Defined Benefit (Pension) · DOL Form 5500 · 2022

Wakefern Food Corp. Pension Plan

Data updated 2026-08-25

$124M
Total assets Near avg plan size
422
Participants Below avg headcount
94th
Percentile by assets National rank
$293,299
Avg per participant High balance/head
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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.

  • #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.

#6,506
in Wholesale Trade (6,843 peers)
-8.1%
assets change YoY
1.2×
vs typical plan assets (national mean)

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.

Wakefern Pension Plan's outsized position 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 $2,050,000,000 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

Wakefern Pension 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. Wakefern Pension Plan sits mid-pack in the medium band (422 participants).

Form 5500 schedule snapshot

Filing strip 221434516 · Wakefern Food Corp. PY 2022 · Defined Benefit (Pension)

Wakefern Pension Plan · $124M · 422 · 94th

  • 5500 $124M
  • ASSETS 422
  • PCT 94th
  • EIN Defined Benefit (Pension)
  • RANK near Atlanta Ironworkers Local #387 Pension Plan
  • PHOTO ind #6506

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 New Jersey →

Wakefern Pension Plan in the asset neighbourhood

San Francisco Lithographers Pension TrustSan Francisco Lithographers …$124MWa-Id-Mt Carpenters Employers Retirement TrustWa-Id-Mt Carpenters Employer…$124MAtlanta Ironworkers Local #387 Pension PlanAtlanta Ironworkers Local #3…$124MWakefern Pension Plan$124MReed Smith LLP Cash Balance Retirement PlanReed Smith LLP Cash Balance …$124M
End-of-year total assets ($M) among Wakefern Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

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.)

Sponsor-wide plan assets over time

All Wakefern Food Corp. plans reported in each filing year

Latest sponsor-wide plan assets
$486M 1.0122156094780117% vs 2022
2024 filing year
$450M$500M$550M$600M 202220232024 $491M $486M ▼ -1.0%
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 Johnson and Johnson, Total assets ($B): 19.833052673 · Participants: 38100Retirement Plan of Johnson and JohnsonJPMorgan Chase Retirement Plan, Total assets ($B): 14.820156855 · Participants: 102340JPMorgan Chase Retirement PlanNokia Retirement Income Plan, Total assets ($B): 14.495801 · Participants: 7413Nokia Retirement Income PlanThe Prudential Merged Retirement Plan, Total assets ($B): 12.277296822 · Participants: 17538The Prudential Merged Retirement PlanVerizon Pension Plan for Associates, Total assets ($B): 10.941506503 · Participants: 25746Verizon Pension Plan for Associates
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 →

Wakefern Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New Jersey, the nearest Defined Benefit (Pension) by assets is Atlanta Ironworkers Local #387 Pension Plan in TN ($124M); by covered participants it is Arrow Financial Corporation Employees Pension Plan and Trust in NY (422 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (422 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 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).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Wakefern Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Arrow Financial Corporation Employees Pension Plan and Trust in NY (422 participants, $54M 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 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.