ESOP · DOL Form 5500 · 2023

Bob's Red Mill Natural Foods, Inc. ESOP

Data updated 2026-08-06

$236M
Total assets: 580
Participants: 95th
Percentile by assets: $406,471
Avg per participant

Official DOL plan name: Bob's Red Mill Natural Foods, Inc. Employee Stock Ownership Plan · Sponsored by Bob's Red Mill Natural Foods, Inc. · Oregon · Manufacturing

$236M in assets, 580 participants

Bob's Red Mill Natural Foods, Inc.'s Bob's Red Mill Natural Foods, Inc. Employee Stock Ownership Plan reported $236M in total assets and 580 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.

95th percentile by assets (of 126,618 plans)
#17,306 in Manufacturing (18,672 peers)

Where Bob's Red Mill Natural Foods, Inc. Employee Stock Ownership Plan sits by assets

Bob's Red Mill Natural Foods, Inc. Employee Stock Ownership Plan sits in the top 5% of all filed plans by assets, $236M for 580 participants (~$406,471/participant), up 6.3% in 2023.

$236M
total plan assets (2023 EOY): 580
covered participants: 95th
percentile by assets (of 126,618 plans): $406,471
avg assets per participant

Bob's Red Mill Natural Foods, Inc. Employee Stock Ownership Plan reported net income rose from -$9M in the plan year 2022 filing to $8M in the plan year 2023 filing.
Bob's Red Mill Natural Foods, Inc. Employee Stock Ownership Plan end-of-year assets rose from $222M in the plan year 2022 filing to $236M in the plan year 2023 filing.
Bob's Red Mill Natural Foods, Inc. Employee Stock Ownership Plan reported participants rose from 561 in the plan year 2022 filing to 580 in the plan year 2023 filing.

See the national 2023→2024 release diff →

State

Oregon

Industry

Manufacturing

Bob's Red Mill Natural Foods, Inc. Employee Stock Ownership Plan vs the 2023 asset distribution

By assets, Bob's Red Mill Natural Foods, Inc. Employee Stock Ownership Plan outranks 95% of the 126,618 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 2.4x the national average plan size of $100M (730 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)	$222M
Net Assets (End of Year)	$166M
Net Income	$8M
Employer EIN	931014460
Plan Effective Date	2010-02-11
Filing Status	FILING RECEIVED

Sponsor Plan History (Bob's Red Mill Natural Foods, Inc.)

Total plan assets by year, all Bob's Red Mill Natural Foods, Inc. plans on file

Year	Plans	Participants	Total Assets
2022	2	1,145	$251M
2023	2	1,234	$270M
2024	2	1,254	$354M

Nearby ESOP Plans in Oregon

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

Bob's Red Mill Natural Foods, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Oregon, assets vs. participants

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
Jerry's Building Materials, Inc. Employee Stock Ownership Plan and Trust $65M · 282

Compare Bob's Red Mill Natural Foods, Inc. Emplo… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Bob's Red Mill Natural Foods, Inc. Employee Stock Ownership Plan by total assets, not by location.

Ablenet, Inc. Employee Stock Ownership Plan (MN) $237M · 68
Harbor Linx, Inc. Employee Stock Ownership Plan (CA) $237M · 157
United States Sugar Corporation - ESOP Ownership Plan (FL) $237M · 732
Lee Contracting, Inc. Employee Stock Ownership Plan (MI) $238M · 500

Frequently Asked Questions

How did Bob's Red Mill Natural Foods, Inc. Employee Stock Ownership Plan assets move in 2023? ▼

Bob's Red Mill Natural Foods, Inc. Employee Stock Ownership Plan grew at a solid clip - up 6.3% during 2023, from $222M to $236M. Reported net income was $8M.

How have Bob's Red Mill Natural Foods, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Bob's Red Mill Natural Foods, Inc.'s sponsor-wide assets grew 41.2%, from $251M to $354M.

Where does Bob's Red Mill Natural Foods, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼

Bob's Red Mill Natural Foods, Inc. Employee Stock Ownership Plan ranks in the 95th percentile by end-of-year assets among 126,618 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).

Which ESOP plans are similar in size to Bob's Red Mill Natural Foods, Inc. Employee Stock Ownership Plan? ▼

Among ESOP plans in other states, the closest by assets is Ablenet, Inc. Employee Stock Ownership Plan in MN ($237M, 68 participants).

Next read for Bob's Red Mill Natural Foods, Inc. Emplo…

Scale reading

Ways to act on Bob's Red Mill Natural Foods, Inc. Employee Stock Ownership Plan's numbers.

By total assets, Bob's Red Mill Natural Foods, Inc. Employee Stock Ownership Plan ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar ESOP plans in Oregon. Compare plans
Bob's Red Mill Natural Foods, Inc.'s sponsor-wide assets have grown 41.2% since 2022 across 3 plan years on file. More Manufacturing plans

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 931014460.