ESOP · DOL Form 5500 · 2022
Rudy's Market, Inc. ESOP
Data updated 2026-08-11
- $14M
- Total assets
- 99
- Participants
- 71st
- Percentile by assets
- $138,271
- Avg per participant
Official DOL plan name: Rudy's Markets, Inc. Employee Stock Ownership Plan and Trust · Sponsored by Rudy's Market, Inc. · Oregon · Retail Trade
$14M in assets, 99 participants
Rudy's Market, Inc.'s Rudy's Markets, Inc. Employee Stock Ownership Plan and Trust reported $14M in total assets and 99 participants in its 2022 DOL Form 5500 filing, ranking in the 71st 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.
- 71st percentile by assets (of 139,126 plans)
- #7,750 in Retail Trade (9,519 peers)
Rudy's Market, Inc. multi-year trail
Rudy's Market, Inc.'s plans moved +20.4% in assets from 2022 to 2024; this filing shows Rudy's Markets, Inc. Employee Stock Ownership Plan and Trust at $14M / 99 participants.
- $14M
- total plan assets (2022 EOY)
- 99
- covered participants
- 71st
- percentile by assets (of 139,126 plans)
- $138,271
- avg assets per participant
Rudy's Market, Inc. across 3 plan years on file
Across the 3 plan years Rudy's Market, Inc. has on file (2022-2024), sponsor-wide plan assets have moved from $18M to $21M, a gain of 20.4%, while reported participants moved from 157 to 169 (+7.6%). Peak year by sponsor assets: 2024 ($21M); trough: 2022 ($18M).
Rudy's Market, Inc. multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 157 | $18M |
| 2023 | 2 | 183 | $19M |
| 2024 | 2 | 169 | $21M |
Rudy's Market, Inc. filing trail (2022)
| Total Assets (Beginning of Year) | $13M |
|---|---|
| Net Assets (End of Year) | $13M |
| Net Income | $1M |
| Employer EIN | 931068761 |
| Plan Effective Date | 2015-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Oregon
Peer ESOP plans, same state, same plan type, ranked by total assets.
Rudy's Markets, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Oregon, assets vs. participants
- Bi-Mart Corporation Employee Stock Ownership Plan $259M · 1,947
- Bob's Red Mill Natural Foods, Inc. Employee Stock Ownership Plan $222M · 561
- Pacific Industrial Corp. Employee Stock Ownership Plan $127M · 57
- Key Knife, Inc. Employee Stock Ownership Plan $112M · 68
- Northwest Pump & Equipment Co. Employee Stock Ownership Plan $85M · 204
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Rudy's Markets, Inc. Employee Stock Ownership Plan and Trust by total assets, not by location.
Frequently Asked Questions
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Multi-year trail
Ways to act on Rudy's Markets, Inc. Employee Stock Ownership Plan and Trust's numbers.
- By total assets, Rudy's Markets, Inc. Employee Stock Ownership Plan and Trust ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Oregon. Compare plans
- Rudy's Market, Inc.'s sponsor-wide assets have grown 20.4% since 2022 across 3 plan years on file. More Retail Trade plans