Defined Benefit (Pension) · DOL Form 5500 · 2024

Shop-Rite, Inc. Pension Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
96
Participants Small participant base
66th
Percentile by assets National rank
$171,552
Avg per participant Above avg balance/head
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Official DOL plan name: Retirement Plan for Employees of Shop-Rite, Inc. · Sponsored by Shop-Rite, Inc. · Wisconsin · Retail Trade

$16M in assets, 96 participants

Shop-Rite, Inc.'s Retirement Plan for Employees of Shop-Rite, Inc. reported $16M in total assets and 96 participants in its 2024 DOL Form 5500 filing, ranking in the 66th 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.

  • #6,211 in Retail Trade (8,048 peers)

What the 2024 filing shows

Retirement Plan for Employees of Shop-Rite, Inc. holds $16M for 96 participants - about $171,552 per participant, above the median plan by assets.

#6,211
in Retail Trade (8,048 peers)
-5.5%
assets change YoY

The plan reported a net loss of $965K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Retirement Plan for Employees of Shop-Rite, Inc.'s mid-pack asset rank among Retail Trade and all filers

Retirement Plan for Employees of Shop-Rite, Inc. vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$16,469,000 Top 34% higher than 66% 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

Retirement Plan for Employees of Shop-Rite, Inc. among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Retirement Plan for Employees of Shop-Rite, Inc. is a small filing (96 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Retirement Plan for Employees of Shop-Rite, Inc. reported net income fell from $365K in the plan year 2023 filing to -$965K in the plan year 2024 filing.
  • Retirement Plan for Employees of Shop-Rite, Inc. reported participants fell from 104 in the plan year 2023 filing to 96 in the plan year 2024 filing.
  • Retirement Plan for Employees of Shop-Rite, Inc. end-of-year assets fell from $17M in the plan year 2023 filing to $16M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 391134847 · Shop-Rite, Inc. PY 2024 · Defined Benefit (Pension)

Retirement Plan for Employees of Shop-Rite, Inc. · $16M · 96 · 66th

  • TYPE $16M
  • TYPE 96
  • TYPE 66th
  • TYPE Defined Benefit (Pension)
  • TYPE near Stauffer Biscuit Company Pension Plan
  • TYPE ind #6211

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 Wisconsin →

Retirement Plan for Employees of Shop-Rite, Inc. in the asset neighbourhood

American Chemet Corporation Retirement Income PlanAmerican Chemet Corporation …$16MStauffer Biscuit Company Pension PlanStauffer Biscuit Company Pen…$16MRetirement Plan for Employees of Shop-Rite, Inc.Retirement Plan for Employee…$16MBehr Dayton Thermal Products - Iue Pension AgreementBehr Dayton Thermal Products…$16MMatrix Metals LLC Employee Pension PlanMatrix Metals LLC Employee P…$16M
End-of-year total assets ($M) among Retirement Plan for Employees of Shop-Rite, Inc. and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$16M
Net Income-$965K
Employer EIN391134847
Plan Effective Date1976-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Shop-Rite, Inc.)

Sponsor-wide plan assets over time

All Shop-Rite, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$16M 3.515144413849669% vs 2022
2024 filing year
$16M$16.5M$17M$17.5M$18M 202220232024 $17.1M $16.5M ▼ -3.5%
Year Plans Participants Total Assets
2022 1 115 $17M
2023 1 104 $17M
2024 1 96 $16M

Nearby Defined Benefit (Pension) Plans in Wisconsin

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Retirement Plan for Employees of Shop-Rite, Inc. vs. nearby Defined Benefit (Pension) plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -101234 Total assets ($B) Participants Retirement Plan for Employees of Shop-Rite, Inc., Total assets ($B): 0.016469 · Participants: 96Retirement Plan for Employees of Shop-Rite, Inc.Building Trades United Pension Trust Fund Milwaukee and Vicinity, Total assets ($B): 3.531588718 · Participants: 10236Building Trades United Pension Trust Fund Milwaukee and VicinityThe Northwestern Mutual Employee Retirement Plan, Total assets ($B): 3.254287792 · Participants: 8254The Northwestern Mutual Employee Retirement PlanThe Northwestern Mutual Life Insurance Company Agents Retirement Plan, Total assets ($B): 2.075823689 · Participants: 7653The Northwestern Mutual Life Insurance Company Agents Retirement PlanHarley-Davidson Retirement Plan, Total assets ($B): 1.851962731 · Participants: 1414Harley-Davidson Retirement PlanNorth Central States Regional Council of Carpenters Pension Fund, Total assets ($B): 1.83166949 · Participants: 5105North Central States Regional Council of Carpenters Pension Fund
Retirement Plan for Employees of Shop-Rite, Inc. vs. nearby Defined Benefit (Pension) plans in Wisconsin, assets vs. participants
Compare Retirement Plan for Employees of Shop-Rite, Inc. side-by-side with 3 peers →

Retirement Plan for Employees of Shop-Rite, Inc.'s out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Wisconsin, the nearest Defined Benefit (Pension) by assets is Stauffer Biscuit Company Pension Plan in PA ($16M); by covered participants it is Asmoc Pension Plan in AL (96 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (96 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 Retirement Plan for Employees of Shop-Rite, Inc. assets move in 2024? ▼
Retirement Plan for Employees of Shop-Rite, Inc. pulled back noticeably - down 5.5% during 2024, from $17M to $16M. Reported net income was -$965K.
How have Shop-Rite, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Shop-Rite, Inc.'s sponsor-wide assets declined 3.5%, from $17M to $16M.
Which Defined Benefit (Pension) plans are similar in size to Retirement Plan for Employees of Shop-Rite, Inc.? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Stauffer Biscuit Company Pension Plan in PA ($16M, 169 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Retirement Plan for Employees of Shop-Rite, Inc.? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Asmoc Pension Plan in AL (96 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 391134847.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.