SHOP-RITE, LLC
Plan context: Retirement Plan for Employees of Shop-Rite Inc.
EIN 39-1134847 • Milwaukee, WI • 49 filings • 7 plans
Current Snapshot
Latest Year
2024
2024 Participants
86
2024 Assets
$16,469,000
2024 Contributions
$1,000,000
Historical Graphs
Total Assets Over Time
Aggregate end-of-year assets by filing year, excluding zero-asset years
Participants Over Time
Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans
Company Timeline
Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.
| Year / Filing | Filings | Participants | Assets | Contributions | Contrib./Participant |
|---|---|---|---|---|---|
| 2024 | 1 | 86 | $16,469,000 | $0 | - |
| Retirement Plan for Employees of Shop-Rite Inc. | - | 86 | $16,469,000 | - | - |
| 2023 | 1 | 96 | $17,433,000 | $0 | - |
| Retirement Plan for Employees of Shop-Rite Inc. | - | 96 | $17,433,000 | - | - |
| 2022 | 1 | 104 | $17,069,000 | $0 | - |
| Retirement Plan for Employees of Shop-Rite Inc. | - | 104 | $17,069,000 | - | - |
| 2021 | 1 | 115 | $22,813,000 | $0 | - |
| Retirement Plan for Employees of Shop-Rite Inc. | - | 115 | $22,813,000 | - | - |
| 2020 | 1 | 126 | $22,589,000 | $0 | - |
| Retirement Plan for Employees of Shop-Rite Inc. | - | 126 | $22,589,000 | - | - |
| 2019 | 1 | 137 | $20,164,000 | $0 | - |
| Retirement Plan for Employees of Shop-Rite Inc. | - | 137 | $20,164,000 | - | - |
| 2018 | 1 | 100 | $17,872,000 | $0 | - |
| Retirement Plan for Employees of Shop-Rite Inc. | - | 100 | $17,872,000 | - | - |
| 2017 | 1 | 109 | $19,288,330 | $1,000,000 | $9,174iApproximate average salary by contribution assumption: employee only about $229,358 at 4% or $152,905 at 6%; with 50% employer match about $152,905 at 4% or $101,937 at 6%; with 100% employer match about $114,679 at 4% or $76,453 at 6%. |
| Retirement Plan for Employees of Shop-Rite Inc. | - | 109 | $19,288,330 | $1,000,000 | $9,174iApproximate average salary by contribution assumption: employee only about $229,358 at 4% or $152,905 at 6%; with 50% employer match about $152,905 at 4% or $101,937 at 6%; with 100% employer match about $114,679 at 4% or $76,453 at 6%. |
| 2016 | 2 | 126 | $17,591,524 | $4,295,040 | $34,088iApproximate average salary by contribution assumption: employee only about $852,190 at 4% or $568,127 at 6%; with 50% employer match about $568,127 at 4% or $378,751 at 6%; with 100% employer match about $426,095 at 4% or $284,063 at 6%. |
| Retirement Plan for Employees of Shop-Rite Inc. | - | 126 | $17,591,524 | $4,000,000 | $31,746iApproximate average salary by contribution assumption: employee only about $793,651 at 4% or $529,101 at 6%; with 50% employer match about $529,101 at 4% or $352,734 at 6%; with 100% employer match about $396,825 at 4% or $264,550 at 6%. |
| Roundy'S Supermarkets Inc. Union 401(K) Plan | - | 0 | - | $295,040 | - |
| 2015 | 2 | 883 | $20,218,681 | $464,875 | $526iApproximate average salary by contribution assumption: employee only about $13,162 at 4% or $8,775 at 6%; with 50% employer match about $8,775 at 4% or $5,850 at 6%; with 100% employer match about $6,581 at 4% or $4,387 at 6%. |
| Retirement Plan for Employees of Shop-Rite Inc. | - | 135 | $13,626,864 | $166,200 | $1,231iApproximate average salary by contribution assumption: employee only about $30,778 at 4% or $20,519 at 6%; with 50% employer match about $20,519 at 4% or $13,679 at 6%; with 100% employer match about $15,389 at 4% or $10,259 at 6%. |
| Roundy'S Supermarkets Inc. Union 401(K) Plan | - | 883 | $6,591,817 | $298,675 | $338iApproximate average salary by contribution assumption: employee only about $8,456 at 4% or $5,638 at 6%; with 50% employer match about $5,638 at 4% or $3,758 at 6%; with 100% employer match about $4,228 at 4% or $2,819 at 6%. |
