ESOP · DOL Form 5500 · 2024

Bob's Red Mill Natural Foods, Inc. ESOP

Data updated 2026-07-24

$315M
Total assets
547
Participants
96th
Percentile by assets
$575,725
Avg per participant
PlainRetire home → About this data

Official DOL plan name: Bob's Red Mill Natural Foods, Inc. Employee Stock Ownership Plan · Sponsored by Bob's Red Mill Natural Foods, Inc. · Oregon · Manufacturing

$315M in assets, 547 participants

Bob's Red Mill Natural Foods, Inc.'s Bob's Red Mill Natural Foods, Inc. Employee Stock Ownership Plan reported $315M in total assets and 547 participants in its 2024 DOL Form 5500 filing, ranking in the 96th 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.

  • 96th percentile by assets (of 116,472 plans)

Where Bob's Red Mill Natural Foods, Inc. Employee Stock Ownership Plan sits by assets

Bob's Red Mill Natural Foods, Inc. Employee Stock Ownership Plan sits in the top 5% of all filed plans by assets, $315M for 547 participants (~$575,725/participant), up 33.6% in 2024.

$315M
total plan assets (2024 EOY)
547
covered participants
96th
percentile by assets (of 116,472 plans)
$575,725
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Bob's Red Mill Natural Foods, Inc. Employee Stock Ownership Plan reported net income rose from $8M in the plan year 2023 filing to $71M in the plan year 2024 filing.
  • Bob's Red Mill Natural Foods, Inc. Employee Stock Ownership Plan end-of-year assets rose from $236M in the plan year 2023 filing to $315M in the plan year 2024 filing.
  • Bob's Red Mill Natural Foods, Inc. Employee Stock Ownership Plan reported participants fell from 580 in the plan year 2023 filing to 547 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
Industry

Bob's Red Mill Natural Foods, Inc. Employee Stock Ownership Plan vs the 2024 asset distribution

By assets, Bob's Red Mill Natural Foods, Inc. Employee Stock Ownership Plan outranks 96% of the 116,472 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 3.2x the national average plan size of $100M (730 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$236M
Net Assets (End of Year)$237M
Net Income$71M
Employer EIN931014460
Plan Effective Date2010-02-11
Filing StatusFILING RECEIVED

Sponsor Plan History (Bob's Red Mill Natural Foods, Inc.)

$200M$250M$300M$350M$400M 202220232024 $251M $354M ▲ +41.2%
Total plan assets by year, all Bob's Red Mill Natural Foods, Inc. plans on file
Year Plans Participants Total Assets
2022 2 1,145 $251M
2023 2 1,234 $270M
2024 2 1,254 $354M

Nearby ESOP Plans in Oregon

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

Bob's Red Mill Natural Foods, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Oregon, assets vs. participants

Bob's Red Mill Natural Foods, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Oregon, assets vs. participants Scatter plot of 6 data points. -50005001000150020002500 0100200300400 Total assets ($M) Participants Bob's Red Mill Natur…Pacific Industrial C…Bi-Mart Corporation …Northwest Pump & Equ…Northwest Pump & Equ…Jerry's Building Mat…
Bob's Red Mill Natural Foods, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Oregon, assets vs. participants

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Bob's Red Mill Natural Foods, Inc. Employee Stock Ownership Plan by total assets, not by location.

Frequently Asked Questions

How did Bob's Red Mill Natural Foods, Inc. Employee Stock Ownership Plan assets move in 2024?
Bob's Red Mill Natural Foods, Inc. Employee Stock Ownership Plan surged - up 33.6% during 2024, from $236M to $315M. Reported net income was $71M.
How have Bob's Red Mill Natural Foods, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Bob's Red Mill Natural Foods, Inc.'s sponsor-wide assets grew 41.2%, from $251M to $354M.
Where does Bob's Red Mill Natural Foods, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers?
Bob's Red Mill Natural Foods, Inc. Employee Stock Ownership Plan ranks in the 96th percentile by end-of-year assets among 116,472 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which ESOP plans are similar in size to Bob's Red Mill Natural Foods, Inc. Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by assets is Trachte Building Systems Employee Stock Ownership Plan in WI ($315M, 266 participants).

Next read for Bob's Red Mill Natural Foods, Inc. Emplo…

Scale reading

Ways to act on Bob's Red Mill Natural Foods, Inc. Employee Stock Ownership Plan's numbers.

  • By total assets, Bob's Red Mill Natural Foods, Inc. Employee Stock Ownership Plan ranks in the top 5% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar ESOP plans in Oregon. Compare plans
  • Bob's Red Mill Natural Foods, Inc.'s sponsor-wide assets have grown 41.2% since 2022 across 3 plan years on file. More Manufacturing plans

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 931014460.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.