Defined Benefit (Pension)
2023 plan-year Defined Benefit (Pension) DOL Form 5500

ROUNDYS SUPERMARKETS, INC. RETIREMENT PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

ROUNDYS SUPERMARKETS, INC.

This Defined Benefit (Pension) plan holds $148M in total assets and serves 571 participants as of 2023. It is sponsored by ROUNDYS SUPERMARKETS, INC. in Wisconsin. The plan reported a net loss of $324K for the year.

Total Assets (2023)
$148M
Participants
571
State
Industry
Wholesale Trade

What the Filing Says About ROUNDYS SUPERMARKETS, INC. RETIREMENT PLAN

ROUNDYS SUPERMARKETS, INC. RETIREMENT PLAN is a Defined Benefit (Pension) retirement plan sponsored by ROUNDYS SUPERMARKETS, INC., headquartered in Wisconsin. As of the 2023 Form 5500 filing, the plan reports $148M in total end-of-year assets and covers 571 participants across the Wholesale Trade industry. The sponsor's EIN on file with the U.S. Department of Labor is 390854535, and the plan has been effective since 1955-12-31. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $149M at the beginning of 2023 to $148M at year-end — a decline of 0.2%. Net assets (after liabilities) closed the year at $148M, with reported net income of $-324,000 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$149M
Total Assets (End of Year)$148M
Net Assets (End of Year)$148M
Net Income$-324,000
Plan TypeDefined Benefit (Pension)
Employer EIN390854535
Plan Effective Date1955-12-31
Filing StatusFILING RECEIVED

Sponsor Plan History (ROUNDYS SUPERMARKETS, INC.)

Year Plans Participants Total Assets
2022 1 617 $149M
2023 1 571 $148M
2024 1 524 $137M

Nearby Defined Benefit (Pension) Plans in Wisconsin

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

Frequently Asked Questions

How much money is in the ROUNDYS SUPERMARKETS, INC. RETIREMENT PLAN?
As of the 2023 Form 5500 filing, ROUNDYS SUPERMARKETS, INC. RETIREMENT PLAN holds $148M in total assets with 571 participants. It is sponsored by ROUNDYS SUPERMARKETS, INC..
What type of plan is ROUNDYS SUPERMARKETS, INC. RETIREMENT PLAN?
ROUNDYS SUPERMARKETS, INC. RETIREMENT PLAN is a Defined Benefit (Pension) plan. It has been effective since 1955-12-31. The plan is filed with the U.S. Department of Labor under EIN 390854535.
Who sponsors the ROUNDYS SUPERMARKETS, INC. RETIREMENT PLAN?
ROUNDYS SUPERMARKETS, INC. RETIREMENT PLAN is sponsored by ROUNDYS SUPERMARKETS, INC., located in Wisconsin. The sponsor's EIN is 390854535 and the plan operates in the Wholesale Trade industry.
How did ROUNDYS SUPERMARKETS, INC. RETIREMENT PLAN perform in 2023?
ROUNDYS SUPERMARKETS, INC. RETIREMENT PLAN declined by 0.2% during 2023, moving from $149M to $148M in total assets. Net income was $-324,000.
Where can I find official filings for ROUNDYS SUPERMARKETS, INC. RETIREMENT PLAN?
Official Form 5500 filings for ROUNDYS SUPERMARKETS, INC. RETIREMENT PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 390854535 or plan name at efast.dol.gov.
How does ROUNDYS SUPERMARKETS, INC. RETIREMENT PLAN compare to other plans?
You can compare ROUNDYS SUPERMARKETS, INC. RETIREMENT PLAN against other Defined Benefit (Pension) plans on the plan type page, or view plans in Wisconsin on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 390854535.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.