| 2014 | 2 | 831 | $22,884,119 | $659,256 | $793iApproximate average salary by contribution assumption: employee only about $19,833 at 4% or $13,222 at 6%; with 50% employer match about $13,222 at 4% or $8,815 at 6%; with 100% employer match about $9,917 at 4% or $6,611 at 6%. |
| Retirement Plan for Employees of Shop-Rite Inc. | - | 149 | $14,557,889 | - | - |
| Roundy'S Supermarkets Inc. Union 401(K) Plan | - | 831 | $8,326,230 | $659,256 | $793iApproximate average salary by contribution assumption: employee only about $19,833 at 4% or $13,222 at 6%; with 50% employer match about $13,222 at 4% or $8,815 at 6%; with 100% employer match about $9,917 at 4% or $6,611 at 6%. |
| 2013 | 2 | 1,908 | $24,188,316 | $828,697 | $434iApproximate average salary by contribution assumption: employee only about $10,858 at 4% or $7,239 at 6%; with 50% employer match about $7,239 at 4% or $4,826 at 6%; with 100% employer match about $5,429 at 4% or $3,619 at 6%. |
| Retirement Plan for Employees of Shop-Rite Inc. | - | 168 | $14,307,743 | - | - |
| Roundy'S Supermarkets Inc. Union 401(K) Plan | - | 1,908 | $9,880,573 | $828,697 | $434iApproximate average salary by contribution assumption: employee only about $10,858 at 4% or $7,239 at 6%; with 50% employer match about $7,239 at 4% or $4,826 at 6%; with 100% employer match about $5,429 at 4% or $3,619 at 6%. |
| 2012 | 2 | 2,111 | $21,825,167 | $1,710,326 | $810iApproximate average salary by contribution assumption: employee only about $20,255 at 4% or $13,503 at 6%; with 50% employer match about $13,503 at 4% or $9,002 at 6%; with 100% employer match about $10,127 at 4% or $6,752 at 6%. |
| Retirement Plan for Employees of Shop-Rite Inc. | - | 198 | $13,035,379 | $685,356 | $3,461iApproximate average salary by contribution assumption: employee only about $86,535 at 4% or $57,690 at 6%; with 50% employer match about $57,690 at 4% or $38,460 at 6%; with 100% employer match about $43,267 at 4% or $28,845 at 6%. |
| Roundy'S Supermarkets Inc. Union 401(K) Plan | - | 2,111 | $8,789,788 | $1,024,970 | $486iApproximate average salary by contribution assumption: employee only about $12,138 at 4% or $8,092 at 6%; with 50% employer match about $8,092 at 4% or $5,395 at 6%; with 100% employer match about $6,069 at 4% or $4,046 at 6%. |
| 2011 | 2 | 2,257 | $18,463,891 | $1,637,962 | $726iApproximate average salary by contribution assumption: employee only about $18,143 at 4% or $12,095 at 6%; with 50% employer match about $12,095 at 4% or $8,064 at 6%; with 100% employer match about $9,072 at 4% or $6,048 at 6%. |
| Retirement Plan for Employees of Shop-Rite Inc. | - | 230 | $11,237,929 | $739,432 | $3,215iApproximate average salary by contribution assumption: employee only about $80,373 at 4% or $53,582 at 6%; with 50% employer match about $53,582 at 4% or $35,721 at 6%; with 100% employer match about $40,187 at 4% or $26,791 at 6%. |
| Roundy'S Supermarkets Inc. Union 401(K) Plan | - | 2,257 | $7,225,962 | $898,530 | $398iApproximate average salary by contribution assumption: employee only about $9,953 at 4% or $6,635 at 6%; with 50% employer match about $6,635 at 4% or $4,423 at 6%; with 100% employer match about $4,976 at 4% or $3,318 at 6%. |
| 2010 | 2 | 2,537 | $17,886,417 | $1,540,971 | $607iApproximate average salary by contribution assumption: employee only about $15,185 at 4% or $10,123 at 6%; with 50% employer match about $10,123 at 4% or $6,749 at 6%; with 100% employer match about $7,592 at 4% or $5,062 at 6%. |
