401(k) · DOL Form 5500 · 2023

Shoprite of Carteret Inc. 401(k) Plan

Data updated 2026-08-25

$914K
Total assets Small plan by assets
19
Participants Small participant base
23rd
Percentile by assets National rank
$48,128
Avg per participant Low balance/head
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Official DOL plan name: Shoprite of Carteret Inc 401(k) Plan · Sponsored by Shoprite of Carteret Inc. · New Jersey · Retail Trade

$914K in assets, 19 participants

Shoprite of Carteret Inc.'s Shoprite of Carteret Inc 401(k) Plan reported $914K in total assets and 19 participants in its 2023 DOL Form 5500 filing, ranking in the 23rd 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.

  • #2,964 in Retail Trade (8,414 peers)

Shoprite of Carteret Inc. multi-year trail

Shoprite of Carteret Inc.'s plans moved +20.3% in assets from 2022 to 2024; this filing shows Shoprite of Carteret Inc 401(k) Plan at $914K / 19 participants.

#2,964
in Retail Trade (8,414 peers)
-2.0%
assets change YoY

The plan reported a net loss of $19K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Shoprite of Carteret Inc 401(k) Plan among the smaller filed plans by assets

Shoprite of Carteret Inc 401(k) Plan vs every filed plan by assets

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

$914,437 23rd percentile higher than 23% 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

Shoprite of Carteret Inc 401(k) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Shoprite of Carteret Inc 401(k) Plan is a small filing (19 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Shoprite of Carteret Inc 401(k) Plan reported net income rose from -$94K in the plan year 2022 filing to -$19K in the plan year 2023 filing.
  • Shoprite of Carteret Inc 401(k) Plan end-of-year assets fell from $933K in the plan year 2022 filing to $914K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 221899832 · Shoprite of Carteret Inc. PY 2023 · 401(k)

Shoprite of Carteret Inc 401(k) Plan · $914K · 19 · 23rd

  • 5500 $914K
  • 5500 19
  • 5500 23rd
  • 5500 401(k)
  • 5500 near Mills Wealth Advisors, LLC 401(k) Savings Plan and Trust
  • 5500 ind #2964

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 New Jersey →

Shoprite of Carteret Inc 401(k) Plan in the asset neighbourhood

Shoprite of Carteret Inc 401(k) PlanShoprite of Carteret Inc 401…$914KMills Wealth Advisors, LLC 401(k) Savings Plan and TrustMills Wealth Advisors, LLC 4…$914KRobert R. Marchione, Cpa, PC 401(k) Profit Sharing PlanRobert R. Marchione, Cpa, PC…$914KTranswell Transportation Services, Inc. 401(k) PlanTranswell Transportation Ser…$914KMaroon Holdings, Ltd. 401(k) PlanMaroon Holdings, Ltd. 401(k)…$915K
End-of-year total assets ($M) among Shoprite of Carteret Inc 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Shoprite of Carteret Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Shoprite of Carteret Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 20.2675360194104% vs 2022
2024 filing year
$0.8M$0.9M$1M$1.1M$1.2M 202220232024 $0.93M $1.12M ▲ +20.4%
Year Plans Participants Total Assets
2022 1 19 $933K
2023 1 19 $914K
2024 1 18 $1M

Shoprite of Carteret Inc. filing trail (2023)

Total Assets (Beginning of Year)$933K
Net Assets (End of Year)$914K
Net Income-$19K
Employer EIN221899832
Plan Effective Date2000-10-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New Jersey

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Shoprite of Carteret Inc 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -1001020304050 Total assets ($B) Participants Shoprite of Carteret Inc 401(k) Plan, Total assets ($B): 0.000914437 · Participants: 19Shoprite of Carteret Inc 401(k) PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 44.552237022 · Participants: 176610JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 27.825640157 · Participants: 78072Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 22.177853595 · Participants: 41291Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 15.543526764 · Participants: 59346Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 13.424416176 · Participants: 26850Merck US Savings Plan
Shoprite of Carteret Inc 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Shoprite of Carteret Inc 401(k) Plan side-by-side with 3 peers →

Shoprite of Carteret Inc 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Mills Wealth Advisors, LLC 401(k) Savings Plan and Trust in TX ($914K); by covered participants it is Williams, Robinson Et Al 401(k) Plan & Trust in MO (19 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (19 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 Shoprite of Carteret Inc 401(k) Plan assets move in 2023? ▼
Shoprite of Carteret Inc 401(k) Plan edged down modestly - down 2.0% during 2023, from $933K to $914K. Reported net income was -$19K.
How have Shoprite of Carteret Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Shoprite of Carteret Inc.'s sponsor-wide assets grew 20.3%, from $933K to $1M.
Where does Shoprite of Carteret Inc 401(k) Plan rank by assets among Form 5500 filers? ▼
Shoprite of Carteret Inc 401(k) Plan ranks in the 23rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Shoprite of Carteret Inc 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mills Wealth Advisors, LLC 401(k) Savings Plan and Trust in TX ($914K, 6 participants).
Which 401(k) plans cover a similar participant headcount to Shoprite of Carteret Inc 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Williams, Robinson Et Al 401(k) Plan & Trust in MO (19 participants, $3M 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 221899832.

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.