ESOP · DOL Form 5500 · 2023

Broulim's Super Market, Inc. ESOP

Data updated 2026-08-25

$17M
Total assets Small plan by assets
580
Participants Below avg headcount
69th
Percentile by assets National rank
$28,691
Avg per participant Low balance/head
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Official DOL plan name: Broulim's Employee Stock Ownership Plan · Sponsored by Broulim's Super Market, Inc. · Idaho · Retail Trade

$17M in assets, 580 participants

Broulim's Super Market, Inc.'s Broulim's Employee Stock Ownership Plan reported $17M in total assets and 580 participants in its 2023 DOL Form 5500 filing, ranking in the 69th 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.

  • #6,729 in Retail Trade (8,414 peers)

Broulim's Super Market, Inc. multi-year trail

Broulim's Super Market, Inc.'s plans moved -22.3% in assets from 2022 to 2024; this filing shows Broulim's Employee Stock Ownership Plan at $17M / 580 participants.

#6,729
in Retail Trade (8,414 peers)
+6.8%
assets growth YoY

Broulim's Employee Stock Ownership Plan's outsized position by total assets

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

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

$16,640,503 Top 31% higher than 69% 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

Broulim's 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. Broulim's Employee Stock Ownership Plan sits mid-pack in the medium band (580 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Broulim's Employee Stock Ownership Plan reported net income fell from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Broulim's Employee Stock Ownership Plan end-of-year assets rose from $16M in the plan year 2022 filing to $17M in the plan year 2023 filing.
  • Broulim's Employee Stock Ownership Plan reported participants rose from 560 in the plan year 2022 filing to 580 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 820185104 · Broulim's Super Market, Inc. PY 2023 · ESOP

Broulim's Employee Stock Ownership Plan · $17M · 580 · 69th

  • SCH $17M
  • EBSA 580
  • PART 69th
  • TYPE ESOP
  • NET near Mid-America Apartment Communities, Inc. Employees' Stock Ownership Plan
  • BOOK ind #6729

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 Idaho →

Broulim's Employee Stock Ownership Plan in the asset neighbourhood

Pro Food Systems, Inc. Employee Stock Ownership PlanPro Food Systems, Inc. Emplo…$17MThe Bloom Organization II, Inc. Employee Stock Ownership PlanThe Bloom Organization II, I…$17MBroulim's Employee Stock Ownership PlanBroulim's Employee Stock Own…$17MMid-America Apartment Communities, Inc. Employees' Stock Ownership PlanMid-America Apartment Commun…$17MUnited Laboratories, Inc. Combined Employee Stock Ownership PlanUnited Laboratories, Inc. Co…$17M
End-of-year total assets ($M) among Broulim's Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Broulim's Super Market, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Broulim's Super Market, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$24M 22.302908177202795% vs 2022
2024 filing year
$15M$20M$25M$30M$35M 202220232024 $30.6M $23.8M ▼ -22.3%
Year Plans Participants Total Assets
2022 2 1,182 $31M
2023 2 1,243 $17M
2024 1 676 $24M

Broulim's Super Market, Inc. filing trail (2023)

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)-$6M
Net Income$2M
Employer EIN820185104
Plan Effective Date2014-04-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Idaho

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

Broulim's Employee Stock Ownership Plan vs. nearby ESOP plans in Idaho, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -20246 Total assets ($B) Participants Broulim's Employee Stock Ownership Plan, Total assets ($B): 0.016640503 · Participants: 580Broulim's Employee Stock Ownership PlanWinco Employee Stock Ownership Plan, Total assets ($B): 4.656219713 · Participants: 16664Winco Employee Stock Ownership PlanNorco, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.255999157 · Participants: 1341Norco, Inc. Employee Stock Ownership PlanLitehouse, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.242106302 · Participants: 1015Litehouse, Inc. Employee Stock Ownership PlanStellar Industries, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.229611549 · Participants: 659Stellar Industries, Inc. Employee Stock Ownership PlanLitehouse, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.217520907 · Participants: 1130Litehouse, Inc. Employee Stock Ownership Plan
Broulim's Employee Stock Ownership Plan vs. nearby ESOP plans in Idaho, assets vs. participants
Compare Broulim's Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Idaho, the nearest ESOP by assets is Mid-America Apartment Communities, Inc. Employees' Stock Ownership Plan in TN ($17M); by covered participants it is Rcb Holding Company, Inc. Employee Stock Ownership Plan in OK (580 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (580 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 Broulim's Employee Stock Ownership Plan assets move in 2023? ▼
Broulim's Employee Stock Ownership Plan grew at a solid clip - up 6.8% during 2023, from $16M to $17M. Reported net income was $2M.
How have Broulim's Super Market, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Broulim's Super Market, Inc.'s sponsor-wide assets declined 22.3%, from $31M to $24M.
Which ESOP plans are similar in size to Broulim's Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Mid-America Apartment Communities, Inc. Employees' Stock Ownership Plan in TN ($17M, 234 participants).
Which ESOP plans cover a similar participant headcount to Broulim's Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Rcb Holding Company, Inc. Employee Stock Ownership Plan in OK (580 participants, $45M 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 820185104.

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.