ESOP · DOL Form 5500 · 2022
North State Grocery, Inc. ESOP
Data updated 2026-08-11
- $80M
- Total assets
- 582
- Participants
- 91st
- Percentile by assets
- $138,041
- Avg per participant
Official DOL plan name: North State Grocery, Inc. Employee Stock Ownership Plan · Sponsored by North State Grocery, Inc. · California · Wholesale Trade
$80M in assets, 582 participants
North State Grocery, Inc.'s North State Grocery, Inc. Employee Stock Ownership Plan reported $80M in total assets and 582 participants in its 2022 DOL Form 5500 filing, ranking in the 91st 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.
- 91st percentile by assets (of 139,126 plans)
- #6,364 in Wholesale Trade (6,843 peers)
Where North State Grocery, Inc. Employee Stock Ownership Plan sits by assets
North State Grocery, Inc. Employee Stock Ownership Plan sits in the top 10% of all filed plans by assets, $80M for 582 participants (~$138,041/participant), up 4.8% in 2022.
- $80M
- total plan assets (2022 EOY)
- 582
- covered participants
- 91st
- percentile by assets (of 139,126 plans)
- $138,041
- avg assets per participant
North State Grocery, Inc. Employee Stock Ownership Plan vs the 2022 asset distribution
By assets, North State Grocery, Inc. Employee Stock Ownership Plan outranks 91% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.8x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $77M |
|---|---|
| Net Assets (End of Year) | $80M |
| Net Income | $4M |
| Employer EIN | 680173691 |
| Plan Effective Date | 2006-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (North State Grocery, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,154 | $94M |
| 2023 | 2 | 1,249 | $113M |
| 2024 | 2 | 1,289 | $117M |
Nearby ESOP Plans in California
Peer ESOP plans, same state, same plan type, ranked by total assets.
North State Grocery, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
- Parsons Employee Stock Ownership Plan $2.9B · 7,804
- Acco Employee Stock Ownership Plan $1.2B · 1,318
- Rosendin Electric, Inc. Employee Stock Ownership Plan $995M · 1,488
- Recology Employee Stock Ownership Plan $462M · 3,560
- Agron, Inc. Employee Stock Ownership Plan $456M · 70
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to North State Grocery, Inc. Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
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Ways to act on North State Grocery, Inc. Employee Stock Ownership Plan's numbers.
- By total assets, North State Grocery, Inc. Employee Stock Ownership Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in California. Compare plans
- North State Grocery, Inc.'s sponsor-wide assets have grown 24.1% since 2022 across 3 plan years on file. More Wholesale Trade plans