PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. GROCERY OUTLET INC.
Sponsor portfolioTH

GROCERY OUTLET INC.

EIN 94-1513561-retail-Latest filing 2025
Plans
2
Retirement
1
$145.5M assets
Welfare
1
$13.0M premiums
Participants
2,173
5650 HOLLIS STREET - EMERYVILLE, CA 94608510-845-1999groceryoutlet.comLinkedIn1001-5000 employeesretail
Plans on this EIN
2 filings
#001401k-$145.5M - 1,243 part#501Mixed-$13.0M - 930 lives

Benefits portfolio analytics

1 plan / $13.0M premiums / 930 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$12.3M
  • Prescription drug$12.3M
  • Life$560K
  • Short-term disability$560K
  • Long-term disability$560K
  • Other$560K
  • +1 more
Total $13.0M7 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
52%top
  • BLUE CROSS OF CALIFORNIA52%
  • KAISER FOUNDATION HEALTH PLAN INC43%
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA4%
  • VISION SERVICE PLAN1%
Total $13.0M4 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • RELATION INSURANCE SERVICES OF CA100%
Total $302K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

GROCERY OUTLET INC. RETIREMENT PLAN

401k

Assets$145.5M
Participants1,243
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

GROCERY OUTLET, INC. HEALTH & WELFARE PLAN

Mixed - BLUE CROSS OF CALIFORNIA

Premiums$13.0M
Covered lives930
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001GROCERY OUTLET INC. RETIREMENT PLAN401k$145.5M1,2432025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501GROCERY OUTLET, INC. HEALTH & WELFARE PLANMixedBLUE CROSS OF CALIFORNIA$13.0M9302024
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica