ESOP · DOL Form 5500 · 2024

Winegars Supermarkets, Inc. ESOP

Data updated 2026-08-25

$1M
Total assets Small plan by assets
43
Participants Small participant base
26th
Percentile by assets National rank
$31,752
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Winegars Supermarkets, Inc. Employee Stock Ownership Plan · Sponsored by Winegars Supermarkets, Inc. · Utah · Wholesale Trade

$1M in assets, 43 participants

Winegars Supermarkets, Inc.'s Winegars Supermarkets, Inc. Employee Stock Ownership Plan reported $1M in total assets and 43 participants in its 2024 DOL Form 5500 filing, ranking in the 26th 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.

  • #909 in Wholesale Trade (6,080 peers)

Winegars Supermarkets, Inc. multi-year trail

Winegars Supermarkets, Inc.'s plans moved -43.6% in assets from 2022 to 2024; this filing shows Winegars Supermarkets, Inc. Employee Stock Ownership Plan at $1M / 43 participants.

#909
in Wholesale Trade (6,080 peers)
+0.0%
assets growth YoY

Winegars Supermarkets, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

Winegars Supermarkets, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$1,365,350 26th percentile higher than 26% 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

Winegars Supermarkets, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Winegars Supermarkets, Inc. Employee Stock Ownership Plan is a small filing (43 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Winegars Supermarkets, Inc. Employee Stock Ownership Plan reported participants rose from 40 in the plan year 2023 filing to 43 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 870228968 · Winegars Supermarkets, Inc. PY 2024 · ESOP

Winegars Supermarkets, Inc. Employee Stock Ownership Plan · $1M · 43 · 26th

  • BOOK $1M
  • BOOK 43
  • BOOK 26th
  • BOOK ESOP
  • BOOK near Lca Employee Stock Ownership Plan
  • BOOK ind #909

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 Utah →

Winegars Supermarkets, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Winegars Supermarkets, Inc. Employee Stock Ownership PlanWinegars Supermarkets, Inc. …$1MMss Technologies, Inc. Employee Stock Ownership PlanMss Technologies, Inc. Emplo…$1MKaeko, Inc. Employee Stock Ownership PlanKaeko, Inc. Employee Stock O…$1MLca Employee Stock Ownership PlanLca Employee Stock Ownership…$1MKovach Enclosure Holdings, Inc. Employee Stock Ownership PlanKovach Enclosure Holdings, I…$1M
End-of-year total assets ($M) among Winegars Supermarkets, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Winegars Supermarkets, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Winegars Supermarkets, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 43.60264805466621% vs 2022
2024 filing year
$1M$1.5M$2M$2.5M$3M 202220232024 $2.42M $1.37M ▼ -43.4%
Year Plans Participants Total Assets
2022 2 106 $2M
2023 2 112 $3M
2024 1 43 $1M

Winegars Supermarkets, Inc. filing trail (2024)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Employer EIN870228968
Plan Effective Date2010-07-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Utah

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

Winegars Supermarkets, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Utah, assets vs. participants Scatter plot of 6 data points. -20002004006008001000 -50050100150200 Total assets ($M) Participants Winegars Supermarkets, Inc. Employee Stock Ownership Plan, Total assets ($M): 1.36535 · Participants: 43Winegars Supermarkets, Inc. Employee Stock Ownership PlanWhitaker Construction Co., Inc. Employee Stock Ownership Plan, Total assets ($M): 185.484245 · Participants: 772Whitaker Construction Co., Inc. Employee Stock Ownership PlanRocky Mountain Atv, Inc. Employee Stock Ownership Plan, Total assets ($M): 119.773571 · Participants: 495Rocky Mountain Atv, Inc. Employee Stock Ownership PlanJacobsen Construction Company, Inc. Employee Stock Ownership Plan, Total assets ($M): 119.739328 · Participants: 605Jacobsen Construction Company, Inc. Employee Stock Ownership PlanFj Management Inc. Employee Stock Ownership Plan, Total assets ($M): 93.831351 · Participants: 28Fj Management Inc. Employee Stock Ownership PlanKenny Seng Construction Employee Stock Ownership Plan, Total assets ($M): 73.805536 · Participants: 170Kenny Seng Construction Employee Stock Ownership Plan
Winegars Supermarkets, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Utah, assets vs. participants
Compare Winegars Supermarkets, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Winegars Supermarkets, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Utah, the nearest ESOP by assets is Lca Employee Stock Ownership Plan in TX ($1M); by covered participants it is Zsi Employee Stock Ownership Plan in WI (43 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (43 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 Winegars Supermarkets, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Winegars Supermarkets, Inc. Employee Stock Ownership Plan held essentially flat - up 0.0% during 2024, from $1M to $1M.
How have Winegars Supermarkets, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Winegars Supermarkets, Inc.'s sponsor-wide assets declined 43.6%, from $2M to $1M.
Which ESOP plans are similar in size to Winegars Supermarkets, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Lca Employee Stock Ownership Plan in TX ($1M, 22 participants).
Which ESOP plans cover a similar participant headcount to Winegars Supermarkets, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Zsi Employee Stock Ownership Plan in WI (43 participants, $4M 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 870228968.

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.