ESOP · DOL Form 5500 · 2023

Bi-Mart Corporation ESOP

Data updated 2026-08-25

$210M
Total assets Near avg plan size
1,981
Participants Near avg headcount
95th
Percentile by assets National rank
$106,124
Avg per participant Below avg balance/head
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Official DOL plan name: Bi-Mart Corporation Employee Stock Ownership Plan · Sponsored by Bi-Mart Corporation · Oregon · Retail Trade

$210M in assets, 1,981 participants

Bi-Mart Corporation's Bi-Mart Corporation Employee Stock Ownership Plan reported $210M in total assets and 1,981 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.

  • #8,176 in Retail Trade (8,414 peers)

Coverage in Oregon

Bi-Mart Corporation Employee Stock Ownership Plan covers 1,981 participants in Oregon, 4.5x the typical Oregon plan (state average ~443 per filing). Assets: $210M.

#8,176
in Retail Trade (8,414 peers)
-18.9%
assets change YoY
2.1×
vs typical plan assets (national mean)

The plan reported a net loss of $42M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Bi-Mart Corporation Employee Stock Ownership Plan's outsized position by total assets

Bi-Mart Corporation Employee Stock Ownership Plan vs every filed plan by assets

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

$210,231,629 Top 5% higher than 95% 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

Bi-Mart Corporation Employee Stock Ownership Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Bi-Mart Corporation Employee Stock Ownership Plan lands in the large band (1,981 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bi-Mart Corporation Employee Stock Ownership Plan reported net income fell from $22M in the plan year 2022 filing to -$42M in the plan year 2023 filing.
  • Bi-Mart Corporation Employee Stock Ownership Plan end-of-year assets fell from $259M in the plan year 2022 filing to $210M in the plan year 2023 filing.
  • Bi-Mart Corporation Employee Stock Ownership Plan reported participants rose from 1,947 in the plan year 2022 filing to 1,981 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 954159373 · Bi-Mart Corporation PY 2023 · ESOP

Bi-Mart Corporation Employee Stock Ownership Plan · $210M · 1,981 · 95th

  • VS-ST $210M
  • BOY 1,981
  • SCH 95th
  • EBSA ESOP
  • PART near Brown Strauss, Inc. Employee Stock Ownership Plan
  • TYPE ind #8176

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 →

Bi-Mart Corporation Employee Stock Ownership Plan in the asset neighbourhood

Envision Management Holding, Inc. Employee Stock Ownership PlanEnvision Management Holding,…$211MBi-Mart Corporation Employee Stock Ownership PlanBi-Mart Corporation Employee…$210MBrown Strauss, Inc. Employee Stock Ownership PlanBrown Strauss, Inc. Employee…$209MDavid Clark Employee Stock Ownership PlanDavid Clark Employee Stock O…$209MMurray Plumbing & Heating Corporation Employee Stock Ownership PlanMurray Plumbing & Heating Co…$209M
End-of-year total assets ($M) among Bi-Mart Corporation Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Oregon filing particulars

Total Assets (Beginning of Year)$259M
Net Assets (End of Year)$210M
Net Income-$42M
Employer EIN954159373
Plan Effective Date2003-02-23
Filing StatusFILING RECEIVED

Sponsor Plan History (Bi-Mart Corporation)

Sponsor-wide plan assets over time

All Bi-Mart Corporation plans reported in each filing year

Latest sponsor-wide plan assets
$248M 30.986854817145854% vs 2022
2024 filing year
$200M$250M$300M$350M$400M 202220232024 $360M $248M ▼ -31.0%
Year Plans Participants Total Assets
2022 2 4,593 $360M
2023 2 4,464 $315M
2024 2 4,634 $248M

Nearby ESOP Plans in Oregon

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

Bi-Mart Corporation Employee Stock Ownership Plan vs. nearby ESOP plans in Oregon, assets vs. participants Scatter plot of 6 data points. -50005001000150020002500 50100150200250 Total assets ($M) Participants Bi-Mart Corporation Employee Stock Ownership Plan, Total assets ($M): 210.231629 · Participants: 1981Bi-Mart Corporation Employee Stock Ownership PlanBob's Red Mill Natural Foods, Inc. Employee Stock Ownership Plan, Total assets ($M): 235.753413 · Participants: 580Bob's Red Mill Natural Foods, Inc. Employee Stock Ownership PlanPacific Industrial Corp. Employee Stock Ownership Plan, Total assets ($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 PlanJerry's Building Materials, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 64.922035 · Participants: 282Jerry's Building Materials, Inc. Employee Stock Ownership Plan and Trust
Bi-Mart Corporation Employee Stock Ownership Plan vs. nearby ESOP plans in Oregon, assets vs. participants
Compare Bi-Mart Corporation Employee Stock Ownership Plan side-by-side with 3 peers →

Bi-Mart Corporation Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Oregon, the nearest ESOP by assets is Brown Strauss, Inc. Employee Stock Ownership Plan in CO ($209M); by covered participants it is Employee Stock Ownership Plan of Applied Research Associates, Inc. in NM (1,981 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,981 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 Bi-Mart Corporation Employee Stock Ownership Plan assets move in 2023? ▼
Bi-Mart Corporation Employee Stock Ownership Plan declined sharply - down 18.9% during 2023, from $259M to $210M. Reported net income was -$42M.
How have Bi-Mart Corporation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bi-Mart Corporation's sponsor-wide assets declined 31.0%, from $360M to $248M.
Where does Bi-Mart Corporation Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Bi-Mart Corporation Employee Stock Ownership Plan ranks in the 95th percentile by end-of-year assets among 127,072 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 Bi-Mart Corporation Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Brown Strauss, Inc. Employee Stock Ownership Plan in CO ($209M, 206 participants).
Which ESOP plans cover a similar participant headcount to Bi-Mart Corporation Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Employee Stock Ownership Plan of Applied Research Associates, Inc. in NM (1,981 participants, $606M 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 954159373.

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.