Defined Benefit (Pension) · DOL Form 5500 · 2024
Roundys Supermarkets, Inc. Pension Plan
Data updated 2026-08-11
- $137M
- Total assets
- 524
- Participants
- 92nd
- Percentile by assets
- $261,845
- Avg per participant
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.
- 92nd percentile by assets (of 123,622 plans)
- #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.
- $137M
- total plan assets (2024 EOY)
- 524
- covered participants
- 92nd
- percentile by assets (of 123,622 plans)
- $261,845
- avg assets per participant
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.
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.
Roundys Supermarkets, Inc. Retirement Plan vs the 2024 asset distribution
By assets, Roundys Supermarkets, Inc. Retirement Plan outranks 92% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 1.4x the national average plan size of $100M (721 average participants).
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.)
| 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.
Roundys Supermarkets, Inc. Retirement Plan vs. nearby Defined Benefit (Pension) plans in Wisconsin, assets vs. participants
- 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
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to Roundys Supermarkets, Inc. Retirement Plan by total assets, not by location.
- Lufthansa German Airlines Pension Plan for United States Employees (NY) $137M · 343
- Buzzi Unicem USA Inc. Salaried Pension Plan (PA) $137M · 231
- Am General Salaried Retirement Plan (IN) $137M · 126
- Washington Permanente Medical Group Cash Balance Pension Plan (WA) $137M · 1,111
Frequently Asked Questions
How did Roundys Supermarkets, Inc. Retirement Plan assets move in 2024? ▼
How have Roundys Supermarkets, Inc. plan assets changed over time? ▼
Where does Roundys Supermarkets, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Which Defined Benefit (Pension) plans are similar in size to Roundys Supermarkets, Inc. Retirement Plan? ▼
Next read for Roundys Supermarkets, Inc. Retirement Pl…
Scale reading
Ways to act on Roundys Supermarkets, Inc. Retirement Plan's numbers.
- By total assets, Roundys Supermarkets, Inc. 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 Wisconsin. Compare plans
- Roundys Supermarkets, Inc.'s sponsor-wide assets have declined 7.8% since 2022 across 3 plan years on file. More Wholesale Trade plans