ESOP · DOL Form 5500 · 2023
King Kullen Grocery Co., Inc. ESOP
Data updated 2026-08-11
- $16M
- Total assets
- 113
- Participants
- 69th
- Percentile by assets
- $142,304
- Avg per participant
Official DOL plan name: King Kullen Employee Stock Ownership Plan · Sponsored by King Kullen Grocery Co., Inc. · New York · Retail Trade
$16M in assets, 113 participants
King Kullen Grocery Co., Inc.'s King Kullen Employee Stock Ownership Plan reported $16M in total assets and 113 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.
- 69th percentile by assets (of 127,072 plans)
- #6,671 in Retail Trade (8,414 peers)
Coverage in New York
King Kullen Employee Stock Ownership Plan covers 113 participants in New York, about 14% of the average New York filer (state average ~798 per filing). Assets: $16M.
- $16M
- total plan assets (2023 EOY)
- 113
- covered participants
- 69th
- percentile by assets (of 127,072 plans)
- $142,304
- avg assets per participant
The plan reported a net loss of $1M 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
- King Kullen Employee Stock Ownership Plan reported net income rose from -$4M in the plan year 2022 filing to -$1M in the plan year 2023 filing.
- King Kullen Employee Stock Ownership Plan end-of-year assets fell from $18M in the plan year 2022 filing to $16M in the plan year 2023 filing.
- King Kullen Employee Stock Ownership Plan reported participants fell from 117 in the plan year 2022 filing to 113 in the plan year 2023 filing.
Participants vs New York filers
In New York, the average filing covers about 798 participants across 9,061 plans. King Kullen Employee Stock Ownership Plan reports 113 participants - about 14% of that state average ($16M EOY assets).
New York filing particulars
| Total Assets (Beginning of Year) | $18M |
|---|---|
| Net Assets (End of Year) | $16M |
| Net Income | -$1M |
| Employer EIN | 110954404 |
| Plan Effective Date | 1977-10-02 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (King Kullen Grocery Co., Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 437 | $118M |
| 2023 | 3 | 403 | $134M |
| 2024 | 3 | 397 | $132M |
Nearby ESOP Plans in New York
Peer ESOP plans, same state, same plan type, ranked by total assets.
King Kullen Employee Stock Ownership Plan vs. nearby ESOP plans in New York, assets vs. participants
- Stewart's Shops Corp Employee Stock Ownership Plan $877M · 3,439
- North Coast Holdings Employee Stock Ownership Plan $406M · 4,467
- Griffon Corporation Employee Stock Ownership Plan $299M · 3,674
- Greenman-Pedersen, Inc. Employee Stock Ownership Plan $248M · 1,704
- H.C. Wainwright & Co. Employee Stock Ownership Plan $242M · 93
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to King Kullen Employee Stock Ownership Plan by total assets, not by location.
Frequently Asked Questions
How did King Kullen Employee Stock Ownership Plan assets move in 2023? ▼
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Filing takeaways
Ways to act on King Kullen Employee Stock Ownership Plan's numbers.
- By total assets, King Kullen Employee Stock Ownership Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in New York. Compare plans
- King Kullen Grocery Co., Inc.'s sponsor-wide assets have grown 11.8% since 2022 across 3 plan years on file. More Retail Trade plans