ESOP · DOL Form 5500 · 2022

Lueken's Food Stores, Inc. ESOP

Data updated 2026-08-25

$25M
Total assets Below avg plan size
180
Participants Small participant base
80th
Percentile by assets National rank
$138,588
Avg per participant Near avg balance/head
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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.

  • #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.

#8,454
in Retail Trade (9,519 peers)
+11.0%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Lueken's Food Stores Employee Stock Ownership Plan's outsized position by total assets

Lueken's Food Stores Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$24,945,837 Top 20% higher than 80% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Lueken's Food Stores Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lueken's Food Stores Employee Stock Ownership Plan sits mid-pack in the medium band (180 participants).

Published 5500 schedule card

Filing strip 852299427 · Lueken's Food Stores, Inc. PY 2022 · ESOP

Lueken's Food Stores Employee Stock Ownership Plan · $25M · 180 · 80th

  • 5500 $25M
  • ASSETS 180
  • PCT 80th
  • EIN ESOP
  • RANK near Consolidated Supply Employee Stock Ownership Plan
  • PHOTO ind #8454

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with What is an ESOP? → · Plans in Minnesota →

Lueken's Food Stores Employee Stock Ownership Plan in the asset neighbourhood

Grace Investment Company, Inc. ESOP PlanGrace Investment Company, In…$25MLueken's Food Stores Employee Stock Ownership PlanLueken's Food Stores Employe…$25MConsolidated Supply Employee Stock Ownership PlanConsolidated Supply Employee…$25MFirst Financial Corporation Employee Stock Ownership PlanFirst Financial Corporation …$25MA. Morton Thomas and Associates, Inc. Employee Stock Ownership PlanA. Morton Thomas and Associa…$25M
End-of-year total assets ($M) among Lueken's Food Stores Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

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.)

Sponsor-wide plan assets over time

All Lueken's Food Stores, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$23M 8.207305291059185% vs 2022
2024 filing year
$22M$23M$24M$25M$26M 202220232024 $25M $22.9M ▼ -8.2%
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 Scatter plot of 6 data points. -50000500010000 -2000200400600800 Total assets ($M) Participants Lueken's Food Stores Employee Stock Ownership Plan, Total assets ($M): 24.945837 · Participants: 180Lueken's Food Stores Employee Stock Ownership PlanAndersen Corporation Employee Stock Ownership Plan, Total assets ($M): 646.711049 · Participants: 9416Andersen Corporation Employee Stock Ownership PlanHormel Foods Corporation Joint Earnings Profit Sharing Trust, Total assets ($M): 486.260676 · Participants: 4373Hormel Foods Corporation Joint Earnings Profit Sharing TrustKingdom Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($M): 399.591486 · Participants: 801Kingdom Enterprises, Inc. Employee Stock Ownership PlanForce America Inc. Employee Stock Ownership Plan, Total assets ($M): 332.65286 · Participants: 359Force America Inc. Employee Stock Ownership PlanPolaris Inc. Employee Stock Ownership Plan, Total assets ($M): 313.049552 · Participants: 7981Polaris Inc. Employee Stock Ownership Plan
Lueken's Food Stores Employee Stock Ownership Plan vs. nearby ESOP plans in Minnesota, assets vs. participants
Compare Lueken's Food Stores Employee Stock Ownership Plan side-by-side with 3 peers →

Lueken's Food Stores Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Minnesota, the nearest ESOP by assets is Consolidated Supply Employee Stock Ownership Plan in NE ($25M); by covered participants it is Ryco Inc. Employee Stock Ownership Plan in PA (180 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (180 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

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).
Which ESOP plans cover a similar participant headcount to Lueken's Food Stores Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Ryco Inc. Employee Stock Ownership Plan in PA (180 participants, $9M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 852299427.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.