Defined Benefit (Pension) · DOL Form 5500 · 2024
Shop-Rite, Inc. Pension Plan
Data updated 2026-08-11
- $16M
- Total assets
- 96
- Participants
- 66th
- Percentile by assets
- $171,552
- Avg per participant
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.
- 66th percentile by assets (of 123,622 plans)
- #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.
- $16M
- total plan assets (2024 EOY)
- 96
- covered participants
- 66th
- percentile by assets (of 123,622 plans)
- $171,552
- avg assets per participant
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.
Where Retirement Plan for Employees of Shop-Rite, Inc. sits by total assets
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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
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.
Defined Benefit (Pension) filing for Retirement Plan for Employees of Shop-Rite, Inc.
Defined Benefit (Pension) filing for plan year 2024: EIN 391134847 ; effective since 1976-01-01 ; filing status FILING RECEIVED. Verify the certified figures on DOL EFAST2.
Filing particulars (2024)
| Total Assets (Beginning of Year) | $17M |
|---|---|
| Net Assets (End of Year) | $16M |
| Net Income | -$965K |
| Employer EIN | 391134847 |
| Plan Effective Date | 1976-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Shop-Rite, Inc.)
| 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
- 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 Retirement Plan for Employees of Shop-Rite, Inc. by total assets, not by location.
Frequently Asked Questions
How did Retirement Plan for Employees of Shop-Rite, Inc. assets move in 2024? ▼
How have Shop-Rite, Inc. plan assets changed over time? ▼
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Filing takeaways
Ways to act on Retirement Plan for Employees of Shop-Rite, Inc.'s numbers.
- By total assets, Retirement Plan for Employees of Shop-Rite, Inc. ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Wisconsin. Compare plans
- Shop-Rite, Inc.'s sponsor-wide assets have declined 3.5% since 2022 across 3 plan years on file. More Retail Trade plans