ESOP · DOL Form 5500 · 2022

Mdsfest, Inc. ESOP

Data updated 2026-08-25

$113M
Total assets Near avg plan size
2,805
Participants Above avg headcount
93rd
Percentile by assets National rank
$40,434
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Skogen's Foodliner & Associates Employee Stock Ownership Plan · Sponsored by Mdsfest, Inc. · Wisconsin · Retail Trade

$113M in assets, 2,805 participants

Mdsfest, Inc.'s Skogen's Foodliner & Associates Employee Stock Ownership Plan reported $113M in total assets and 2,805 participants in its 2022 DOL Form 5500 filing, ranking in the 93rd 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.

  • #9,173 in Retail Trade (9,519 peers)

Coverage in Wisconsin

Skogen's Foodliner & Associates Employee Stock Ownership Plan covers 2,805 participants in Wisconsin, 5.0x the typical Wisconsin plan (state average ~563 per filing). Assets: $113M.

#9,173
in Retail Trade (9,519 peers)
-26.6%
assets change YoY
1.1×
vs typical plan assets (national mean)

The plan reported a net loss of $36M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Skogen's Foodliner & Associates Employee Stock Ownership Plan's outsized position by total assets

Skogen's Foodliner & Associates Employee Stock Ownership Plan vs every filed plan by assets

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

$113,417,134 Top 7% higher than 93% 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

Skogen's Foodliner & Associates Employee Stock Ownership Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Skogen's Foodliner & Associates Employee Stock Ownership Plan lands in the large band (2,805 participants).

EBSA filing schedule strip

Filing strip 391086421 · Mdsfest, Inc. PY 2022 · ESOP

Skogen's Foodliner & Associates Employee Stock Ownership Plan · $113M · 2,805 · 93rd

  • EOY $113M
  • EOY 2,805
  • EOY 93rd
  • EOY ESOP
  • EOY near Butler/Till Employee Stock Ownership Plan
  • EOY ind #9173

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 Wisconsin →

Skogen's Foodliner & Associates Employee Stock Ownership Plan in the asset neighbourhood

Superior Industrial Solutions, Inc. Employee Stock Ownership PlanSuperior Industrial Solution…$114MSkogen's Foodliner & Associates Employee Stock Ownership PlanSkogen's Foodliner & Associa…$113MButler/Till Employee Stock Ownership PlanButler/Till Employee Stock O…$113MRincon Research Corporation Money Purchase Pension PlanRincon Research Corporation …$113MGray, Inc. Employee Stock Ownership PlanGray, Inc. Employee Stock Ow…$113M
End-of-year total assets ($M) among Skogen's Foodliner & Associates Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Wisconsin filing particulars

Total Assets (Beginning of Year)$154M
Net Assets (End of Year)$75M
Net Income-$36M
Employer EIN391086421
Plan Effective Date2009-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mdsfest, Inc.)

Sponsor-wide plan assets over time

All Mdsfest, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$196M 5.141935556342396% vs 2022
2023 filing year
$195M$200M$205M$210M 20222023 $207M $196M ▼ -5.1%
Year Plans Participants Total Assets
2022 2 7,296 $207M
2023 2 7,421 $196M

Nearby ESOP Plans in Wisconsin

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

Skogen's Foodliner & Associates Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -20000200040006000 -10123 Total assets ($B) Participants Skogen's Foodliner & Associates Employee Stock Ownership Plan, Total assets ($B): 0.113417134 · Participants: 2805Skogen's Foodliner & Associates Employee Stock Ownership PlanSchreiber Foods, Inc. Employee Stock Ownership Plan, Total assets ($B): 2.652316726 · Participants: 5656Schreiber Foods, Inc. Employee Stock Ownership PlanWoodman's Employees' Profit Sharing and Stock Ownership Plan, Total assets ($B): 0.640316132 · Participants: 2608Woodman's Employees' Profit Sharing and Stock Ownership PlanKi Employee Stock Ownership Plan, Total assets ($B): 0.29452491 · Participants: 1649Ki Employee Stock Ownership PlanWausau Supply Company Employee Stock Ownership Plan, Total assets ($B): 0.292527762 · Participants: 747Wausau Supply Company Employee Stock Ownership PlanTrachte Building Systems Employee Stock Ownership Plan, Total assets ($B): 0.25846345 · Participants: 210Trachte Building Systems Employee Stock Ownership Plan
Skogen's Foodliner & Associates Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants
Compare Skogen's Foodliner & Associates Employee Stock Ownership Plan side-by-side with 3 peers →

Skogen's Foodliner & Associates Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Wisconsin, the nearest ESOP by assets is Butler/Till Employee Stock Ownership Plan in NY ($113M); by covered participants it is Miller's Health Systems, Inc. Employee Stock Ownership Plan in IN (2,817 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,805 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 Skogen's Foodliner & Associates Employee Stock Ownership Plan assets move in 2022? ▼
Skogen's Foodliner & Associates Employee Stock Ownership Plan declined sharply - down 26.6% during 2022, from $154M to $113M. Reported net income was -$36M.
How have Mdsfest, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Mdsfest, Inc.'s sponsor-wide assets declined 5.1%, from $207M to $196M.
Where does Skogen's Foodliner & Associates Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Skogen's Foodliner & Associates Employee Stock Ownership Plan ranks in the 93rd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which ESOP plans are similar in size to Skogen's Foodliner & Associates Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Butler/Till Employee Stock Ownership Plan in NY ($113M, 340 participants).
Which ESOP plans cover a similar participant headcount to Skogen's Foodliner & Associates Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Miller's Health Systems, Inc. Employee Stock Ownership Plan in IN (2,817 participants, $40M 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 391086421.

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.