Defined Benefit (Pension) · DOL Form 5500 · 2023
Stater Bros. Markets Pension Plan
Data updated 2026-08-25
- $179M
- Total assets Near avg plan size
- 832
- Participants Near avg headcount
- 94th
- Percentile by assets National rank
- $214,808
- Avg per participant Above avg balance/head
Official DOL plan name: Pension Plan for Salaried Employees of Stater Bros. Markets · Sponsored by Stater Bros. Markets · California · Retail Trade
$179M in assets, 832 participants
Stater Bros. Markets's Pension Plan for Salaried Employees of Stater Bros. Markets reported $179M in total assets and 832 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.
- #8,144 in Retail Trade (8,414 peers)
Where Pension Plan for Salaried Employees of Stater Bros. Markets sits by assets
Pension Plan for Salaried Employees of Stater Bros. Markets sits in the top 10% of all filed plans by assets, $179M for 832 participants (~$214,808/participant), up 18.2% in 2023.
- #8,144
- in Retail Trade (8,414 peers)
- +18.2%
- assets growth YoY
- 1.8×
- vs typical plan assets (national mean)
Pension Plan for Salaried Employees of Stater Bros. Markets's outsized position by total assets
Pension Plan for Salaried Employees of Stater Bros. Markets vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$178,720,481 Top 6% higher than 94% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Pension Plan for Salaried 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. Pension Plan for Salaried Employees of Stater Bros. Markets sits mid-pack in the medium band (832 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Pension Plan for Salaried Employees of Stater Bros. Markets reported net income rose from -$5M in the plan year 2022 filing to $27M in the plan year 2023 filing.
- Pension Plan for Salaried Employees of Stater Bros. Markets end-of-year assets rose from $151M in the plan year 2022 filing to $179M in the plan year 2023 filing.
- Pension Plan for Salaried Employees of Stater Bros. Markets reported participants rose from 804 in the plan year 2022 filing to 832 in the plan year 2023 filing.
DOL schedule card
Filing strip 952586175 · Stater Bros. Markets PY 2023 · Defined Benefit (Pension)
Pension Plan for Salaried Employees of Stater Bros. Markets · $179M · 832 · 94th
- VS-ST $179M
- BOY 832
- SCH 94th
- EBSA Defined Benefit (Pension)
- PART near Tucson Electric Power Company Pension Trust Plan for Employees Represented by I.B.E.W Local 1116
- TYPE ind #8144
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 →
Pension Plan for Salaried Employees of Stater Bros. Markets in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $151M |
|---|---|
| Net Assets (End of Year) | $179M |
| Net Income | $27M |
| Employer EIN | 952586175 |
| Plan Effective Date | 1983-03-31 |
| Filing Status | FILING 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
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 2,537 | $265M |
| 2023 | 3 | 2,619 | $306M |
| 2024 | 3 | 2,688 | $316M |
Nearby Defined Benefit (Pension) Plans in California
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Kaiser Permanente Retirement Plan $33.5B · 127,356
- Pacific Gas and Electric Company Retirement Plan $21.4B · 22,914
- Pacific Gas and Electric Company Retirement Plan $18.0B · 25,647
- Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc. $10.8B · 19,545
- Disney Salaried Pension Plan D $10.1B · 10,813
Pension Plan for Salaried Employees of Stater Bros. Markets's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside California, the nearest Defined Benefit (Pension) by assets is Tucson Electric Power Company Pension Trust Plan for Employees Represented by I.B.E.W Local 1116 in AZ ($179M); by covered participants it is Sheet Metal Workers Local No. 20, Indianapolis Area, Pension Fund in IN (832 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($179M here).
- Tucson Electric Power Company Pension Trust Plan for Employees Represented by I.B.E.W Local 1116 (AZ) $179M · 919
- Glen Raven, Inc. Pension Plan (NC) $179M · 1,479
- Southern Ironworkers Pension Fund (PA) $179M · 905
- Local 309 Wiremans Pension Trust (MO) $179M · 401
Similar participant headcount
Nearest other-state filings by covered participants (832 participants); asset peers above are excluded.
- Sheet Metal Workers Local No. 20, Indianapolis Area, Pension Fund (IN) 832 · 0 off
- American Cast Iron Pipe Company Pension Plan (AL) 832 · 0 off
- United Furniture Workers Pension Fund a (TN) 832 · 0 off
- Hill-Rom, Inc. Pension Plan (IN) 833 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.