Profit Sharing
2022 plan-year Profit Sharing DOL Form 5500

Roche Bros. 401(k) and Profit Sharing Plan

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

Sponsored by Roche Bros. Supermarkets, Co. · Massachusetts · Retail Trade

What the 2023 filing shows

Roche Bros. 401(k) and Profit Sharing Plan holds $173M for 2,493 participants — about $69,373 per participant, up 2.3% over the 2022 plan year.

$173M
total plan assets (2022 EOY)
2,493
covered participants
$69,373
avg assets per participant
+2.3%
assets growth YoY
Total Assets (2023)
$173M
Participants
2,493
Industry
Retail Trade

What the Filing Says About Roche Bros. 401(k) and Profit Sharing Plan

Roche Bros. 401(k) and Profit Sharing Plan is a Profit Sharing retirement plan sponsored by Roche Bros. Supermarkets, Co., headquartered in Massachusetts. As of the 2022 Form 5500 filing, the plan reports $173M in total end-of-year assets and covers 2,493 participants across the Retail Trade industry. The sponsor's EIN on file with the U.S. Department of Labor is 042264124, and the plan has been effective since 1966-12-30. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $169M at the beginning of 2022 to $173M at year-end — a gain of 2.3%. Net assets (after liabilities) closed the year at $173M, with reported net income of $4M 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 1 prior plan-year filing 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)$169M
Total Assets (End of Year)$173M
Net Assets (End of Year)$173M
Net Income$4M
Plan TypeProfit Sharing
Employer EIN042264124
Plan Effective Date1966-12-30
Filing StatusFILING RECEIVED

Sponsor Plan History (Roche Bros. Supermarkets, Co.)

Year Plans Participants Total Assets
2022 1 2,493 $173M
2023 1 2,530 $207M

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Frequently Asked Questions

How much money is in the Roche Bros. 401(k) and Profit Sharing Plan?
As of the 2022 Form 5500 filing, Roche Bros. 401(k) and Profit Sharing Plan holds $173M in total assets with 2,493 participants. It is sponsored by Roche Bros. Supermarkets, Co..
What type of plan is Roche Bros. 401(k) and Profit Sharing Plan?
Roche Bros. 401(k) and Profit Sharing Plan is a Profit Sharing plan. It has been effective since 1966-12-30. The plan is filed with the U.S. Department of Labor under EIN 042264124.
Who sponsors the Roche Bros. 401(k) and Profit Sharing Plan?
Roche Bros. 401(k) and Profit Sharing Plan is sponsored by Roche Bros. Supermarkets, Co., located in Massachusetts. The sponsor's EIN is 042264124 and the plan operates in the Retail Trade industry.
How did Roche Bros. 401(k) and Profit Sharing Plan perform in 2022?
Roche Bros. 401(k) and Profit Sharing Plan grew by 2.3% during 2022, moving from $169M to $173M in total assets. Net income was $4M.
Where can I find official filings for Roche Bros. 401(k) and Profit Sharing Plan?
Official Form 5500 filings for Roche Bros. 401(k) and Profit Sharing Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 042264124 or plan name at efast.dol.gov.
How does Roche Bros. 401(k) and Profit Sharing Plan compare to other plans?
You can compare Roche Bros. 401(k) and Profit Sharing Plan against other Profit Sharing plans on the plan type page, or view plans in Massachusetts 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 042264124.

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.