ESOP · DOL Form 5500 · 2023

Rudy's Markets, Inc. ESOP

Data updated 2026-08-25

$14M
Total assets Small plan by assets
101
Participants Small participant base
65th
Percentile by assets National rank
$133,881
Avg per participant Near avg balance/head
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Official DOL plan name: Rudy's Markets, Inc. Employee Stock Ownership Plan and Trust · Sponsored by Rudy's Markets, Inc. · Oregon · Retail Trade

$14M in assets, 101 participants

Rudy's Markets, Inc.'s Rudy's Markets, Inc. Employee Stock Ownership Plan and Trust reported $14M in total assets and 101 participants in its 2023 DOL Form 5500 filing, ranking in the 65th 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.

  • #6,389 in Retail Trade (8,414 peers)

Coverage in Oregon

Rudy's Markets, Inc. Employee Stock Ownership Plan and Trust covers 101 participants in Oregon, about 23% of the average Oregon filer (state average ~443 per filing). Assets: $14M.

#6,389
in Retail Trade (8,414 peers)
-1.2%
assets change YoY

The plan reported a net loss of $134K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Rudy's Markets, Inc. Employee Stock Ownership Plan and Trust's mid-pack asset rank among Retail Trade and all filers

Rudy's Markets, Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$13,522,008 Top 35% higher than 65% of 127,068 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 2023

Rudy's Markets, Inc. Employee Stock Ownership Plan and Trust 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. Rudy's Markets, Inc. Employee Stock Ownership Plan and Trust sits mid-pack in the medium band (101 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Rudy's Markets, Inc. Employee Stock Ownership Plan and Trust reported net income fell from $1M in the plan year 2022 filing to -$134K in the plan year 2023 filing.
  • Rudy's Markets, Inc. Employee Stock Ownership Plan and Trust reported participants rose from 99 in the plan year 2022 filing to 101 in the plan year 2023 filing.
  • Rudy's Markets, Inc. Employee Stock Ownership Plan and Trust end-of-year assets fell from $14M in the plan year 2022 filing to $14M in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 931068761 · Rudy's Markets, Inc. PY 2023 · ESOP

Rudy's Markets, Inc. Employee Stock Ownership Plan and Trust · $14M · 101 · 65th

  • 5500 $14M
  • ASSETS 101
  • PCT 65th
  • EIN ESOP
  • RANK near Admix, Inc. Employee Stock Ownership Plan
  • PHOTO ind #6389

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 Oregon →

Rudy's Markets, Inc. Employee Stock Ownership Plan and Trust in the asset neighbourhood

Admix, Inc. Employee Stock Ownership PlanAdmix, Inc. Employee Stock O…$14MFragasso Financial Advisors, Inc. Employee Stock Ownership PlanFragasso Financial Advisors,…$14MRudy's Markets, Inc. Employee Stock Ownership Plan and TrustRudy's Markets, Inc. Employe…$14MRandy's Carpets & Interiors Employee Stock Ownership Plan and TrustRandy's Carpets & Interiors …$14MReed & Reed, Inc. Employee Stock Ownership PlanReed & Reed, Inc. Employee S…$13M
End-of-year total assets ($M) among Rudy's Markets, Inc. Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Oregon filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$13M
Net Income-$134K
Employer EIN931068761
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Rudy's Markets, Inc.)

Sponsor-wide plan assets over time

All Rudy's Markets, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$21M 20.41263821855069% vs 2022
2024 filing year
$16M$18M$20M$22M 202220232024 $17.7M $21.3M ▲ +20.4%
Year Plans Participants Total Assets
2022 2 157 $18M
2023 2 183 $19M
2024 2 169 $21M

Nearby ESOP Plans in Oregon

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

Rudy's Markets, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Oregon, assets vs. participants Scatter plot of 6 data points. -50005001000150020002500 050100150200250 Total assets ($M) Participants Rudy's Markets, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 13.522008 · Participants: 101Rudy's Markets, Inc. Employee Stock Ownership Plan and TrustBob's Red Mill Natural Foods, Inc. Employee Stock Ownership Plan, Total assets ($M): 235.753413 · Participants: 580Bob's Red Mill Natural Foods, Inc. Employee Stock Ownership PlanBi-Mart Corporation Employee Stock Ownership Plan, Total assets ($M): 210.231629 · Participants: 1981Bi-Mart Corporation Employee Stock Ownership PlanPacific Industrial Corp. Employee Stock Ownership Plan, Total assets ($M): 204.304035 · Participants: 71Pacific Industrial Corp. Employee Stock Ownership PlanKey Knife, Inc. Employee Stock Ownership Plan, Total assets ($M): 168.331686 · Participants: 69Key Knife, Inc. Employee Stock Ownership PlanNorthwest Pump & Equipment Co. Employee Stock Ownership Plan, Total assets ($M): 73.155492 · Participants: 200Northwest Pump & Equipment Co. Employee Stock Ownership Plan
Rudy's Markets, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Oregon, assets vs. participants
Compare Rudy's Markets, Inc. Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

Rudy's Markets, Inc. Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount

Outside Oregon, the nearest ESOP by assets is Admix, Inc. Employee Stock Ownership Plan in NH ($14M); by covered participants it is United Bancorp, Inc. of Martins Ferry, Ohio Employee Stock Ownership Plan in OH (101 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (101 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.

Frequently Asked Questions

How did Rudy's Markets, Inc. Employee Stock Ownership Plan and Trust assets move in 2023? ▼
Rudy's Markets, Inc. Employee Stock Ownership Plan and Trust edged down modestly - down 1.2% during 2023, from $14M to $14M. Reported net income was -$134K.
How have Rudy's Markets, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rudy's Markets, Inc.'s sponsor-wide assets grew 20.4%, from $18M to $21M.
Which ESOP plans are similar in size to Rudy's Markets, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Admix, Inc. Employee Stock Ownership Plan in NH ($14M, 75 participants).
Which ESOP plans cover a similar participant headcount to Rudy's Markets, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is United Bancorp, Inc. of Martins Ferry, Ohio Employee Stock Ownership Plan in OH (101 participants, $5M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 931068761.

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.