ESOP · DOL Form 5500 · 2022

Jumbo Foods, Inc. ESOP

Data updated 2026-08-25

$11M
Total assets Small plan by assets
319
Participants Below avg headcount
68th
Percentile by assets National rank
$35,834
Avg per participant Low balance/head
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Official DOL plan name: Jumbo Foods, Inc. Employee Stock Ownership Plan · Sponsored by Jumbo Foods, Inc. · Oklahoma · Retail Trade

$11M in assets, 319 participants

Jumbo Foods, Inc.'s Jumbo Foods, Inc. Employee Stock Ownership Plan reported $11M in total assets and 319 participants in its 2022 DOL Form 5500 filing, ranking in the 68th 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.

  • #7,443 in Retail Trade (9,519 peers)

Coverage in Oklahoma

Jumbo Foods, Inc. Employee Stock Ownership Plan covers 319 participants in Oklahoma, about 42% of the average Oklahoma filer (state average ~760 per filing). Assets: $11M.

#7,443
in Retail Trade (9,519 peers)
-4.6%
assets change YoY

The plan reported a net loss of $744K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Jumbo Foods, Inc. Employee Stock Ownership Plan's outsized position by total assets

Jumbo Foods, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$11,431,000 Top 32% higher than 68% 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

Jumbo Foods, 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. Jumbo Foods, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (319 participants).

DOL schedule card

Filing strip 201675019 · Jumbo Foods, Inc. PY 2022 · ESOP

Jumbo Foods, Inc. Employee Stock Ownership Plan · $11M · 319 · 68th

  • EOY $11M
  • 5500 319
  • ASSETS 68th
  • PCT ESOP
  • EIN near Tharanco Group, Inc. Employee Stock Ownership Plan
  • RANK ind #7443

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 Oklahoma →

Jumbo Foods, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Hr&a Advisors, Inc. Employee Stock Ownership PlanHr&a Advisors, Inc. Employee…$11MJumbo Foods, Inc. Employee Stock Ownership PlanJumbo Foods, Inc. Employee S…$11MTharanco Group, Inc. Employee Stock Ownership PlanTharanco Group, Inc. Employe…$11MBrewco Marketing Group Employee Stock Ownership PlanBrewco Marketing Group Emplo…$11MHorizon Communications, Inc. Employee Stock Ownership PlanHorizon Communications, Inc.…$11M
End-of-year total assets ($M) among Jumbo Foods, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Oklahoma filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$10M
Net Income-$744K
Employer EIN201675019
Plan Effective Date2007-12-30
Filing StatusFILING RECEIVED

Sponsor Plan History (Jumbo Foods, Inc.)

Sponsor-wide plan assets over time

All Jumbo Foods, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 7.158332604321583% vs 2022
2024 filing year
$10M$10.5M$11M$11.5M$12M 202220232024 $11.4M $10.6M ▼ -7.2%
Year Plans Participants Total Assets
2022 1 319 $11M
2023 1 305 $10M
2024 1 303 $11M

Nearby ESOP Plans in Oklahoma

Peer ESOP plans, same state, same plan type, ranked by total assets.

Jumbo Foods, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 -1000100200300400 Total assets ($M) Participants Jumbo Foods, Inc. Employee Stock Ownership Plan, Total assets ($M): 11.431 · Participants: 319Jumbo Foods, Inc. Employee Stock Ownership PlanLocke Supply Co. Employee Stock Ownership Plan, Total assets ($M): 291.322334 · Participants: 1040Locke Supply Co. Employee Stock Ownership PlanInternational Chemical Company Employee Stock Ownership Plan, Total assets ($M): 182.341963 · Participants: 54International Chemical Company Employee Stock Ownership PlanMetro Builders Supply, Inc. Employee Stock Ownership Plan, Total assets ($M): 154.102941 · Participants: 1249Metro Builders Supply, Inc. Employee Stock Ownership PlanBancfirst Corporation Employee Stock Ownership Plan, Total assets ($M): 135.954713 · Participants: 1676Bancfirst Corporation Employee Stock Ownership PlanAberdeen Dynamics Supply, Inc. Employee Stock Ownership Plan, Total assets ($M): 113.864596 · Participants: 124Aberdeen Dynamics Supply, Inc. Employee Stock Ownership Plan
Jumbo Foods, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Oklahoma, assets vs. participants
Compare Jumbo Foods, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Jumbo Foods, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Oklahoma, the nearest ESOP by assets is Tharanco Group, Inc. Employee Stock Ownership Plan in NY ($11M); by covered participants it is Cambridge Bancorp Employee Stock Ownership Plan in MA (319 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (319 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 Jumbo Foods, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Jumbo Foods, Inc. Employee Stock Ownership Plan edged down modestly - down 4.6% during 2022, from $12M to $11M. Reported net income was -$744K.
How have Jumbo Foods, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jumbo Foods, Inc.'s sponsor-wide assets declined 7.2%, from $11M to $11M.
Which ESOP plans are similar in size to Jumbo Foods, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Tharanco Group, Inc. Employee Stock Ownership Plan in NY ($11M, 125 participants).
Which ESOP plans cover a similar participant headcount to Jumbo Foods, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Cambridge Bancorp Employee Stock Ownership Plan in MA (319 participants, $23M 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 201675019.

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.