Defined Benefit (Pension) · DOL Form 5500 · 2024

Associated Wholesale Grocers, Inc. Pension Plan

Data updated 2026-08-06

$180M
Total assets
435
Participants
94th
Percentile by assets
$413,671
Avg per participant
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Official DOL plan name: Associated Wholesale Grocers, Inc. Restated Retirement Plan · Sponsored by Associated Wholesale Grocers, Inc. · Kansas · Wholesale Trade

$180M in assets, 435 participants

Associated Wholesale Grocers, Inc.'s Associated Wholesale Grocers, Inc. Restated Retirement Plan reported $180M in total assets and 435 participants in its 2024 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.

  • 94th percentile by assets (of 116,472 plans)

Where Associated Wholesale Grocers, Inc. Restated Retirement Plan sits by assets

Associated Wholesale Grocers, Inc. Restated Retirement Plan sits in the top 10% of all filed plans by assets, $180M for 435 participants (~$413,671/participant), up 3.6% in 2024.

$180M
total plan assets (2024 EOY)
435
covered participants
94th
percentile by assets (of 116,472 plans)
$413,671
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Associated Wholesale Grocers, Inc. Restated Retirement Plan reported net income fell from $20M in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Associated Wholesale Grocers, Inc. Restated Retirement Plan reported participants fell from 474 in the plan year 2023 filing to 435 in the plan year 2024 filing.
  • Associated Wholesale Grocers, Inc. Restated Retirement Plan end-of-year assets rose from $174M in the plan year 2023 filing to $180M in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
Industry

Associated Wholesale Grocers, Inc. Restated Retirement Plan vs the 2024 asset distribution

By assets, Associated Wholesale Grocers, Inc. Restated Retirement Plan outranks 94% of the 116,472 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 1.8x the national average plan size of $100M (730 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$174M
Net Assets (End of Year)$180M
Net Income$6M
Employer EIN480614866
Plan Effective Date1959-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Associated Wholesale Grocers, Inc.)

$350M$400M$450M$500M$550M 202220232024 $401M $503M ▲ +25.2%
Total plan assets by year, all Associated Wholesale Grocers, Inc. plans on file
Year Plans Participants Total Assets
2022 3 3,082 $401M
2023 3 3,387 $457M
2024 3 3,614 $503M

Nearby Defined Benefit (Pension) Plans in Kansas

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

Associated Wholesale Grocers, Inc. Restated Retirement Plan vs. nearby Defined Benefit (Pension) plans in Kansas, assets vs. participants

Associated Wholesale Grocers, Inc. Restated Retirement Plan vs. nearby Defined Benefit (Pension) plans in Kansas, assets vs. participants Scatter plot of 6 data points. -20000200040006000 00.511.5 Total assets ($B) Participants Associated Wholesale…Koch Employees' Pens…Retirement Plan for …Invista Pension Plan…Non-Contributory Ret…Kansas Construction …
Associated Wholesale Grocers, Inc. Restated Retirement Plan vs. nearby Defined Benefit (Pension) plans in Kansas, assets vs. participants

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Associated Wholesale Grocers, Inc. Restated Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Associated Wholesale Grocers, Inc. Restated Retirement Plan assets move in 2024?
Associated Wholesale Grocers, Inc. Restated Retirement Plan edged up modestly - up 3.6% during 2024, from $174M to $180M. Reported net income was $6M.
How have Associated Wholesale Grocers, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Associated Wholesale Grocers, Inc.'s sponsor-wide assets grew 25.2%, from $401M to $503M.
Where does Associated Wholesale Grocers, Inc. Restated Retirement Plan rank by assets among Form 5500 filers?
Associated Wholesale Grocers, Inc. Restated Retirement Plan ranks in the 94th percentile by end-of-year assets among 116,472 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Associated Wholesale Grocers, Inc. Restated Retirement Plan?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Transit Management of Southeast Louisiana, Inc. Retirement Income Plan in LA ($180M, 1,602 participants).

Next read for Associated Wholesale Grocers, Inc. Resta…

Scale reading

Ways to act on Associated Wholesale Grocers, Inc. Restated Retirement Plan's numbers.

  • By total assets, Associated Wholesale Grocers, Inc. Restated Retirement Plan ranks in the top 10% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Kansas. Compare plans
  • Associated Wholesale Grocers, Inc.'s sponsor-wide assets have grown 25.2% since 2022 across 3 plan years on file. More Wholesale Trade plans

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 480614866.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.