ESOP · DOL Form 5500 · 2022

Jumbo Foods, Inc. ESOP

Data updated 2026-08-11

$11M
Total assets
319
Participants
68th
Percentile by assets
$35,834
Avg per participant
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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.

  • 68th percentile by assets (of 139,126 plans)
  • #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.

$11M
total plan assets (2022 EOY)
319
covered participants
68th
percentile by assets (of 139,126 plans)
$35,834
avg assets per participant

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.

Where Jumbo Foods, Inc. Employee Stock Ownership Plan sits 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 $2,010,000,000 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

State
Oklahoma
Industry
Retail Trade

Participants vs Oklahoma filers

In Oklahoma, the average filing covers about 760 participants across 1,268 plans. Jumbo Foods, Inc. Employee Stock Ownership Plan reports 319 participants - about 42% of that state average ($11M EOY assets).

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.)

$10M$10.5M$11M$11.5M$12M 202220232024 $11.4M $10.6M ▼ -7.2%
Total plan assets by year, all Jumbo Foods, Inc. plans on file
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 ($M) Participants Jumbo Foods, Inc. Em…, Total assets ($M): 11.431 · Participants: 319Jumbo Foods, Inc. Em…Locke Supply Co. Emp…, Total assets ($M): 291.322334 · Participants: 1040Locke Supply Co. Emp…International Chemic…, Total assets ($M): 182.341963 · Participants: 54International Chemic…Metro Builders Suppl…, Total assets ($M): 154.102941 · Participants: 1249Metro Builders Suppl…Bancfirst Corporatio…, Total assets ($M): 135.954713 · Participants: 1676Bancfirst Corporatio…Aberdeen Dynamics Su…, Total assets ($M): 113.864596 · Participants: 124Aberdeen Dynamics Su…
Jumbo Foods, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Oklahoma, assets vs. participants
Compare Jumbo Foods, Inc. Employee Stock Ownersh… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Jumbo Foods, Inc. Employee Stock Ownership Plan by total assets, not by location.

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).

Next read for Jumbo Foods, Inc. Employee Stock Ownersh…

Filing takeaways

Ways to act on Jumbo Foods, Inc. Employee Stock Ownership Plan's numbers.

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.