ESOP · DOL Form 5500 · 2023

Lueken's Food Stores, Inc. ESOP

Data updated 2026-08-25

$25M
Total assets Below avg plan size
209
Participants Below avg headcount
76th
Percentile by assets National rank
$119,236
Avg per participant Near avg balance/head
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Official DOL plan name: Lueken's Food Stores Employee Stock Ownership Plan · Sponsored by Lueken's Food Stores, Inc. · Minnesota · Retail Trade

$25M in assets, 209 participants

Lueken's Food Stores, Inc.'s Lueken's Food Stores Employee Stock Ownership Plan reported $25M in total assets and 209 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.

  • #7,193 in Retail Trade (8,414 peers)

Coverage in Minnesota

Lueken's Food Stores Employee Stock Ownership Plan covers 209 participants in Minnesota, about 19% of the average Minnesota filer (state average ~1,126 per filing). Assets: $25M.

#7,193
in Retail Trade (8,414 peers)
-0.1%
assets change YoY
0.3×
vs typical plan assets (national mean)

Lueken's Food Stores Employee Stock Ownership Plan's outsized position by total assets

Lueken's Food Stores Employee Stock Ownership Plan vs every filed plan by assets

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

$24,920,280 Top 24% higher than 76% 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

Lueken's Food Stores 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. Lueken's Food Stores Employee Stock Ownership Plan sits mid-pack in the medium band (209 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Lueken's Food Stores Employee Stock Ownership Plan reported net income fell from $3M in the plan year 2022 filing to $84K in the plan year 2023 filing.
  • Lueken's Food Stores Employee Stock Ownership Plan reported participants rose from 180 in the plan year 2022 filing to 209 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 852299427 · Lueken's Food Stores, Inc. PY 2023 · ESOP

Lueken's Food Stores Employee Stock Ownership Plan · $25M · 209 · 76th

  • VS-ST $25M
  • BOY 209
  • SCH 76th
  • EBSA ESOP
  • PART near Triplex, Inc. Employee Stock Ownership Plan
  • TYPE ind #7193

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 Minnesota →

Lueken's Food Stores Employee Stock Ownership Plan in the asset neighbourhood

Lueken's Food Stores Employee Stock Ownership PlanLueken's Food Stores Employe…$25MTriplex, Inc. Employee Stock Ownership PlanTriplex, Inc. Employee Stock…$25MBruns Holding Group Employee Stock Ownership PlanBruns Holding Group Employee…$25MLinkus Holdings, Inc. Employee Stock Ownership PlanLinkus Holdings, Inc. Employ…$25MNew Glarus Brewing Company Employee Stock Ownership PlanNew Glarus Brewing Company E…$25M
End-of-year total assets ($M) among Lueken's Food Stores Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Minnesota filing particulars

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$24M
Net Income$84K
Employer EIN852299427
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lueken's Food Stores, Inc.)

Sponsor-wide plan assets over time

All Lueken's Food Stores, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$23M 8.207305291059185% vs 2022
2024 filing year
$22M$23M$24M$25M$26M 202220232024 $25M $22.9M ▼ -8.2%
Year Plans Participants Total Assets
2022 1 180 $25M
2023 1 209 $25M
2024 1 185 $23M

Nearby ESOP Plans in Minnesota

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

Lueken's Food Stores Employee Stock Ownership Plan vs. nearby ESOP plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -20002004006008001000 Total assets ($M) Participants Lueken's Food Stores Employee Stock Ownership Plan, Total assets ($M): 24.92028 · Participants: 209Lueken's Food Stores Employee Stock Ownership PlanAndersen Corporation Employee Stock Ownership Plan, Total assets ($M): 899.073238 · Participants: 11644Andersen Corporation Employee Stock Ownership PlanKingdom Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($M): 497.538965 · Participants: 789Kingdom Enterprises, Inc. Employee Stock Ownership PlanLandscape Structures, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 432.374379 · Participants: 446Landscape Structures, Inc. Employee Stock Ownership Plan and TrustHormel Foods Corporation Joint Earnings Profit Sharing Trust, Total assets ($M): 431.874919 · Participants: 4575Hormel Foods Corporation Joint Earnings Profit Sharing TrustForce America Inc. Employee Stock Ownership Plan, Total assets ($M): 426.610266 · Participants: 412Force America Inc. Employee Stock Ownership Plan
Lueken's Food Stores Employee Stock Ownership Plan vs. nearby ESOP plans in Minnesota, assets vs. participants
Compare Lueken's Food Stores Employee Stock Ownership Plan side-by-side with 3 peers →

Lueken's Food Stores Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Minnesota, the nearest ESOP by assets is Triplex, Inc. Employee Stock Ownership Plan in TX ($25M); by covered participants it is Piece Management, Inc. Employee Stock Ownership Plan in NY (209 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (209 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 Lueken's Food Stores Employee Stock Ownership Plan assets move in 2023? ▼
Lueken's Food Stores Employee Stock Ownership Plan held essentially flat - down 0.1% during 2023, from $25M to $25M. Reported net income was $84K.
How have Lueken's Food Stores, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lueken's Food Stores, Inc.'s sponsor-wide assets declined 8.2%, from $25M to $23M.
Where does Lueken's Food Stores Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Lueken's Food Stores Employee Stock Ownership Plan ranks in the 76th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Lueken's Food Stores Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Triplex, Inc. Employee Stock Ownership Plan in TX ($25M, 47 participants).
Which ESOP plans cover a similar participant headcount to Lueken's Food Stores Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Piece Management, Inc. Employee Stock Ownership Plan in NY (209 participants, $15M 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 852299427.

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.