| Retirement Plan for Employees of Shop-Rite Inc. | - | 256 | $10,918,257 | $623,716 | $2,436iApproximate average salary by contribution assumption: employee only about $60,910 at 4% or $40,607 at 6%; with 50% employer match about $40,607 at 4% or $27,071 at 6%; with 100% employer match about $30,455 at 4% or $20,303 at 6%. |
| Roundy'S Supermarkets Inc. Union 401(K) Plan | - | 2,537 | $6,968,160 | $917,255 | $362iApproximate average salary by contribution assumption: employee only about $9,039 at 4% or $6,026 at 6%; with 50% employer match about $6,026 at 4% or $4,017 at 6%; with 100% employer match about $4,519 at 4% or $3,013 at 6%. |
| 2009 | 2 | 2,564 | $14,995,740 | $1,907,591 | $744iApproximate average salary by contribution assumption: employee only about $18,600 at 4% or $12,400 at 6%; with 50% employer match about $12,400 at 4% or $8,267 at 6%; with 100% employer match about $9,300 at 4% or $6,200 at 6%. |
| Retirement Plan for Employees of Shop-Rite Inc. | - | 283 | $9,344,461 | $958,943 | $3,388iApproximate average salary by contribution assumption: employee only about $84,712 at 4% or $56,475 at 6%; with 50% employer match about $56,475 at 4% or $37,650 at 6%; with 100% employer match about $42,356 at 4% or $28,237 at 6%. |
| Roundy'S Supermarkets Inc. Union 401(K) Plan | - | 2,564 | $5,651,279 | $948,648 | $370iApproximate average salary by contribution assumption: employee only about $9,250 at 4% or $6,166 at 6%; with 50% employer match about $6,166 at 4% or $4,111 at 6%; with 100% employer match about $4,625 at 4% or $3,083 at 6%. |
| 2008 | 2 | 2,471 | $10,384,809 | $2,255,453 | $913iApproximate average salary by contribution assumption: employee only about $22,819 at 4% or $15,213 at 6%; with 50% employer match about $15,213 at 4% or $10,142 at 6%; with 100% employer match about $11,410 at 4% or $7,606 at 6%. |
| Retirement Plan for Employees of Shop-Rite Inc. | - | 325 | $6,483,668 | $1,223,868 | $3,766iApproximate average salary by contribution assumption: employee only about $94,144 at 4% or $62,762 at 6%; with 50% employer match about $62,762 at 4% or $41,842 at 6%; with 100% employer match about $47,072 at 4% or $31,381 at 6%. |
| Roundy'S Supermarkets Inc. Union 401(K) Plan | - | 2,471 | $3,901,141 | $1,031,585 | $417iApproximate average salary by contribution assumption: employee only about $10,437 at 4% or $6,958 at 6%; with 50% employer match about $6,958 at 4% or $4,639 at 6%; with 100% employer match about $5,218 at 4% or $3,479 at 6%. |
| 2007 | 2 | 2,513 | $11,398,722 | $1,079,244 | $429iApproximate average salary by contribution assumption: employee only about $10,737 at 4% or $7,158 at 6%; with 50% employer match about $7,158 at 4% or $4,772 at 6%; with 100% employer match about $5,368 at 4% or $3,579 at 6%. |
| Retirement Plan for Employees of Shop-Rite Inc. | - | 403 | $6,878,092 | - | - |
| Roundy'S Supermarkets Inc. Union 401(K) Plan | - | 2,513 | $4,520,630 | $1,079,244 | $429iApproximate average salary by contribution assumption: employee only about $10,737 at 4% or $7,158 at 6%; with 50% employer match about $7,158 at 4% or $4,772 at 6%; with 100% employer match about $5,368 at 4% or $3,579 at 6%. |
| 2006 | 2 | 2,562 | $10,181,835 | $1,149,163 | $449iApproximate average salary by contribution assumption: employee only about $11,214 at 4% or $7,476 at 6%; with 50% employer match about $7,476 at 4% or $4,984 at 6%; with 100% employer match about $5,607 at 4% or $3,738 at 6%. |
| Retirement Plan for Employees of Shop-Rite Inc. | - | 414 | $6,648,007 | - | - |
