ESOP · DOL Form 5500 · 2023
Discount Drug Mart, Inc. ESOP
Data updated 2026-08-25
- $46M
- Total assets Below avg plan size
- 2,405
- Participants Above avg headcount
- 85th
- Percentile by assets National rank
- $19,014
- Avg per participant Low balance/head
Official DOL plan name: Discount Drug Mart, Inc. Employee Stock Ownership Plan · Sponsored by Discount Drug Mart, Inc. · Ohio · Retail Trade
$46M in assets, 2,405 participants
Discount Drug Mart, Inc.'s Discount Drug Mart, Inc. Employee Stock Ownership Plan reported $46M in total assets and 2,405 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.
- #7,682 in Retail Trade (8,414 peers)
Coverage in Ohio
Discount Drug Mart, Inc. Employee Stock Ownership Plan covers 2,405 participants in Ohio, 3.1x the typical Ohio plan (state average ~765 per filing). Assets: $46M.
- #7,682
- in Retail Trade (8,414 peers)
- -6.2%
- assets change YoY
- 0.5×
- vs typical plan assets (national mean)
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Discount Drug Mart, Inc. Employee Stock Ownership Plan's outsized position by total assets
Discount Drug Mart, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$45,728,515 Top 15% higher than 85% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Discount Drug Mart, Inc. 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. Discount Drug Mart, Inc. Employee Stock Ownership Plan lands in the large band (2,405 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Discount Drug Mart, Inc. Employee Stock Ownership Plan reported net income fell from $728K in the plan year 2022 filing to -$2M in the plan year 2023 filing.
- Discount Drug Mart, Inc. Employee Stock Ownership Plan end-of-year assets fell from $49M in the plan year 2022 filing to $46M in the plan year 2023 filing.
- Discount Drug Mart, Inc. Employee Stock Ownership Plan reported participants rose from 2,322 in the plan year 2022 filing to 2,405 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 341032966 · Discount Drug Mart, Inc. PY 2023 · ESOP
Discount Drug Mart, Inc. Employee Stock Ownership Plan · $46M · 2,405 · 85th
- 5500 $46M
- 5500 2,405
- 5500 85th
- 5500 ESOP
- 5500 near Tgc Employee Stock Ownership Plan
- 5500 ind #7682
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 Ohio →
Discount Drug Mart, Inc. Employee Stock Ownership Plan in the asset neighbourhood
Ohio filing particulars
| Total Assets (Beginning of Year) | $49M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | -$2M |
| Employer EIN | 341032966 |
| Plan Effective Date | 2017-04-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Discount Drug Mart, Inc.)
Sponsor-wide plan assets over time
All Discount Drug Mart, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $215M 13.876748576051723% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 6,603 | $189M |
| 2023 | 2 | 6,844 | $210M |
| 2024 | 2 | 7,135 | $215M |
Nearby ESOP Plans in Ohio
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Procter & Gamble Profit Sharing Trust & Employee Stock Ownership Plan $23.1B · 32,152
- The Garland Industries, Inc. Employee Stock Ownership Plan & Trust $1.7B · 1,019
- Messer Inc. Employee Stock Ownership Plan $622M · 873
- Great Lakes Cheese Co., Inc. Employee Stock Ownership Plan $504M · 4,110
- Cleveland Steel Container Corporation Employee Stock Ownership Plan $452M · 434
Discount Drug Mart, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Ohio, the nearest ESOP by assets is Tgc Employee Stock Ownership Plan in MO ($46M); by covered participants it is Trek Bicycle Corporation Employee Stock Ownership Plan in WI (2,417 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($46M here).
Similar participant headcount
Nearest other-state filings by covered participants (2,405 participants); asset peers above are excluded.
- Trek Bicycle Corporation Employee Stock Ownership Plan (WI) 2,417 · 12 off
- The Sundt Companies Employee Stock Ownership Plan (AZ) 2,392 · 13 off
- Je Dunn Employee Stock Ownership Plan and Trust (MO) 2,457 · 52 off
- Centimark Corporation Employee Stock Ownership Plan and Trust (PA) 2,353 · 52 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.