Raley'S Pension Plan — Form 5500 plan (Raley'S)
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, Raley'S Pension Plan is a benefit plan reported by Raley'S under EIN 94-1316611 and plan number 010. The latest loaded filing year is 2023. The filing reports 2,954 participants and $339,562,588 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Raley'S
- EIN
- 94-1316611
- Plan number
- 010
- Plan type
- 2
- Location
- West Sacramento, CA
- Latest filing year
- 2023
- Participants
- 2,954
- End-of-year plan assets
- $339,562,588
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,954 | H, C | 20241015113631NAL0014500771001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $339,562,588
- Total liabilities (EOY)
- $3,065,751
- Net assets (EOY)
- $336,496,837
- Net assets (BOY)
- $346,373,186
Income & contributions
- Total contributions
- $0
- Total income / additions
- $32,793,811
Expenses & distributions
- Benefits paid
- $39,034,405
- Administrative expenses
- $3,635,755
- Total expenses
- $42,670,160
- Net increase / (decrease)
- -$9,876,349
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Custody Solutions | CUSTODIAN | $588,715 | not reported in the loaded dataset | 2023 |
| Blackrock Financial Management Inc | INVESTMENT MANAGEMENT | $356,941 | not reported in the loaded dataset | 2023 |
| Blackrock Institutional Trust Co | INVESTMENT MANAGEMENT | $145,971 | $0 | 2023 |
| Resources Investment Advisors, Inc. | INVESTMENT MANAGEMENT | $86,630 | not reported in the loaded dataset | 2023 |
| Moss Adams Llp | ACCOUNTANT | $20,280 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Raley'S
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in West Sacramento, CA
- Principal Custody Solutions — Schedule C compensation
- Blackrock Financial Management Inc — Schedule C compensation
- Blackrock Institutional Trust Co — Schedule C compensation
- Resources Investment Advisors, Inc. — Schedule C compensation
- Moss Adams Llp — Schedule C compensation