Defined Benefit (Pension) · DOL Form 5500 · 2023

Wakefern Food Corp. Pension Plan

Data updated 2026-08-25

$141M
Total assets Near avg plan size
398
Participants Below avg headcount
93rd
Percentile by assets National rank
$353,846
Avg per participant High balance/head
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Official DOL plan name: Wakefern Pension Plan · Sponsored by Wakefern Food Corp. · New Jersey · Wholesale Trade

$141M in assets, 398 participants

Wakefern Food Corp.'s Wakefern Pension Plan reported $141M in total assets and 398 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.

  • #5,966 in Wholesale Trade (6,309 peers)

Coverage in New Jersey

Wakefern Pension Plan covers 398 participants in New Jersey, about 47% of the average New Jersey filer (state average ~844 per filing). Assets: $141M.

#5,966
in Wholesale Trade (6,309 peers)
+13.8%
assets growth YoY
1.4×
vs typical plan assets (national mean)

Wakefern Pension Plan's outsized position by total assets

Wakefern Pension Plan vs every filed plan by assets

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

$140,830,586 Top 7% higher than 93% 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

Wakefern Pension Plan 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. Wakefern Pension Plan sits mid-pack in the medium band (398 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Wakefern Pension Plan reported net income rose from -$11M in the plan year 2022 filing to $17M in the plan year 2023 filing.
  • Wakefern Pension Plan end-of-year assets rose from $124M in the plan year 2022 filing to $141M in the plan year 2023 filing.
  • Wakefern Pension Plan reported participants fell from 422 in the plan year 2022 filing to 398 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 221434516 · Wakefern Food Corp. PY 2023 · Defined Benefit (Pension)

Wakefern Pension Plan · $141M · 398 · 93rd

  • NET $141M
  • BOOK 398
  • VS-ST 93rd
  • BOY Defined Benefit (Pension)
  • SCH near Pension Fund of Heat and Frost Insulators Local 12
  • EBSA ind #5966

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 Wholesale Trade retirement plans → · Plans in New Jersey →

Wakefern Pension Plan in the asset neighbourhood

Sumitomo Rubber USA, LLC 1950 Pension PlanSumitomo Rubber USA, LLC 195…$141MPension Fund of Heat and Frost Insulators Local 12Pension Fund of Heat and Fro…$141MWakefern Pension Plan$141MPlumbers & Pipefitters Local 172 Pension FundPlumbers & Pipefitters Local…$141MPension Plan of the Plumbers & Pipefitters Local Union No. 630 Pension - Annuity Trust FundPension Plan of the Plumbers…$141M
End-of-year total assets ($M) among Wakefern Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

New Jersey filing particulars

Total Assets (Beginning of Year)$124M
Net Assets (End of Year)$141M
Net Income$17M
Employer EIN221434516
Plan Effective Date1963-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Wakefern Food Corp.)

Sponsor-wide plan assets over time

All Wakefern Food Corp. plans reported in each filing year

Latest sponsor-wide plan assets
$486M 1.0122156094780117% vs 2022
2024 filing year
$450M$500M$550M$600M 202220232024 $491M $486M ▼ -1.0%
Year Plans Participants Total Assets
2022 3 2,580 $491M
2023 3 2,506 $578M
2024 2 2,194 $486M

Nearby Defined Benefit (Pension) Plans in New Jersey

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Wakefern Pension Plan vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Wakefern Pension Plan, Total assets ($B): 0.140830586 · Participants: 398Wakefern Pension PlanRetirement Plan of Johnson and Johnson, Total assets ($B): 21.174819996 · Participants: 37749Retirement Plan of Johnson and JohnsonJPMorgan Chase Retirement Plan, Total assets ($B): 16.279006871 · Participants: 90644JPMorgan Chase Retirement PlanNokia Retirement Income Plan, Total assets ($B): 13.864923 · Participants: 7492Nokia Retirement Income PlanThe Prudential Merged Retirement Plan, Total assets ($B): 12.225782081 · Participants: 16230The Prudential Merged Retirement PlanVerizon Pension Plan for Associates, Total assets ($B): 10.930667796 · Participants: 23778Verizon Pension Plan for Associates
Wakefern Pension Plan vs. nearby Defined Benefit (Pension) plans in New Jersey, assets vs. participants
Compare Wakefern Pension Plan side-by-side with 3 peers →

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

Outside New Jersey, the nearest Defined Benefit (Pension) by assets is Pension Fund of Heat and Frost Insulators Local 12 in NY ($141M); by covered participants it is The Knoll Pension Plan in MI (398 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (398 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 Wakefern Pension Plan assets move in 2023? ▼
Wakefern Pension Plan grew at a solid clip - up 13.8% during 2023, from $124M to $141M. Reported net income was $17M.
How have Wakefern Food Corp. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Wakefern Food Corp.'s sponsor-wide assets declined 1.0%, from $491M to $486M.
Where does Wakefern Pension Plan rank by assets among Form 5500 filers? ▼
Wakefern Pension Plan ranks in the 93rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Wakefern Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Pension Fund of Heat and Frost Insulators Local 12 in NY ($141M, 481 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Wakefern Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is The Knoll Pension Plan in MI (398 participants, $128M 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 221434516.

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.