Defined Benefit (Pension) · DOL Form 5500 · 2023

United Supermarkets, L.L.C. Pension Plan

Data updated 2026-08-11

$40M
Total assets: 706
Participants: 83rd
Percentile by assets: $55,986
Avg per participant

Official DOL plan name: Retirement Plan for Employees of United Supermarkets, L.L.C. · Sponsored by United Supermarkets, L.L.C. · Texas · Retail Trade

$40M in assets, 706 participants

United Supermarkets, L.L.C.'s Retirement Plan for Employees of United Supermarkets, L.L.C. reported $40M in total assets and 706 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.

83rd percentile by assets (of 127,072 plans)
#7,594 in Retail Trade (8,414 peers)

Where Retirement Plan for Employees of United Supermarkets, L.L.C. sits by assets

Retirement Plan for Employees of United Supermarkets, L.L.C. sits in the top quartile of all filed plans by assets, $40M for 706 participants (~$55,986/participant), up 27.6% in 2023.

$40M
total plan assets (2023 EOY): 706
covered participants: 83rd
percentile by assets (of 127,072 plans): $55,986
avg assets per participant

The plan reported a net loss of $27M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where Retirement Plan for Employees of United Supermarkets, L.L.C. sits by total assets

Retirement Plan for Employees of United Supermarkets, L.L.C. vs every filed plan by assets

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

$39,525,794 Top 17% higher than 83% 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

Retirement Plan for Employees of United Supermarkets, L.L.C. reported net income fell from -$15M in the plan year 2022 filing to -$27M in the plan year 2023 filing.
Retirement Plan for Employees of United Supermarkets, L.L.C. end-of-year assets rose from $31M in the plan year 2022 filing to $40M in the plan year 2023 filing.
Retirement Plan for Employees of United Supermarkets, L.L.C. reported participants fell from 777 in the plan year 2022 filing to 706 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

Texas

Industry

Retail Trade

Retirement Plan for Employees of United Supermarkets, L.L.C. vs the 2023 asset distribution

By assets, Retirement Plan for Employees of United Supermarkets, L.L.C. outranks 83% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.4x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)	$31M
Net Assets (End of Year)	N/A
Net Income	-$27M
Employer EIN	750916445
Plan Effective Date	1972-07-01
Filing Status	FILING RECEIVED

Sponsor Plan History (United Supermarkets, L.L.C.)

Total plan assets by year, all United Supermarkets, L.L.C. plans on file

Year	Plans	Participants	Total Assets
2022	1	777	$31M
2023	1	706	$40M
2024	1	628	$3M

Nearby Defined Benefit (Pension) Plans in Texas

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

Retirement Plan for Employees of United Supermarkets, L.L.C. vs. nearby Defined Benefit (Pension) plans in Texas, assets vs. participants

AT&T Pension Benefit Plan $30.0B · 107,859
Shell Pension Plan $15.1B · 12,215
Exxonmobil Pension Plan $12.0B · 22,551
Caterpillar Inc. Retirement Income Plan $9.8B · 12,138
Bp Retirement Accumulation Plan $5.5B · 9,360

Compare Retirement Plan for Employees of United … side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Retirement Plan for Employees of United Supermarkets, L.L.C. by total assets, not by location.

Desert Financial Credit Union Retirement Plan (AZ) $40M · 497
Jlt (USA) Employees' Retirement Plan (NJ) $39M · 4
Salaried Employees' Retirement Plan of the Eastern Company (CT) $40M · 43
Csl Behring L.L.C. Union Pension Plan (PA) $39M · 54

Frequently Asked Questions

How did Retirement Plan for Employees of United Supermarkets, L.L.C. assets move in 2023? ▼

Retirement Plan for Employees of United Supermarkets, L.L.C. grew sharply - up 27.6% during 2023, from $31M to $40M. Reported net income was -$27M.

How have United Supermarkets, L.L.C. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), United Supermarkets, L.L.C.'s sponsor-wide assets declined 89.0%, from $31M to $3M.

Where does Retirement Plan for Employees of United Supermarkets, L.L.C. rank by assets among Form 5500 filers? ▼

Retirement Plan for Employees of United Supermarkets, L.L.C. ranks in the 83rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).

Which Defined Benefit (Pension) plans are similar in size to Retirement Plan for Employees of United Supermarkets, L.L.C.? ▼

Among Defined Benefit (Pension) plans in other states, the closest by assets is Desert Financial Credit Union Retirement Plan in AZ ($40M, 497 participants).

Next read for Retirement Plan for Employees of United …

Scale reading

Ways to act on Retirement Plan for Employees of United Supermarkets, L.L.C.'s numbers.

By total assets, Retirement Plan for Employees of United Supermarkets, L.L.C. ranks in the top quartile of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Texas. Compare plans
United Supermarkets, L.L.C.'s sponsor-wide assets have declined 89.0% since 2022 across 3 plan years on file. More Retail Trade plans

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 750916445.