Defined Benefit (Pension) · DOL Form 5500 · 2022

Shop-Rite, Inc. Pension Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
115
Participants Small participant base
75th
Percentile by assets National rank
$148,426
Avg per participant Above avg balance/head
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Official DOL plan name: Retirement Plan for Employees of Shop-Rite, Inc. · Sponsored by Shop-Rite, Inc. · Wisconsin · Retail Trade

$17M in assets, 115 participants

Shop-Rite, Inc.'s Retirement Plan for Employees of Shop-Rite, Inc. reported $17M in total assets and 115 participants in its 2022 DOL Form 5500 filing, ranking in the 75th 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.

  • #8,049 in Retail Trade (9,519 peers)

Coverage in Wisconsin

Retirement Plan for Employees of Shop-Rite, Inc. covers 115 participants in Wisconsin, about 20% of the average Wisconsin filer (state average ~563 per filing). Assets: $17M.

#8,049
in Retail Trade (9,519 peers)
-25.2%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Retirement Plan for Employees of Shop-Rite, Inc.'s outsized position by total assets

Retirement Plan for Employees of Shop-Rite, Inc. vs every filed plan by assets

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

$17,069,000 Top 25% higher than 75% 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

Retirement Plan for Employees of Shop-Rite, Inc. 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. Retirement Plan for Employees of Shop-Rite, Inc. sits mid-pack in the medium band (115 participants).

Form 5500 schedule snapshot

Filing strip 391134847 · Shop-Rite, Inc. PY 2022 · Defined Benefit (Pension)

Retirement Plan for Employees of Shop-Rite, Inc. · $17M · 115 · 75th

  • PCT $17M
  • PCT 115
  • PCT 75th
  • PCT Defined Benefit (Pension)
  • PCT near Vermont Gas Systems, Inc. Retirement Plan
  • PCT ind #8049

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 Wisconsin →

Retirement Plan for Employees of Shop-Rite, Inc. in the asset neighbourhood

Defiance Precision Products, Inc. Pension Plan for Local 638 UAW EmployeesDefiance Precision Products,…$17MRetirement Plan for Employees of Shop-Rite, Inc.Retirement Plan for Employee…$17MVermont Gas Systems, Inc. Retirement PlanVermont Gas Systems, Inc. Re…$17MJ. C. Penney Corporation, Inc. Pension PlanJ. C. Penney Corporation, In…$17MTupperware Brands Corporation Base Retirement PlanTupperware Brands Corporatio…$17M
End-of-year total assets ($M) among Retirement Plan for Employees of Shop-Rite, Inc. and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Wisconsin filing particulars

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$17M
Net Income-$6M
Employer EIN391134847
Plan Effective Date1976-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Shop-Rite, Inc.)

Sponsor-wide plan assets over time

All Shop-Rite, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$16M 3.515144413849669% vs 2022
2024 filing year
$16M$16.5M$17M$17.5M$18M 202220232024 $17.1M $16.5M ▼ -3.5%
Year Plans Participants Total Assets
2022 1 115 $17M
2023 1 104 $17M
2024 1 96 $16M

Nearby Defined Benefit (Pension) Plans in Wisconsin

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

Retirement Plan for Employees of Shop-Rite, Inc. vs. nearby Defined Benefit (Pension) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -101234 Total assets ($B) Participants Retirement Plan for Employees of Shop-Rite, Inc., Total assets ($B): 0.017069 · Participants: 115Retirement Plan for Employees of Shop-Rite, Inc.The Northwestern Mutual Employee Retirement Plan, Total assets ($B): 3.074208374 · Participants: 7377The Northwestern Mutual Employee Retirement PlanBuilding Trades United Pension Trust Fund Milwaukee and Vicinity, Total assets ($B): 2.951985172 · Participants: 9724Building Trades United Pension Trust Fund Milwaukee and VicinityRockwell Automation Pension Plan, Total assets ($B): 2.144532065 · Participants: 3077Rockwell Automation Pension PlanThe Northwestern Mutual Life Insurance Company Agents Retirement Plan, Total assets ($B): 1.927367772 · Participants: 7278The Northwestern Mutual Life Insurance Company Agents Retirement PlanHarley-Davidson Retirement Plan, Total assets ($B): 1.826706645 · Participants: 1744Harley-Davidson Retirement Plan
Retirement Plan for Employees of Shop-Rite, Inc. vs. nearby Defined Benefit (Pension) plans in Wisconsin, assets vs. participants
Compare Retirement Plan for Employees of Shop-Rite, Inc. side-by-side with 3 peers →

Retirement Plan for Employees of Shop-Rite, Inc.'s out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Wisconsin, the nearest Defined Benefit (Pension) by assets is Vermont Gas Systems, Inc. Retirement Plan in VT ($17M); by covered participants it is Pension Plan for Hawaii Dental Service in HI (115 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (115 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 Retirement Plan for Employees of Shop-Rite, Inc. assets move in 2022? ▼
Retirement Plan for Employees of Shop-Rite, Inc. declined sharply - down 25.2% during 2022, from $23M to $17M. Reported net income was -$6M.
How have Shop-Rite, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Shop-Rite, Inc.'s sponsor-wide assets declined 3.5%, from $17M to $16M.
Where does Retirement Plan for Employees of Shop-Rite, Inc. rank by assets among Form 5500 filers? ▼
Retirement Plan for Employees of Shop-Rite, Inc. ranks in the 75th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Retirement Plan for Employees of Shop-Rite, Inc.? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Vermont Gas Systems, Inc. Retirement Plan in VT ($17M, 37 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Retirement Plan for Employees of Shop-Rite, Inc.? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Pension Plan for Hawaii Dental Service in HI (115 participants, $37M in assets).

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 391134847.

Read our methodology - how this data is sourced, computed, and verified.

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