401(k) · DOL Form 5500 · 2023

Sheetz, Inc 401(k) Plan

Data updated 2026-08-25

$670M
Total assets Above avg plan size
15,866
Participants Very large workforce
98th
Percentile by assets National rank
$42,199
Avg per participant Low balance/head
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Official DOL plan name: Sheetz, Inc. 401(k) Retirement Plan · Sponsored by Sheetz, Inc · Pennsylvania · Retail Trade

$670M in assets, 15,866 participants

Sheetz, Inc's Sheetz, Inc. 401(k) Retirement Plan reported $670M in total assets and 15,866 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.

  • #8,301 in Retail Trade (8,414 peers)

Coverage in Pennsylvania

Sheetz, Inc. 401(k) Retirement Plan covers 15,866 participants in Pennsylvania, 19x the typical Pennsylvania plan (state average ~822 per filing). Assets: $670M.

#8,301
in Retail Trade (8,414 peers)
+32.0%
assets growth YoY
6.7×
vs typical plan assets (national mean)

Sheetz, Inc. 401(k) Retirement Plan's outsized position by total assets

Sheetz, Inc. 401(k) Retirement Plan vs every filed plan by assets

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

$669,529,849 Top 2% higher than 98% 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

Sheetz, Inc. 401(k) Retirement Plan's mega-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sheetz, Inc. 401(k) Retirement Plan is a mega filing (15,866 participants), the rightmost band on the breakdown.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Sheetz, Inc. 401(k) Retirement Plan reported net income rose from $84M in the plan year 2022 filing to $161M in the plan year 2023 filing.
  • Sheetz, Inc. 401(k) Retirement Plan end-of-year assets rose from $507M in the plan year 2022 filing to $670M in the plan year 2023 filing.
  • Sheetz, Inc. 401(k) Retirement Plan reported participants rose from 14,875 in the plan year 2022 filing to 15,866 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 251202108 · Sheetz, Inc PY 2023 · 401(k)

Sheetz, Inc. 401(k) Retirement Plan · $670M · 15,866 · 98th

  • TYPE $670M
  • TYPE 15,866
  • TYPE 98th
  • TYPE 401(k)
  • TYPE near Hanford Contractors Multi-Employer Savings Plan for Hamtc Represented Employees
  • TYPE ind #8301

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 Pennsylvania →

Sheetz, Inc. 401(k) Retirement Plan in the asset neighbourhood

Federated Mutual Insurance Company 401(k) PlanFederated Mutual Insurance C…$671MHanford Contractors Multi-Employer Savings Plan for Hamtc Represented EmployeesHanford Contractors Multi-Em…$670MSheetz, Inc. 401(k) Retirement PlanSheetz, Inc. 401(k) Retireme…$670MUniversity of Wisconsin Medical Foundation, Inc Employees 401(k)/Profit Sharing PlanUniversity of Wisconsin Medi…$669MLegrand North America 401(k) PlanLegrand North America 401(k)…$668M
End-of-year total assets ($M) among Sheetz, Inc. 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$507M
Net Assets (End of Year)$670M
Net Income$161M
Employer EIN251202108
Plan Effective Date1983-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Sheetz, Inc)

Sponsor-wide plan assets over time

All Sheetz, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$1.5B 44.022487424297026% vs 2022
2024 filing year
$0.8B$1B$1.2B$1.4B$1.6B 202220232024 $1.04B $1.5B ▲ +44.2%
Year Plans Participants Total Assets
2022 2 27,722 $1.0B
2023 2 29,724 $1.4B
2024 2 32,398 $1.5B

Nearby 401(k) Plans in Pennsylvania

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

Sheetz, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. 020000400006000080000100000 -505101520 Total assets ($B) Participants Sheetz, Inc. 401(k) Retirement Plan, Total assets ($B): 0.669529849 · Participants: 15866Sheetz, Inc. 401(k) Retirement PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
Sheetz, Inc. 401(k) Retirement Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Sheetz, Inc. 401(k) Retirement Plan side-by-side with 3 peers →

Scale composition for Sheetz, Inc. 401(k) Retirement Plan

Sheetz, Inc. 401(k) Retirement Plan reports $670M in end-of-year assets across 15,866 participants (0.005% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.017% of 93,925,755 covered participants) - about $42,199 per participant (31% of the national average assets-per-participant) . Net income for plan year 2023 was $161M.

This plan identity (EIN 251202108, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $507M to $778M (+53.4%) while covered participants moved from 14,875 to 17,459 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 14,875 $507M Open filing
2023 15,866 $670M This page
2024 · index core 17,459 $778M Open filing

The same sponsor also keeps 2 other index-core plans on PlainRetire:

Sheetz, Inc. 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Hanford Contractors Multi-Employer Savings Plan for Hamtc Represented Employees in WA ($670M); by covered participants it is Foundever Operating Corporation 401(k) Plan in TN (15,860 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (15,866 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 Sheetz, Inc. 401(k) Retirement Plan assets move in 2023? ▼
Sheetz, Inc. 401(k) Retirement Plan surged - up 32.0% during 2023, from $507M to $670M. Reported net income was $161M.
How have Sheetz, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Sheetz, Inc's sponsor-wide assets grew 44.0%, from $1.0B to $1.5B.
Where does Sheetz, Inc. 401(k) Retirement Plan rank by assets among Form 5500 filers? ▼
Sheetz, Inc. 401(k) Retirement Plan ranks in the 98th 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 401(k) plans are similar in size to Sheetz, Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Hanford Contractors Multi-Employer Savings Plan for Hamtc Represented Employees in WA ($670M, 3,750 participants).
Which 401(k) plans cover a similar participant headcount to Sheetz, Inc. 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Foundever Operating Corporation 401(k) Plan in TN (15,860 participants, $104M 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 251202108.

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.