Defined Benefit (Pension) · DOL Form 5500 · 2023

Roundys Supermarkets, Inc. Pension Plan

Data updated 2026-08-25

$148M
Total assets Near avg plan size
571
Participants Below avg headcount
93rd
Percentile by assets National rank
$260,060
Avg per participant Above avg balance/head
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Official DOL plan name: Roundys Supermarkets, Inc. Retirement Plan · Sponsored by Roundys Supermarkets, Inc. · Wisconsin · Wholesale Trade

$148M in assets, 571 participants

Roundys Supermarkets, Inc.'s Roundys Supermarkets, Inc. Retirement Plan reported $148M in total assets and 571 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.

  • #5,990 in Wholesale Trade (6,309 peers)

Where Roundys Supermarkets, Inc. Retirement Plan sits by assets

Roundys Supermarkets, Inc. Retirement Plan sits in the top 10% of all filed plans by assets, $148M for 571 participants (~$260,060/participant), down 0.2% in 2023.

#5,990
in Wholesale Trade (6,309 peers)
-0.2%
assets change YoY
1.5×
vs typical plan assets (national mean)

The plan reported a net loss of $324K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Roundys Supermarkets, Inc. Retirement Plan's outsized position by total assets

Roundys Supermarkets, Inc. Retirement Plan vs every filed plan by assets

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

$148,494,000 Top 7% higher than 93% 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

Roundys Supermarkets, Inc. 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. Roundys Supermarkets, Inc. Retirement Plan sits mid-pack in the medium band (571 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Roundys Supermarkets, Inc. Retirement Plan reported net income rose from -$53M in the plan year 2022 filing to -$324K in the plan year 2023 filing.
  • Roundys Supermarkets, Inc. Retirement Plan reported participants fell from 617 in the plan year 2022 filing to 571 in the plan year 2023 filing.
  • Roundys Supermarkets, Inc. Retirement Plan end-of-year assets fell from $149M in the plan year 2022 filing to $148M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 390854535 · Roundys Supermarkets, Inc. PY 2023 · Defined Benefit (Pension)

Roundys Supermarkets, Inc. Retirement Plan · $148M · 571 · 93rd

  • NET $148M
  • NET 571
  • NET 93rd
  • NET Defined Benefit (Pension)
  • NET near John Maneely Company Pension Plan
  • NET ind #5990

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 Wisconsin →

Roundys Supermarkets, Inc. Retirement Plan in the asset neighbourhood

Lufthansa German Airlines Pension Plan for United States EmployeesLufthansa German Airlines Pe…$149MThe Lane Construction Corporation Defined Benefit Pension PlanThe Lane Construction Corpor…$149MEmployees' Retirement Plan of Stihl, IncorporatedEmployees' Retirement Plan o…$149MRoundys Supermarkets, Inc. Retirement PlanRoundys Supermarkets, Inc. R…$148MJohn Maneely Company Pension PlanJohn Maneely Company Pension…$148M
End-of-year total assets ($M) among Roundys Supermarkets, Inc. Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

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

Sponsor Plan History (Roundys Supermarkets, Inc.)

Sponsor-wide plan assets over time

All Roundys Supermarkets, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$137M 7.803386641580433% vs 2022
2024 filing year
$135M$140M$145M$150M 202220232024 $149M $137M ▼ -7.8%
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.

Roundys Supermarkets, Inc. Retirement Plan vs. nearby Defined Benefit (Pension) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. 050001000015000 -101234 Total assets ($B) Participants Roundys Supermarkets, Inc. Retirement Plan, Total assets ($B): 0.148494 · Participants: 571Roundys Supermarkets, Inc. Retirement PlanThe 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
Roundys Supermarkets, Inc. Retirement Plan vs. nearby Defined Benefit (Pension) plans in Wisconsin, assets vs. participants
Compare Roundys Supermarkets, Inc. Retirement Plan side-by-side with 3 peers →

Roundys Supermarkets, Inc. Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Wisconsin, the nearest Defined Benefit (Pension) by assets is John Maneely Company Pension Plan in IL ($148M); by covered participants it is Latham & Watkins Cash Balance Plan in CA (571 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (571 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 Roundys Supermarkets, Inc. Retirement Plan assets move in 2023? ▼
Roundys Supermarkets, Inc. Retirement Plan held essentially flat - down 0.2% during 2023, from $149M to $148M. Reported net income was -$324K.
How have Roundys Supermarkets, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Roundys Supermarkets, Inc.'s sponsor-wide assets declined 7.8%, from $149M to $137M.
Where does Roundys Supermarkets, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Roundys Supermarkets, Inc. Retirement Plan ranks in the 93rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Roundys Supermarkets, Inc. Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is John Maneely Company Pension Plan in IL ($148M, 291 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Roundys Supermarkets, Inc. Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Latham & Watkins Cash Balance Plan in CA (571 participants, $419M 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 390854535.

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.