ESOP · DOL Form 5500 · 2022
Winco Holdings, Inc. ESOP
Data updated 2026-08-11
- $4.3B
- Total assets
- 15,984
- Participants
- 100th
- Percentile by assets
- $270,963
- Avg per participant
Official DOL plan name: Winco Employee Stock Ownership Plan · Sponsored by Winco Holdings, Inc. · Idaho · Retail Trade
$4.3B in assets, 15,984 participants
Winco Holdings, Inc.'s Winco Employee Stock Ownership Plan reported $4.3B in total assets and 15,984 participants in its 2022 DOL Form 5500 filing, ranking in the 100th 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.
- 100th percentile by assets (of 139,126 plans)
- #9,503 in Retail Trade (9,519 peers)
Coverage in Idaho
Winco Employee Stock Ownership Plan covers 15,984 participants in Idaho, 46x the typical Idaho plan (state average ~347 per filing). Assets: $4.3B.
- $4.3B
- total plan assets (2022 EOY)
- 15,984
- covered participants
- 100th
- percentile by assets (of 139,126 plans)
- $270,963
- avg assets per participant
Participants vs Idaho filers
In Idaho, the average filing covers about 347 participants across 760 plans. Winco Employee Stock Ownership Plan reports 15,984 participants - 46x that state average ($4.3B EOY assets).
Idaho filing particulars
| Total Assets (Beginning of Year) | $4.2B |
|---|---|
| Net Assets (End of Year) | $4.3B |
| Net Income | $127M |
| Employer EIN | 820290448 |
| Plan Effective Date | 1985-03-31 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Winco Holdings, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 36,135 | $4.5B |
| 2023 | 2 | 37,650 | $4.9B |
| 2024 | 2 | 36,231 | $5.3B |
Nearby ESOP Plans in Idaho
Peer ESOP plans, same state, same plan type, ranked by total assets.
Winco Employee Stock Ownership Plan vs. nearby ESOP plans in Idaho, assets vs. participants
- Norco, Inc. Employee Stock Ownership Plan $220M · 1,298
- Litehouse, Inc. Employee Stock Ownership Plan $213M · 1,174
- The Franklin Group, Inc. Employee Stock Ownership Plan and Trust $102M · 569
- Container and Packaging Employee Stock Ownership Plan and Trust $72M · 106
- Magic Valley Growers, Ltd. Employee Stock Ownership Plan $70M · 238
Scale composition for Winco Employee Stock Ownership Plan
Winco Employee Stock Ownership Plan reports $4.3B in end-of-year assets across 15,984 participants (0.035% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.017% of 93,925,755 covered participants) - about $270,963 per participant (2.0x the national average assets-per-participant) . Net income for plan year 2022 was $127M.
This plan identity (EIN 820290448, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $4.3B to $5.0B (+16.5%) while covered participants moved from 15,984 to 17,054 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 15,984 | $4.3B | This page |
| 2023 | 16,664 | $4.7B | Open filing |
| 2024 · index core | 17,054 | $5.0B | Open filing |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- Winco Employee Stock Ownership Plan (ESOP, $5.0B, 17,054 participants)
- Winco Foods 401(k) Plan (401(k), $290M, 19,177 participants)
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Winco Employee Stock Ownership Plan by total assets, not by location.
- Wawa, Inc. Employee Stock Ownership Plan (PA) $4.5B · 22,323
- Burns & Mcdonnell, Inc. Employee Stock Ownership Plan (MO) $4.0B · 7,358
- Amsted Industries Incorporated Employees' Stock Ownership Plan (IL) $3.8B · 4,361
- Parsons Employee Stock Ownership Plan (CA) $2.9B · 7,804
Frequently Asked Questions
How did Winco Employee Stock Ownership Plan assets move in 2022? ▼
How have Winco Holdings, Inc. plan assets changed over time? ▼
Where does Winco Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Which ESOP plans are similar in size to Winco Employee Stock Ownership Plan? ▼
Next read for Winco Employee Stock Ownership Plan
Filing takeaways
Ways to act on Winco Employee Stock Ownership Plan's numbers.
- By total assets, Winco Employee Stock Ownership Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Idaho. Compare plans
- Winco Holdings, Inc.'s sponsor-wide assets have grown 17.7% since 2022 across 3 plan years on file. More Retail Trade plans