Raley'S Group 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 Group Pension Plan is a benefit plan reported by Raley'S under EIN 94-1316611 and plan number 011. The latest loaded filing year is 2023. The filing reports 2,206 participants and $112,452,791 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Raley'S
- EIN
- 94-1316611
- Plan number
- 011
- Plan type
- 2
- Location
- West Sacramento, CA
- Latest filing year
- 2023
- Participants
- 2,206
- End-of-year plan assets
- $112,452,791
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,206 | H, C | 20241014150911NAL0027662625001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $112,452,791
- Total liabilities (EOY)
- $1,436,052
- Net assets (EOY)
- $111,016,739
- Net assets (BOY)
- $107,657,185
Income & contributions
- Employer contributions
- $2,000,000
- Total contributions
- $2,000,000
- Total income / additions
- $13,431,924
Expenses & distributions
- Benefits paid
- $8,018,589
- Administrative expenses
- $2,053,781
- Total expenses
- $10,072,370
- Net increase / (decrease)
- $3,359,554
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Principal Custody Solutions | CUSTODIAN | $221,638 | not reported in the loaded dataset | 2023 |
| Blackrock Financial Management Inc | INVESTMENT MANAGEMENT | $112,492 | not reported in the loaded dataset | 2023 |
| Blackrock Institutional Trust Co | INVESTMENT MANAGEMENT | $43,046 | $0 | 2023 |
| Resources Investment Advisors, Inc. | INVESTMENT MANAGEMENT | $25,870 | 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