ESOP · DOL Form 5500 · 2023
Niemann Foods, Inc. ESOP
Data updated 2026-08-25
- $22M
- Total assets Small plan by assets
- 1,970
- Participants Near avg headcount
- 74th
- Percentile by assets National rank
- $11,026
- Avg per participant Low balance/head
Official DOL plan name: Niemann Foods, Inc. Employee Stock Ownership Plan · Sponsored by Niemann Foods, Inc. · Illinois · Retail Trade
$22M in assets, 1,970 participants
Niemann Foods, Inc.'s Niemann Foods, Inc. Employee Stock Ownership Plan reported $22M in total assets and 1,970 participants in its 2023 DOL Form 5500 filing, ranking in the 74th 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.
- #7,042 in Retail Trade (8,414 peers)
Coverage in Illinois
Niemann Foods, Inc. Employee Stock Ownership Plan covers 1,970 participants in Illinois, 2.5x the typical Illinois plan (state average ~779 per filing). Assets: $22M.
- #7,042
- in Retail Trade (8,414 peers)
- -17.1%
- assets change YoY
The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Niemann Foods, Inc. Employee Stock Ownership Plan's outsized position by total assets
Niemann Foods, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$21,722,082 Top 26% higher than 74% 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
Niemann Foods, Inc. Employee Stock Ownership Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Niemann Foods, Inc. Employee Stock Ownership Plan lands in the large band (1,970 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Niemann Foods, Inc. Employee Stock Ownership Plan reported net income fell from $3M in the plan year 2022 filing to -$4M in the plan year 2023 filing.
- Niemann Foods, Inc. Employee Stock Ownership Plan end-of-year assets fell from $26M in the plan year 2022 filing to $22M in the plan year 2023 filing.
- Niemann Foods, Inc. Employee Stock Ownership Plan reported participants rose from 1,931 in the plan year 2022 filing to 1,970 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 370475125 · Niemann Foods, Inc. PY 2023 · ESOP
Niemann Foods, Inc. Employee Stock Ownership Plan · $22M · 1,970 · 74th
- TYPE $22M
- NET 1,970
- BOOK 74th
- VS-ST ESOP
- BOY near Rei Engineers, Inc. Employee Stock Ownership Plan
- SCH ind #7042
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 Illinois →
Niemann Foods, Inc. Employee Stock Ownership Plan in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $26M |
|---|---|
| Net Assets (End of Year) | $22M |
| Net Income | -$4M |
| Employer EIN | 370475125 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Niemann Foods, Inc.)
Sponsor-wide plan assets over time
All Niemann Foods, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $76M 4.803288457711111% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 3,973 | $80M |
| 2023 | 2 | 5,724 | $83M |
| 2024 | 2 | 5,077 | $76M |
Nearby ESOP Plans in Illinois
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Amsted Industries Incorporated Employees' Stock Ownership Plan $4.4B · 4,738
- Kehe Distributors, Inc. Employee Stock Ownership Plan $1.6B · 4,251
- Scot Forge Company Employee Stock Ownership Plan $1.2B · 486
- Bdo USA Employee Stock Ownership Plan $915M · 10,168
- Bdo USA Employee Stock Ownership Plan $915M · 10,168
Niemann Foods, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Illinois, the nearest ESOP by assets is Rei Engineers, Inc. Employee Stock Ownership Plan in NC ($22M); by covered participants it is Bi-Mart Corporation Employee Stock Ownership Plan in OR (1,981 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($22M here).
- Rei Engineers, Inc. Employee Stock Ownership Plan (NC) $22M · 85
- York International Agency Holding Co., Inc. Employee Stock Ownership Plan (NY) $22M · 59
- Conco, Inc. Employee Stock Ownership Plan and Trust Agreement (KY) $22M · 17
- Stephens & Smith Construction Co., Inc. Employee Stock Ownership Plan (NE) $22M · 198
Similar participant headcount
Nearest other-state filings by covered participants (1,970 participants); asset peers above are excluded.
- Bi-Mart Corporation Employee Stock Ownership Plan (OR) 1,981 · 11 off
- Employee Stock Ownership Plan of Applied Research Associates, Inc. (NM) 1,981 · 11 off
- Hac, Inc. Employee Stock Ownership Plan (OK) 1,958 · 12 off
- Emery Sapp Employee Stock Ownership Plan (MO) 1,947 · 23 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.