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Original filing (PDF)20251008104448NAL0005424049001
SUBURBAN PROPANE L.P.
Form 5500
FILING_RECEIVED
PENSION PLAN FOR ELIGIBLE EMPLOYEES OF SUBURBAN PROPANE L.P. AND SUBSIDIARIES
Defined-benefit pension plan
Signals · 2
~104 bps in Sched C feesNo recordkeeper disclosed
Active participants
159
Accounts w/ balance
—
Plan assets (EOY)
$51.7M
Net assets (EOY)
$51.6M
How this plan invests
This plan
11 pooled trusts
Schedule D
11 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 104 bps in Schedule C fees — 547% above peer band of 16 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SUBURBAN PROPANE L.P..
Plan sponsor
Name
SUBURBAN PROPANE L.P.
EIN
22-3410352
Address
240 ROUTE 10 WEST · WHIPPANY, NJ · 07981
Phone
(973) 887-5300
Industry
Retail Tradesee all
Plan administrator
Name
BENEFITS ADMINISTRATION COMMITTEE
EIN
22-3493201
City
WHIPPANY, NJ
Phone
(973) 887-5300
Plan characteristics
Plan number
070
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-08
Pension benefit codes
1C · Cash balance or similar hybrid DB
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
COHNREZNICK LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERCER (US) LLC | 13-2834414 | — | NONE | $246K | — |
| MERCER INVESTMENTS LLC | 30-0282430 | — | NONE | $152K | — |
| BANK OF NEW YORK | 13-5160382 | — | NONE | $70K | — |
| COHNREZNICK LLP | 33-4144829 | — | NONE | $40K | — |
| PENSION BENEFIT INFORMATION, LLC | 82-2042737 | — | NONE | $27K | — |
Investments
1 direct security · 11 pooled funds· $57.4M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Common Collective Trust
$47.7M
11 holdings
Uncategorized
$9.7M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MGI LONG CREDIT FIXED INCOME MERCER TRUST COMPANY · EIN 26-6700496 / PN 016 | Common Collective Trust | — | $8.2M | $10.9M | 21.2% | |
| Mercer Active Long Corp Investment Portfolio | — | — | $9.3M | $9.7M | 18.8% | |
| MGI LONG CORPORATE FIXED INCOME MERCER TRUST COMPANY · EIN 45-6178743 / PN 004 | Common Collective Trust | — | — | $9.7M | 18.8% | |
| MGI CORE PASSIVE FIXED INCOME MERCER TRUST COMPANY · EIN 03-0566612 / PN 007 | Common Collective Trust | — | $7.1M | $8.6M | 16.6% | |
| MGI CORE FIXED INCOME MERCER TRUST COMPANY · EIN 03-0566615 / PN 006 | Common Collective Trust | — | $6.5M | $8.4M | 16.2% | |
| MGI US LARGE CAP CORE PASSIVE MERCER TRUST COMPANY · EIN 03-0566613 / PN 005 | Common Collective Trust | — | $2.7M | $3.9M | 7.6% | |
| MGI NON-US CORE EQUITY PORTFOLIO MERCER TRUST COMPANY · EIN 03-0566617 / PN 009 | Common Collective Trust | — | $895K | $1.7M | 3.3% | |
| EB TEMPORARY INVESTMENT FUND THE BANK OF NEW YORK MELLON · EIN 25-6078093 / PN 023 | Common Collective Trust | — | $1.4M | $1.4M | 2.7% | |
| MGI PASSIVE LONG GOVT FIXED INCOME MERCER TRUST COMPANY · EIN 51-0560117 / PN 010 | Common Collective Trust | — | $1.5M | $1.3M | 2.5% | |
| MGI EMERGING MARKETS EQUITY PORTFOL MERCER TRUST COMPANY · EIN 32-6219484 / PN 017 | Common Collective Trust | — | $631K | $699K | 1.4% | |
| MGI US SMALL/MID CAP GROWTH EQUITY MERCER TRUST COMPANY · EIN 03-0566611 / PN 003 | Common Collective Trust | — | $273K | $632K | 1.2% | |
| MGI OPPORTUNISTIC FIXED INCOME MERCER TRUST COMPANY · EIN 36-7630030 / PN 020 | Common Collective Trust | — | $387K | $466K | 0.9% |