Defined Benefit (Pension) · DOL Form 5500 · 2024
Roundys Supermarkets, Inc. Pension Plan
Data updated 2026-08-25
- $137M
- Total assets Near avg plan size
- 524
- Participants Below avg headcount
- 92nd
- Percentile by assets National rank
- $261,845
- Avg per participant Above avg balance/head
Official DOL plan name: Roundys Supermarkets, Inc. Retirement Plan · Sponsored by Roundys Supermarkets, Inc. · Wisconsin · Wholesale Trade
$137M in assets, 524 participants
Roundys Supermarkets, Inc.'s Roundys Supermarkets, Inc. Retirement Plan reported $137M in total assets and 524 participants in its 2024 DOL Form 5500 filing, ranking in the 92nd 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.
- #5,713 in Wholesale Trade (6,080 peers)
Where Roundys Supermarkets, Inc. Retirement Plan sits by assets
Roundys Supermarkets, Inc. Retirement Plan sits in the top 10% of all filed plans by assets, $137M for 524 participants (~$261,845/participant), down 7.6% in 2024.
- #5,713
- in Wholesale Trade (6,080 peers)
- -7.6%
- assets change YoY
- 1.4×
- vs typical plan assets (national mean)
The plan reported a net loss of $11M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Roundys Supermarkets, Inc. Retirement Plan's outsized position by total assets
Roundys Supermarkets, Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$137,207,000 Top 8% higher than 92% 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
Roundys Supermarkets, Inc. 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. Roundys Supermarkets, Inc. Retirement Plan sits mid-pack in the medium band (524 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Roundys Supermarkets, Inc. Retirement Plan reported net income fell from -$324K in the plan year 2023 filing to -$11M in the plan year 2024 filing.
- Roundys Supermarkets, Inc. Retirement Plan reported participants fell from 571 in the plan year 2023 filing to 524 in the plan year 2024 filing.
- Roundys Supermarkets, Inc. Retirement Plan end-of-year assets fell from $148M in the plan year 2023 filing to $137M in the plan year 2024 filing.
DOL schedule card
Filing strip 390854535 · Roundys Supermarkets, Inc. PY 2024 · Defined Benefit (Pension)
Roundys Supermarkets, Inc. Retirement Plan · $137M · 524 · 92nd
- EOY $137M
- EOY 524
- EOY 92nd
- EOY Defined Benefit (Pension)
- EOY near Lufthansa German Airlines Pension Plan for United States Employees
- EOY ind #5713
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 Wisconsin →
Roundys Supermarkets, Inc. Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $148M |
|---|---|
| Net Assets (End of Year) | $137M |
| Net Income | -$11M |
| Employer EIN | 390854535 |
| Plan Effective Date | 1955-12-31 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Roundys Supermarkets, Inc.)
Sponsor-wide plan assets over time
All Roundys Supermarkets, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $137M 7.803386641580433% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 617 | $149M |
| 2023 | 1 | 571 | $148M |
| 2024 | 1 | 524 | $137M |
Nearby Defined Benefit (Pension) Plans in Wisconsin
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Building Trades United Pension Trust Fund Milwaukee and Vicinity $3.5B · 10,236
- The Northwestern Mutual Employee Retirement Plan $3.3B · 8,254
- The Northwestern Mutual Life Insurance Company Agents Retirement Plan $2.1B · 7,653
- Harley-Davidson Retirement Plan $1.9B · 1,414
- North Central States Regional Council of Carpenters Pension Fund $1.8B · 5,105
Roundys Supermarkets, Inc. Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Wisconsin, the nearest Defined Benefit (Pension) by assets is Lufthansa German Airlines Pension Plan for United States Employees in NY ($137M); by covered participants it is Webster Bank Pension Plan in NY (524 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($137M here).
Similar participant headcount
Nearest other-state filings by covered participants (524 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.