ESOP · DOL Form 5500 · 2022

Lueken's Food Stores, Inc. ESOP

Data updated 2026-08-11

$25M
Total assets
180
Participants
80th
Percentile by assets
$138,588
Avg per participant
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Official DOL plan name: Lueken's Food Stores Employee Stock Ownership Plan · Sponsored by Lueken's Food Stores, Inc. · Minnesota · Retail Trade

$25M in assets, 180 participants

Lueken's Food Stores, Inc.'s Lueken's Food Stores Employee Stock Ownership Plan reported $25M in total assets and 180 participants in its 2022 DOL Form 5500 filing, ranking in the 80th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • 80th percentile by assets (of 139,126 plans)
  • #8,454 in Retail Trade (9,519 peers)

Coverage in Minnesota

Lueken's Food Stores Employee Stock Ownership Plan covers 180 participants in Minnesota, about 16% of the average Minnesota filer (state average ~1,126 per filing). Assets: $25M.

$25M
total plan assets (2022 EOY)
180
covered participants
80th
percentile by assets (of 139,126 plans)
$138,588
avg assets per participant
State
Industry

Participants vs Minnesota filers

In Minnesota, the average filing covers about 1,126 participants across 2,865 plans. Lueken's Food Stores Employee Stock Ownership Plan reports 180 participants - about 16% of that state average ($25M EOY assets).

Minnesota filing particulars

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$24M
Net Income$3M
Employer EIN852299427
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lueken's Food Stores, Inc.)

$22M$23M$24M$25M$26M 202220232024 $25M $22.9M ▼ -8.2%
Total plan assets by year, all Lueken's Food Stores, Inc. plans on file
Year Plans Participants Total Assets
2022 1 180 $25M
2023 1 209 $25M
2024 1 185 $23M

Nearby ESOP Plans in Minnesota

Peer ESOP plans, same state, same plan type, ranked by total assets.

Lueken's Food Stores Employee Stock Ownership Plan vs. nearby ESOP plans in Minnesota, assets vs. participants

Lueken's Food Stores Employee Stock Ownership Plan vs. nearby ESOP plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -50000500010000 -2000200400600800 Total assets ($M) Participants Lueken's Food Stores…Andersen Corporation…Hormel Foods Corpora…Kingdom Enterprises,…Force America Inc. E…Polaris Inc. Employe…
Lueken's Food Stores Employee Stock Ownership Plan vs. nearby ESOP plans in Minnesota, assets vs. participants

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Lueken's Food Stores Employee Stock Ownership Plan by total assets, not by location.

Frequently Asked Questions

How did Lueken's Food Stores Employee Stock Ownership Plan assets move in 2022?
Lueken's Food Stores Employee Stock Ownership Plan grew at a solid clip - up 11.0% during 2022, from $22M to $25M. Reported net income was $3M.
How have Lueken's Food Stores, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Lueken's Food Stores, Inc.'s sponsor-wide assets declined 8.2%, from $25M to $23M.
Where does Lueken's Food Stores Employee Stock Ownership Plan rank by assets among Form 5500 filers?
Lueken's Food Stores Employee Stock Ownership Plan ranks in the 80th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Lueken's Food Stores Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by assets is Consolidated Supply Employee Stock Ownership Plan in NE ($25M, 317 participants).

Next read for Lueken's Food Stores Employee Stock Owne…

Filing takeaways

Ways to act on Lueken's Food Stores Employee Stock Ownership Plan's numbers.

  • By total assets, Lueken's Food Stores Employee Stock Ownership Plan ranks in the top quartile of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar ESOP plans in Minnesota. Compare plans
  • Lueken's Food Stores, Inc.'s sponsor-wide assets have declined 8.2% since 2022 across 3 plan years on file. More Retail Trade plans