Defined Benefit (Pension) · DOL Form 5500 · 2023

Shaws Supermarkets Inc Pension Plan

Data updated 2026-08-25

$223M
Total assets Near avg plan size
5,337
Participants Above avg headcount
95th
Percentile by assets National rank
$41,731
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

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.

  • #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.

#8,184
in Retail Trade (8,414 peers)
-3.1%
assets change YoY
2.2×
vs typical plan assets (national mean)

Shaws Supermarkets, Inc. Pension Plan for Union Employees's outsized position by total assets

Shaws Supermarkets, Inc. Pension Plan for Union Employees vs every filed plan by assets

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

$222,718,296 Top 5% higher than 95% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Shaws Supermarkets, Inc. Pension Plan for Union Employees'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. Shaws Supermarkets, Inc. Pension Plan for Union Employees lands in the large band (5,337 participants).

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.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 041123420 · Shaws Supermarkets Inc PY 2023 · Defined Benefit (Pension)

Shaws Supermarkets, Inc. Pension Plan for Union Employees · $223M · 5,337 · 95th

  • IND $223M
  • IND 5,337
  • IND 95th
  • IND Defined Benefit (Pension)
  • IND near Revvity, Inc. Employees Retirement Plan
  • IND ind #8184

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 Idaho →

Shaws Supermarkets, Inc. Pension Plan for Union Employees in the asset neighbourhood

Mcwane Pension Plan for Salaried EmployeesMcwane Pension Plan for Sala…$223MShaws Supermarkets, Inc. Pension Plan for Union EmployeesShaws Supermarkets, Inc. Pen…$223MRevvity, Inc. Employees Retirement PlanRevvity, Inc. Employees Reti…$223MPension Plan for Non-Bargaining Unit Employees of Kyocera International, Inc. & Participating CompaniesPension Plan for Non-Bargain…$223MCleveland-Cliffs Hibbing Management Pension PlanCleveland-Cliffs Hibbing Man…$222M
End-of-year total assets ($M) among Shaws Supermarkets, Inc. Pension Plan for Union Employees and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Idaho filing particulars

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

Sponsor Plan History (Shaws Supermarkets Inc)

Sponsor-wide plan assets over time

All Shaws Supermarkets Inc plans reported in each filing year

Latest sponsor-wide plan assets
$230M 0.04264905905121697% vs 2022
2024 filing year
$220M$225M$230M$235M 202220232024 $230M $230M ▼ -0.0%
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 Scatter plot of 6 data points. -20000200040006000 00.511.522.5 Total assets ($B) Participants Shaws Supermarkets, Inc. Pension Plan for Union Employees, Total assets ($B): 0.222718296 · Participants: 5337Shaws Supermarkets, Inc. Pension Plan for Union EmployeesIdaho National Laboratory Employee Retirement Plan, Total assets ($B): 2.108067181 · Participants: 1037Idaho National Laboratory Employee Retirement PlanRetirement Plan of Idaho Power Company, Total assets ($B): 0.937762817 · Participants: 2075Retirement Plan of Idaho Power CompanyAmalgamated Sugar Company Hourly Retirement Plan, Total assets ($B): 0.21360885 · Participants: 840Amalgamated Sugar Company Hourly Retirement PlanSt. Luke's Health System Basic Pension Plan, Total assets ($B): 0.153694771 · Participants: 244St. Luke's Health System Basic Pension PlanHecla Mining Company Restated Retirement Plan, Total assets ($B): 0.115538468 · Participants: 499Hecla Mining Company Restated Retirement Plan
Shaws Supermarkets, Inc. Pension Plan for Union Employees vs. nearby Defined Benefit (Pension) plans in Idaho, assets vs. participants
Compare Shaws Supermarkets, Inc. Pension Plan for Union Employees side-by-side with 3 peers →

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's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Idaho, the nearest Defined Benefit (Pension) by assets is Revvity, Inc. Employees Retirement Plan in MA ($223M); by covered participants it is Ufcw and Safeway Variable Annuity Pension Fund in MD (5,337 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5,337 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Shaws Supermarkets, Inc. Pension Plan for Union Employees assets move in 2023? ▼
Shaws Supermarkets, Inc. Pension Plan for Union Employees edged down modestly - down 3.1% during 2023, from $230M to $223M. Reported net income was $13M.
How have Shaws Supermarkets Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Shaws Supermarkets Inc's sponsor-wide assets declined 0.0%, from $230M to $230M.
Where does Shaws Supermarkets, Inc. Pension Plan for Union Employees rank by assets among Form 5500 filers? ▼
Shaws Supermarkets, Inc. Pension Plan for Union Employees ranks in the 95th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Shaws Supermarkets, Inc. Pension Plan for Union Employees? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Revvity, Inc. Employees Retirement Plan in MA ($223M, 193 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Shaws Supermarkets, Inc. Pension Plan for Union Employees? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Ufcw and Safeway Variable Annuity Pension Fund in MD (5,337 participants, $24M in assets).

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.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.