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
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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

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 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.

See the national 2023→2024 release diff →

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

2018 US Graphic Packaging International Pension Plan2018 US Graphic Packaging In…$230MPernod Ricard USA, LLC Employees' Retirement PlanPernod Ricard USA, LLC Emplo…$230MHill-Rom, Inc. Pension Plan$230MShaws Supermarkets, Inc. Pension Plan for Union EmployeesShaws Supermarkets, Inc. Pen…$230MSchneider Electric USA, Inc. Coordinated Bargaining Employees' Pension PlanSchneider Electric USA, Inc.…$230M
End-of-year total assets ($M) among Shaws Supermarkets, Inc. Pension Plan for Union Employees and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Idaho filing particulars

Total Assets (Beginning of Year)$223M
Net Assets (End of Year)$229M
Net Income$7M
Employer EIN041123420
Plan Effective Date1975-01-01
Filing StatusFILING 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
$220M$225M$230M$235M 202220232024 $230M $230M ▼ -0.0%
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.

Shaws Supermarkets, Inc. Pension Plan for Union Employees vs. nearby Defined Benefit (Pension) plans in Idaho, assets vs. participants Scatter plot of 6 data points. -20000200040006000 00.511.522.5 Total assets ($B) Participants Shaws Supermarkets, Inc. Pension Plan for Union Employees, Total assets ($B): 0.229628077 · Participants: 5378Shaws Supermarkets, Inc. Pension Plan for Union EmployeesIdaho National Laboratory Employee Retirement Plan, Total assets ($B): 2.001259353 · Participants: 930Idaho National Laboratory Employee Retirement PlanRetirement Plan of Idaho Power Company, Total assets ($B): 0.971347295 · Participants: 2113Retirement Plan of Idaho Power CompanyAmalgamated Sugar Company Hourly Retirement Plan, Total assets ($B): 0.223847281 · Participants: 878Amalgamated Sugar Company Hourly Retirement PlanSt. Luke's Health System Basic Pension Plan, Total assets ($B): 0.144429213 · Participants: 217St. Luke's Health System Basic Pension PlanHecla Mining Company Restated Retirement Plan, Total assets ($B): 0.117355534 · Participants: 536Hecla Mining Company Restated Retirement Plan
Shaws Supermarkets, Inc. Pension Plan for Union Employees vs. nearby Defined Benefit (Pension) plans in Idaho, assets vs. participants

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.

Similar participant headcount

Nearest other-state filings by covered participants (5,378 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Shaws Supermarkets, Inc. Pension Plan for Union Employees assets move in 2024?
Shaws Supermarkets, Inc. Pension Plan for Union Employees edged up modestly - up 3.1% during 2024, from $223M to $230M. Reported net income was $7M.
How have Shaws Supermarkets Inc plan assets changed over time?
Across 3 plan years on file (2022-2024), Shaws Supermarkets Inc's sponsor-wide assets declined 0.0%, from $230M to $230M.
Where does Shaws Supermarkets, Inc. Pension Plan for Union Employees rank by assets among Form 5500 filers?
Shaws Supermarkets, Inc. Pension Plan for Union Employees ranks in the 95th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Shaws Supermarkets, Inc. Pension Plan for Union Employees?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Schneider Electric USA, Inc. Coordinated Bargaining Employees' Pension Plan in IL ($230M, 282 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Shaws Supermarkets, Inc. Pension Plan for Union Employees?
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Sheet Metal Workers' Pension Plan of Southern California Arizona and Nevada in CA (5,402 participants, $1.4B in assets).