Defined Benefit (Pension) · DOL Form 5500 · 2022

Associated Wholesale Grocers, Inc. Pension Plan

Data updated 2026-08-25

$154M
Total assets Near avg plan size
565
Participants Below avg headcount
95th
Percentile by assets National rank
$272,319
Avg per participant High balance/head
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Official DOL plan name: Associated Wholesale Grocers, Inc. Restated Retirement Plan · Sponsored by Associated Wholesale Grocers, Inc. · Kansas · Wholesale Trade

$154M in assets, 565 participants

Associated Wholesale Grocers, Inc.'s Associated Wholesale Grocers, Inc. Restated Retirement Plan reported $154M in total assets and 565 participants in its 2022 DOL Form 5500 filing, ranking in the 95th 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.

  • #6,569 in Wholesale Trade (6,843 peers)

Where Associated Wholesale Grocers, Inc. Restated Retirement Plan sits by assets

Associated Wholesale Grocers, Inc. Restated Retirement Plan sits in the top 5% of all filed plans by assets, $154M for 565 participants (~$272,319/participant), down 21.6% in 2022.

#6,569
in Wholesale Trade (6,843 peers)
-21.6%
assets change YoY
1.5×
vs typical plan assets (national mean)

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.

Associated Wholesale Grocers, Inc. Restated Retirement Plan's outsized position by total assets

Associated Wholesale Grocers, Inc. Restated Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$153,860,464 Top 5% higher than 95% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Associated Wholesale Grocers, Inc. Restated Retirement Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Associated Wholesale Grocers, Inc. Restated Retirement Plan sits mid-pack in the medium band (565 participants).

DOL schedule card

Filing strip 480614866 · Associated Wholesale Grocers, Inc. PY 2022 · Defined Benefit (Pension)

Associated Wholesale Grocers, Inc. Restated Retirement Plan · $154M · 565 · 95th

  • RANK $154M
  • RANK 565
  • RANK 95th
  • RANK Defined Benefit (Pension)
  • RANK near Banco Santander USA Offices Retirement Plan
  • RANK ind #6569

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 Wholesale Trade retirement plans → · Plans in Kansas →

Associated Wholesale Grocers, Inc. Restated Retirement Plan in the asset neighbourhood

Constellium Rolled Products-Ravenswood LLC Hourly Employees Retirement PlanConstellium Rolled Products-…$154MQbe Pension Equity Plan$154MBanco Santander USA Offices Retirement PlanBanco Santander USA Offices …$154MAssociated Wholesale Grocers, Inc. Restated Retirement PlanAssociated Wholesale Grocers…$154MCapital Blue Cross Retirement PlanCapital Blue Cross Retiremen…$154M
End-of-year total assets ($M) among Associated Wholesale Grocers, Inc. Restated Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

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

Sponsor Plan History (Associated Wholesale Grocers, Inc.)

Sponsor-wide plan assets over time

All Associated Wholesale Grocers, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$503M 25.246600396004386% vs 2022
2024 filing year
$350M$400M$450M$500M$550M 202220232024 $401M $503M ▲ +25.2%
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.

Associated Wholesale Grocers, Inc. Restated Retirement Plan vs. nearby Defined Benefit (Pension) plans in Kansas, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 00.511.52 Total assets ($B) Participants Associated Wholesale Grocers, Inc. Restated Retirement Plan, Total assets ($B): 0.153860464 · Participants: 565Associated Wholesale Grocers, Inc. Restated Retirement PlanKoch Industries Employees' Pension Plan, Total assets ($B): 1.593691674 · Participants: 6466Koch Industries Employees' Pension PlanSprint Retirement Pension Plan, Total assets ($B): 1.233083024 · Participants: 4700Sprint Retirement Pension PlanSpirit Aerosystems Holdings, Inc. Pension Value Plan a, Total assets ($B): 0.670348613 · Participants: 996Spirit Aerosystems Holdings, Inc. Pension Value Plan aInvista Pension Plan for Certain Grandfathered Employees, Total assets ($B): 0.406134615 · Participants: 0Invista Pension Plan for Certain Grandfathered EmployeesGreater Kansas City Laborers Pension Plan, Total assets ($B): 0.334112429 · Participants: 878Greater Kansas City Laborers Pension Plan
Associated Wholesale Grocers, Inc. Restated Retirement Plan vs. nearby Defined Benefit (Pension) plans in Kansas, assets vs. participants

Associated Wholesale Grocers, Inc. Restated Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Kansas, the nearest Defined Benefit (Pension) by assets is Banco Santander USA Offices Retirement Plan in NY ($154M); by covered participants it is New Orleans Electrical Pension Fund in TN (565 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (565 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Associated Wholesale Grocers, Inc. Restated Retirement Plan assets move in 2022? ▼
Associated Wholesale Grocers, Inc. Restated Retirement Plan declined sharply - down 21.6% during 2022, from $196M to $154M. Reported net income was -$42M.
How have Associated Wholesale Grocers, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Associated Wholesale Grocers, Inc.'s sponsor-wide assets grew 25.2%, from $401M to $503M.
Where does Associated Wholesale Grocers, Inc. Restated Retirement Plan rank by assets among Form 5500 filers? ▼
Associated Wholesale Grocers, Inc. Restated Retirement Plan ranks in the 95th 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 Associated Wholesale Grocers, Inc. Restated Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Banco Santander USA Offices Retirement Plan in NY ($154M, 314 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Associated Wholesale Grocers, Inc. Restated Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is New Orleans Electrical Pension Fund in TN (565 participants, $43M in assets).