ESOP · DOL Form 5500 · 2022

North State Grocery, Inc. ESOP

Data updated 2026-08-25

$80M
Total assets Below avg plan size
582
Participants Below avg headcount
91st
Percentile by assets National rank
$138,041
Avg per participant Near avg balance/head
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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.

  • #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.

#6,364
in Wholesale Trade (6,843 peers)
+4.8%
assets growth YoY
0.8×
vs typical plan assets (national mean)

North State Grocery, Inc. Employee Stock Ownership Plan's outsized position by total assets

North State Grocery, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$80,339,975 Top 9% higher than 91% 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

North State Grocery, Inc. 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. North State Grocery, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (582 participants).

Published 5500 schedule card

Filing strip 680173691 · North State Grocery, Inc. PY 2022 · ESOP

North State Grocery, Inc. Employee Stock Ownership Plan · $80M · 582 · 91st

  • PCT $80M
  • PCT 582
  • PCT 91st
  • PCT ESOP
  • PCT near Carrier Process Equipment Group, Inc. Employee Stock Ownership Plan
  • PCT ind #6364

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 California →

North State Grocery, Inc. Employee Stock Ownership Plan in the asset neighbourhood

State Bankshares Employee Stock Ownership Plan and TrustState Bankshares Employee St…$81MCummins-Wagner Co., Inc. Employee Stock Ownership PlanCummins-Wagner Co., Inc. Emp…$80MNorth State Grocery, Inc. Employee Stock Ownership PlanNorth State Grocery, Inc. Em…$80MCarrier Process Equipment Group, Inc. Employee Stock Ownership PlanCarrier Process Equipment Gr…$80MFrontier Precision, Inc Employee Stock Ownership PlanFrontier Precision, Inc Empl…$80M
End-of-year total assets ($M) among North State Grocery, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$77M
Net Assets (End of Year)$80M
Net Income$4M
Employer EIN680173691
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (North State Grocery, Inc.)

Sponsor-wide plan assets over time

All North State Grocery, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$117M 24.109951220276564% vs 2022
2024 filing year
$90M$100M$110M$120M 202220232024 $94.1M $117M ▲ +24.1%
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 Scatter plot of 6 data points. -20000200040006000800010000 -101234 Total assets ($B) Participants North State Grocery, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.080339975 · Participants: 582North State Grocery, Inc. Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 2.949816013 · Participants: 7804Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.217969943 · Participants: 1318Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.994551911 · Participants: 1488Rosendin Electric, Inc. Employee Stock Ownership PlanRecology Employee Stock Ownership Plan, Total assets ($B): 0.462005591 · Participants: 3560Recology Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.455961299 · Participants: 70Agron, Inc. Employee Stock Ownership Plan
North State Grocery, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare North State Grocery, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

North State Grocery, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Carrier Process Equipment Group, Inc. Employee Stock Ownership Plan in KY ($80M); by covered participants it is Preferred Pump & Equipment Employee Stock Ownership Plan in TX (579 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (582 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 North State Grocery, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
North State Grocery, Inc. Employee Stock Ownership Plan edged up modestly - up 4.8% during 2022, from $77M to $80M. Reported net income was $4M.
How have North State Grocery, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), North State Grocery, Inc.'s sponsor-wide assets grew 24.1%, from $94M to $117M.
Where does North State Grocery, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
North State Grocery, Inc. Employee Stock Ownership Plan ranks in the 91st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which ESOP plans are similar in size to North State Grocery, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Carrier Process Equipment Group, Inc. Employee Stock Ownership Plan in KY ($80M, 211 participants).
Which ESOP plans cover a similar participant headcount to North State Grocery, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Preferred Pump & Equipment Employee Stock Ownership Plan in TX (579 participants, $162M 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 680173691.

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.