Supervalu Inc. Retirement Plan — Form 5500 plan (Supervalu 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, Supervalu Inc. Retirement Plan is a benefit plan reported by Supervalu Inc. under EIN 41-0617000 and plan number 002. The latest loaded filing year is 2023. The filing reports 24,699 participants and $1,527,468,330 in end-of-year plan assets, where available in the loaded dataset.

Form 5500 plan profile · 2023

Key reported metrics

Net assets (EOY)$1.5BPlan net assets, end of year$1,526,900,025
Participants24.7KCovered participants reported24,699
Assets / participant$61.8KComputed: assets ÷ participants$61,843 (computed)
Provider compensationNone reported
Plan sponsor
Supervalu Inc.
EIN
41-0617000
Plan number
002
Plan type
2
Location
Minneapolis, MN
Latest filing year
2023
EFAST2 filings

Form 5500 filing history

Each loaded annual filing for this plan. Open one for its full reported snapshot.

  1. 2023
    24,699 participants · 2Sch H
    View filing →
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)$1.5B total assets
Net assets$1.5BLiabilities$568.3K
Money in vs. money out
Total income / additions$139.7M
Total expenses$106.3M
Benefits paid / distributions$101.8M
Full reported line items

Net assets

Total assets (EOY)
$1,527,468,330
Total liabilities (EOY)
$568,305
Net assets (EOY)
$1,526,900,025
Net assets (BOY)
$1,493,523,255

Income & contributions

Total contributions
$0
Total income / additions
$139,709,263

Expenses & distributions

Benefits paid
$101,802,797
Administrative expenses
$4,529,696
Total expenses
$106,332,493
Net increase / (decrease)
$33,376,770
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.

Total expenses ÷ net assets7%Computed ratio
Benefits paid ÷ total income73%Computed ratio
Schedule C

Service provider compensation

Reported direct + indirect compensation per provider, ranked. Bars show relative scale.

No Schedule C service provider compensation is loaded for this plan yet.

Related Form 5500 pages