Profit Sharing · DOL Form 5500 · 2023

Stater Bros. Markets Profit Sharing Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
859
Participants Near avg headcount
78th
Percentile by assets National rank
$32,611
Avg per participant Low balance/head
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Official DOL plan name: Profit Sharing Plan for Employees of Stater Bros. Markets · Sponsored by Stater Bros. Markets · California · Retail Trade

$28M in assets, 859 participants

Stater Bros. Markets's Profit Sharing Plan for Employees of Stater Bros. Markets reported $28M in total assets and 859 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.

  • #7,301 in Retail Trade (8,414 peers)

Where Profit Sharing Plan for Employees of Stater Bros. Markets sits by assets

Profit Sharing Plan for Employees of Stater Bros. Markets sits in the top quartile of all filed plans by assets, $28M for 859 participants (~$32,611/participant), up 12.9% in 2023.

#7,301
in Retail Trade (8,414 peers)
+12.9%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Profit Sharing Plan for Employees of Stater Bros. Markets's outsized position by total assets

Profit Sharing Plan for Employees of Stater Bros. Markets vs every filed plan by assets

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

$28,013,177 Top 22% higher than 78% 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

Profit Sharing Plan for Employees of Stater Bros. Markets among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Profit Sharing Plan for Employees of Stater Bros. Markets sits mid-pack in the medium band (859 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Profit Sharing Plan for Employees of Stater Bros. Markets reported net income rose from $1M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Profit Sharing Plan for Employees of Stater Bros. Markets end-of-year assets rose from $25M in the plan year 2022 filing to $28M in the plan year 2023 filing.
  • Profit Sharing Plan for Employees of Stater Bros. Markets reported participants fell from 869 in the plan year 2022 filing to 859 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 952586175 · Stater Bros. Markets PY 2023 · Profit Sharing

Profit Sharing Plan for Employees of Stater Bros. Markets · $28M · 859 · 78th

  • ASSETS $28M
  • PCT 859
  • EIN 78th
  • RANK Profit Sharing
  • PHOTO near F.H.C. Employees' Retirement and Security Plan
  • IND ind #7301

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 California →

Profit Sharing Plan for Employees of Stater Bros. Markets in the asset neighbourhood

Sheet Metal Workers Local 112 Annuity FundSheet Metal Workers Local 11…$28MIronworkers Local No. 6 Profit Sharing PlanIronworkers Local No. 6 Prof…$28MProfit Sharing Plan for Employees of Stater Bros. MarketsProfit Sharing Plan for Empl…$28MF.H.C. Employees' Retirement and Security PlanF.H.C. Employees' Retirement…$28MIntertec Employees' Profit Sharing and Savings Plan and TrustIntertec Employees' Profit S…$28M
End-of-year total assets ($M) among Profit Sharing Plan for Employees of Stater Bros. Markets and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$28M
Net Income$3M
Employer EIN952586175
Plan Effective Date1983-03-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Stater Bros. Markets)

Sponsor-wide plan assets over time

All Stater Bros. Markets plans reported in each filing year

Latest sponsor-wide plan assets
$316M 19.4273226803396% vs 2022
2024 filing year
$240M$260M$280M$300M$320M$340M 202220232024 $265M $316M ▲ +19.4%
Year Plans Participants Total Assets
2022 3 2,537 $265M
2023 3 2,619 $306M
2024 3 2,688 $316M

Nearby Profit Sharing Plans in California

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Profit Sharing Plan for Employees of Stater Bros. Markets vs. nearby Profit Sharing plans in California, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -202468 Total assets ($B) Participants Profit Sharing Plan for Employees of Stater Bros. Markets, Total assets ($B): 0.028013177 · Participants: 859Profit Sharing Plan for Employees of Stater Bros. MarketsIntel Retirement Contribution Plan, Total assets ($B): 7.243052996 · Participants: 21513Intel Retirement Contribution PlanScpmg Keogh Plan, Total assets ($B): 6.822267649 · Participants: 10125Scpmg Keogh PlanMotion Picture Industry Individual Account Plan, Total assets ($B): 5.851994984 · Participants: 71071Motion Picture Industry Individual Account PlanMemorialcare Retirement Plan, Total assets ($B): 1.32726 · Participants: 4728Memorialcare Retirement PlanDisney Retirement Savings Plan, Total assets ($B): 1.092654738 · Participants: 37110Disney Retirement Savings Plan
Profit Sharing Plan for Employees of Stater Bros. Markets vs. nearby Profit Sharing plans in California, assets vs. participants

Profit Sharing Plan for Employees of Stater Bros. Markets's out-of-state Profit Sharing peers by assets and headcount

Outside California, the nearest Profit Sharing by assets is F.H.C. Employees' Retirement and Security Plan in TX ($28M); by covered participants it is Americas 403b Pep in PA (857 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (859 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 Profit Sharing Plan for Employees of Stater Bros. Markets assets move in 2023? ▼
Profit Sharing Plan for Employees of Stater Bros. Markets grew at a solid clip - up 12.9% during 2023, from $25M to $28M. Reported net income was $3M.
How have Stater Bros. Markets plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Stater Bros. Markets's sponsor-wide assets grew 19.4%, from $265M to $316M.
Where does Profit Sharing Plan for Employees of Stater Bros. Markets rank by assets among Form 5500 filers? ▼
Profit Sharing Plan for Employees of Stater Bros. Markets ranks in the 78th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Profit Sharing plans are similar in size to Profit Sharing Plan for Employees of Stater Bros. Markets? ▼
Among Profit Sharing plans in other states, the closest by assets is F.H.C. Employees' Retirement and Security Plan in TX ($28M, 607 participants).
Which Profit Sharing plans cover a similar participant headcount to Profit Sharing Plan for Employees of Stater Bros. Markets? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Americas 403b Pep in PA (857 participants, $48M in assets).