Raley'S 401(K) Retirement Savings Plan — Form 5500 plan (Raley'S)
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, Raley'S 401(K) Retirement Savings Plan is a benefit plan reported by Raley'S under EIN 94-1316611 and plan number 012. The latest loaded filing year is 2023. The filing reports 19,747 participants and $584,463,820 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Raley'S
- EIN
- 94-1316611
- Plan number
- 012
- Plan type
- 2
- Location
- West Sacramento, CA
- Latest filing year
- 2023
- Participants
- 19,747
- End-of-year plan assets
- $584,463,820
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 19,747 | H, C | 20241014150655NAL0026513569001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $584,463,820
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $584,463,820
- Net assets (BOY)
- $387,622,645
Income & contributions
- Employer contributions
- $12,542,677
- Participant contributions
- $26,618,474
- Total contributions
- $40,310,934
- Total income / additions
- $127,846,424
Expenses & distributions
- Benefits paid
- $50,068,433
- Administrative expenses
- $620,132
- Total expenses
- $51,028,387
- Net increase / (decrease)
- $76,818,037
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Life Insurance Company | CONTRACT ADMINISTRATOR | $620,131 | $94,009 | 2023 |
| Resources Investment Advisors, LLC | INV ADV, PARTICIPANTS | $0 | $90,000 | 2023 |
| Moss Adams Llp | ACCOUNTANT | $0 | $27,555 | 2023 |
| Cliftonlarsonallen, Llp | CONSULTANT | $0 | $6,300 | 2023 |
| Morningstar Investment Management L | INV ADV, PARTICIPANTS | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Raley'S
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in West Sacramento, CA
- Principal Life Insurance Company — Schedule C compensation
- Resources Investment Advisors, LLC — Schedule C compensation
- Moss Adams Llp — Schedule C compensation
- Cliftonlarsonallen, Llp — Schedule C compensation
- Morningstar Investment Management L — Schedule C compensation