ESOP · DOL Form 5500 · 2023

Winco Holdings, Inc. ESOP

Data updated 2026-08-11

$4.7B
Total assets: 16,664
Participants: 100th
Percentile by assets: $279,418
Avg per participant

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.

100th percentile by assets (of 127,072 plans)
#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.

$4.7B
total plan assets (2023 EOY): 16,664
covered participants: 100th
percentile by assets (of 127,072 plans): $279,418
avg assets per participant

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 2023→2024 release diff →

State

Idaho

Industry

Retail Trade

Participants vs Idaho filers

In Idaho, the average filing covers about 347 participants across 760 plans. Winco Employee Stock Ownership Plan reports 16,664 participants - 48x that state average ($4.7B EOY assets).

Idaho filing particulars

Total Assets (Beginning of Year)	$4.3B
Net Assets (End of Year)	$4.7B
Net Income	$325M
Employer EIN	820290448
Plan Effective Date	1985-03-31
Filing Status	FILING RECEIVED

Sponsor Plan History (Winco Holdings, Inc.)

Total plan assets by year, all Winco Holdings, Inc. plans on file

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

Norco, Inc. Employee Stock Ownership Plan $256M · 1,341
Litehouse, Inc. Employee Stock Ownership Plan $242M · 1,015
Stellar Industries, Inc. Employee Stock Ownership Plan $230M · 659
Litehouse, Inc. Employee Stock Ownership Plan $218M · 1,130
Magic Valley Growers, Ltd. Employee Stock Ownership Plan $94M · 266

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 (ESOP, $5.0B, 17,054 participants)
Winco Foods 401(k) Plan (401(k), $290M, 19,177 participants)

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Winco Employee Stock Ownership Plan by total assets, not by location.

Burns & Mcdonnell, Inc. Employee Stock Ownership Plan (MO) $4.7B · 8,553
Amsted Industries Incorporated Employees' Stock Ownership Plan (IL) $4.4B · 4,738
Wawa, Inc. Employee Stock Ownership Plan (PA) $5.3B · 42,695
Parsons Employee Stock Ownership Plan (CA) $3.8B · 7,871

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).

Next read for Winco Employee Stock Ownership Plan

Filing takeaways

Ways to act on Winco Employee Stock Ownership Plan's numbers.

By total assets, Winco Employee Stock Ownership Plan ranks among the largest 1% of all filed plans. See the largest plans
Compare it side-by-side against 3 similar ESOP plans in Idaho. Compare plans
Winco Holdings, Inc.'s sponsor-wide assets have grown 17.7% since 2022 across 3 plan years on file. More Retail Trade plans

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.