ESOP · DOL Form 5500 · 2023

Winco Holdings, Inc. ESOP

Data updated 2026-08-25

$4.7B
Total assets Very large vs avg
16,664
Participants Very large workforce
100th
Percentile by assets National rank
$279,418
Avg per participant High balance/head
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Official DOL plan name: Winco Employee Stock Ownership Plan · Sponsored by Winco Holdings, Inc. · Idaho · Retail Trade

$4.7B in assets, 16,664 participants

Winco Holdings, Inc.'s Winco Employee Stock Ownership Plan reported $4.7B in total assets and 16,664 participants in its 2023 DOL Form 5500 filing, ranking in the 100th 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.

  • #8,398 in Retail Trade (8,414 peers)

Coverage in Idaho

Winco Employee Stock Ownership Plan covers 16,664 participants in Idaho, 48x the typical Idaho plan (state average ~347 per filing). Assets: $4.7B.

#8,398
in Retail Trade (8,414 peers)
+7.5%
assets growth YoY
47×
vs typical plan assets (national mean)

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

Winco Employee Stock Ownership Plan vs every filed plan by assets

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

$4,656,219,713 Highest reported value at or above every one 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

Winco Employee Stock Ownership Plan's mega-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Winco Employee Stock Ownership Plan is a mega filing (16,664 participants), the rightmost band on the breakdown.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Winco Employee Stock Ownership Plan reported net income rose from $127M in the plan year 2022 filing to $325M in the plan year 2023 filing.
  • Winco Employee Stock Ownership Plan end-of-year assets rose from $4.3B in the plan year 2022 filing to $4.7B in the plan year 2023 filing.
  • Winco Employee Stock Ownership Plan reported participants rose from 15,984 in the plan year 2022 filing to 16,664 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 820290448 · Winco Holdings, Inc. PY 2023 · ESOP

Winco Employee Stock Ownership Plan · $4.7B · 16,664 · 100th

  • IND $4.7B
  • EOY 16,664
  • 5500 100th
  • ASSETS ESOP
  • PCT near Burns & Mcdonnell, Inc. Employee Stock Ownership Plan
  • EIN ind #8398

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 →

Winco Employee Stock Ownership Plan in the asset neighbourhood

Wawa, Inc. Employee Stock Ownership PlanWawa, Inc. Employee Stock Ow…$5.3BBurns & Mcdonnell, Inc. Employee Stock Ownership PlanBurns & Mcdonnell, Inc. Empl…$4.7BWinco Employee Stock Ownership PlanWinco Employee Stock Ownersh…$4.7BAmsted Industries Incorporated Employees' Stock Ownership PlanAmsted Industries Incorporat…$4.4BParsons Employee Stock Ownership PlanParsons Employee Stock Owner…$3.8B
End-of-year total assets ($B) among Winco Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Idaho filing particulars

Total Assets (Beginning of Year)$4.3B
Net Assets (End of Year)$4.7B
Net Income$325M
Employer EIN820290448
Plan Effective Date1985-03-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Winco Holdings, Inc.)

Sponsor-wide plan assets over time

All Winco Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5.3B 17.700913327186022% vs 2022
2024 filing year
$4B$4.5B$5B$5.5B 202220232024 $4.53B $5.33B ▲ +17.7%
Year Plans Participants Total Assets
2022 2 36,135 $4.5B
2023 2 37,650 $4.9B
2024 2 36,231 $5.3B

Nearby ESOP Plans in Idaho

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

Winco Employee Stock Ownership Plan vs. nearby ESOP plans in Idaho, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -20246 Total assets ($B) Participants Winco Employee Stock Ownership Plan, Total assets ($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 PlanMagic Valley Growers, Ltd. Employee Stock Ownership Plan, Total assets ($B): 0.094145499 · Participants: 266Magic Valley Growers, Ltd. Employee Stock Ownership Plan
Winco Employee Stock Ownership Plan vs. nearby ESOP plans in Idaho, assets vs. participants
Compare Winco Employee Stock Ownership Plan side-by-side with 3 peers →

Scale composition for Winco Employee Stock Ownership Plan

Winco Employee Stock Ownership Plan reports $4.7B in end-of-year assets across 16,664 participants (0.038% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.018% of 93,925,755 covered participants) - about $279,418 per participant (2.0x the national average assets-per-participant) . Net income for plan year 2023 was $325M.

This plan identity (EIN 820290448, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $4.3B to $5.0B (+16.5%) while covered participants moved from 15,984 to 17,054 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 15,984 $4.3B Open filing
2023 16,664 $4.7B This page
2024 · index core 17,054 $5.0B Open filing

The same sponsor also keeps 2 other index-core plans on PlainRetire:

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

Outside Idaho, the nearest ESOP by assets is Burns & Mcdonnell, Inc. Employee Stock Ownership Plan in MO ($4.7B); by covered participants it is Raymond James Financial, Inc. & Affiliates Employee Stock Ownership Plan in FL (15,500 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (16,664 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 Winco Employee Stock Ownership Plan assets move in 2023? ▼
Winco Employee Stock Ownership Plan grew at a solid clip - up 7.5% during 2023, from $4.3B to $4.7B. Reported net income was $325M.
How have Winco Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Winco Holdings, Inc.'s sponsor-wide assets grew 17.7%, from $4.5B to $5.3B.
Where does Winco Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Winco Employee Stock Ownership Plan ranks in the 100th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the largest 1% of all filed plans).
Which ESOP plans are similar in size to Winco Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Burns & Mcdonnell, Inc. Employee Stock Ownership Plan in MO ($4.7B, 8,553 participants).
Which ESOP plans cover a similar participant headcount to Winco Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Raymond James Financial, Inc. & Affiliates Employee Stock Ownership Plan in FL (15,500 participants, $836M 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 820290448.

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.