ESOP · DOL Form 5500 · 2023
Bi-Mart Corporation ESOP
Data updated 2026-08-11
- $210M
- Total assets
- 1,981
- Participants
- 95th
- Percentile by assets
- $106,124
- Avg per participant
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.
- 95th percentile by assets (of 127,072 plans)
- #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.
- $210M
- total plan assets (2023 EOY)
- 1,981
- covered participants
- 95th
- percentile by assets (of 127,072 plans)
- $106,124
- avg assets per participant
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.
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.
Participants vs Oregon filers
In Oregon, the average filing covers about 443 participants across 1,736 plans. Bi-Mart Corporation Employee Stock Ownership Plan reports 1,981 participants - 4.5x that state average ($210M EOY assets).
Oregon filing particulars
| Total Assets (Beginning of Year) | $259M |
|---|---|
| Net Assets (End of Year) | $210M |
| Net Income | -$42M |
| Employer EIN | 954159373 |
| Plan Effective Date | 2003-02-23 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bi-Mart Corporation)
| 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
- Bob's Red Mill Natural Foods, Inc. Employee Stock Ownership Plan $236M · 580
- 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
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Bi-Mart Corporation Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
How did Bi-Mart Corporation Employee Stock Ownership Plan assets move in 2023? ▼
How have Bi-Mart Corporation plan assets changed over time? ▼
Where does Bi-Mart Corporation Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Which ESOP plans are similar in size to Bi-Mart Corporation Employee Stock Ownership Plan? ▼
Next read for Bi-Mart Corporation Employee Stock Owner…
Filing takeaways
Ways to act on Bi-Mart Corporation Employee Stock Ownership Plan's numbers.
- By total assets, Bi-Mart Corporation 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
- Bi-Mart Corporation's sponsor-wide assets have declined 31.0% since 2022 across 3 plan years on file. More Retail Trade plans