Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
THE KROGER CO.
EIN 31-0345740retailLatest filing 2024
Plans
5
Retirement
3
$13.78B assets
Welfare
2
$80.2M premiums
Participants
494,190
Retirement portfolio analytics
3 plans aggregated / $13.78B assets / 426,840 participantsRecordkeeper share
DC plan assets by Schedule C recordkeeper
86%top
- MERRILL LYNCH PIERCE FENNER & SMITH86%
- (Not disclosed)14%
Participants by plan
Active + retired + deferred vested
- SAVINGS ACCOUNT PLAN (#010)411,922
- PLAN SPIN OFF (#011)13,402
- LOCAL NO. 876 (#002)1,516
Benefits portfolio analytics
2 plans / $80.2M premiums / 109,425 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$36.9M
- Long-term disability$27.4M
- Health$26.4M
- Other$10.0M
- Vision$6.5M
Carrier market share
Premium dollars by Schedule A carrier
55%top
- METROPOLITAN LIFE INSURANCE COMPANY55%
- KAISER FOUNDATION HEALTH PLAN INC21%
- SELECTHEALTH12%
- ANTHEM LIFE INSURANCE COMPANY8%
- ARAG INSURANCE COMPANY3%
Broker market share
Schedule A broker compensation
100%top
- MERCER HEALTH AND BENEFITS, LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#010
THE KROGER CO. 401(K) RETIREMENT SAVINGS ACCOUNT PLAN
ESOP
Assets$11.81B
Participants411,922
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#011
THE KROGER CONSOLIDATED RETIREMENT BENEFIT PLAN SPIN OFF
CashBalance
Assets$1.92B
Participants13,402
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
THE KROGER CO. PENSION PLAN FOR EMPLOYEES REP. BY AMALGAMATED MEAT CUTTERS AND BUTCHER WORKMEN OF NORTH AMERICA, AFL-CIO, LOCAL NO. 876
TraditionalDB
Assets$44.3M
Participants1,516
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#504
THE KROGER CO. HEALTH AND WELFARE BENEFIT PLAN
Mixed - METROPOLITAN LIFE INSURANCE COMPANY
Premiums$80.2M
Covered lives109,425
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#511
THE KROGER CO. RETIREE HEALTH AND WELFARE BENEFIT PLAN
Unknown
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 010 | THE KROGER CO. 401(K) RETIREMENT SAVINGS ACCOUNT PLAN | ESOP | $11.81B | 411,922 | 2024 | |
| 011 | THE KROGER CONSOLIDATED RETIREMENT BENEFIT PLAN SPIN OFF | CashBalance | $1.92B | 13,402 | 2024 | |
| 002 | THE KROGER CO. PENSION PLAN FOR EMPLOYEES REP. BY AMALGAMATED MEAT CUTTERS AND BUTCHER WORKMEN OF NORTH AMERICA, AFL-CIO, LOCAL NO. 876 | TraditionalDB | $44.3M | 1,516 | 2024 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 504 | THE KROGER CO. HEALTH AND WELFARE BENEFIT PLAN | Mixed | METROPOLITAN LIFE INSURANCE COMPANY | $80.2M | 109,425 | 2024 | |
| 511 | THE KROGER CO. RETIREE HEALTH AND WELFARE BENEFIT PLAN | Unknown | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans