ESOP · DOL Form 5500 · 2022

Rudy's Market, Inc. ESOP

Data updated 2026-08-25

$14M
Total assets Small plan by assets
99
Participants Small participant base
71st
Percentile by assets National rank
$138,271
Avg per participant Near avg balance/head
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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.

  • #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.

#7,750
in Retail Trade (9,519 peers)
+8.5%
assets growth YoY

Rudy's Markets, Inc. Employee Stock Ownership Plan and Trust's outsized position by total assets

Rudy's Markets, Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$13,688,819 Top 29% higher than 71% 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

Rudy's Markets, Inc. Employee Stock Ownership Plan and Trust among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Rudy's Markets, Inc. Employee Stock Ownership Plan and Trust is a small filing (99 participants) on this national headcount ladder.

DOL schedule card

Filing strip 931068761 · Rudy's Market, Inc. PY 2022 · ESOP

Rudy's Markets, Inc. Employee Stock Ownership Plan and Trust · $14M · 99 · 71st

  • EIN $14M
  • RANK 99
  • PHOTO 71st
  • IND ESOP
  • EOY near Special Mine Services, Inc. Employees Stock Ownership Plan
  • 5500 ind #7750

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 Oregon →

Rudy's Markets, Inc. Employee Stock Ownership Plan and Trust in the asset neighbourhood

Howard Immel, Inc. Employee Stock Ownership PlanHoward Immel, Inc. Employee …$14MSpecial Mine Services, Inc. Employees Stock Ownership PlanSpecial Mine Services, Inc. …$14MRudy's Markets, Inc. Employee Stock Ownership Plan and TrustRudy's Markets, Inc. Employe…$14MGeil Enterprises, Inc. Employee Stock Ownership PlanGeil Enterprises, Inc. Emplo…$14MLithographix, Inc. Employee Stock Ownership PlanLithographix, Inc. Employee …$14M
End-of-year total assets ($M) among Rudy's Markets, Inc. Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Rudy's Market, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Rudy's Market, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$21M 20.41263821855069% vs 2022
2024 filing year
$16M$18M$20M$22M 202220232024 $17.7M $21.3M ▲ +20.4%
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 EIN931068761
Plan Effective Date2015-01-01
Filing StatusFILING 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 Scatter plot of 6 data points. -50005001000150020002500 0100200300 Total assets ($M) Participants Rudy's Markets, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 13.688819 · Participants: 99Rudy's Markets, Inc. Employee Stock Ownership Plan and TrustBi-Mart Corporation Employee Stock Ownership Plan, Total assets ($M): 259.302569 · Participants: 1947Bi-Mart Corporation Employee Stock Ownership PlanBob's Red Mill Natural Foods, Inc. Employee Stock Ownership Plan, Total assets ($M): 221.711122 · Participants: 561Bob's Red Mill Natural Foods, Inc. Employee Stock Ownership PlanPacific Industrial Corp. Employee Stock Ownership Plan, Total assets ($M): 126.652835 · Participants: 57Pacific Industrial Corp. Employee Stock Ownership PlanKey Knife, Inc. Employee Stock Ownership Plan, Total assets ($M): 111.836432 · Participants: 68Key Knife, Inc. Employee Stock Ownership PlanNorthwest Pump & Equipment Co. Employee Stock Ownership Plan, Total assets ($M): 84.932648 · Participants: 204Northwest Pump & Equipment Co. Employee Stock Ownership Plan
Rudy's Markets, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Oregon, assets vs. participants
Compare Rudy's Markets, Inc. Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

Rudy's Markets, Inc. Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount

Outside Oregon, the nearest ESOP by assets is Special Mine Services, Inc. Employees Stock Ownership Plan in IL ($14M); by covered participants it is The Motz Corporation Employee Stock Ownership Plan in OH (99 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (99 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 Rudy's Markets, Inc. Employee Stock Ownership Plan and Trust assets move in 2022? ▼
Rudy's Markets, Inc. Employee Stock Ownership Plan and Trust grew at a solid clip - up 8.5% during 2022, from $13M to $14M. Reported net income was $1M.
How have Rudy's Market, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rudy's Market, Inc.'s sponsor-wide assets grew 20.4%, from $18M to $21M.
Which ESOP plans are similar in size to Rudy's Markets, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Special Mine Services, Inc. Employees Stock Ownership Plan in IL ($14M, 50 participants).
Which ESOP plans cover a similar participant headcount to Rudy's Markets, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is The Motz Corporation Employee Stock Ownership Plan in OH (99 participants, $10M 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 931068761.

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.