Defined Benefit (Pension) · DOL Form 5500 · 2023
Shaws Supermarkets Inc Pension Plan
Data updated 2026-08-11
- $223M
- Total assets
- 5,337
- Participants
- 95th
- Percentile by assets
- $41,731
- Avg per participant
Official DOL plan name: Shaws Supermarkets, Inc. Pension Plan for Union Employees · Sponsored by Shaws Supermarkets Inc · Idaho · Retail Trade
$223M in assets, 5,337 participants
Shaws Supermarkets Inc's Shaws Supermarkets, Inc. Pension Plan for Union Employees reported $223M in total assets and 5,337 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.
- 95th percentile by assets (of 127,072 plans)
- #8,184 in Retail Trade (8,414 peers)
Coverage in Idaho
Shaws Supermarkets, Inc. Pension Plan for Union Employees covers 5,337 participants in Idaho, 15x the typical Idaho plan (state average ~347 per filing). Assets: $223M.
- $223M
- total plan assets (2023 EOY)
- 5,337
- covered participants
- 95th
- percentile by assets (of 127,072 plans)
- $41,731
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Shaws Supermarkets, Inc. Pension Plan for Union Employees reported net income rose from -$66M in the plan year 2022 filing to $13M in the plan year 2023 filing.
- Shaws Supermarkets, Inc. Pension Plan for Union Employees reported participants rose from 5,165 in the plan year 2022 filing to 5,337 in the plan year 2023 filing.
- Shaws Supermarkets, Inc. Pension Plan for Union Employees end-of-year assets fell from $230M in the plan year 2022 filing to $223M in the plan year 2023 filing.
Participants vs Idaho filers
In Idaho, the average filing covers about 347 participants across 760 plans. Shaws Supermarkets, Inc. Pension Plan for Union Employees reports 5,337 participants - 15x that state average ($223M EOY assets).
Idaho filing particulars
| Total Assets (Beginning of Year) | $230M |
|---|---|
| Net Assets (End of Year) | $223M |
| Net Income | $13M |
| Employer EIN | 041123420 |
| Plan Effective Date | 1975-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Shaws Supermarkets Inc)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5,165 | $230M |
| 2023 | 1 | 5,337 | $223M |
| 2024 | 1 | 5,378 | $230M |
Nearby Defined Benefit (Pension) Plans in Idaho
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
Shaws Supermarkets, Inc. Pension Plan for Union Employees vs. nearby Defined Benefit (Pension) plans in Idaho, assets vs. participants
- Idaho National Laboratory Employee Retirement Plan $2.1B · 1,037
- Retirement Plan of Idaho Power Company $938M · 2,075
- Amalgamated Sugar Company Hourly Retirement Plan $214M · 840
- St. Luke's Health System Basic Pension Plan $154M · 244
- Hecla Mining Company Restated Retirement Plan $116M · 499
Scale composition for Shaws Supermarkets, Inc. Pension Plan for Union Employees
Shaws Supermarkets, Inc. Pension Plan for Union Employees reports $223M in end-of-year assets across 5,337 participants (0.002% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $41,731 per participant (30% of the national average assets-per-participant) . Net income for plan year 2023 was $13M.
This plan identity (EIN 041123420, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $230M to $230M (-0.0%) while covered participants moved from 5,165 to 5,378 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 5,165 | $230M | Open filing |
| 2023 | 5,337 | $223M | This page |
| 2024 · index core | 5,378 | $230M | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Shaws Supermarkets, Inc. Pension Plan for Union Employees (Defined Benefit (Pension), $230M, 5,378 participants)
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Shaws Supermarkets, Inc. Pension Plan for Union Employees by total assets, not by location.
- Revvity, Inc. Employees Retirement Plan (MA) $223M · 193
- Pension Plan for Non-Bargaining Unit Employees of Kyocera International, Inc. & Participating Companies (CA) $223M · 985
- Mcwane Pension Plan for Salaried Employees (AL) $223M · 119
- Cleveland-Cliffs Hibbing Management Pension Plan (IL) $222M · 687
Frequently Asked Questions
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Filing takeaways
Ways to act on Shaws Supermarkets, Inc. Pension Plan for Union Employees's numbers.
- By total assets, Shaws Supermarkets, Inc. Pension Plan for Union Employees ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Idaho. Compare plans
- Shaws Supermarkets Inc's sponsor-wide assets have declined 0.0% since 2022 across 3 plan years on file. More Retail Trade plans