Defined Benefit (Pension) · DOL Form 5500 · 2023
Associated Wholesale Grocers, Inc. Pension Plan
Data updated 2026-08-25
- $174M
- Total assets Near avg plan size
- 474
- Participants Below avg headcount
- 94th
- Percentile by assets National rank
- $366,451
- Avg per participant High balance/head
Official DOL plan name: Associated Wholesale Grocers, Inc. Restated Retirement Plan · Sponsored by Associated Wholesale Grocers, Inc. · Kansas · Wholesale Trade
$174M in assets, 474 participants
Associated Wholesale Grocers, Inc.'s Associated Wholesale Grocers, Inc. Restated Retirement Plan reported $174M in total assets and 474 participants in its 2023 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.
- #6,025 in Wholesale Trade (6,309 peers)
Where Associated Wholesale Grocers, Inc. Restated Retirement Plan sits by assets
Associated Wholesale Grocers, Inc. Restated Retirement Plan sits in the top 10% of all filed plans by assets, $174M for 474 participants (~$366,451/participant), up 12.9% in 2023.
- #6,025
- in Wholesale Trade (6,309 peers)
- +12.9%
- assets growth YoY
- 1.7×
- vs typical plan assets (national mean)
Associated Wholesale Grocers, Inc. Restated Retirement Plan's outsized position by total assets
Associated Wholesale Grocers, Inc. Restated Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$173,697,994 Top 6% higher than 94% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Associated Wholesale Grocers, Inc. Restated Retirement 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. Associated Wholesale Grocers, Inc. Restated Retirement Plan sits mid-pack in the medium band (474 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Associated Wholesale Grocers, Inc. Restated Retirement Plan reported net income rose from -$42M in the plan year 2022 filing to $20M in the plan year 2023 filing.
- Associated Wholesale Grocers, Inc. Restated Retirement Plan reported participants fell from 565 in the plan year 2022 filing to 474 in the plan year 2023 filing.
- Associated Wholesale Grocers, Inc. Restated Retirement Plan end-of-year assets rose from $154M in the plan year 2022 filing to $174M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 480614866 · Associated Wholesale Grocers, Inc. PY 2023 · Defined Benefit (Pension)
Associated Wholesale Grocers, Inc. Restated Retirement Plan · $174M · 474 · 94th
- EOY $174M
- EOY 474
- EOY 94th
- EOY Defined Benefit (Pension)
- EOY near Six Flags, Inc. Pension Plan
- EOY ind #6025
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 Kansas →
Associated Wholesale Grocers, Inc. Restated Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $154M |
|---|---|
| Net Assets (End of Year) | $173M |
| Net Income | $20M |
| Employer EIN | 480614866 |
| Plan Effective Date | 1959-11-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Associated Wholesale Grocers, Inc.)
Sponsor-wide plan assets over time
All Associated Wholesale Grocers, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $503M 25.246600396004386% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 3,082 | $401M |
| 2023 | 3 | 3,387 | $457M |
| 2024 | 3 | 3,614 | $503M |
Nearby Defined Benefit (Pension) Plans in Kansas
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Koch Employees' Pension Plan $1.5B · 5,542
- Sprint Retirement Pension Plan $1.3B · 3,592
- Invista Pension Plan for Certain Grandfathered Employees $395M · N/A
- Non-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield of Kansas, Inc. $288M · 502
- Roadway LLC Pension Plan $193M · 290
Associated Wholesale Grocers, Inc. Restated Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Kansas, the nearest Defined Benefit (Pension) by assets is Six Flags, Inc. Pension Plan in TX ($174M); by covered participants it is Paper Products, Misc. Chauffeurs, Warehousemen, Helpers, Messengers, Production & Office Workers Pension Fund in NY (474 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($174M here).
- Six Flags, Inc. Pension Plan (TX) $174M · 428
- Employees' Retirement Plan of John Wiley & Sons,Inc. (NJ) $174M · 396
- United Bankshares, Inc. Pension Plan (WV) $174M · 310
- Crozer-Keystone Health System Employees Retirement Plan (PA) $174M · 1,169
Similar participant headcount
Nearest other-state filings by covered participants (474 participants); asset peers above are excluded.
- Paper Products, Misc. Chauffeurs, Warehousemen, Helpers, Messengers, Production & Office Workers Pension Fund (NY) 474 · 0 off
- B&g Foods Pension Plan (NJ) 473 · 1 off
- Goldenwest Federal Credit Union Defined Benefit Plan and Trust (UT) 475 · 1 off
- Young & Rubicam LLC Career Cash Balance Continuation Plan (NY) 473 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.