ESOP · DOL Form 5500 · 2024

Rudy's Market, Inc. ESOP

Data updated 2026-08-25

$15M
Total assets Small plan by assets
107
Participants Small participant base
64th
Percentile by assets National rank
$140,790
Avg per participant Near avg balance/head
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Official DOL plan name: Rudy's Markets, Inc. Employee Stock Ownership Plan and Trust · Sponsored by Rudy's Market, Inc. · Oregon · Retail Trade

$15M in assets, 107 participants

Rudy's Market, Inc.'s Rudy's Markets, Inc. Employee Stock Ownership Plan and Trust reported $15M in total assets and 107 participants in its 2024 DOL Form 5500 filing, ranking in the 64th 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.

  • #6,069 in Retail Trade (8,048 peers)

Coverage in Oregon

Rudy's Markets, Inc. Employee Stock Ownership Plan and Trust covers 107 participants in Oregon, about 24% of the average Oregon filer (state average ~443 per filing). Assets: $15M.

#6,069
in Retail Trade (8,048 peers)
+11.4%
assets growth YoY

Rudy's Markets, Inc. Employee Stock Ownership Plan and Trust's mid-pack asset rank among Retail Trade and all filers

Rudy's Markets, Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$15,064,477 Top 36% higher than 64% 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

Rudy's Markets, Inc. Employee Stock Ownership Plan and Trust 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. Rudy's Markets, Inc. Employee Stock Ownership Plan and Trust sits mid-pack in the medium band (107 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Rudy's Markets, Inc. Employee Stock Ownership Plan and Trust reported net income rose from -$134K in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Rudy's Markets, Inc. Employee Stock Ownership Plan and Trust end-of-year assets rose from $14M in the plan year 2023 filing to $15M in the plan year 2024 filing.
  • Rudy's Markets, Inc. Employee Stock Ownership Plan and Trust reported participants rose from 101 in the plan year 2023 filing to 107 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 931068761 · Rudy's Market, Inc. PY 2024 · ESOP

Rudy's Markets, Inc. Employee Stock Ownership Plan and Trust · $15M · 107 · 64th

  • PCT $15M
  • PCT 107
  • PCT 64th
  • PCT ESOP
  • PCT near Acsm, Inc. Employee Stock Ownership Plan
  • PCT ind #6069

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 Oregon →

Rudy's Markets, Inc. Employee Stock Ownership Plan and Trust in the asset neighbourhood

Acsm, Inc. Employee Stock Ownership PlanAcsm, Inc. Employee Stock Ow…$15MRudy's Markets, Inc. Employee Stock Ownership Plan and TrustRudy's Markets, Inc. Employe…$15MAdvanced Conversion Technology, Inc. Employee Stock Ownership PlanAdvanced Conversion Technolo…$15MLad Irrigation Company Employee Stock Ownership PlanLad Irrigation Company Emplo…$15MSun Electric, Inc. Profit Sharing and Retirement PlanSun Electric, Inc. Profit Sh…$15M
End-of-year total assets ($M) among Rudy's Markets, Inc. Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Oregon filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$14M
Net Income$2M
Employer EIN931068761
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Rudy's Market, Inc.)

Sponsor-wide plan assets over time

All Rudy's Market, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$21M 20.41263821855069% vs 2022
2024 filing year
$16M$18M$20M$22M 202220232024 $17.7M $21.3M ▲ +20.4%
Year Plans Participants Total Assets
2022 2 157 $18M
2023 2 183 $19M
2024 2 169 $21M

Nearby ESOP Plans in Oregon

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

Rudy's Markets, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Oregon, assets vs. participants Scatter plot of 6 data points. -50005001000150020002500 0100200300400 Total assets ($M) Participants Rudy's Markets, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 15.064477 · Participants: 107Rudy's Markets, Inc. Employee Stock Ownership Plan and TrustBob's Red Mill Natural Foods, Inc. Employee Stock Ownership Plan, Total assets ($M): 314.921616 · Participants: 547Bob's Red Mill Natural Foods, Inc. Employee Stock Ownership PlanPacific Industrial Corp. Employee Stock Ownership Plan, Total assets ($M): 250.955816 · Participants: 73Pacific Industrial Corp. Employee Stock Ownership PlanBi-Mart Corporation Employee Stock Ownership Plan, Total assets ($M): 141.187313 · Participants: 2070Bi-Mart Corporation Employee Stock Ownership PlanNorthwest Pump & Equipment Co. Employee Stock Ownership Plan, Total assets ($M): 101.669374 · Participants: 209Northwest Pump & Equipment Co. Employee Stock Ownership PlanNorthwest Pump & Equipment Co. Employee Stock Ownership Plan, Total assets ($M): 99.362878 · Participants: 195Northwest Pump & Equipment Co. Employee Stock Ownership Plan
Rudy's Markets, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Oregon, assets vs. participants
Compare Rudy's Markets, Inc. Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

Rudy's Markets, Inc. Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount

Outside Oregon, the nearest ESOP by assets is Acsm, Inc. Employee Stock Ownership Plan in AZ ($15M); by covered participants it is L.a. Fuess Partners Inc. Employee Stock Ownership Plan in TX (107 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (107 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 Rudy's Markets, Inc. Employee Stock Ownership Plan and Trust assets move in 2024? ▼
Rudy's Markets, Inc. Employee Stock Ownership Plan and Trust grew at a solid clip - up 11.4% during 2024, from $14M to $15M. Reported net income was $2M.
How have Rudy's Market, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rudy's Market, Inc.'s sponsor-wide assets grew 20.4%, from $18M to $21M.
Which ESOP plans are similar in size to Rudy's Markets, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Acsm, Inc. Employee Stock Ownership Plan in AZ ($15M, 176 participants).
Which ESOP plans cover a similar participant headcount to Rudy's Markets, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is L.a. Fuess Partners Inc. Employee Stock Ownership Plan in TX (107 participants, $17M 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 931068761.

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.