Defined Benefit (Pension) · DOL Form 5500 · 2023

Shop-Rite, Inc. Pension Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
104
Participants Small participant base
70th
Percentile by assets National rank
$167,625
Avg per participant Above avg balance/head
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Official DOL plan name: Retirement Plan for Employees of Shop-Rite, Inc. · Sponsored by Shop-Rite, Inc. · Wisconsin · Retail Trade

$17M in assets, 104 participants

Shop-Rite, Inc.'s Retirement Plan for Employees of Shop-Rite, Inc. reported $17M in total assets and 104 participants in its 2023 DOL Form 5500 filing, ranking in the 70th 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.

  • #6,792 in Retail Trade (8,414 peers)

Coverage in Wisconsin

Retirement Plan for Employees of Shop-Rite, Inc. covers 104 participants in Wisconsin, about 18% of the average Wisconsin filer (state average ~563 per filing). Assets: $17M.

#6,792
in Retail Trade (8,414 peers)
+2.1%
assets growth YoY

Retirement Plan for Employees of Shop-Rite, Inc.'s outsized position by total assets

Retirement Plan for Employees of Shop-Rite, Inc. vs every filed plan by assets

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

$17,433,000 Top 30% higher than 70% 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

Retirement Plan for Employees of Shop-Rite, Inc. 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. Retirement Plan for Employees of Shop-Rite, Inc. sits mid-pack in the medium band (104 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Retirement Plan for Employees of Shop-Rite, Inc. reported net income rose from -$6M in the plan year 2022 filing to $365K in the plan year 2023 filing.
  • Retirement Plan for Employees of Shop-Rite, Inc. reported participants fell from 115 in the plan year 2022 filing to 104 in the plan year 2023 filing.
  • Retirement Plan for Employees of Shop-Rite, Inc. end-of-year assets rose from $17M in the plan year 2022 filing to $17M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 391134847 · Shop-Rite, Inc. PY 2023 · Defined Benefit (Pension)

Retirement Plan for Employees of Shop-Rite, Inc. · $17M · 104 · 70th

  • PCT $17M
  • EIN 104
  • RANK 70th
  • PHOTO Defined Benefit (Pension)
  • IND near Ballard Spahr LLP Cash Balance Pension Plan
  • EOY ind #6792

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 Retail Trade retirement plans → · Plans in Wisconsin →

Retirement Plan for Employees of Shop-Rite, Inc. in the asset neighbourhood

Paradise Wire & Cable, Inc. Defined Benefit Pension PlanParadise Wire & Cable, Inc. …$17MPension Plan for Employees of United Way, Inc.Pension Plan for Employees o…$17MRetirement Plan for Employees of Shop-Rite, Inc.Retirement Plan for Employee…$17MBallard Spahr LLP Cash Balance Pension PlanBallard Spahr LLP Cash Balan…$17MPension Plan for Employees of Baptist Health RichmondPension Plan for Employees o…$17M
End-of-year total assets ($M) among Retirement Plan for Employees of Shop-Rite, Inc. and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Wisconsin filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$17M
Net Income$365K
Employer EIN391134847
Plan Effective Date1976-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Shop-Rite, Inc.)

Sponsor-wide plan assets over time

All Shop-Rite, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$16M 3.515144413849669% vs 2022
2024 filing year
$16M$16.5M$17M$17.5M$18M 202220232024 $17.1M $16.5M ▼ -3.5%
Year Plans Participants Total Assets
2022 1 115 $17M
2023 1 104 $17M
2024 1 96 $16M

Nearby Defined Benefit (Pension) Plans in Wisconsin

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

Retirement Plan for Employees of Shop-Rite, Inc. vs. nearby Defined Benefit (Pension) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -101234 Total assets ($B) Participants Retirement Plan for Employees of Shop-Rite, Inc., Total assets ($B): 0.017433 · Participants: 104Retirement Plan for Employees of Shop-Rite, Inc.The Northwestern Mutual Employee Retirement Plan, Total assets ($B): 3.298151091 · Participants: 8348The Northwestern Mutual Employee Retirement PlanBuilding Trades United Pension Trust Fund Milwaukee and Vicinity, Total assets ($B): 3.267131995 · Participants: 9960Building Trades United Pension Trust Fund Milwaukee and VicinityThe Northwestern Mutual Life Insurance Company Agents Retirement Plan, Total assets ($B): 2.08393057 · Participants: 7368The Northwestern Mutual Life Insurance Company Agents Retirement PlanHarley-Davidson Retirement Plan, Total assets ($B): 1.912240682 · Participants: 1560Harley-Davidson Retirement PlanRockwell Automation Pension Plan, Total assets ($B): 1.77661124 · Participants: 2136Rockwell Automation Pension Plan
Retirement Plan for Employees of Shop-Rite, Inc. vs. nearby Defined Benefit (Pension) plans in Wisconsin, assets vs. participants
Compare Retirement Plan for Employees of Shop-Rite, Inc. side-by-side with 3 peers →

Retirement Plan for Employees of Shop-Rite, Inc.'s out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Wisconsin, the nearest Defined Benefit (Pension) by assets is Ballard Spahr LLP Cash Balance Pension Plan in PA ($17M); by covered participants it is Bvpv Styrenics LLC Retirement Plan for Beaver Valley Hourly Employees in PA (104 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (104 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 Retirement Plan for Employees of Shop-Rite, Inc. assets move in 2023? ▼
Retirement Plan for Employees of Shop-Rite, Inc. edged up modestly - up 2.1% during 2023, from $17M to $17M. Reported net income was $365K.
How have Shop-Rite, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Shop-Rite, Inc.'s sponsor-wide assets declined 3.5%, from $17M to $16M.
Which Defined Benefit (Pension) plans are similar in size to Retirement Plan for Employees of Shop-Rite, Inc.? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Ballard Spahr LLP Cash Balance Pension Plan in PA ($17M, 239 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Retirement Plan for Employees of Shop-Rite, Inc.? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Bvpv Styrenics LLC Retirement Plan for Beaver Valley Hourly Employees in PA (104 participants, $16M 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 391134847.

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.