ESOP · DOL Form 5500 · 2023
Rudy's Markets, Inc. ESOP
Data updated 2026-08-11
- $14M
- Total assets
- 101
- Participants
- 65th
- Percentile by assets
- $133,881
- Avg per participant
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.
- 65th percentile by assets (of 127,072 plans)
- #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.
- $14M
- total plan assets (2023 EOY)
- 101
- covered participants
- 65th
- percentile by assets (of 127,072 plans)
- $133,881
- avg assets per participant
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.
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.
Participants vs Oregon filers
In Oregon, the average filing covers about 443 participants across 1,736 plans. Rudy's Markets, Inc. Employee Stock Ownership Plan and Trust reports 101 participants - about 23% of that state average ($14M EOY assets).
Oregon filing particulars
| Total Assets (Beginning of Year) | $14M |
|---|---|
| Net Assets (End of Year) | $13M |
| Net Income | -$134K |
| Employer EIN | 931068761 |
| Plan Effective Date | 2015-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Rudy's Markets, Inc.)
| 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
- Bob's Red Mill Natural Foods, Inc. Employee Stock Ownership Plan $236M · 580
- Bi-Mart Corporation Employee Stock Ownership Plan $210M · 1,981
- Pacific Industrial Corp. Employee Stock Ownership Plan $204M · 71
- Key Knife, Inc. Employee Stock Ownership Plan $168M · 69
- Northwest Pump & Equipment Co. Employee Stock Ownership Plan $73M · 200
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Rudy's Markets, Inc. Employee Stock Ownership Plan and Trust by total assets, not by location.
Frequently Asked Questions
How did Rudy's Markets, Inc. Employee Stock Ownership Plan and Trust assets move in 2023? ▼
How have Rudy's Markets, Inc. plan assets changed over time? ▼
Which ESOP plans are similar in size to Rudy's Markets, Inc. Employee Stock Ownership Plan and Trust? ▼
Next read for Rudy's Markets, Inc. Employee Stock Owne…
Filing takeaways
Ways to act on Rudy's Markets, Inc. Employee Stock Ownership Plan and Trust's numbers.
- By total assets, Rudy's Markets, Inc. Employee Stock Ownership Plan and Trust ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Oregon. Compare plans
- Rudy's Markets, Inc.'s sponsor-wide assets have grown 20.4% since 2022 across 3 plan years on file. More Retail Trade plans