Defined Benefit (Pension)
2022 plan-year Defined Benefit (Pension) DOL Form 5500

Associated Wholesale Grocers, Inc. Restated Retirement Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Associated Wholesale Grocers, Inc. · Kansas · Wholesale Trade

What the 2023 filing shows

Associated Wholesale Grocers, Inc. Restated Retirement Plan holds $154M for 565 participants — about $272,319 per participant, down 21.6% over the 2022 plan year.

$154M
total plan assets (2022 EOY)
565
covered participants
$272,319
avg assets per participant
-21.6%
assets change YoY

The plan reported a net loss of $42M for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$154M
Participants
565
State
Industry
Wholesale Trade

What the Filing Says About Associated Wholesale Grocers, Inc. Restated Retirement Plan

Associated Wholesale Grocers, Inc. Restated Retirement Plan is a Defined Benefit (Pension) retirement plan sponsored by Associated Wholesale Grocers, Inc., headquartered in Kansas. As of the 2022 Form 5500 filing, the plan reports $154M in total end-of-year assets and covers 565 participants across the Wholesale Trade industry. The sponsor's EIN on file with the U.S. Department of Labor is 480614866, and the plan has been effective since 1959-11-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $196M at the beginning of 2022 to $154M at year-end — a decline of 21.6%. Net assets (after liabilities) closed the year at $154M, with reported net income of $-42,406,750 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$196M
Total Assets (End of Year)$154M
Net Assets (End of Year)$154M
Net Income$-42,406,750
Plan TypeDefined Benefit (Pension)
Employer EIN480614866
Plan Effective Date1959-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Associated Wholesale Grocers, Inc.)

Year Plans Participants Total Assets
2022 3 3,082 $401M
2023 3 3,387 $457M
2024 3 3,614 $503M

Nearby Defined Benefit (Pension) Plans in Kansas

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

Frequently Asked Questions

How much money is in the Associated Wholesale Grocers, Inc. Restated Retirement Plan?
As of the 2022 Form 5500 filing, Associated Wholesale Grocers, Inc. Restated Retirement Plan holds $154M in total assets with 565 participants. It is sponsored by Associated Wholesale Grocers, Inc..
What type of plan is Associated Wholesale Grocers, Inc. Restated Retirement Plan?
Associated Wholesale Grocers, Inc. Restated Retirement Plan is a Defined Benefit (Pension) plan. It has been effective since 1959-11-01. The plan is filed with the U.S. Department of Labor under EIN 480614866.
Who sponsors the Associated Wholesale Grocers, Inc. Restated Retirement Plan?
Associated Wholesale Grocers, Inc. Restated Retirement Plan is sponsored by Associated Wholesale Grocers, Inc., located in Kansas. The sponsor's EIN is 480614866 and the plan operates in the Wholesale Trade industry.
How did Associated Wholesale Grocers, Inc. Restated Retirement Plan perform in 2022?
Associated Wholesale Grocers, Inc. Restated Retirement Plan declined by 21.6% during 2022, moving from $196M to $154M in total assets. Net income was $-42,406,750.
Where can I find official filings for Associated Wholesale Grocers, Inc. Restated Retirement Plan?
Official Form 5500 filings for Associated Wholesale Grocers, Inc. Restated Retirement Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 480614866 or plan name at efast.dol.gov.
How does Associated Wholesale Grocers, Inc. Restated Retirement Plan compare to other plans?
You can compare Associated Wholesale Grocers, Inc. Restated Retirement Plan against other Defined Benefit (Pension) plans on the plan type page, or view plans in Kansas on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 480614866.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.