| Roundy'S Supermarkets Inc. Union 401(K) Plan | - | 2,562 | $3,533,828 | $1,149,163 | $449iApproximate average salary by contribution assumption: employee only about $11,214 at 4% or $7,476 at 6%; with 50% employer match about $7,476 at 4% or $4,984 at 6%; with 100% employer match about $5,607 at 4% or $3,738 at 6%. |
| 2005 | 2 | 517 | $8,505,186 | $1,093,724 | $2,116iApproximate average salary by contribution assumption: employee only about $52,888 at 4% or $35,259 at 6%; with 50% employer match about $35,259 at 4% or $23,506 at 6%; with 100% employer match about $26,444 at 4% or $17,629 at 6%. |
| Retirement Plan for Employees of Shop-Rite Inc. | - | 517 | $6,080,231 | - | - |
| Roundy'S Supermarkets Inc. Union 401(K) Plan | - | 471 | $2,424,955 | $1,093,724 | $2,322iApproximate average salary by contribution assumption: employee only about $58,053 at 4% or $38,702 at 6%; with 50% employer match about $38,702 at 4% or $25,801 at 6%; with 100% employer match about $29,027 at 4% or $19,351 at 6%. |
| 2004 | 3 | 1,573 | $7,191,792 | $2,216,958 | $1,409iApproximate average salary by contribution assumption: employee only about $35,235 at 4% or $23,490 at 6%; with 50% employer match about $23,490 at 4% or $15,660 at 6%; with 100% employer match about $17,617 at 4% or $11,745 at 6%. |
| Retirement Plan for Employees of Shop-Rite Inc. | - | 499 | $5,922,665 | $1,561,347 | $3,129iApproximate average salary by contribution assumption: employee only about $78,224 at 4% or $52,149 at 6%; with 50% employer match about $52,149 at 4% or $34,766 at 6%; with 100% employer match about $39,112 at 4% or $26,075 at 6%. |
| Roundy'S Supermarkets Inc. Union 401(K) Plan | - | 1,573 | $1,150,125 | $633,341 | $403iApproximate average salary by contribution assumption: employee only about $10,066 at 4% or $6,711 at 6%; with 50% employer match about $6,711 at 4% or $4,474 at 6%; with 100% employer match about $5,033 at 4% or $3,355 at 6%. |
| Pick N Save - Monroe 401K Retirement Plan | - | 37 | $119,002 | $22,270 | $602iApproximate average salary by contribution assumption: employee only about $15,047 at 4% or $10,032 at 6%; with 50% employer match about $10,032 at 4% or $6,688 at 6%; with 100% employer match about $7,524 at 4% or $5,016 at 6%. |
| 2003 | 3 | 459 | $4,621,514 | $576,321 | $1,256iApproximate average salary by contribution assumption: employee only about $31,390 at 4% or $20,927 at 6%; with 50% employer match about $20,927 at 4% or $13,951 at 6%; with 100% employer match about $15,695 at 4% or $10,463 at 6%. |
| Retirement Plan for Employees of Shop-Rite Inc. | - | 459 | $4,038,479 | $420,516 | $916iApproximate average salary by contribution assumption: employee only about $22,904 at 4% or $15,269 at 6%; with 50% employer match about $15,269 at 4% or $10,180 at 6%; with 100% employer match about $11,452 at 4% or $7,635 at 6%. |
| Roundy'S Supermarkets Inc. Union 401(K) Plan | - | 313 | $479,183 | $131,040 | $419iApproximate average salary by contribution assumption: employee only about $10,466 at 4% or $6,978 at 6%; with 50% employer match about $6,978 at 4% or $4,652 at 6%; with 100% employer match about $5,233 at 4% or $3,489 at 6%. |
| Pick N Save - Monroe 401K Retirement Plan | - | 36 | $103,852 | $24,765 | $688iApproximate average salary by contribution assumption: employee only about $17,198 at 4% or $11,465 at 6%; with 50% employer match about $11,465 at 4% or $7,644 at 6%; with 100% employer match about $8,599 at 4% or $5,733 at 6%. |
| 2002 | 3 | 478 | $3,446,463 | $551,481 | $1,154iApproximate average salary by contribution assumption: employee only about $28,843 at 4% or $19,229 at 6%; with 50% employer match about $19,229 at 4% or $12,819 at 6%; with 100% employer match about $14,422 at 4% or $9,614 at 6%. |
