ESOP · DOL Form 5500 · 2024

North State Grocery, Inc. ESOP

Data updated 2026-08-25

$101M
Total assets Near avg plan size
635
Participants Below avg headcount
90th
Percentile by assets National rank
$158,636
Avg per participant Above avg balance/head
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Official DOL plan name: North State Grocery, Inc. Employee Stock Ownership Plan · Sponsored by North State Grocery, Inc. · California · Wholesale Trade

$101M in assets, 635 participants

North State Grocery, Inc.'s North State Grocery, Inc. Employee Stock Ownership Plan reported $101M in total assets and 635 participants in its 2024 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.

  • #5,610 in Wholesale Trade (6,080 peers)

Where North State Grocery, Inc. Employee Stock Ownership Plan sits by assets

North State Grocery, Inc. Employee Stock Ownership Plan sits in the top 10% of all filed plans by assets, $101M for 635 participants (~$158,636/participant), up 3.5% in 2024.

#5,610
in Wholesale Trade (6,080 peers)
+3.5%
assets growth YoY
1.0×
vs typical plan assets (national mean)

North State Grocery, Inc. Employee Stock Ownership Plan's outsized position by total assets

North State Grocery, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$100,733,896 Top 10% higher than 90% 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

North State Grocery, Inc. 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. North State Grocery, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (635 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • North State Grocery, Inc. Employee Stock Ownership Plan reported net income fell from $17M in the plan year 2023 filing to $267K in the plan year 2024 filing.
  • North State Grocery, Inc. Employee Stock Ownership Plan end-of-year assets rose from $97M in the plan year 2023 filing to $101M in the plan year 2024 filing.
  • North State Grocery, Inc. Employee Stock Ownership Plan reported participants rose from 621 in the plan year 2023 filing to 635 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 680173691 · North State Grocery, Inc. PY 2024 · ESOP

North State Grocery, Inc. Employee Stock Ownership Plan · $101M · 635 · 90th

  • RANK $101M
  • RANK 635
  • RANK 90th
  • RANK ESOP
  • RANK near Nott Company Employee Stock Ownership Plan
  • RANK ind #5610

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 California →

North State Grocery, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Mckim & Creed, Inc. Employee Stock Ownership PlanMckim & Creed, Inc. Employee…$101MW.W. Gay Mechanical Contractor, Inc. Employee Stock Ownership Plan & TrustW.W. Gay Mechanical Contract…$101MF & H Food Equipment Co. Employee Stock Ownership PlanF & H Food Equipment Co. Emp…$101MNorth State Grocery, Inc. Employee Stock Ownership PlanNorth State Grocery, Inc. Em…$101MNott Company Employee Stock Ownership PlanNott Company Employee Stock …$101M
End-of-year total assets ($M) among North State Grocery, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$97M
Net Assets (End of Year)$98M
Net Income$267K
Employer EIN680173691
Plan Effective Date2006-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (North State Grocery, Inc.)

Sponsor-wide plan assets over time

All North State Grocery, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$117M 24.109951220276564% vs 2022
2024 filing year
$90M$100M$110M$120M 202220232024 $94.1M $117M ▲ +24.1%
Year Plans Participants Total Assets
2022 2 1,154 $94M
2023 2 1,249 $113M
2024 2 1,289 $117M

Nearby ESOP Plans in California

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

North State Grocery, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20246 Total assets ($B) Participants North State Grocery, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.100733896 · Participants: 635North State Grocery, Inc. Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 4.994512995 · Participants: 8040Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.694943363 · Participants: 1499Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.538046697 · Participants: 1998Rosendin Electric, Inc. Employee Stock Ownership PlanEcc Employee Stock Ownership Plan, Total assets ($B): 0.632082376 · Participants: 317Ecc Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.596115632 · Participants: 68Agron, Inc. Employee Stock Ownership Plan
North State Grocery, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants
Compare North State Grocery, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

North State Grocery, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Nott Company Employee Stock Ownership Plan in MN ($101M); by covered participants it is W Bbq Holdings, Inc. Employee Stock Ownership Plan in NY (639 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (635 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 North State Grocery, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
North State Grocery, Inc. Employee Stock Ownership Plan edged up modestly - up 3.5% during 2024, from $97M to $101M. Reported net income was $267K.
How have North State Grocery, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), North State Grocery, Inc.'s sponsor-wide assets grew 24.1%, from $94M to $117M.
Where does North State Grocery, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
North State Grocery, Inc. Employee Stock Ownership Plan ranks in the 90th 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 North State Grocery, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Nott Company Employee Stock Ownership Plan in MN ($101M, 320 participants).
Which ESOP plans cover a similar participant headcount to North State Grocery, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is W Bbq Holdings, Inc. Employee Stock Ownership Plan in NY (639 participants, $13M 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 680173691.

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.