Defined Benefit (Pension) · DOL Form 5500 · 2022

Wakefern Food Corp. Pension Plan

Data updated 2026-08-11

$124M
Total assets
422
Participants
94th
Percentile by assets
$293,299
Avg per participant
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Official DOL plan name: Wakefern Pension Plan · Sponsored by Wakefern Food Corp. · New Jersey · Wholesale Trade

$124M in assets, 422 participants

Wakefern Food Corp.'s Wakefern Pension Plan reported $124M in total assets and 422 participants in its 2022 DOL Form 5500 filing, ranking in the 94th 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.

  • 94th percentile by assets (of 139,126 plans)
  • #6,506 in Wholesale Trade (6,843 peers)

Coverage in New Jersey

Wakefern Pension Plan covers 422 participants in New Jersey, about 50% of the average New Jersey filer (state average ~844 per filing). Assets: $124M.

$124M
total plan assets (2022 EOY)
422
covered participants
94th
percentile by assets (of 139,126 plans)
$293,299
avg assets per participant

The plan reported a net loss of $11M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where Wakefern Pension Plan sits by total assets

Wakefern Pension Plan vs every filed plan by assets

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

$123,772,282 Top 6% higher than 94% of 139,123 filed plans

This plan $0 $2,010,000,000 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

State
New Jersey
Industry
Wholesale Trade

Participants vs New Jersey filers

In New Jersey, the average filing covers about 844 participants across 4,145 plans. Wakefern Pension Plan reports 422 participants - about 50% of that state average ($124M EOY assets).

New Jersey filing particulars

Total Assets (Beginning of Year)$135M
Net Assets (End of Year)$124M
Net Income-$11M
Employer EIN221434516
Plan Effective Date1963-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wakefern Food Corp.)

$450M$500M$550M$600M 202220232024 $491M $486M ▼ -1.0%
Total plan assets by year, all Wakefern Food Corp. plans on file
Year Plans Participants Total Assets
2022 3 2,580 $491M
2023 3 2,506 $578M
2024 2 2,194 $486M

Nearby Defined Benefit (Pension) Plans in New Jersey

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

Wakefern Pension Plan vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -50510152025 Total assets ($B) Participants Wakefern Pension Plan, Total assets ($B): 0.123772282 · Participants: 422Wakefern Pension PlanRetirement Plan of J…, Total assets ($B): 19.833052673 · Participants: 38100Retirement Plan of J…JPMorgan Chase Retir…, Total assets ($B): 14.820156855 · Participants: 102340JPMorgan Chase Retir…Nokia Retirement Inc…, Total assets ($B): 14.495801 · Participants: 7413Nokia Retirement Inc…The Prudential Merge…, Total assets ($B): 12.277296822 · Participants: 17538The Prudential Merge…Verizon Pension Plan…, Total assets ($B): 10.941506503 · Participants: 25746Verizon Pension Plan…
Wakefern Pension Plan vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants
Compare Wakefern Pension Plan side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Wakefern Pension Plan by total assets, not by location.

Frequently Asked Questions

How did Wakefern Pension Plan assets move in 2022? ▼
Wakefern Pension Plan pulled back noticeably - down 8.1% during 2022, from $135M to $124M. Reported net income was -$11M.
How have Wakefern Food Corp. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wakefern Food Corp.'s sponsor-wide assets declined 1.0%, from $491M to $486M.
Where does Wakefern Pension Plan rank by assets among Form 5500 filers? ▼
Wakefern Pension Plan ranks in the 94th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Wakefern Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Atlanta Ironworkers Local #387 Pension Plan in TN ($124M, 658 participants).

Next read for Wakefern Pension Plan

Filing takeaways

Ways to act on Wakefern Pension Plan's numbers.

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 221434516.

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.