ESOP · DOL Form 5500 · 2024

Lueken's Food Stores, Inc. ESOP

Data updated 2026-08-25

$23M
Total assets Small plan by assets
185
Participants Below avg headcount
73rd
Percentile by assets National rank
$123,775
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Lueken's Food Stores Employee Stock Ownership Plan · Sponsored by Lueken's Food Stores, Inc. · Minnesota · Retail Trade

$23M in assets, 185 participants

Lueken's Food Stores, Inc.'s Lueken's Food Stores Employee Stock Ownership Plan reported $23M in total assets and 185 participants in its 2024 DOL Form 5500 filing, ranking in the 73rd 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.

  • #6,664 in Retail Trade (8,048 peers)

Coverage in Minnesota

Lueken's Food Stores Employee Stock Ownership Plan covers 185 participants in Minnesota, about 16% of the average Minnesota filer (state average ~1,126 per filing). Assets: $23M.

#6,664
in Retail Trade (8,048 peers)
-8.1%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Lueken's Food Stores Employee Stock Ownership Plan's outsized position by total assets

Lueken's Food Stores Employee Stock Ownership Plan vs every filed plan by assets

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

$22,898,456 Top 27% higher than 73% 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

Lueken's Food Stores Employee Stock Ownership Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Lueken's Food Stores Employee Stock Ownership Plan sits mid-pack in the medium band (185 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Lueken's Food Stores Employee Stock Ownership Plan reported net income fell from $84K in the plan year 2023 filing to -$2M in the plan year 2024 filing.
  • Lueken's Food Stores Employee Stock Ownership Plan reported participants fell from 209 in the plan year 2023 filing to 185 in the plan year 2024 filing.
  • Lueken's Food Stores Employee Stock Ownership Plan end-of-year assets fell from $25M in the plan year 2023 filing to $23M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 852299427 · Lueken's Food Stores, Inc. PY 2024 · ESOP

Lueken's Food Stores Employee Stock Ownership Plan · $23M · 185 · 73rd

  • TYPE $23M
  • TYPE 185
  • TYPE 73rd
  • TYPE ESOP
  • TYPE near Adco Employee Stock Ownership Plan
  • TYPE ind #6664

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 Minnesota →

Lueken's Food Stores Employee Stock Ownership Plan in the asset neighbourhood

Cortrust Bank Employee Stock Ownership Plan and TrustCortrust Bank Employee Stock…$23MEsco Group Employee Stock Ownership PlanEsco Group Employee Stock Ow…$23MLueken's Food Stores Employee Stock Ownership PlanLueken's Food Stores Employe…$23MAdco Employee Stock Ownership PlanAdco Employee Stock Ownershi…$23MSagaya Corporation Employee Stock Ownership PlanSagaya Corporation Employee …$23M
End-of-year total assets ($M) among Lueken's Food Stores Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Minnesota filing particulars

Total Assets (Beginning of Year)$25M
Net Assets (End of Year)$22M
Net Income-$2M
Employer EIN852299427
Plan Effective Date2012-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Lueken's Food Stores, Inc.)

Sponsor-wide plan assets over time

All Lueken's Food Stores, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$23M 8.207305291059185% vs 2022
2024 filing year
$22M$23M$24M$25M$26M 202220232024 $25M $22.9M ▼ -8.2%
Year Plans Participants Total Assets
2022 1 180 $25M
2023 1 209 $25M
2024 1 185 $23M

Nearby ESOP Plans in Minnesota

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

Lueken's Food Stores Employee Stock Ownership Plan vs. nearby ESOP plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -5000050001000015000 -500050010001500 Total assets ($M) Participants Lueken's Food Stores Employee Stock Ownership Plan, Total assets ($M): 22.898456 · Participants: 185Lueken's Food Stores Employee Stock Ownership PlanAndersen Corporation Employee Stock Ownership Plan, Total assets ($M): 962.686911 · Participants: 12104Andersen Corporation Employee Stock Ownership PlanLandscape Structures, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 593.784492 · Participants: 490Landscape Structures, Inc. Employee Stock Ownership Plan and TrustKingdom Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($M): 593.525018 · Participants: 782Kingdom Enterprises, Inc. Employee Stock Ownership PlanForce America Inc. Employee Stock Ownership Plan, Total assets ($M): 472.716981 · Participants: 615Force America Inc. Employee Stock Ownership PlanAblenet, Inc. Employee Stock Ownership Plan, Total assets ($M): 459.837439 · Participants: 134Ablenet, Inc. Employee Stock Ownership Plan
Lueken's Food Stores Employee Stock Ownership Plan vs. nearby ESOP plans in Minnesota, assets vs. participants
Compare Lueken's Food Stores Employee Stock Ownership Plan side-by-side with 3 peers →

Lueken's Food Stores Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Minnesota, the nearest ESOP by assets is Adco Employee Stock Ownership Plan in NY ($23M); by covered participants it is Ms Consultants, Inc. ESOP Profit Sharing/Stock Bonus Plan in OH (185 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (185 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 Lueken's Food Stores Employee Stock Ownership Plan assets move in 2024? ▼
Lueken's Food Stores Employee Stock Ownership Plan pulled back noticeably - down 8.1% during 2024, from $25M to $23M. Reported net income was -$2M.
How have Lueken's Food Stores, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Lueken's Food Stores, Inc.'s sponsor-wide assets declined 8.2%, from $25M to $23M.
Which ESOP plans are similar in size to Lueken's Food Stores Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Adco Employee Stock Ownership Plan in NY ($23M, 39 participants).
Which ESOP plans cover a similar participant headcount to Lueken's Food Stores Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Ms Consultants, Inc. ESOP Profit Sharing/Stock Bonus Plan in OH (185 participants, $8M 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 852299427.

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.