ESOP · DOL Form 5500 · 2023

K.E. Mckay's Market of Coos Bay, Inc. ESOP

Data updated 2026-08-25

$9M
Total assets Small plan by assets
202
Participants Below avg headcount
55th
Percentile by assets National rank
$42,581
Avg per participant Low balance/head
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Official DOL plan name: Mckay's Market Employee Stock Ownership Plan · Sponsored by K.E. Mckay's Market of Coos Bay, Inc. · Oregon · Retail Trade

$9M in assets, 202 participants

K.E. Mckay's Market of Coos Bay, Inc.'s Mckay's Market Employee Stock Ownership Plan reported $9M in total assets and 202 participants in its 2023 DOL Form 5500 filing, ranking in the 55th 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.

  • #5,533 in Retail Trade (8,414 peers)

Coverage in Oregon

Mckay's Market Employee Stock Ownership Plan covers 202 participants in Oregon, about 46% of the average Oregon filer (state average ~443 per filing). Assets: $9M.

#5,533
in Retail Trade (8,414 peers)
-5.0%
assets change YoY

The plan reported a net loss of $370K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Mckay's Market Employee Stock Ownership Plan's mid-pack asset rank among Retail Trade and all filers

Mckay's Market Employee Stock Ownership Plan vs every filed plan by assets

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

$8,601,332 Top 45% higher than 55% 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

Mckay's Market 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. Mckay's Market Employee Stock Ownership Plan sits mid-pack in the medium band (202 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mckay's Market Employee Stock Ownership Plan reported net income rose from -$2M in the plan year 2022 filing to -$370K in the plan year 2023 filing.
  • Mckay's Market Employee Stock Ownership Plan end-of-year assets fell from $9M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Mckay's Market Employee Stock Ownership Plan reported participants rose from 198 in the plan year 2022 filing to 202 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 930496274 · K.E. Mckay's Market of Coos Bay, Inc. PY 2023 · ESOP

Mckay's Market Employee Stock Ownership Plan · $9M · 202 · 55th

  • NET $9M
  • BOOK 202
  • VS-ST 55th
  • BOY ESOP
  • SCH near Ameriserve International ESOP
  • EBSA ind #5533

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 →

Mckay's Market Employee Stock Ownership Plan in the asset neighbourhood

Omico, Inc. Employee Stock Ownership Plan and TrustOmico, Inc. Employee Stock O…$9MMckay's Market Employee Stock Ownership PlanMckay's Market Employee Stoc…$9MAmeriserve International ESOP$9MMoorea Investments, Inc. Employee Stock Ownership PlanMoorea Investments, Inc. Emp…$9MDrexel Building Supply, Inc. Employee Stock Ownership PlanDrexel Building Supply, Inc.…$9M
End-of-year total assets ($M) among Mckay's Market Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Oregon filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$8M
Net Income-$370K
Employer EIN930496274
Plan Effective Date2006-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (K.E. Mckay's Market of Coos Bay, Inc.)

Sponsor-wide plan assets over time

All K.E. Mckay's Market of Coos Bay, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$18M 10.681424090504336% vs 2022
2024 filing year
$16M$17M$18M$19M 202220232024 $16.4M $18.1M ▲ +10.7%
Year Plans Participants Total Assets
2022 2 409 $16M
2023 2 414 $17M
2024 2 586 $18M

Nearby ESOP Plans in Oregon

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

Mckay's Market Employee Stock Ownership Plan vs. nearby ESOP plans in Oregon, assets vs. participants Scatter plot of 6 data points. -50005001000150020002500 -50050100150200250 Total assets ($M) Participants Mckay's Market Employee Stock Ownership Plan, Total assets ($M): 8.601332 · Participants: 202Mckay's Market Employee Stock Ownership PlanBob'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
Mckay's Market Employee Stock Ownership Plan vs. nearby ESOP plans in Oregon, assets vs. participants
Compare Mckay's Market Employee Stock Ownership Plan side-by-side with 3 peers →

Mckay's Market Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Oregon, the nearest ESOP by assets is Ameriserve International ESOP in IA ($9M); by covered participants it is Solution Design Group, Inc. Employee Stock Ownership Plan and Trust in MN (202 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (202 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 Mckay's Market Employee Stock Ownership Plan assets move in 2023? ▼
Mckay's Market Employee Stock Ownership Plan edged down modestly - down 5.0% during 2023, from $9M to $9M. Reported net income was -$370K.
How have K.E. Mckay's Market of Coos Bay, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), K.E. Mckay's Market of Coos Bay, Inc.'s sponsor-wide assets grew 10.7%, from $16M to $18M.
Which ESOP plans are similar in size to Mckay's Market Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Ameriserve International ESOP in IA ($9M, 114 participants).
Which ESOP plans cover a similar participant headcount to Mckay's Market Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Solution Design Group, Inc. Employee Stock Ownership Plan and Trust in MN (202 participants, $22M 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 930496274.

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.