Defined Benefit (Pension) · DOL Form 5500 · 2024
Shaws Supermarkets Inc Pension Plan
Data updated 2026-08-25
- $230M
- Total assets Near avg plan size
- 5,378
- Participants Above avg headcount
- 95th
- Percentile by assets National rank
- $42,698
- Avg per participant Low balance/head
Official DOL plan name: Shaws Supermarkets, Inc. Pension Plan for Union Employees · Sponsored by Shaws Supermarkets Inc · Idaho · Retail Trade
$230M in assets, 5,378 participants
Shaws Supermarkets Inc's Shaws Supermarkets, Inc. Pension Plan for Union Employees reported $230M in total assets and 5,378 participants in its 2024 DOL Form 5500 filing, ranking in the 95th 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.
- #7,806 in Retail Trade (8,048 peers)
Coverage in Idaho
Shaws Supermarkets, Inc. Pension Plan for Union Employees covers 5,378 participants in Idaho, 15x the typical Idaho plan (state average ~347 per filing). Assets: $230M.
- #7,806
- in Retail Trade (8,048 peers)
- +3.1%
- assets growth YoY
- 2.3×
- vs typical plan assets (national mean)
Shaws Supermarkets, Inc. Pension Plan for Union Employees's outsized position by total assets
Shaws Supermarkets, Inc. Pension Plan for Union Employees vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$229,628,077 Top 5% higher than 95% 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
Shaws Supermarkets, Inc. Pension Plan for Union Employees's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Shaws Supermarkets, Inc. Pension Plan for Union Employees lands in the large band (5,378 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Shaws Supermarkets, Inc. Pension Plan for Union Employees reported net income fell from $13M in the plan year 2023 filing to $7M in the plan year 2024 filing.
- Shaws Supermarkets, Inc. Pension Plan for Union Employees end-of-year assets rose from $223M in the plan year 2023 filing to $230M in the plan year 2024 filing.
- Shaws Supermarkets, Inc. Pension Plan for Union Employees reported participants rose from 5,337 in the plan year 2023 filing to 5,378 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 041123420 · Shaws Supermarkets Inc PY 2024 · Defined Benefit (Pension)
Shaws Supermarkets, Inc. Pension Plan for Union Employees · $230M · 5,378 · 95th
- BOY $230M
- SCH 5,378
- EBSA 95th
- PART Defined Benefit (Pension)
- TYPE near Schneider Electric USA, Inc. Coordinated Bargaining Employees' Pension Plan
- NET ind #7806
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 Idaho →
Shaws Supermarkets, Inc. Pension Plan for Union Employees in the asset neighbourhood
Idaho filing particulars
| Total Assets (Beginning of Year) | $223M |
|---|---|
| Net Assets (End of Year) | $229M |
| Net Income | $7M |
| Employer EIN | 041123420 |
| Plan Effective Date | 1975-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Shaws Supermarkets Inc)
Sponsor-wide plan assets over time
All Shaws Supermarkets Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $230M 0.04264905905121697% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 5,165 | $230M |
| 2023 | 1 | 5,337 | $223M |
| 2024 | 1 | 5,378 | $230M |
Nearby Defined Benefit (Pension) Plans in Idaho
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Idaho National Laboratory Employee Retirement Plan $2.0B · 930
- Retirement Plan of Idaho Power Company $971M · 2,113
- Amalgamated Sugar Company Hourly Retirement Plan $224M · 878
- St. Luke's Health System Basic Pension Plan $144M · 217
- Hecla Mining Company Restated Retirement Plan $117M · 536
Scale composition for Shaws Supermarkets, Inc. Pension Plan for Union Employees
Shaws Supermarkets, Inc. Pension Plan for Union Employees reports $230M in end-of-year assets across 5,378 participants (0.002% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $42,698 per participant (31% of the national average assets-per-participant) . Net income for plan year 2024 was $7M.
This plan identity (EIN 041123420, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $230M to $230M (-0.0%) while covered participants moved from 5,165 to 5,378 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 5,165 | $230M | Open filing |
| 2023 | 5,337 | $223M | Open filing |
| 2024 · index core | 5,378 | $230M | This page |
Shaws Supermarkets, Inc. Pension Plan for Union Employees's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Idaho, the nearest Defined Benefit (Pension) by assets is Schneider Electric USA, Inc. Coordinated Bargaining Employees' Pension Plan in IL ($230M); by covered participants it is Sheet Metal Workers' Pension Plan of Southern California Arizona and Nevada in CA (5,402 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($230M here).
Similar participant headcount
Nearest other-state filings by covered participants (5,378 participants); asset peers above are excluded.
- Sheet Metal Workers' Pension Plan of Southern California Arizona and Nevada (CA) 5,402 · 24 off
- Local 705 Int'l Brotherhood of Teamsters Pension Tr. Fd. (IL) 5,346 · 32 off
- Operating Engineers Local No. 825 Pension Fund (NJ) 5,422 · 44 off
- Central Pennsylvania Teamsters Defined Benefit Plan (PA) 5,424 · 46 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.