Roundys Supermarkets, Inc. — Form 5500 filings & benefit plans

Form 5500 plan sponsor summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Roundys Supermarkets, Inc. (EIN 39-0854535) is a plan sponsor located in Milwaukee, WI with 1 reported benefit plan(s) in the loaded dataset. The latest loaded Form 5500 filing year is 2023.

Company overview (based on loaded 2023 public filings)

EIN
39-0854535
Location
Milwaukee, WI
Loaded plans
1
Latest filing year
2023

This is a company / sponsor profile — aggregate totals across all of this employer's loaded plans. Open an individual plan below for its own full financial statement.

What stands out for Roundys Supermarkets, Inc.

  • 1 loaded plans hold $148.5M in reported assets.
  • The largest, Roundys Supermarkets, Inc. Retirement Plan, holds 100% of this company's reported plan assets.
  • Plans cover 3,102 reported participants.
  • 1 of 1 plans report full financial statements.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$148.4MSummed across loaded plans$148,447,000
Total reported assets$148.5M$148,494,000
Total reported participants3.1K3,102
Total reported liabilities$47K$47,000

Reported net position

Reported assets = net assets + liabilities (summed)$148.5M total assets
Net assets$148.4MLiabilities$47K
Contributions & income
Total income / additions$12.6M
Expenses & distributions
Benefits paid / distributions$11.8M
Total expenses$12.9M
Net increase / (decrease)-$324K

Data coverage

Plans with financial statements1 / 1 (100%)
Plans with provider compensation0 / 1 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for this company's plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Portfolio comparison

Largest plan share of assets100%Roundys Supermarkets, Inc. Retirement Plan
Participants per plan3,102Average across loaded plans
Loaded plans1
Ranked by reported assets

Largest loaded plans

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Plan #001 · 3,102 participants · 2023
EFAST2 filings

Latest loaded filings

Most recent loaded Form 5500 filings for Roundys Supermarkets, Inc.. Open one for its full reported snapshot.

  1. 2023
    Roundys Supermarkets, Inc. Retirement Plan3,102 participants · 2Sch H
    View filing →

What to inspect next

Frequently asked questions

How many benefit plans does Roundys Supermarkets, Inc. report on Form 5500?
Roundys Supermarkets, Inc. (EIN 39-0854535) reports 1 benefit plan(s) in the loaded Form 5500 dataset.
What is the EIN for Roundys Supermarkets, Inc.?
The Employer Identification Number (EIN) reported for Roundys Supermarkets, Inc. is 39-0854535.
What is the latest Form 5500 filing year for Roundys Supermarkets, Inc.?
The latest loaded Form 5500 filing year for Roundys Supermarkets, Inc. is 2023.

Related Form 5500 pages