Gerrity'S Supermarket, Inc. Retirement Plan — Form 5500 plan (Gerrity'S Supermarket, Inc.)
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, Gerrity'S Supermarket, Inc. Retirement Plan is a benefit plan reported by Gerrity'S Supermarket, Inc. under EIN 23-2150407 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,074 participants and $20,282,123 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$20.3MPlan net assets, end of year$20,282,123
Participants1.1KCovered participants reported1,074
Assets / participant$18.9KComputed: assets ÷ participants$18,885 (computed)
Provider compensation$38.8K3 Schedule C provider row(s)$38,845
- Plan sponsor
- Gerrity'S Supermarket, Inc.
- EIN
- 23-2150407
- Plan number
- 001
- Plan type
- 2
- Location
- Scranton, PA
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 1,074 | H, C | 20241015164905NAL0050538000001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$20.3M total assets
Net assets$20.3MLiabilities—
Full reported line items
Net assets
- Total assets (EOY)
- $20,282,123
- Net assets (EOY)
- $20,282,123
- Net assets (BOY)
- $18,600,759
Income & contributions
- Employer contributions
- $72,933
- Participant contributions
- $716,623
- Total contributions
- $935,660
- Total income / additions
- $4,159,245
Expenses & distributions
- Benefits paid
- $2,418,476
- Administrative expenses
- $38,847
- Total expenses
- $2,477,881
- Net increase / (decrease)
- $1,681,364
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
91%
Employer 9%Participant 91%
Total expenses ÷ net assets12%Computed ratio
Benefits paid ÷ total income58%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Life Insurance Company | RECORDKEEPER | $18,852 | $0 | 2023 |
| Alliance Wealth Advisors LLC | INVESTMENT ADVISORY | $11,243 | not reported in the loaded dataset | 2023 |
| Mcgrail Merkel Quinn &Associates Pc | AUDIT | $8,750 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Gerrity'S Supermarket, Inc.
- 2023 Form 5500 filing
- Form 5500 filings in PA
- 401(k) and benefit plan filings in Scranton, PA
- Transamerica Life Insurance Company — Schedule C compensation
- Alliance Wealth Advisors LLC — Schedule C compensation
- Mcgrail Merkel Quinn &Associates Pc — Schedule C compensation