My Plan Facts

Employers › New Jersey

Employer · plans filed under one EIN

Inserra Supermarkets, Inc.

Mahwah, NJ · 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.

$84.6Mnet assets across plans
874participant records525 active
$1.3Memployer contributions, latest plan years$2,550 per active record
$290KSchedule C compensation to organisations$331.73 per participant record

2 retirement plans with 100 or more participants file Form 5500 under Inserra Supermarkets, Inc.'s employer identification number (Mahwah, New Jersey). Their latest filings total 874 participant records and $84.6M in net assets.

The largest is Inserra Supermarkets, Inc. Profit Sharing 401(k) Plan, a 401(k) plan with 619 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 $1.3M and participant contributions $2.4M in the latest plan years; benefits paid were $6.1M. Schedule C compensation reported to service provider organisations totalled $290K.

Combined net assets moved from $41.0M in 2009 to $84.6M in 2024 (up 106%). Plan mergers and spin-offs show up here as steps in the series.

Plans

PlanKindPlan yearParticipantsNet assetsPer participantEmployer / activeSch. C compensation
Inserra Supermarkets, Inc. Profit Sharing 401(k) Plan401(k) plan2024619$74.9M$120,991$2,061$124K
Inserra Supermarkets, Inc. Pension Plandefined benefit pension plan2024255$9.7M$38,167$4,820$166K
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: $41.0M2010: $46.5M2011: $47.6M2012: $55.1M2013: $63.9M2014: $68.3M2015: $67.8M2016: $66.7M2017: $75.7M2018: $68.5M2019: $80.8M2020: $88.0M2021: $81.7M2022: $64.3M2023: $74.3M2024: $84.6M$41.0M$88.0M$84.6M20092012201620202024
Combined net assets
2009: 1,0282010: 1,0282011: 1,0332012: 1,0302013: 1,0112014: 9792015: 8792016: 8642017: 8462018: 8372019: 8422020: 8402021: 6932022: 6932023: 8152024: 8741,0281,03387420092012201620202024
Participant records
Plan yearPlansParticipant recordsNet assetsEmployer contributionsParticipant contributions
20242874$84.6M$1.3M$2.4M
20232815$74.3M$1.0M$2.3M
20222693$64.3M$1.2M$1.7M
20212693$81.7M$1.3M$1.8M
20202840$88.0M$1.1M$2.2M
20192842$80.8M$1.1M$2.1M
20182837$68.5M$1.3M$2.1M
20172846$75.7M$1.1M$2.0M
20162864$66.7M$879K$2.1M
20152879$67.8M$943K$2.2M
20142979$68.3M$1.4M$2.2M
201321,011$63.9M$1.2M$2.2M
201221,030$55.1M$1.7M$2.1M
201121,033$47.6M$1.6M$2.0M
201021,028$46.5M$1.2M$2.0M
200921,028$41.0M$1.2M$2.0M

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
Principal Life Insurance CompanyContract Administrator1$130,133
Fidelity Investments InstitutionalParticipant loan processing1$65,355
Equitable Advisors LLCInvestment advisory (plan)1$34,552
Equitable Advisors LLCInvestment advisory (plan)1$27,895
Strategic Advisors, Inc.Investment advisory (plan)1$23,978
Principal Global Investors, LLCInvestment advisory (plan)1$8,016

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

Principal Life Insurance Company$130K
Fidelity Investments Institutional$65K
Equitable Advisors LLC$35K
Equitable Advisors LLC$28K
Strategic Advisors, Inc.$24K
Principal Global Investors, LLC$8,016

Questions and answers

How many retirement plans does Inserra Supermarkets, Inc. have?

2 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: Inserra Supermarkets, Inc. Profit Sharing 401(k) Plan and Inserra Supermarkets, Inc. Pension Plan. Smaller plans and plans filed under a subsidiary's number are not grouped here.

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

$1,338,756 in employer contributions across these plans in their latest plan years, about $2,550 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 Principal Life Insurance Company, Fidelity Investments Institutional, Equitable Advisors LLC and Equitable Advisors LLC 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.