Ace Hardware 401(k) and retirement plans

Ace Hardware Corporation, Oak Brook, IL. EIN 36-0700810. Annual reports 2009–2024. Also filed as Dorvin D. Lively; Ace Wholesale Holdings; Ace Wholesale Holdings LLC.

Ace Hardware Corporation has 3 active retirement plans on file. The largest is the Ace Retail Savings Plan 401(k), with 11,052 participants and $188 million in assets in 2024. Transamerica has been its recordkeeper since 2015. No traditional pension plan appears in Ace Hardware's filings since 2009.

Active plans: 3
Participants: 23,157
Plan assets: $1.4 billion
401(k) recordkeeper: Transamerica
Plans on file: 3
Industry: Other services

All 3 plans

Active plans first

Ace Retail Savings Plan 401(k)

401(k)Active

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

Plan number: 333Employer EIN 36-0700810
Participants (2024): 11,052
Net assets (2024): $188 million
Recordkeeper: Transamerica2015–2024
Plan administrator: Administrative Group, LLC (Tag Resources)
6501 Deane Hill Drive
Knoxville, TN 37919
(865) 670-1844As filed for 2024
In effect since: January 1, 2015

Plans merged into this one: Westlake Hardware Money Tool Plan (2015).

Earlier plan names: Ace Retail Savings Plan.

Year by year, 2015 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	11,052	$188 million	Transamerica
2023	9,898	$163 million	Transamerica
2022	9,388	$137 million	Transamerica
2021	8,166	$156 million	Transamerica
2020	7,314	$131 million	Transamerica
2019	7,232	$91.3 million	Transamerica
2018	5,740	$72.9 million	Transamerica
2017	4,694	$73.6 million	Transamerica
2016	3,809	$52.5 million	Transamerica
2015	2,205	$39.1 million	Transamerica

Ace Hardware Corporation 401(k) Savings and Retirement Plan

401(k)Active

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

Plan number: 001Employer EIN 36-0700810
Participants (2024): 10,783
Net assets (2024): $1.2 billion
Recordkeeper: Fidelity2009–2024
Plan administrator: Ace Hardware Corporation
2915 Jorie BLVD.
Oak Brook, IL 60523
(630) 990-7118As filed for 2024
In effect since: January 1, 1953

Earlier sponsor: Dorvin D. Lively (2009).

Earlier plan names: Ace Hardware Corporation Employees' Profit Sharing Plan; Ace Hardware Corporation 401(k) Retirement and Savings Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	10,783	$1.2 billion	Fidelity
2023	10,501	$1.0 billion	Fidelity
2022	10,134	$868 million	Fidelity
2021	10,082	$1.1 billion	Fidelity
2020	8,890	$928 million	Fidelity
2019	8,009	$785 million	Fidelity
2018	6,891	$639 million	Fidelity
2017	6,139	$691 million	Fidelity
2016	5,799	$602 million	Fidelity
2015	5,730	$563 million	Fidelity
2014	5,407	$574 million	Fidelity
2013	5,097	$541 million	Fidelity
2012	4,979	$462 million	Fidelity
2011	4,986	$404 million	Fidelity
2010	5,018	$402 million	Fidelity
2009	5,110	$356 million	Fidelity

Ace Retirement Savings Plan

401(k)Active

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

Plan number: 002Employer EIN 36-0700810
Participants (2024): 1,322
Net assets (2024): $51.0 million
Recordkeeper: Fidelity2015–2024
Plan administrator: Ace Hardware Corporation
2915 Jorie BLVD
Oak Brook, IL 60523
(207) 775-2371As filed for 2024
In effect since: January 1, 2015

Earlier sponsor: Ace Wholesale Holdings (2015–2022).

Earlier plan names: Ace Wholesale Holdings Savings Plan.

Year by year, 2015 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	1,322	$51.0 million	Fidelity
2023	414	$24.8 million	Fidelity
2022	318	$20.0 million	Fidelity
2021	274	$27.0 million	Fidelity
2020	283	$27.8 million	Fidelity
2019	486	$36.3 million	Fidelity
2018	612	$32.9 million	Fidelity
2017	713	$37.7 million	Fidelity
2016	782	$34.5 million	Fidelity
2015	308	$15.5 million	Fidelity

If you had money in one of these plans

Call Transamerica (transamerica.com), which runs the Ace Retail Savings Plan 401(k). 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 ((865) 670-1844). 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.

All 3 plans

Ace Retail Savings Plan 401(k)

Ace Hardware Corporation 401(k) Savings and Retirement Plan

Ace Retirement Savings Plan

If you had money in one of these plans

What these numbers are

Other other services employers in IL