Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
SHEETZ, INC.
EIN 25-1202108retailLatest filing 2025
Plans
3
Retirement
2
$1.36B assets
Welfare
1
$5.2M premiums
Participants
62,242
Plans on this EIN
3 filingsRetirement portfolio analytics
2 plans aggregated / $1.36B assets / 35,584 participantsParticipants by plan
Active + retired + deferred vested
Benefits portfolio analytics
1 plan / $5.2M premiums / 26,132 covered livesCoverage by line
Premium dollars by benefit type (bundled lines overlap)
- Life$5.2M
- Long-term disability$5.2M
- Other$5.2M
Carrier market share
Premium dollars by Schedule A carrier
100%top
- AFLAC100%
- ZURICH AMERICAN INSURANCE COMPANY0%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
SHEETZ, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$686.2M
Participants16,066
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
SHEETZ, INC. 401(K) RETIREMENT PLAN
401k
Assets$669.5M
Participants19,518
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
SHEETZ, INC. COMPREHENSIVE WELFARE BENEFITS PLAN
Mixed - CONTINENTAL AMERICAN INSURANCE COMPANY
Premiums$5.2M
Covered lives26,132
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | SHEETZ, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $686.2M | 16,066 | 2024 | |
| 002 | SHEETZ, INC. 401(K) RETIREMENT PLAN | 401k | $669.5M | 19,518 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | SHEETZ, INC. COMPREHENSIVE WELFARE BENEFITS PLAN | Mixed | CONTINENTAL AMERICAN INSURANCE COMPANY | $5.2M | 26,132 | 2025 |
Retirement plans
Welfare plans