Other
2023 plan-year Other DOL Form 5500

SHAWS SUPERMARKETS, INC. PENSION PLAN FOR UNION EMPLOYEES

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

SHAWS SUPERMARKETS INC

This Other plan holds $223M in total assets and serves 5,337 participants as of 2023. It is sponsored by SHAWS SUPERMARKETS INC in Idaho. The plan reported positive net income of $13M for the year.

Total Assets (2023)
$223M
Participants
5,337
State
Industry
Retail Trade

What the Filing Says About SHAWS SUPERMARKETS, INC. PENSION PLAN FOR UNION EMPLOYEES

SHAWS SUPERMARKETS, INC. PENSION PLAN FOR UNION EMPLOYEES is a Other retirement plan sponsored by SHAWS SUPERMARKETS INC, headquartered in Idaho. As of the 2023 Form 5500 filing, the plan reports $223M in total end-of-year assets and covers 5,337 participants across the Retail Trade industry. The sponsor's EIN on file with the U.S. Department of Labor is 041123420, and the plan has been effective since 1975-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $230M at the beginning of 2023 to $223M at year-end — a decline of 3.1%. Net assets (after liabilities) closed the year at $223M, with reported net income of $13M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$230M
Total Assets (End of Year)$223M
Net Assets (End of Year)$223M
Net Income$13M
Plan TypeOther
Employer EIN041123420
Plan Effective Date1975-01-01
Filing StatusFILING 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 Other Plans in Idaho

Peer Other plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the SHAWS SUPERMARKETS, INC. PENSION PLAN FOR UNION EMPLOYEES?
As of the 2023 Form 5500 filing, SHAWS SUPERMARKETS, INC. PENSION PLAN FOR UNION EMPLOYEES holds $223M in total assets with 5,337 participants. It is sponsored by SHAWS SUPERMARKETS INC.
What type of plan is SHAWS SUPERMARKETS, INC. PENSION PLAN FOR UNION EMPLOYEES?
SHAWS SUPERMARKETS, INC. PENSION PLAN FOR UNION EMPLOYEES is a Other plan. It has been effective since 1975-01-01. The plan is filed with the U.S. Department of Labor under EIN 041123420.
Who sponsors the SHAWS SUPERMARKETS, INC. PENSION PLAN FOR UNION EMPLOYEES?
SHAWS SUPERMARKETS, INC. PENSION PLAN FOR UNION EMPLOYEES is sponsored by SHAWS SUPERMARKETS INC, located in Idaho. The sponsor's EIN is 041123420 and the plan operates in the Retail Trade industry.
How did SHAWS SUPERMARKETS, INC. PENSION PLAN FOR UNION EMPLOYEES perform in 2023?
SHAWS SUPERMARKETS, INC. PENSION PLAN FOR UNION EMPLOYEES declined by 3.1% during 2023, moving from $230M to $223M in total assets. Net income was $13M.
Where can I find official filings for SHAWS SUPERMARKETS, INC. PENSION PLAN FOR UNION EMPLOYEES?
Official Form 5500 filings for SHAWS SUPERMARKETS, INC. PENSION PLAN FOR UNION EMPLOYEES are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 041123420 or plan name at efast.dol.gov.
How does SHAWS SUPERMARKETS, INC. PENSION PLAN FOR UNION EMPLOYEES compare to other plans?
You can compare SHAWS SUPERMARKETS, INC. PENSION PLAN FOR UNION EMPLOYEES against other Other plans on the plan type page, or view plans in Idaho on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

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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 041123420.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.