Defined Benefit (Pension) · DOL Form 5500 · 2023
Raley's Arizona LLC Pension Plan
Data updated 2026-08-25
- $139M
- Total assets Near avg plan size
- 1,882
- Participants Near avg headcount
- 93rd
- Percentile by assets National rank
- $74,052
- Avg per participant Below avg balance/head
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.
- #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.
- #8,087
- in Retail Trade (8,414 peers)
- -25.5%
- assets change YoY
- 1.4×
- vs typical plan assets (national mean)
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.
Bashas' Employees Defined Benefit Pension Plan and Trust's outsized position by total assets
Bashas' Employees Defined Benefit Pension Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$139,366,283 Top 7% higher than 93% 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
Bashas' Employees Defined Benefit Pension Plan and Trust'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. Bashas' Employees Defined Benefit Pension Plan and Trust lands in the large band (1,882 participants).
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.
Published 5500 schedule card
Filing strip 872167964 · Raley's Arizona LLC PY 2023 · Defined Benefit (Pension)
Bashas' Employees Defined Benefit Pension Plan and Trust · $139M · 1,882 · 93rd
- ASSETS $139M
- PCT 1,882
- EIN 93rd
- RANK Defined Benefit (Pension)
- PHOTO near Mcwane Hourly Pension Plan
- IND ind #8087
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 California →
Bashas' Employees Defined Benefit Pension Plan and Trust in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Raley's Arizona LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $127M 58.31122930696336% vs 2022
- 2024 filing year
| 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.
- 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
Bashas' Employees Defined Benefit Pension Plan and Trust's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside California, the nearest Defined Benefit (Pension) by assets is Mcwane Hourly Pension Plan in AL ($139M); by covered participants it is Beth Israel Lahey Health Defined Benefit Plan II in MA (1,884 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($139M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (1,882 participants); asset peers above are excluded.
- Beth Israel Lahey Health Defined Benefit Plan II (MA) 1,884 · 2 off
- Laborers Agc Pension Trust of Montana (WA) 1,879 · 3 off
- Thomson Reuters Group Pension Plan (MN) 1,889 · 7 off
- The Guardian Field Representative Employees' Retirement Plan (NY) 1,889 · 7 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.