ESOP · DOL Form 5500 · 2023

Mdsfest, Inc. ESOP

Data updated 2026-08-25

$79M
Total assets Below avg plan size
3,059
Participants Above avg headcount
90th
Percentile by assets National rank
$25,800
Avg per participant Low balance/head
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Official DOL plan name: Skogen's Foodliner & Associates Employee Stock Ownership Plan · Sponsored by Mdsfest, Inc. · Wisconsin · Retail Trade

$79M in assets, 3,059 participants

Mdsfest, Inc.'s Skogen's Foodliner & Associates Employee Stock Ownership Plan reported $79M in total assets and 3,059 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.

  • #7,934 in Retail Trade (8,414 peers)

Coverage in Wisconsin

Skogen's Foodliner & Associates Employee Stock Ownership Plan covers 3,059 participants in Wisconsin, 5.4x the typical Wisconsin plan (state average ~563 per filing). Assets: $79M.

#7,934
in Retail Trade (8,414 peers)
-30.4%
assets change YoY
0.8×
vs typical plan assets (national mean)

The plan reported a net loss of $31M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Skogen's Foodliner & Associates Employee Stock Ownership Plan's outsized position by total assets

Skogen's Foodliner & Associates Employee Stock Ownership Plan vs every filed plan by assets

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

$78,922,964 Top 10% higher than 90% 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

Skogen's Foodliner & Associates 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. Skogen's Foodliner & Associates Employee Stock Ownership Plan lands in the large band (3,059 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Skogen's Foodliner & Associates Employee Stock Ownership Plan end-of-year assets fell from $113M in the plan year 2022 filing to $79M in the plan year 2023 filing.
  • Skogen's Foodliner & Associates Employee Stock Ownership Plan reported net income rose from -$36M in the plan year 2022 filing to -$31M in the plan year 2023 filing.
  • Skogen's Foodliner & Associates Employee Stock Ownership Plan reported participants rose from 2,805 in the plan year 2022 filing to 3,059 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 391086421 · Mdsfest, Inc. PY 2023 · ESOP

Skogen's Foodliner & Associates Employee Stock Ownership Plan · $79M · 3,059 · 90th

  • PCT $79M
  • EIN 3,059
  • RANK 90th
  • PHOTO ESOP
  • IND near United Production Framing, Inc. Employee Stock Ownership Plan
  • EOY ind #7934

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 Wisconsin →

Skogen's Foodliner & Associates Employee Stock Ownership Plan in the asset neighbourhood

Pittsburg Tank & Tower Group, Inc. Employee Stock Ownership PlanPittsburg Tank & Tower Group…$79MReasor's Holding Company Employee Stock Ownership PlanReasor's Holding Company Emp…$79MUnited Production Framing, Inc. Employee Stock Ownership PlanUnited Production Framing, I…$79MSkogen's Foodliner & Associates Employee Stock Ownership PlanSkogen's Foodliner & Associa…$79MWoodruff-Sawyer & Co. Employee Stock Ownership PlanWoodruff-Sawyer & Co. Employ…$79M
End-of-year total assets ($M) among Skogen's Foodliner & Associates Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Wisconsin filing particulars

Total Assets (Beginning of Year)$113M
Net Assets (End of Year)$44M
Net Income-$31M
Employer EIN391086421
Plan Effective Date2009-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mdsfest, Inc.)

Sponsor-wide plan assets over time

All Mdsfest, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$196M 5.141935556342396% vs 2022
2023 filing year
$195M$200M$205M$210M 20222023 $207M $196M ▼ -5.1%
Year Plans Participants Total Assets
2022 2 7,296 $207M
2023 2 7,421 $196M

Nearby ESOP Plans in Wisconsin

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

Skogen's Foodliner & Associates Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -101234 Total assets ($B) Participants Skogen's Foodliner & Associates Employee Stock Ownership Plan, Total assets ($B): 0.078922964 · Participants: 3059Skogen's Foodliner & Associates Employee Stock Ownership PlanSchreiber Foods, Inc. Employee Stock Ownership Plan, Total assets ($B): 3.551413763 · Participants: 6108Schreiber Foods, Inc. Employee Stock Ownership PlanWoodman's Employees' Profit Sharing and Stock Ownership Plan, Total assets ($B): 0.700244908 · Participants: 2837Woodman's Employees' Profit Sharing and Stock Ownership PlanKi Employee Stock Ownership Plan, Total assets ($B): 0.511365241 · Participants: 1624Ki Employee Stock Ownership PlanTrachte Building Systems Employee Stock Ownership Plan, Total assets ($B): 0.331023295 · Participants: 228Trachte Building Systems Employee Stock Ownership PlanWausau Supply Company Employee Stock Ownership Plan, Total assets ($B): 0.31506565 · Participants: 808Wausau Supply Company Employee Stock Ownership Plan
Skogen's Foodliner & Associates Employee Stock Ownership Plan vs. nearby ESOP plans in Wisconsin, assets vs. participants
Compare Skogen's Foodliner & Associates Employee Stock Ownership Plan side-by-side with 3 peers →

Skogen's Foodliner & Associates Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Wisconsin, the nearest ESOP by assets is United Production Framing, Inc. Employee Stock Ownership Plan in CA ($79M); by covered participants it is Westat, Inc. Employee Stock Ownership Plan in MD (3,046 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (3,059 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 Skogen's Foodliner & Associates Employee Stock Ownership Plan assets move in 2023? ▼
Skogen's Foodliner & Associates Employee Stock Ownership Plan contracted severely - down 30.4% during 2023, from $113M to $79M. Reported net income was -$31M.
How have Mdsfest, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2022-2023), Mdsfest, Inc.'s sponsor-wide assets declined 5.1%, from $207M to $196M.
Where does Skogen's Foodliner & Associates Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Skogen's Foodliner & Associates Employee Stock Ownership Plan ranks in the 90th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which ESOP plans are similar in size to Skogen's Foodliner & Associates Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is United Production Framing, Inc. Employee Stock Ownership Plan in CA ($79M, 734 participants).
Which ESOP plans cover a similar participant headcount to Skogen's Foodliner & Associates Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Westat, Inc. Employee Stock Ownership Plan in MD (3,046 participants, $407M 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 391086421.

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.