Defined Benefit (Pension) · DOL Form 5500 · 2023
The Kroger Co. Pension Plan
Data updated 2026-08-25
- $2.1B
- Total assets Very large vs avg
- 4,341
- Participants Above avg headcount
- 99th
- Percentile by assets National rank
- $473,331
- Avg per participant High balance/head
Official DOL plan name: The Kroger Consolidated Retirement Benefit Plan Spin Off · Sponsored by The Kroger Co. · Ohio · Retail Trade
$2.1B in assets, 4,341 participants
The Kroger Co.'s The Kroger Consolidated Retirement Benefit Plan Spin Off reported $2.1B in total assets and 4,341 participants in its 2023 DOL Form 5500 filing, ranking in the 99th 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.
- #8,377 in Retail Trade (8,414 peers)
Coverage in Ohio
The Kroger Consolidated Retirement Benefit Plan Spin Off covers 4,341 participants in Ohio, 5.7x the typical Ohio plan (state average ~765 per filing). Assets: $2.1B.
- #8,377
- in Retail Trade (8,414 peers)
- +0.7%
- assets growth YoY
- 21×
- vs typical plan assets (national mean)
The Kroger Consolidated Retirement Benefit Plan Spin Off's outsized position by total assets
The Kroger Consolidated Retirement Benefit Plan Spin Off vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$2,054,731,000 Top 1% higher than 99% 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
The Kroger Consolidated Retirement Benefit Plan Spin Off's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Kroger Consolidated Retirement Benefit Plan Spin Off lands in the large band (4,341 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Kroger Consolidated Retirement Benefit Plan Spin Off reported net income rose from -$688M in the plan year 2022 filing to $11M in the plan year 2023 filing.
- The Kroger Consolidated Retirement Benefit Plan Spin Off reported participants fell from 4,998 in the plan year 2022 filing to 4,341 in the plan year 2023 filing.
- The Kroger Consolidated Retirement Benefit Plan Spin Off end-of-year assets rose from $2.0B in the plan year 2022 filing to $2.1B in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 310345740 · The Kroger Co. PY 2023 · Defined Benefit (Pension)
The Kroger Consolidated Retirement Benefit Plan Spin Off · $2.1B · 4,341 · 99th
- PCT $2.1B
- EIN 4,341
- RANK 99th
- PHOTO Defined Benefit (Pension)
- IND near Yale University Retirement Plan for Staff Employees
- EOY ind #8377
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 Ohio →
The Kroger Consolidated Retirement Benefit Plan Spin Off in the asset neighbourhood
Ohio filing particulars
| Total Assets (Beginning of Year) | $2.0B |
|---|---|
| Net Assets (End of Year) | $2.1B |
| Net Income | $11M |
| Employer EIN | 310345740 |
| Plan Effective Date | 2017-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Kroger Co.)
Sponsor-wide plan assets over time
All The Kroger Co. plans reported in each filing year
- Latest sponsor-wide plan assets
- $13.8B 18.516793131333987% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 4 | 331,392 | $11.6B |
| 2023 | 4 | 371,552 | $12.8B |
| 2024 | 4 | 391,782 | $13.8B |
Nearby Defined Benefit (Pension) Plans in Ohio
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Firstenergy Corp. Master Pension Plan $7.1B · 12,304
- Nationwide Retirement Plan $5.3B · 22,311
- American Electric Power System Retirement Plan $4.5B · 15,595
- Parker Defined Benefit Plan $3.7B · 191
- Ohio Operating Engineers Pension Plan $3.6B · 10,029
The Kroger Consolidated Retirement Benefit Plan Spin Off's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Ohio, the nearest Defined Benefit (Pension) by assets is Yale University Retirement Plan for Staff Employees in CT ($2.0B); by covered participants it is Non-Contributory Retirement Program for Certain Empl of Bcbssc in SC (4,344 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2.1B here).
- Yale University Retirement Plan for Staff Employees (CT) $2.0B · 7,596
- Celanese Americas Retirement Pension Plan (TX) $2.1B · 1,192
- Retirement Program Plan for Employees of Consolidated Nuclear Security, LLC at the U.S. Department of Energy at Oak Ridge, Tennessee (TN) $2.1B · 2,710
- Navy Federal Credit Union Employees' Retirement Plan (VA) $2.0B · 16,494
Similar participant headcount
Nearest other-state filings by covered participants (4,341 participants); asset peers above are excluded.
- Non-Contributory Retirement Program for Certain Empl of Bcbssc (SC) 4,344 · 3 off
- San Diego Gas & Electric Company Cash Balance Plan (CA) 4,365 · 24 off
- Southwire Company Hourly Pension Plan (GA) 4,370 · 29 off
- Pension Plan for Pactiv Evergreen (IL) 4,379 · 38 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.