My Plan Facts

Employers › North Carolina

Employer · plans filed under one EIN

Harris Teeter Supermarkets, Inc.

Matthews, NC · Retail trade

Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.

$1.54Bnet assets across plans
48,790participant records36,902 active
$41.8Memployer contributions, latest plan years$1,133 per active record
$2.2MSchedule C compensation to organisations$44.50 per participant record

2 retirement plans with 100 or more participants file Form 5500 under Harris Teeter Supermarkets, Inc.'s employer identification number (Matthews, North Carolina). Their latest filings total 48,790 participant records and $1.54B in net assets.

The largest is Harris Teeter Supermarkets, Inc. Retirement and Savings Plan, an ESOP with a 401(k) feature with 45,556 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.

Employer contributions across the plans were $41.8M and participant contributions $74.1M in the latest plan years; benefits paid were $145M. Schedule C compensation reported to service provider organisations totalled $2.2M.

Combined net assets moved from $714M in 2009 to $1.54B in 2024 (up 116%). Plan mergers and spin-offs show up here as steps in the series.

Plans

PlanKindPlan yearParticipantsNet assetsPer participantEmployer / activeSch. C compensation
Harris Teeter Supermarkets, Inc. Retirement and Savings PlanESOP with a 401(k) feature202445,556$1.41B$30,871$1,180$1.4M
Harris Teeter Supermarkets, Inc. Employees' Pension Plandefined benefit pension plan20243,234$136M$42,191$0$819K
US median, plan year 2024: DC plans $53,102 per participant, $2,175 employer contribution per active participant; DB plans $86,221 and $10,244.

Trend by plan year

2009: $714M2010: $862M2011: $778M2012: $820M2013: $940M2014: $955M2015: $962M2016: $1.04B2017: $1.18B2018: $1.11B2019: $1.31B2020: $1.49B2021: $1.54B2022: $1.19B2023: $1.39B2024: $1.54B$714M$1.54B20092012201620202024
Combined net assets
2009: 46,8712010: 48,6752011: 48,9792012: 47,1852013: 42,4362014: 44,2202015: 42,4142016: 44,6442017: 43,0042018: 42,9432019: 45,9342020: 50,7292021: 44,4052022: 44,8962023: 46,5482024: 48,79046,87150,72948,79020092012201620202024
Participant records
Plan yearPlansParticipant recordsNet assetsEmployer contributionsParticipant contributions
2024248,790$1.54B$41.8M$74.1M
2023246,548$1.39B$67.4M$69.0M
2022244,896$1.19B$41.0M$69.6M
2021244,405$1.54B$35.8M$65.3M
2020250,729$1.49B$37.9M$61.6M
2019245,934$1.31B$32.8M$51.3M
2018242,943$1.11B$29.5M$46.0M
2017243,004$1.18B$47.2M$41.3M
2016244,644$1.04B$64.2M$36.0M
2015242,414$962M$24.0M$32.5M
2014244,220$955M$22.9M$29.2M
2013242,436$940M$25.8M$28.1M
2012247,185$820M$20.7M$27.3M
2011248,979$778M$24.9M$28.1M
2010248,675$862M$70.6M$28.6M
2009246,871$714M$68.5M$28.4M

History of the plans listed above, in the years each filed the full Form 5500 with 100 or more participants. Plans that have since terminated are not included.

Service providers

OrganisationServices reportedPlansCompensation reported
T Rowe Price RPS Inc.Recordkeeping and information management; Trustee (bank, trust company, or similar financial institution); Trustee (directed); Investment management1$1,202,515
Bank of New York MellonCustodial (securities); Trustee (bank, trust company, or similar financial institution)1$532,334
Aon Actuarial/adminActuarial1$211,425
AonConsulting (general)1$87,992
Forvis Mazars, LLPAccounting (including auditing)2$61,513
MercerActuarial1$39,244
Moore & Van Allen PLLCLegal2$25,000
PrincipalCustodial (securities); Trustee (bank, trust company, or similar financial institution)1$11,276

Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.

T Rowe Price RPS Inc.$1.2M
Bank of New York Mellon$532K
Aon Actuarial/admin$211K
Aon$88K
Forvis Mazars, LLP$62K
Mercer$39K
Moore & Van Allen PLLC$25K
Principal$11K

Questions and answers

How many retirement plans does Harris Teeter Supermarkets, Inc. have?

2 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: Harris Teeter Supermarkets, Inc. Retirement and Savings Plan and Harris Teeter Supermarkets, Inc. Employees' Pension Plan. Smaller plans and plans filed under a subsidiary's number are not grouped here.

How much does Harris Teeter Supermarkets, Inc. contribute to its plans?

$41,793,816 in employer contributions across these plans in their latest plan years, about $1,133 per active participant record. Form 5500 reports totals and not the match or accrual formula.

Who provides services to these plans?

Schedule C filings name T Rowe Price RPS Inc., Bank of New York Mellon, Aon Actuarial/admin and Aon and others. Only organisations paid $5,000 or more by a plan are listed on Schedule C.

Where does this come from?

Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Aug 2026. Figures are as filed and may be amended.

Provenance

Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.