ESOP · DOL Form 5500 · 2023
Fox Bros. Piggly Wiggly, Inc. ESOP
Data updated 2026-08-25
- $27M
- Total assets Below avg plan size
- 304
- Participants Below avg headcount
- 77th
- Percentile by assets National rank
- $87,283
- Avg per participant Below avg balance/head
Official DOL plan name: Fox Bros. Piggly Wiggly, Inc. Employee Stock Ownership Plan · Sponsored by Fox Bros. Piggly Wiggly, Inc. · Wisconsin · Retail Trade
$27M in assets, 304 participants
Fox Bros. Piggly Wiggly, Inc.'s Fox Bros. Piggly Wiggly, Inc. Employee Stock Ownership Plan reported $27M in total assets and 304 participants in its 2023 DOL Form 5500 filing, ranking in the 77th 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.
- #7,256 in Retail Trade (8,414 peers)
Where Fox Bros. Piggly Wiggly, Inc. Employee Stock Ownership Plan sits by assets
Fox Bros. Piggly Wiggly, Inc. Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $27M for 304 participants (~$87,283/participant), up 11.6% in 2023.
- #7,256
- in Retail Trade (8,414 peers)
- +11.6%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Fox Bros. Piggly Wiggly, Inc. Employee Stock Ownership Plan's outsized position by total assets
Fox Bros. Piggly Wiggly, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$26,534,043 Top 23% higher than 77% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Fox Bros. Piggly Wiggly, Inc. Employee Stock Ownership Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Fox Bros. Piggly Wiggly, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (304 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Fox Bros. Piggly Wiggly, Inc. Employee Stock Ownership Plan end-of-year assets rose from $24M in the plan year 2022 filing to $27M in the plan year 2023 filing.
- Fox Bros. Piggly Wiggly, Inc. Employee Stock Ownership Plan reported participants fell from 332 in the plan year 2022 filing to 304 in the plan year 2023 filing.
- Fox Bros. Piggly Wiggly, Inc. Employee Stock Ownership Plan reported net income fell from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
DOL schedule card
Filing strip 391611134 · Fox Bros. Piggly Wiggly, Inc. PY 2023 · ESOP
Fox Bros. Piggly Wiggly, Inc. Employee Stock Ownership Plan · $27M · 304 · 77th
- PCT $27M
- EIN 304
- RANK 77th
- PHOTO ESOP
- IND near Kocolene Development Corporation Employee Stock Ownership Plan
- EOY ind #7256
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 →
Fox Bros. Piggly Wiggly, Inc. Employee Stock Ownership Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $24M |
|---|---|
| Net Assets (End of Year) | $16M |
| Net Income | $3M |
| Employer EIN | 391611134 |
| Plan Effective Date | 2016-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Fox Bros. Piggly Wiggly, Inc.)
Sponsor-wide plan assets over time
All Fox Bros. Piggly Wiggly, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $36M 18.377193449434767% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 684 | $30M |
| 2023 | 2 | 679 | $34M |
| 2024 | 2 | 773 | $36M |
Nearby ESOP Plans in Wisconsin
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Schreiber Foods, Inc. Employee Stock Ownership Plan $3.6B · 6,108
- Woodman's Employees' Profit Sharing and Stock Ownership Plan $700M · 2,837
- Ki Employee Stock Ownership Plan $511M · 1,624
- Trachte Building Systems Employee Stock Ownership Plan $331M · 228
- Wausau Supply Company Employee Stock Ownership Plan $315M · 808
Fox Bros. Piggly Wiggly, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Wisconsin, the nearest ESOP by assets is Kocolene Development Corporation Employee Stock Ownership Plan in IN ($27M); by covered participants it is Employee Owned Holdings, Inc. Employee Stock Ownership Plan in TX (304 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($27M here).
- Kocolene Development Corporation Employee Stock Ownership Plan (IN) $27M · 66
- Reell Precision Manufacturing Corporation Restated Employee Stock Ownership Plan (MN) $26M · 119
- Crafton, Tull & Associates, Inc . Employee Stock Ownership Plan (AR) $26M · 296
- The Ame Group Employee Stock Ownership Plan (IN) $26M · 206
Similar participant headcount
Nearest other-state filings by covered participants (304 participants); asset peers above are excluded.
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.