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Original filing (PDF)20250905145524NAL0017299473001
RITE AID CORPORATION
Form 5500
FILING_RECEIVED
THE RITE AID 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
16,944
Accounts w/ balance
22,767
Plan assets (EOY)
$3.2B
Net assets (EOY)
$3.2B
How this plan invests
This plan
1 pooled trust
Schedule D
24 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RITE AID CORPORATION.
Plan sponsor
Name
RITE AID CORPORATION
EIN
23-1614034
Address
P O BOX 3165 · HARRISBURG, PA · 17105
Phone
(717) 761-2633
Industry
Retail Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
025
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-05
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
CLIFTONLARSONALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsOther
4| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | NONE | $756K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | NONE | $726K | — |
| NEPC LLC | — | WOBURN, MA | NONE | $126K | — |
| CLIFTONLARSONALLEN LLP | — | PHILADELPHIA, PA | NONE | $15K | — |
Investments
23 direct securities · 1 pooled fund· $6.1B(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.
Master Trust
$3.2B
1 holding
Uncategorized
$2.9B
23 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| RITE AID MASTER RET SAVINGS TRUST RITE AID CORPORATION · EIN 23-1614034 / PN 001 | Master Trust | — | — | $3.2B | 98.5% | |
| NT S&P 500 IDX FUND DC NL T5 | — | — | — | $522.9M | 16.3% | |
| T ROWE PRICE BLUE CHIP GROWTH TRUST T7 | — | — | — | $386.9M | 12.1% | |
| T ROWE PRICE MANAGED BOND COMMON TRUST | — | — | — | $221.7M | 6.9% | |
| T. ROWE PRICE RETIREMENT 2030 TRUST K | — | — | — | $215.6M | 6.7% | |
| T. ROWE PRICE RETIREMENT 2035 TRUST K | — | — | — | $201.2M | 6.3% | |
| T. ROWE PRICE RETIREMENT 2045 TRUST K | — | — | — | $160.1M | 5.0% | |
| T. ROWE PRICE RETIREMENT 2025 TRUST K | — | — | — | $141.1M | 4.4% | |
| DODGE & COX STOCK CLASS X | — | — | — | $120.4M | 3.8% | |
| T. ROWE PRICE RETIREMENT 2050 TRUST K | — | — | — | $119.0M | 3.7% | |
| FIDELITY SMALL CAP CORE COMMINGLED M | — | — | — | $118.1M | 3.7% | |
| NT EXT EQUITY MKT IDX FD DC NL T4 | — | — | — | $116.3M | 3.6% | |
| NT AGG BOND INDEX FUND NL T4 | — | — | — | $107.1M | 3.3% | |
| T. ROWE PRICE RETIREMENT 2055 TRUST K | — | — | — | $86.3M | 2.7% | |
| NT ACWI EX-US FUND DC NL T5 | — | — | — | $78.4M | 2.4% | |
| T. ROWE PRICE RETIREMENT 2020 TRUST K | — | — | — | $77.2M | 2.4% | |
| CAPITAL GROUP EUROPACIFIC GROWTH TRUSTS M | — | — | — | $68.3M | 2.1% | |
| T ROWE PRICE STABLE VALUE COMMON TRUST M | — | — | — | $67.4M | 2.1% | |
| WTC CIF II CORE BOND PLUS SERIES 4 | — | — | — | $61.1M | 1.9% | |
| T. ROWE PRICE RETIREMENT 2015 TRUST K | — | — | — | $30.2M | 0.9% | |
| T. ROWE PRICE RETIREMENT 2060 TRUST K | — | — | — | $16.4M | 0.5% | |
| T. ROWE PRICE RETIREMENT 2010 TRUST K | — | — | — | $12.2M | 0.4% | |
| T. ROWE PRICE RETIREMENT 2005 TRUST K | — | — | — | $7.9M | 0.2% | |
| T. ROWE PRICE RETIREMENT 2065 TRUST K | — | — | — | $5.3M | 0.2% |