ESOP · DOL Form 5500 · 2023

Jumbo Foods, Inc. ESOP

Data updated 2026-08-25

$10M
Total assets Small plan by assets
305
Participants Below avg headcount
59th
Percentile by assets National rank
$33,903
Avg per participant Low balance/head
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Official DOL plan name: Jumbo Foods, Inc. Employee Stock Ownership Plan · Sponsored by Jumbo Foods, Inc. · Oklahoma · Retail Trade

$10M in assets, 305 participants

Jumbo Foods, Inc.'s Jumbo Foods, Inc. Employee Stock Ownership Plan reported $10M in total assets and 305 participants in its 2023 DOL Form 5500 filing, ranking in the 59th 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.

  • #5,918 in Retail Trade (8,414 peers)

Coverage in Oklahoma

Jumbo Foods, Inc. Employee Stock Ownership Plan covers 305 participants in Oklahoma, about 40% of the average Oklahoma filer (state average ~760 per filing). Assets: $10M.

#5,918
in Retail Trade (8,414 peers)
-9.5%
assets change YoY

The plan reported a net loss of $126K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

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

Jumbo Foods, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$10,340,395 Top 41% higher than 59% 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

Jumbo Foods, Inc. 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. Jumbo Foods, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (305 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Jumbo Foods, Inc. Employee Stock Ownership Plan reported net income rose from -$744K in the plan year 2022 filing to -$126K in the plan year 2023 filing.
  • Jumbo Foods, Inc. Employee Stock Ownership Plan end-of-year assets fell from $11M in the plan year 2022 filing to $10M in the plan year 2023 filing.
  • Jumbo Foods, Inc. Employee Stock Ownership Plan reported participants fell from 319 in the plan year 2022 filing to 305 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 201675019 · Jumbo Foods, Inc. PY 2023 · ESOP

Jumbo Foods, Inc. Employee Stock Ownership Plan · $10M · 305 · 59th

  • EBSA $10M
  • PART 305
  • TYPE 59th
  • NET ESOP
  • BOOK near 8z Employee Stock Ownership Plan
  • VS-ST ind #5918

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 Oklahoma →

Jumbo Foods, Inc. Employee Stock Ownership Plan in the asset neighbourhood

8z Employee Stock Ownership Plan8z Employee Stock Ownership …$10MJumbo Foods, Inc. Employee Stock Ownership PlanJumbo Foods, Inc. Employee S…$10MTormach Employee Stock Ownership PlanTormach Employee Stock Owner…$10MPls Employee Stock Ownership PlanPls Employee Stock Ownership…$10MOobe Holdings, Inc. Employee Stock Ownership PlanOobe Holdings, Inc. Employee…$10M
End-of-year total assets ($M) among Jumbo Foods, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Oklahoma filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$10M
Net Income-$126K
Employer EIN201675019
Plan Effective Date2007-12-30
Filing StatusFILING RECEIVED

Sponsor Plan History (Jumbo Foods, Inc.)

Sponsor-wide plan assets over time

All Jumbo Foods, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 7.158332604321583% vs 2022
2024 filing year
$10M$10.5M$11M$11.5M$12M 202220232024 $11.4M $10.6M ▼ -7.2%
Year Plans Participants Total Assets
2022 1 319 $11M
2023 1 305 $10M
2024 1 303 $11M

Nearby ESOP Plans in Oklahoma

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

Jumbo Foods, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 -1000100200300400 Total assets ($M) Participants Jumbo Foods, Inc. Employee Stock Ownership Plan, Total assets ($M): 10.340395 · Participants: 305Jumbo Foods, Inc. Employee Stock Ownership PlanLocke Supply Co. Employee Stock Ownership Plan, Total assets ($M): 310.564256 · Participants: 1300Locke Supply Co. Employee Stock Ownership PlanInternational Chemical Company Employee Stock Ownership Plan, Total assets ($M): 232.047343 · Participants: 62International Chemical Company Employee Stock Ownership PlanMetro Builders Supply, Inc. Employee Stock Ownership Plan, Total assets ($M): 155.427941 · Participants: 1305Metro Builders Supply, Inc. Employee Stock Ownership PlanBancfirst Corporation Employee Stock Ownership Plan, Total assets ($M): 147.218916 · Participants: 1631Bancfirst Corporation Employee Stock Ownership PlanAberdeen Dynamics Supply, Inc. Employee Stock Ownership Plan, Total assets ($M): 118.222563 · Participants: 132Aberdeen Dynamics Supply, Inc. Employee Stock Ownership Plan
Jumbo Foods, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Oklahoma, assets vs. participants
Compare Jumbo Foods, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Jumbo Foods, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Oklahoma, the nearest ESOP by assets is 8z Employee Stock Ownership Plan in CO ($10M); by covered participants it is Ecc Employee Stock Ownership Plan in CA (305 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($10M here).

Similar participant headcount

Nearest other-state filings by covered participants (305 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 Jumbo Foods, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Jumbo Foods, Inc. Employee Stock Ownership Plan pulled back noticeably - down 9.5% during 2023, from $11M to $10M. Reported net income was -$126K.
How have Jumbo Foods, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jumbo Foods, Inc.'s sponsor-wide assets declined 7.2%, from $11M to $11M.
Which ESOP plans are similar in size to Jumbo Foods, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is 8z Employee Stock Ownership Plan in CO ($10M, 35 participants).
Which ESOP plans cover a similar participant headcount to Jumbo Foods, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Ecc Employee Stock Ownership Plan in CA (305 participants, $411M 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 201675019.

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.