A&m Special Purchasing 401(k) plan

A&m Special Purchasing, Inc., North Kingstown, RI. EIN 05-0405488. Annual reports 2009–2024. Also filed as Ocean State Jobbers; A & M Special Purchasing, Inc. (Ocean State Jobbers & Affiliates); A&m Special Purchasing, Inc. (Ocean State Jobbers & Affiliates).

A&m Special Purchasing, Inc. has one active retirement plan on file, the Ocean State Jobbers, Inc. & Affiliates 401(k) Plan, with 4,414 participants and $40.1 million in assets in 2024. Newport has been its recordkeeper since 2021. No traditional pension plan appears in A&m Special Purchasing's filings since 2009.

Active plans: 1
Participants: 4,414
Plan assets: $40.1 million
401(k) recordkeeper: Newport
Plans on file: 1
Industry: Professional services

The plan

Ocean State Jobbers, Inc. & Affiliates 401(k) Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 005Employer EIN 05-0405488
Participants (2024): 4,414
Net assets (2024): $40.1 million
Recordkeeper: NewportEarlier: TD Ameritrade Trust (2020), Retirement Horizons (2015–2019), MassMutual (2013–2014), Hartford Retirement Services (2010–2012), Merrill (2009)
Plan administrator: A&m Special Purchasing, Inc.
375 Commerce Park Road
North Kingstown, RI 02852
(401) 214-9262As filed for 2024
In effect since: July 1, 1997

Earlier sponsor: Ocean State Jobbers (2009–2011).

Earlier plan names: Ocean State Jobbers & Affiliates 401(k) Plan; Ocean ST Jobbers & Affl 401(k) Plan; Ocean State Jobbers & Affilates 401(k) Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	4,414	$40.1 million	Newport
2023	3,643	$38.3 million	Newport
2022	3,542	$32.6 million	Newport
2021	3,223	$36.6 million	Newport
2020	3,354	$32.0 million	TD Ameritrade Trust
2019	3,193	$27.9 million	Retirement Horizons
2018	3,014	$23.1 million	Retirement Horizons
2017	3,785	$23.5 million	Retirement Horizons
2016	3,994	$20.0 million	Retirement Horizons
2015	3,285	$18.6 million	Retirement Horizons
2014	3,107	$17.9 million	MassMutual
2013	1,482	$16.1 million	MassMutual
2012	3,314	$12.9 million	Hartford Retirement Services
2011	5,396	$10.9 million	Hartford Retirement Services
2010	3,497	$10.0 million	Hartford Retirement Services
2009	2,301	$8.2 million	Merrill

If you had money in one of these plans

Call Newport, which runs the Ocean State Jobbers, Inc. & Affiliates 401(k) Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((401) 214-9262). That number was filed for 2024; ask for the benefits or retirement plan office.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

The plan

Ocean State Jobbers, Inc. & Affiliates 401(k) Plan

If you had money in one of these plans

What these numbers are

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