Defined Benefit (Pension) · DOL Form 5500 · 2024
Associated Wholesale Grocers, Inc. Pension Plan
Data updated 2026-08-25
- $180M
- Total assets Near avg plan size
- 435
- Participants Below avg headcount
- 94th
- Percentile by assets National rank
- $413,671
- Avg per participant High balance/head
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.
- #5,790 in Wholesale Trade (6,080 peers)
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.
- #5,790
- in Wholesale Trade (6,080 peers)
- +3.6%
- assets growth YoY
- 1.8×
- vs typical plan assets (national mean)
Associated Wholesale Grocers, Inc. Restated Retirement Plan's outsized position by total assets
Associated Wholesale Grocers, Inc. Restated Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$179,946,855 Top 6% higher than 94% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Associated Wholesale Grocers, Inc. Restated Retirement Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Associated Wholesale Grocers, Inc. Restated Retirement Plan sits mid-pack in the medium band (435 participants).
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.
DOL schedule card
Filing strip 480614866 · Associated Wholesale Grocers, Inc. PY 2024 · Defined Benefit (Pension)
Associated Wholesale Grocers, Inc. Restated Retirement Plan · $180M · 435 · 94th
- BOOK $180M
- BOOK 435
- BOOK 94th
- BOOK Defined Benefit (Pension)
- BOOK near Transit Management of Southeast Louisiana, Inc. Retirement Income Plan
- BOOK ind #5790
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 Kansas →
Associated Wholesale Grocers, Inc. Restated Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $174M |
|---|---|
| Net Assets (End of Year) | $180M |
| Net Income | $6M |
| Employer EIN | 480614866 |
| Plan Effective Date | 1959-11-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Associated Wholesale Grocers, Inc.)
Sponsor-wide plan assets over time
All Associated Wholesale Grocers, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $503M 25.246600396004386% vs 2022
- 2024 filing year
| 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.
- Koch Employees' Pension Plan $1.4B · 5,044
- Retirement Plan for Employees of Learjet Inc., Bombardier Aerospace Corporation and Affiliates $498M · 975
- Invista Pension Plan for Certain Grandfathered Employees $363M · 12
- Non-Contributory Retirement Program for Certain Employees of Blue Cross and Blue Shield of Kansas, Inc. $283M · 475
- Kansas Construction Trades Open End Pension Trust Fund $203M · 790
Associated Wholesale Grocers, Inc. Restated Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Kansas, the nearest Defined Benefit (Pension) by assets is Transit Management of Southeast Louisiana, Inc. Retirement Income Plan in LA ($180M); by covered participants it is Front Porch Retirement Income Plan in CA (436 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($180M here).
- Transit Management of Southeast Louisiana, Inc. Retirement Income Plan (LA) $180M · 1,602
- Local 147 Construction Workers Retirement Plan (NJ) $180M · 89
- Teledyne Technologies Incorporated Pension Plan for Defined Active Participants (CA) $180M · 544
- Illinois Education Association Staff Retirement Plan (IL) $180M · 115
Similar participant headcount
Nearest other-state filings by covered participants (435 participants); asset peers above are excluded.
- Front Porch Retirement Income Plan (CA) 436 · 1 off
- Flexco Pension Plan (IL) 436 · 1 off
- Ideal Industries, Inc. Retirement Plan (IL) 433 · 2 off
- Sheet Metal Workers Local No. 4 Pension Plan (TN) 433 · 2 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.