Plan5500

Wakefern Pension Plan — Form 5500 plan (Wakefern Food Corp.)

Plain-English plan 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, Wakefern Pension Plan is a benefit plan reported by Wakefern Food Corp. under EIN 22-1434516 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,023 participants and $140,830,586 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Wakefern Food Corp.
EIN
22-1434516
Plan number
001
Plan type
2
Location
Keasbey, NJ
Latest filing year
2023
Participants
1,023
End-of-year plan assets
$140,830,586

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,023H, C20250814152507NAL0005480451001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$140,830,586
Total liabilities (EOY)
$0
Net assets (EOY)
$140,830,586
Net assets (BOY)
$123,769,633

Income & contributions

Employer contributions
$10,325,000
Total contributions
$10,325,000
Total income / additions
$32,220,724

Expenses & distributions

Benefits paid
$14,988,178
Administrative expenses
$171,593
Total expenses
$15,159,771
Net increase / (decrease)
$17,060,953

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Northern TrustCUSTODIAN$171,593not reported in the loaded dataset2023

Related Form 5500 pages