Sheetz 401(k) match, vesting and fees
What Sheetz's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Principal Life Insurance Company | Schedule C ↗ |
| Independent auditor | Young Oakes Brown and Co (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 87 defined-contribution plans in retail trade with 10,000 to 49,999 participants.
| Sheetz: employer contribution per participant | $1,594 | |
| Peer median | $1,215 |
| Sheetz: average balance | $45,364 | |
| Peer median | $48,539 |
| Sheetz: admin expenses ÷ assets | 0.14% | |
| Peer median | 0.12% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $670M at the end of plan year 2023 to $778M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 20,376 | $778M | $27.4M | $1,594 | 0.14% | Not published | Form 5500 ↗ |
| 2023 | 19,518 | $670M | $24.2M | $1,555 | 0.15% | Not published | Form 5500 ↗ |
Other Sheetz plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Sheetz, Inc. Employee Stock Ownership Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Independent auditor | Young Oakes Brown and Co (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Retirement · Active | Form 5500 ↗ |
Common questions
Does Sheetz match 401(k) contributions?
The match terms for the Sheetz, Inc. 401(k) Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $27.4M in employer contributions, about $1,594 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Sheetz 401(k) match vested?
The vesting schedule for the Sheetz, Inc. 401(k) Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Sheetz 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Principal Life Insurance Company. The plan administrator is Sheetz, Inc.
I left Sheetz. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Sheetz, Inc, (800) 487-5444) or the recordkeeper, Principal Life Insurance Company. The Sheetz old 401(k) page lists the contacts from every plan filing. Find an old Sheetz 401(k)
Data from the public Form 5500 annual reports Sheetz filed with the U.S. Department of Labor (plan years 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Sheetz. Not financial advice. Report a correction · Methodology