Defined Benefit (Pension) · DOL Form 5500 · 2022
Shaws Supermarkets Inc Pension Plan
Data updated 2026-08-25
- $230M
- Total assets Near avg plan size
- 5,165
- Participants Above avg headcount
- 96th
- Percentile by assets National rank
- $44,477
- Avg per participant Low balance/head
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.
- #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.
- #9,310
- in Retail Trade (9,519 peers)
- -22.7%
- assets change YoY
- 2.3×
- vs typical plan assets (national mean)
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.
Shaws Supermarkets, Inc. Pension Plan for Union Employees's outsized position by total assets
Shaws Supermarkets, Inc. Pension Plan for Union Employees vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$229,726,053 Top 4% higher than 96% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Shaws Supermarkets, Inc. Pension Plan for Union Employees's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Shaws Supermarkets, Inc. Pension Plan for Union Employees lands in the large band (5,165 participants).
EBSA filing schedule strip
Filing strip 041123420 · Shaws Supermarkets Inc PY 2022 · Defined Benefit (Pension)
Shaws Supermarkets, Inc. Pension Plan for Union Employees · $230M · 5,165 · 96th
- PART $230M
- PART 5,165
- PART 96th
- PART Defined Benefit (Pension)
- PART near United Pension Plan
- PART ind #9310
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Retail Trade retirement plans → · Plans in Idaho →
Shaws Supermarkets, Inc. Pension Plan for Union Employees in the asset neighbourhood
Idaho filing particulars
| Total Assets (Beginning of Year) | $297M |
|---|---|
| Net Assets (End of Year) | $209M |
| Net Income | -$66M |
| Employer EIN | 041123420 |
| Plan Effective Date | 1975-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Shaws Supermarkets Inc)
Sponsor-wide plan assets over time
All Shaws Supermarkets Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $230M 0.04264905905121697% vs 2022
- 2024 filing year
| 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.
- Idaho National Laboratory Employee Retirement Plan $1.8B · 1,166
- Retirement Plan of Idaho Power Company $888M · 2,009
- Amalgamated Sugar Company Hourly Retirement Plan $179M · 891
- St. Luke's Health System Basic Pension Plan $144M · 268
- Hecla Mining Company Restated Retirement Plan $118M · 466
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:
- Shaws Supermarkets, Inc. Pension Plan for Union Employees (Defined Benefit (Pension), $230M, 5,378 participants)
Shaws Supermarkets, Inc. Pension Plan for Union Employees's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Idaho, the nearest Defined Benefit (Pension) by assets is United Pension Plan in IA ($230M); by covered participants it is 1199 SEIU Regional Pension Fund in NY (5,168 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($230M here).
- United Pension Plan (IA) $230M · 835
- Sw Oh Regional Council of Carpenters Pension Plan (MI) $230M · 1,552
- Tdk U. S. a. Corporation Retirement Plan (NY) $229M · 507
- Retirement Plan for Employees of Ocean Spray Cranberries, Inc. (MA) $230M · 283
Similar participant headcount
Nearest other-state filings by covered participants (5,165 participants); asset peers above are excluded.
- 1199 SEIU Regional Pension Fund (NY) 5,168 · 3 off
- Excavators Union Local 731 Pension Fund (NY) 5,145 · 20 off
- Toyota Motor Sales, U.S.a., Inc. Pension Plan (TX) 5,192 · 27 off
- Ywca Retirement Fund, Inc. (NY) 5,138 · 27 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.