401(k) · DOL Form 5500 · 2022

Shoprite of Waterbury, LLC 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
261
Participants Below avg headcount
33rd
Percentile by assets National rank
$7,357
Avg per participant Low balance/head
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Official DOL plan name: Shoprite of Waterbury, LLC 401(k) Plan · Sponsored by Shoprite of Waterbury, LLC · Connecticut · Wholesale Trade

$2M in assets, 261 participants

Shoprite of Waterbury, LLC's Shoprite of Waterbury, LLC 401(k) Plan reported $2M in total assets and 261 participants in its 2022 DOL Form 5500 filing, ranking in the 33rd 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.

  • #1,427 in Wholesale Trade (6,843 peers)

Coverage in Connecticut

Shoprite of Waterbury, LLC 401(k) Plan covers 261 participants in Connecticut, about 36% of the average Connecticut filer (state average ~718 per filing). Assets: $2M.

#1,427
in Wholesale Trade (6,843 peers)
-68.3%
assets change YoY

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Shoprite of Waterbury, LLC 401(k) Plan among the smaller filed plans by assets

Shoprite of Waterbury, LLC 401(k) Plan vs every filed plan by assets

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

$1,920,276 33rd percentile higher than 33% 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

Shoprite of Waterbury, LLC 401(k) 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. Shoprite of Waterbury, LLC 401(k) Plan sits mid-pack in the medium band (261 participants).

Plan-year Form 5500 strip

Filing strip 061459751 · Shoprite of Waterbury, LLC PY 2022 · 401(k)

Shoprite of Waterbury, LLC 401(k) Plan · $2M · 261 · 33rd

  • PART $2M
  • TYPE 261
  • NET 33rd
  • BOOK 401(k)
  • VS-ST near Assent Compliance USA Ltd. 401(k) Profit Sharing Plan & Trust
  • BOY ind #1427

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 Connecticut →

Shoprite of Waterbury, LLC 401(k) Plan in the asset neighbourhood

Shoprite of Waterbury, LLC 401(k) PlanShoprite of Waterbury, LLC 4…$2MAssent Compliance USA Ltd. 401(k) Profit Sharing Plan & TrustAssent Compliance USA Ltd. 4…$2MTeamsters' Local 179 401(k) Savings & Retirement PlanTeamsters' Local 179 401(k) …$2MAccumet Engineering Inc. 401(k) Profit Sharing PlanAccumet Engineering Inc. 401…$2MMerchants Security Service of Dayton Ohio, Inc. Profit Sharing PlanMerchants Security Service o…$2M
End-of-year total assets ($M) among Shoprite of Waterbury, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Connecticut filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$2M
Net Income-$4M
Employer EIN061459751
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Shoprite of Waterbury, LLC)

Sponsor-wide plan assets over time

All Shoprite of Waterbury, LLC plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2023 filing year
$0M$1M$2M$3M 20222023 $1.92M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 261 $2M
2023 1 N/A N/A

Nearby 401(k) Plans in Connecticut

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Shoprite of Waterbury, LLC 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -200204060 Total assets ($B) Participants Shoprite of Waterbury, LLC 401(k) Plan, Total assets ($B): 0.001920276 · Participants: 261Shoprite of Waterbury, LLC 401(k) PlanUnited Technologies Corporation Employee Savings Plan, Total assets ($B): 48.916975 · Participants: 55762United Technologies Corporation Employee Savings PlanGE Retirement Savings Plan, Total assets ($B): 24.786830027 · Participants: 57522GE Retirement Savings PlanCiti Retirement Savings Plan, Total assets ($B): 17.438946034 · Participants: 70070Citi Retirement Savings PlanThe Hartford Investment and Savings Plan, Total assets ($B): 5.615003 · Participants: 17724The Hartford Investment and Savings PlanXerox Corporation Savings Plan, Total assets ($B): 3.641347 · Participants: 11876Xerox Corporation Savings Plan
Shoprite of Waterbury, LLC 401(k) Plan vs. nearby 401(k) plans in Connecticut, assets vs. participants

Shoprite of Waterbury, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Connecticut, the nearest 401(k) by assets is Assent Compliance USA Ltd. 401(k) Profit Sharing Plan & Trust in OH ($2M); by covered participants it is Pioneer Holdings Profit Sharing Plan in KY (261 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (261 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 Shoprite of Waterbury, LLC 401(k) Plan assets move in 2022?
Shoprite of Waterbury, LLC 401(k) Plan contracted severely - down 68.3% during 2022, from $6M to $2M. Reported net income was -$4M.
Which 401(k) plans are similar in size to Shoprite of Waterbury, LLC 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Assent Compliance USA Ltd. 401(k) Profit Sharing Plan & Trust in OH ($2M, 55 participants).
Which 401(k) plans cover a similar participant headcount to Shoprite of Waterbury, LLC 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Pioneer Holdings Profit Sharing Plan in KY (261 participants, N/A in assets).