ESOP · DOL Form 5500 · 2024
Lueken's Food Stores, Inc. ESOP
Data updated 2026-07-24
- $23M
- Total assets
- 185
- Participants
- 73rd
- Percentile by assets
- $123,775
- Avg per participant
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.
- 73rd percentile by assets (of 116,472 plans)
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 ~1,161 per filing). Assets: $23M.
- $23M
- total plan assets (2024 EOY)
- 185
- covered participants
- 73rd
- percentile by assets (of 116,472 plans)
- $123,775
- avg assets per participant
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.
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.
Participants vs Minnesota filers
In Minnesota, the average filing covers about 1,161 participants across 2,725 plans. Lueken's Food Stores Employee Stock Ownership Plan reports 185 participants - about 16% of that state average ($23M EOY assets).
Minnesota filing particulars
| Total Assets (Beginning of Year) | $25M |
|---|---|
| Net Assets (End of Year) | $22M |
| Net Income | -$2M |
| Employer EIN | 852299427 |
| Plan Effective Date | 2012-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Lueken's Food Stores, Inc.)
| 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
- Andersen Corporation Employee Stock Ownership Plan $963M · 12,104
- Landscape Structures, Inc. Employee Stock Ownership Plan and Trust $594M · 490
- Kingdom Enterprises, Inc. Employee Stock Ownership Plan $594M · 782
- Ablenet, Inc. Employee Stock Ownership Plan $460M · 134
- Hormel Foods Corporation Joint Earnings Profit Sharing Trust $424M · 4,375
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Lueken's Food Stores Employee Stock Ownership Plan by total assets, not by location.
- Adco Employee Stock Ownership Plan (NY) $23M · 39
- Sagaya Corporation Employee Stock Ownership Plan (AK) $23M · 101
- Cortrust Bank Employee Stock Ownership Plan and Trust (SD) $23M · 289
- Esco Group Employee Stock Ownership Plan (IA) $23M · 176
Frequently Asked Questions
How did Lueken's Food Stores Employee Stock Ownership Plan assets move in 2024? ▼
How have Lueken's Food Stores, Inc. plan assets changed over time? ▼
Which ESOP plans are similar in size to Lueken's Food Stores Employee Stock Ownership Plan? ▼
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Filing takeaways
Ways to act on Lueken's Food Stores Employee Stock Ownership Plan's numbers.
- By total assets, Lueken's Food Stores Employee Stock Ownership Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Minnesota. Compare plans
- Lueken's Food Stores, Inc.'s sponsor-wide assets have declined 8.2% since 2022 across 3 plan years on file. More Retail Trade 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 852299427.
Read our methodology - how this data is sourced, computed, and verified.