ESOP · DOL Form 5500 · 2023
King Kullen Grocery Co., Inc. ESOP
Data updated 2026-08-25
- $16M
- Total assets Small plan by assets
- 113
- Participants Small participant base
- 69th
- Percentile by assets National rank
- $142,304
- Avg per participant Near avg balance/head
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.
- #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.
- #6,671
- in Retail Trade (8,414 peers)
- -8.4%
- assets change YoY
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.
King Kullen Employee Stock Ownership Plan's outsized position by total assets
King Kullen Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$16,080,378 Top 31% higher than 69% 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
King Kullen 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. King Kullen Employee Stock Ownership Plan sits mid-pack in the medium band (113 participants).
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.
Published 5500 schedule card
Filing strip 110954404 · King Kullen Grocery Co., Inc. PY 2023 · ESOP
King Kullen Employee Stock Ownership Plan · $16M · 113 · 69th
- 5500 $16M
- ASSETS 113
- PCT 69th
- EIN ESOP
- RANK near Alpine Snowguards Employee Stock Ownership Plan
- PHOTO ind #6671
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 New York →
King Kullen Employee Stock Ownership Plan in the asset neighbourhood
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.)
Sponsor-wide plan assets over time
All King Kullen Grocery Co., Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $132M 11.761005302614297% vs 2022
- 2024 filing year
| 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.
- 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
King Kullen Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside New York, the nearest ESOP by assets is Alpine Snowguards Employee Stock Ownership Plan in VT ($16M); by covered participants it is Savanna Industries Employee Stock Ownership Plan in VA (113 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($16M here).
Similar participant headcount
Nearest other-state filings by covered participants (113 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.