Defined Benefit (Pension) · DOL Form 5500 · 2023
Raley's Arizona LLC Pension Plan
Data updated 2026-08-11
- $139M
- Total assets
- 1,882
- Participants
- 93rd
- Percentile by assets
- $74,052
- Avg per participant
Official DOL plan name: Bashas' Employees Defined Benefit Pension Plan and Trust · Sponsored by Raley's Arizona LLC · California · Retail Trade
$139M in assets, 1,882 participants
Raley's Arizona LLC's Bashas' Employees Defined Benefit Pension Plan and Trust reported $139M in total assets and 1,882 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.
- 93rd percentile by assets (of 127,072 plans)
- #8,087 in Retail Trade (8,414 peers)
Coverage in California
Bashas' Employees Defined Benefit Pension Plan and Trust covers 1,882 participants in California, 3.0x the typical California plan (state average ~630 per filing). Assets: $139M.
- $139M
- total plan assets (2023 EOY)
- 1,882
- covered participants
- 93rd
- percentile by assets (of 127,072 plans)
- $74,052
- avg assets per participant
The plan reported a net loss of $48M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Bashas' Employees Defined Benefit Pension Plan and Trust reported net income rose from -$67M in the plan year 2022 filing to -$48M in the plan year 2023 filing.
- Bashas' Employees Defined Benefit Pension Plan and Trust end-of-year assets fell from $187M in the plan year 2022 filing to $139M in the plan year 2023 filing.
- Bashas' Employees Defined Benefit Pension Plan and Trust reported participants fell from 2,119 in the plan year 2022 filing to 1,882 in the plan year 2023 filing.
Participants vs California filers
In California, the average filing covers about 630 participants across 15,291 plans. Bashas' Employees Defined Benefit Pension Plan and Trust reports 1,882 participants - 3.0x that state average ($139M EOY assets).
California filing particulars
| Total Assets (Beginning of Year) | $187M |
|---|---|
| Net Assets (End of Year) | $139M |
| Net Income | -$48M |
| Employer EIN | 872167964 |
| Plan Effective Date | 1970-01-04 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Raley's Arizona LLC)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 13,962 | $306M |
| 2023 | 1 | 1,882 | $139M |
| 2024 | 1 | 1,381 | $127M |
Nearby Defined Benefit (Pension) Plans in California
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
Bashas' Employees Defined Benefit Pension Plan and Trust vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
- Kaiser Permanente Retirement Plan $33.5B · 127,356
- Pacific Gas and Electric Company Retirement Plan $21.4B · 22,914
- Pacific Gas and Electric Company Retirement Plan $18.0B · 25,647
- Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc. $10.8B · 19,545
- Disney Salaried Pension Plan D $10.1B · 10,813
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Bashas' Employees Defined Benefit Pension Plan and Trust by total assets, not by location.
- Mcwane Hourly Pension Plan (AL) $139M · 643
- I.B.E.W. Local Union # 654 - Defined Benefit Pension Plan (NJ) $139M · 411
- Alcoa Subsidiaries Merged Inactive Plan (PA) $139M · 4
- Adjustable Plan of the National Retirement Fund (NY) $139M · 23,035
Frequently Asked Questions
How did Bashas' Employees Defined Benefit Pension Plan and Trust assets move in 2023? ▼
How have Raley's Arizona LLC plan assets changed over time? ▼
Where does Bashas' Employees Defined Benefit Pension Plan and Trust rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Bashas' Employees Defined Benefit Pension Plan and Trust? ▼
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Filing takeaways
Ways to act on Bashas' Employees Defined Benefit Pension Plan and Trust's numbers.
- By total assets, Bashas' Employees Defined Benefit Pension Plan and Trust ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in California. Compare plans
- Raley's Arizona LLC's sponsor-wide assets have declined 58.3% since 2022 across 3 plan years on file. More Retail Trade plans