Defined Benefit (Pension) · DOL Form 5500 · 2022

Shaws Supermarkets Inc Pension Plan

Data updated 2026-08-11

$230M
Total assets
5,165
Participants
96th
Percentile by assets
$44,477
Avg per participant
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Official DOL plan name: Shaws Supermarkets, Inc. Pension Plan for Union Employees · Sponsored by Shaws Supermarkets Inc · Idaho · Retail Trade

$230M in assets, 5,165 participants

Shaws Supermarkets Inc's Shaws Supermarkets, Inc. Pension Plan for Union Employees reported $230M in total assets and 5,165 participants in its 2022 DOL Form 5500 filing, ranking in the 96th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • 96th percentile by assets (of 139,126 plans)
  • #9,310 in Retail Trade (9,519 peers)

Coverage in Idaho

Shaws Supermarkets, Inc. Pension Plan for Union Employees covers 5,165 participants in Idaho, 15x the typical Idaho plan (state average ~347 per filing). Assets: $230M.

$230M
total plan assets (2022 EOY)
5,165
covered participants
96th
percentile by assets (of 139,126 plans)
$44,477
avg assets per participant

The plan reported a net loss of $66M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

State
Industry

Participants vs Idaho filers

In Idaho, the average filing covers about 347 participants across 760 plans. Shaws Supermarkets, Inc. Pension Plan for Union Employees reports 5,165 participants - 15x that state average ($230M EOY assets).

Idaho filing particulars

Total Assets (Beginning of Year)$297M
Net Assets (End of Year)$209M
Net Income-$66M
Employer EIN041123420
Plan Effective Date1975-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Shaws Supermarkets Inc)

$220M$225M$230M$235M 202220232024 $230M $230M ▼ -0.0%
Total plan assets by year, all Shaws Supermarkets Inc plans on file
Year Plans Participants Total Assets
2022 1 5,165 $230M
2023 1 5,337 $223M
2024 1 5,378 $230M

Nearby Defined Benefit (Pension) Plans in Idaho

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Shaws Supermarkets, Inc. Pension Plan for Union Employees vs. nearby Defined Benefit (Pension) plans in Idaho, assets vs. participants

Shaws Supermarkets, Inc. Pension Plan for Union Employees vs. nearby Defined Benefit (Pension) plans in Idaho, assets vs. participants Scatter plot of 6 data points. 0200040006000 00.511.52 Total assets ($B) Participants Shaws Supermarkets, …Idaho National Labor…Retirement Plan of I…Amalgamated Sugar Co…St. Luke's Health Sy…Hecla Mining Company…
Shaws Supermarkets, Inc. Pension Plan for Union Employees vs. nearby Defined Benefit (Pension) plans in Idaho, assets vs. participants

Scale composition for Shaws Supermarkets, Inc. Pension Plan for Union Employees

Shaws Supermarkets, Inc. Pension Plan for Union Employees reports $230M in end-of-year assets across 5,165 participants (0.002% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.005% of 93,925,755 covered participants) - about $44,477 per participant (32% of the national average assets-per-participant) . Net income for plan year 2022 was -$66M.

This plan identity (EIN 041123420, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $230M to $230M (-0.0%) while covered participants moved from 5,165 to 5,378 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 5,165 $230M This page
2023 5,337 $223M Open filing
2024 · index core 5,378 $230M Open filing

The same sponsor also keeps 1 other index-core plan on PlainRetire:

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Shaws Supermarkets, Inc. Pension Plan for Union Employees by total assets, not by location.

Frequently Asked Questions

How did Shaws Supermarkets, Inc. Pension Plan for Union Employees assets move in 2022?
Shaws Supermarkets, Inc. Pension Plan for Union Employees declined sharply - down 22.7% during 2022, from $297M to $230M. Reported net income was -$66M.
How have Shaws Supermarkets Inc plan assets changed over time?
Across 3 plan years on file (2022-2024), Shaws Supermarkets Inc's sponsor-wide assets declined 0.0%, from $230M to $230M.
Where does Shaws Supermarkets, Inc. Pension Plan for Union Employees rank by assets among Form 5500 filers?
Shaws Supermarkets, Inc. Pension Plan for Union Employees ranks in the 96th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Shaws Supermarkets, Inc. Pension Plan for Union Employees?
Among Defined Benefit (Pension) plans in other states, the closest by assets is United Pension Plan in IA ($230M, 835 participants).

Next read for Shaws Supermarkets, Inc. Pension Plan fo…

Filing takeaways

Ways to act on Shaws Supermarkets, Inc. Pension Plan for Union Employees's numbers.

  • By total assets, Shaws Supermarkets, Inc. Pension Plan for Union Employees ranks in the top 5% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Idaho. Compare plans
  • Shaws Supermarkets Inc's sponsor-wide assets have declined 0.0% since 2022 across 3 plan years on file. More Retail Trade plans