 42-0325638 and plan number 002. The latest loaded filing year is 2023. The filing reports 75,718 participants and $2,941,182,172 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Hy-Vee, Inc.
EIN
42-0325638
Plan number
002
Plan type
2
Location
West Des Moines, IA
Latest filing year
2023
Participants
75,718
End-of-year plan assets
$2,941,182,172

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202375,718H, C20250421080902NAL0002819425001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$2,941,182,172
Total liabilities (EOY)
$1,152
Net assets (EOY)
$2,941,181,020
Net assets (BOY)
$2,447,514,997

Income & contributions

Employer contributions
$36,713,837
Participant contributions
$106,376,962
Total contributions
$151,592,503
Total income / additions
$720,298,297

Expenses & distributions

Benefits paid
$223,144,594
Administrative expenses
$3,112,231
Total expenses
$226,632,274
Net increase / (decrease)
$493,666,023

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Principal Life Insurance CompanyCONTRACT ADMINISTRATOR$3,106,488$02023

Related Form 5500 pages