401(k) · DOL Form 5500 · 2024
Sheetz, Inc 401(k) Plan
Data updated 2026-08-25
- $778M
- Total assets Above avg plan size
- 17,459
- Participants Very large workforce
- 98th
- Percentile by assets National rank
- $44,582
- Avg per participant Low balance/head
Official DOL plan name: Sheetz, Inc. 401(k) Retirement Plan · Sponsored by Sheetz, Inc · Pennsylvania · Retail Trade
$778M in assets, 17,459 participants
Sheetz, Inc's Sheetz, Inc. 401(k) Retirement Plan reported $778M in total assets and 17,459 participants in its 2024 DOL Form 5500 filing, ranking in the 98th 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.
- #7,940 in Retail Trade (8,048 peers)
Coverage in Pennsylvania
Sheetz, Inc. 401(k) Retirement Plan covers 17,459 participants in Pennsylvania, 21x the typical Pennsylvania plan (state average ~822 per filing). Assets: $778M.
- #7,940
- in Retail Trade (8,048 peers)
- +16.3%
- assets growth YoY
- 7.8×
- vs typical plan assets (national mean)
Sheetz, Inc. 401(k) Retirement Plan's outsized position by total assets
Sheetz, Inc. 401(k) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$778,358,571 Top 2% higher than 98% 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
Sheetz, Inc. 401(k) Retirement Plan's mega-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Sheetz, Inc. 401(k) Retirement Plan is a mega filing (17,459 participants), the rightmost band on the breakdown.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Sheetz, Inc. 401(k) Retirement Plan reported net income fell from $161M in the plan year 2023 filing to $108M in the plan year 2024 filing.
- Sheetz, Inc. 401(k) Retirement Plan end-of-year assets rose from $670M in the plan year 2023 filing to $778M in the plan year 2024 filing.
- Sheetz, Inc. 401(k) Retirement Plan reported participants rose from 15,866 in the plan year 2023 filing to 17,459 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 251202108 · Sheetz, Inc PY 2024 · 401(k)
Sheetz, Inc. 401(k) Retirement Plan · $778M · 17,459 · 98th
- TYPE $778M
- NET 17,459
- BOOK 98th
- VS-ST 401(k)
- BOY near Arcbest 401(k) and DC Retirement Plan
- SCH ind #7940
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 Pennsylvania →
Sheetz, Inc. 401(k) Retirement Plan in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $670M |
|---|---|
| Net Assets (End of Year) | $778M |
| Net Income | $108M |
| Employer EIN | 251202108 |
| Plan Effective Date | 1983-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Sheetz, Inc)
Sponsor-wide plan assets over time
All Sheetz, Inc plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.5B 44.022487424297026% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 27,722 | $1.0B |
| 2023 | 2 | 29,724 | $1.4B |
| 2024 | 2 | 32,398 | $1.5B |
Nearby 401(k) Plans in Pennsylvania
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Comcast Corporation Retirement - Investment Plan $19.7B · 90,495
- The Cigna Group 401(k) Plan $14.2B · 63,634
- The Vanguard Retirement and Savings Plan $11.1B · 18,066
- Thermo Fisher Scientific Inc. 401(k) Retirement Plan $10.3B · 36,150
- The PNC Financial Services Group, Inc. Incentive Savings Plan $10.2B · 54,604
Scale composition for Sheetz, Inc. 401(k) Retirement Plan
Sheetz, Inc. 401(k) Retirement Plan reports $778M in end-of-year assets across 17,459 participants (0.006% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.019% of 93,925,755 covered participants) - about $44,582 per participant (32% of the national average assets-per-participant) . Net income for plan year 2024 was $108M.
This plan identity (EIN 251202108, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $507M to $778M (+53.4%) while covered participants moved from 14,875 to 17,459 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 14,875 | $507M | Open filing |
| 2023 | 15,866 | $670M | Open filing |
| 2024 · index core | 17,459 | $778M | This page |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Sheetz, Inc. Employee Stock Ownership Plan (ESOP, $721M, 14,939 participants)
Sheetz, Inc. 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Pennsylvania, the nearest 401(k) by assets is Arcbest 401(k) and DC Retirement Plan in AR ($778M); by covered participants it is Bridgestone Americas, Inc. Incentive Savings Plan in TN (17,463 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($778M here).
- Arcbest 401(k) and DC Retirement Plan (AR) $778M · 5,150
- North Memorial Health (MN) $778M · 6,766
- National Instruments 401(k) Plan (TX) $779M · 1,735
- Corelogic, Inc. 401(k) Savings Plan (CA) $779M · 3,765
Similar participant headcount
Nearest other-state filings by covered participants (17,459 participants); asset peers above are excluded.
- Bridgestone Americas, Inc. Incentive Savings Plan (TN) 17,463 · 4 off
- Parkview Health System, Inc. Retirement Savings Plan (IN) 17,488 · 29 off
- Ta Operating LLC 401(k) Savings Plan (OH) 17,424 · 35 off
- Addus Healthcare, Inc. 401(k) Plan (IL) 17,421 · 38 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.