| Retirement Plan for Employees of Shop-Rite Inc. | - | 478 | $3,093,082 | $392,200 | $821iApproximate average salary by contribution assumption: employee only about $20,513 at 4% or $13,675 at 6%; with 50% employer match about $13,675 at 4% or $9,117 at 6%; with 100% employer match about $10,256 at 4% or $6,838 at 6%. |
| Roundy'S Supermarkets Inc. Union 401(K) Plan | - | 270 | $289,704 | $137,238 | $508iApproximate average salary by contribution assumption: employee only about $12,707 at 4% or $8,471 at 6%; with 50% employer match about $8,471 at 4% or $5,648 at 6%; with 100% employer match about $6,354 at 4% or $4,236 at 6%. |
| Pick N Save - Monroe 401K Retirement Plan | - | 32 | $63,677 | $22,043 | $689iApproximate average salary by contribution assumption: employee only about $17,221 at 4% or $11,481 at 6%; with 50% employer match about $11,481 at 4% or $7,654 at 6%; with 100% employer match about $8,611 at 4% or $5,740 at 6%. |
| 2001 | 3 | 466 | $3,433,147 | $134,690 | $289iApproximate average salary by contribution assumption: employee only about $7,226 at 4% or $4,817 at 6%; with 50% employer match about $4,817 at 4% or $3,211 at 6%; with 100% employer match about $3,613 at 4% or $2,409 at 6%. |
| Retirement Plan for Employees of Shop-Rite Inc. | - | 466 | $3,216,470 | - | - |
| Roundy'S Supermarkets Inc. Union 401(K) Plan | - | 251 | $216,677 | $134,690 | $537iApproximate average salary by contribution assumption: employee only about $13,415 at 4% or $8,944 at 6%; with 50% employer match about $8,944 at 4% or $5,962 at 6%; with 100% employer match about $6,708 at 4% or $4,472 at 6%. |
| Pick N Save - Monroe 401K Retirement Plan | - | 32 | - | - | - |
| 2000 | 3 | 430 | $138,261 | $128,875 | $300iApproximate average salary by contribution assumption: employee only about $7,493 at 4% or $4,995 at 6%; with 50% employer match about $4,995 at 4% or $3,330 at 6%; with 100% employer match about $3,746 at 4% or $2,498 at 6%. |
| Roundy'S Supermarkets Inc. Union 401(K) Plan | - | 251 | $101,013 | $110,654 | $441iApproximate average salary by contribution assumption: employee only about $11,021 at 4% or $7,348 at 6%; with 50% employer match about $7,348 at 4% or $4,898 at 6%; with 100% employer match about $5,511 at 4% or $3,674 at 6%. |
| Pick N Save - Monroe 401K Retirement Plan | - | 28 | $37,248 | $18,221 | $651iApproximate average salary by contribution assumption: employee only about $16,269 at 4% or $10,846 at 6%; with 50% employer match about $10,846 at 4% or $7,231 at 6%; with 100% employer match about $8,134 at 4% or $5,423 at 6%. |
| Retirement Plan for Employees of Shop-Rite Inc. | - | 430 | - | - | - |
| 1999 | 2 | 408 | $3,130,119 | $400,904 | $983iApproximate average salary by contribution assumption: employee only about $24,565 at 4% or $16,377 at 6%; with 50% employer match about $16,377 at 4% or $10,918 at 6%; with 100% employer match about $12,283 at 4% or $8,188 at 6%. |
| Retirement Plan for Employees of Shop-Rite Inc. | - | 408 | $3,103,904 | $382,820 | $938iApproximate average salary by contribution assumption: employee only about $23,457 at 4% or $15,638 at 6%; with 50% employer match about $15,638 at 4% or $10,425 at 6%; with 100% employer match about $11,729 at 4% or $7,819 at 6%. |
| Pick N Save - Monroe 401K Retirement Plan | - | 33 | $26,215 | $18,084 | $548iApproximate average salary by contribution assumption: employee only about $13,700 at 4% or $9,133 at 6%; with 50% employer match about $9,133 at 4% or $6,089 at 6%; with 100% employer match about $6,850 at 4% or $4,567 at 6%. |