ESOP · DOL Form 5500 · 2024

K-Va-T Food Stores, Inc. ESOP

Data updated 2026-08-25

$147M
Total assets Near avg plan size
11,521
Participants Very large workforce
93rd
Percentile by assets National rank
$12,795
Avg per participant Low balance/head
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Official DOL plan name: K-Va-T Employees Profit Sharing and Stock Ownership Plan · Sponsored by K-Va-T Food Stores, Inc. · Virginia · Retail Trade

$147M in assets, 11,521 participants

K-Va-T Food Stores, Inc.'s K-Va-T Employees Profit Sharing and Stock Ownership Plan reported $147M in total assets and 11,521 participants in its 2024 DOL Form 5500 filing, ranking in the 93rd 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.

  • #7,719 in Retail Trade (8,048 peers)

Coverage in Virginia

K-Va-T Employees Profit Sharing and Stock Ownership Plan covers 11,521 participants in Virginia, 15x the typical Virginia plan (state average ~782 per filing). Assets: $147M.

#7,719
in Retail Trade (8,048 peers)
+4.9%
assets growth YoY
1.5×
vs typical plan assets (national mean)

K-Va-T Employees Profit Sharing and Stock Ownership Plan's outsized position by total assets

K-Va-T Employees Profit Sharing and Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$147,409,187 Top 7% higher than 93% of 123,620 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 2024

K-Va-T Employees Profit Sharing and Stock Ownership Plan's mega-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. K-Va-T Employees Profit Sharing and Stock Ownership Plan is a mega filing (11,521 participants), the rightmost band on the breakdown.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • K-Va-T Employees Profit Sharing and Stock Ownership Plan reported net income rose from -$22M in the plan year 2023 filing to $7M in the plan year 2024 filing.
  • K-Va-T Employees Profit Sharing and Stock Ownership Plan end-of-year assets rose from $141M in the plan year 2023 filing to $147M in the plan year 2024 filing.
  • K-Va-T Employees Profit Sharing and Stock Ownership Plan reported participants rose from 11,072 in the plan year 2023 filing to 11,521 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 550421484 · K-Va-T Food Stores, Inc. PY 2024 · ESOP

K-Va-T Employees Profit Sharing and Stock Ownership Plan · $147M · 11,521 · 93rd

  • ASSETS $147M
  • PCT 11,521
  • EIN 93rd
  • RANK ESOP
  • PHOTO near Trek Bicycle Corporation Employee Stock Ownership Plan
  • IND ind #7719

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 Virginia →

K-Va-T Employees Profit Sharing and Stock Ownership Plan in the asset neighbourhood

Superior Industrial Solutions, Inc. Employee Stock Ownership PlanSuperior Industrial Solution…$148MWilliams Brothers Construction Co, Inc Profit Sharing & Stock Ownership PlanWilliams Brothers Constructi…$148MMccown Gordon Companies, Inc. Employee Stock Ownership PlanMccown Gordon Companies, Inc…$148MK-Va-T Employees Profit Sharing and Stock Ownership PlanK-Va-T Employees Profit Shar…$147MTrek Bicycle Corporation Employee Stock Ownership PlanTrek Bicycle Corporation Emp…$147M
End-of-year total assets ($M) among K-Va-T Employees Profit Sharing and Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Virginia filing particulars

Total Assets (Beginning of Year)$141M
Net Assets (End of Year)$147M
Net Income$7M
Employer EIN550421484
Plan Effective Date1984-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (K-Va-T Food Stores, Inc.)

Sponsor-wide plan assets over time

All K-Va-T Food Stores, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$339M 9.574087122207319% vs 2022
2024 filing year
$300M$310M$320M$330M$340M$350M 202220232024 $309M $339M ▲ +9.6%
Year Plans Participants Total Assets
2022 2 20,641 $309M
2023 2 24,594 $308M
2024 2 25,516 $339M

Nearby ESOP Plans in Virginia

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

K-Va-T Employees Profit Sharing and Stock Ownership Plan vs. nearby ESOP plans in Virginia, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 00.511.5 Total assets ($B) Participants K-Va-T Employees Profit Sharing and Stock Ownership Plan, Total assets ($B): 0.147409187 · Participants: 11521K-Va-T Employees Profit Sharing and Stock Ownership PlanNvr, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.333135639 · Participants: 6515Nvr, Inc. Employee Stock Ownership PlanDelta Star Employee Stock Ownership Plan, Total assets ($B): 0.446814442 · Participants: 222Delta Star Employee Stock Ownership PlanModern Technology Solutions, Inc. Employee Stock Ownership Plan and Trust, Total assets ($B): 0.407104271 · Participants: 1962Modern Technology Solutions, Inc. Employee Stock Ownership Plan and TrustThe Resorts Companies, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.385752212 · Participants: 1811The Resorts Companies, Inc. Employee Stock Ownership PlanNew River Electrical Corporation Employee Stock Ownership Plan, Total assets ($B): 0.380000537 · Participants: 458New River Electrical Corporation Employee Stock Ownership Plan
K-Va-T Employees Profit Sharing and Stock Ownership Plan vs. nearby ESOP plans in Virginia, assets vs. participants
Compare K-Va-T Employees Profit Sharing and Stock Ownership Plan side-by-side with 3 peers →

Scale composition for K-Va-T Employees Profit Sharing and Stock Ownership Plan

K-Va-T Employees Profit Sharing and Stock Ownership Plan reports $147M in end-of-year assets across 11,521 participants (0.001% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.012% of 93,925,755 covered participants) - about $12,795 per participant (9% of the national average assets-per-participant) . Net income for plan year 2024 was $7M.

This plan identity (EIN 550421484, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $167M to $147M (-11.6%) while covered participants moved from 8,100 to 11,521 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 8,100 $167M Open filing
2023 11,072 $141M Open filing
2024 · index core 11,521 $147M This page

The same sponsor also keeps 1 other index-core plan on PlainRetire:

K-Va-T Employees Profit Sharing and Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Virginia, the nearest ESOP by assets is Trek Bicycle Corporation Employee Stock Ownership Plan in WI ($147M); by covered participants it is Charleston's Restaurant Group, Inc. Employee Stock Ownership Plan in OK (11,991 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (11,521 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did K-Va-T Employees Profit Sharing and Stock Ownership Plan assets move in 2024? ▼
K-Va-T Employees Profit Sharing and Stock Ownership Plan edged up modestly - up 4.9% during 2024, from $141M to $147M. Reported net income was $7M.
How have K-Va-T Food Stores, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), K-Va-T Food Stores, Inc.'s sponsor-wide assets grew 9.6%, from $309M to $339M.
Where does K-Va-T Employees Profit Sharing and Stock Ownership Plan rank by assets among Form 5500 filers? ▼
K-Va-T Employees Profit Sharing and Stock Ownership Plan ranks in the 93rd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which ESOP plans are similar in size to K-Va-T Employees Profit Sharing and Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Trek Bicycle Corporation Employee Stock Ownership Plan in WI ($147M, 2,404 participants).
Which ESOP plans cover a similar participant headcount to K-Va-T Employees Profit Sharing and Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Charleston's Restaurant Group, Inc. Employee Stock Ownership Plan in OK (11,991 participants, $47M in assets).

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 550421484.

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.