Defined Benefit (Pension) · DOL Form 5500 · 2023

Wise Foods, Inc. Pension Plan

Data updated 2026-08-25

$24M
Total assets Small plan by assets
177
Participants Small participant base
76th
Percentile by assets National rank
$134,016
Avg per participant Near avg balance/head
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Official DOL plan name: Wise Foods Pension Plan · Sponsored by Wise Foods, Inc. · Pennsylvania · Manufacturing

$24M in assets, 177 participants

Wise Foods, Inc.'s Wise Foods Pension Plan reported $24M in total assets and 177 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.

  • #12,412 in Manufacturing (18,722 peers)

Coverage in Pennsylvania

Wise Foods Pension Plan covers 177 participants in Pennsylvania, about 22% of the average Pennsylvania filer (state average ~822 per filing). Assets: $24M.

#12,412
in Manufacturing (18,722 peers)
-3.7%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $913K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Wise Foods Pension Plan's outsized position by total assets

Wise Foods Pension Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$23,720,898 Top 24% higher than 76% of 127,068 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 2023

Wise Foods Pension Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Wise Foods Pension Plan sits mid-pack in the medium band (177 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Wise Foods Pension Plan reported net income rose from -$7M in the plan year 2022 filing to -$913K in the plan year 2023 filing.
  • Wise Foods Pension Plan reported participants fell from 193 in the plan year 2022 filing to 177 in the plan year 2023 filing.
  • Wise Foods Pension Plan end-of-year assets fell from $25M in the plan year 2022 filing to $24M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 510370373 · Wise Foods, Inc. PY 2023 · Defined Benefit (Pension)

Wise Foods Pension Plan · $24M · 177 · 76th

  • BOOK $24M
  • BOOK 177
  • BOOK 76th
  • BOOK Defined Benefit (Pension)
  • BOOK near Retirement Plan for Employees of Southern California Presbyterian Homes
  • BOOK ind #12412

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 Manufacturing retirement plans → · Plans in Pennsylvania →

Wise Foods Pension Plan in the asset neighbourhood

Hillside Family of Agencies Pension PlanHillside Family of Agencies …$24MRetirement Plan for Employees of Southern California Presbyterian HomesRetirement Plan for Employee…$24MWise Foods Pension Plan$24MCemex De Puerto Rico, Inc. Employees' Pension PlanCemex De Puerto Rico, Inc. E…$24MLyons National Bank Pension Plan as a Member of the New York State Bankers Retirement SystemLyons National Bank Pension …$24M
End-of-year total assets ($M) among Wise Foods Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$24M
Net Income-$913K
Employer EIN510370373
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wise Foods, Inc.)

Sponsor-wide plan assets over time

All Wise Foods, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$64M 8.270144362644071% vs 2022
2024 filing year
$58M$60M$62M$64M$66M 202220232024 $59.2M $64.1M ▲ +8.3%
Year Plans Participants Total Assets
2022 2 966 $59M
2023 2 1,029 $63M
2024 2 1,008 $64M

Nearby Defined Benefit (Pension) Plans in Pennsylvania

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

Wise Foods Pension Plan vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants Wise Foods Pension Plan, Total assets ($B): 0.023720898 · Participants: 177Wise Foods Pension PlanNational Elevator Industry Pension Plan, Total assets ($B): 11.224377797 · Participants: 27434National Elevator Industry Pension PlanSteelworkers Pension Trust, Total assets ($B): 6.602912146 · Participants: 47052Steelworkers Pension TrustThe PNC Financial Services Group, Inc. Pension Plan, Total assets ($B): 5.63715 · Participants: 63680The PNC Financial Services Group, Inc. Pension PlanConstellation Retirement Program, Total assets ($B): 5.323012123 · Participants: 5080Constellation Retirement ProgramThe Bank of New York Mellon Corporation Pension Plan, Total assets ($B): 5.257223708 · Participants: 7374The Bank of New York Mellon Corporation Pension Plan
Wise Foods Pension Plan vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants
Compare Wise Foods Pension Plan side-by-side with 3 peers →

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

Outside Pennsylvania, the nearest Defined Benefit (Pension) by assets is Retirement Plan for Employees of Southern California Presbyterian Homes in CA ($24M); by covered participants it is Wallpaper Imports Inc. Cash Balance Plan in NJ (177 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (177 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Wise Foods Pension Plan assets move in 2023? ▼
Wise Foods Pension Plan edged down modestly - down 3.7% during 2023, from $25M to $24M. Reported net income was -$913K.
How have Wise Foods, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wise Foods, Inc.'s sponsor-wide assets grew 8.3%, from $59M to $64M.
Where does Wise Foods Pension Plan rank by assets among Form 5500 filers? ▼
Wise Foods Pension Plan ranks in the 76th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Wise Foods Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Retirement Plan for Employees of Southern California Presbyterian Homes in CA ($24M, 197 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Wise Foods Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Wallpaper Imports Inc. Cash Balance Plan in NJ (177 participants, $4M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 510370373.

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.