ESOP · DOL Form 5500 · 2024

Jumbo Foods, Inc. ESOP

Data updated 2026-08-25

$11M
Total assets Small plan by assets
303
Participants Below avg headcount
57th
Percentile by assets National rank
$35,026
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Jumbo Foods, Inc. Employee Stock Ownership Plan · Sponsored by Jumbo Foods, Inc. · Oklahoma · Retail Trade

$11M in assets, 303 participants

Jumbo Foods, Inc.'s Jumbo Foods, Inc. Employee Stock Ownership Plan reported $11M in total assets and 303 participants in its 2024 DOL Form 5500 filing, ranking in the 57th 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.

  • #5,452 in Retail Trade (8,048 peers)

Coverage in Oklahoma

Jumbo Foods, Inc. Employee Stock Ownership Plan covers 303 participants in Oklahoma, about 40% of the average Oklahoma filer (state average ~760 per filing). Assets: $11M.

#5,452
in Retail Trade (8,048 peers)
+2.6%
assets growth YoY

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

Jumbo Foods, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$10,612,731 Top 43% higher than 57% 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

Jumbo Foods, 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. Jumbo Foods, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (303 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Jumbo Foods, Inc. Employee Stock Ownership Plan reported net income rose from -$126K in the plan year 2023 filing to $290K in the plan year 2024 filing.
  • Jumbo Foods, Inc. Employee Stock Ownership Plan end-of-year assets rose from $10M in the plan year 2023 filing to $11M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 201675019 · Jumbo Foods, Inc. PY 2024 · ESOP

Jumbo Foods, Inc. Employee Stock Ownership Plan · $11M · 303 · 57th

  • RANK $11M
  • RANK 303
  • RANK 57th
  • RANK ESOP
  • RANK near Act Fulfillment, Inc. Employee Stock Ownership Plan
  • RANK ind #5452

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 Oklahoma →

Jumbo Foods, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Coast to Coast Computer Products, Inc. Employee Stock Ownership PlanCoast to Coast Computer Prod…$11MJumbo Foods, Inc. Employee Stock Ownership PlanJumbo Foods, Inc. Employee S…$11MAct Fulfillment, Inc. Employee Stock Ownership PlanAct Fulfillment, Inc. Employ…$11MBna Bank Employee Stock Ownership PlanBna Bank Employee Stock Owne…$11MThe Stark Group, Inc. Employee Stock Ownership PlanThe Stark Group, Inc. Employ…$11M
End-of-year total assets ($M) among Jumbo Foods, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Oklahoma filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$10M
Net Income$290K
Employer EIN201675019
Plan Effective Date2007-12-30
Filing StatusFILING RECEIVED

Sponsor Plan History (Jumbo Foods, Inc.)

Sponsor-wide plan assets over time

All Jumbo Foods, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$11M 7.158332604321583% vs 2022
2024 filing year
$10M$10.5M$11M$11.5M$12M 202220232024 $11.4M $10.6M ▼ -7.2%
Year Plans Participants Total Assets
2022 1 319 $11M
2023 1 305 $10M
2024 1 303 $11M

Nearby ESOP Plans in Oklahoma

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

Jumbo Foods, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -5000500100015002000 -1000100200300400 Total assets ($M) Participants Jumbo Foods, Inc. Employee Stock Ownership Plan, Total assets ($M): 10.612731 · Participants: 303Jumbo Foods, Inc. Employee Stock Ownership PlanLocke Supply Co. Employee Stock Ownership Plan, Total assets ($M): 293.39846 · Participants: 1287Locke Supply Co. Employee Stock Ownership PlanInternational Chemical Company Employee Stock Ownership Plan, Total assets ($M): 250.621974 · Participants: 65International Chemical Company Employee Stock Ownership PlanMetro Builders Supply, Inc. Employee Stock Ownership Plan, Total assets ($M): 169.059478 · Participants: 1300Metro Builders Supply, Inc. Employee Stock Ownership PlanBancfirst Corporation Employee Stock Ownership Plan, Total assets ($M): 159.065318 · Participants: 1860Bancfirst Corporation Employee Stock Ownership PlanAberdeen Dynamics Supply, Inc. Employee Stock Ownership Plan, Total assets ($M): 119.442225 · Participants: 172Aberdeen Dynamics Supply, Inc. Employee Stock Ownership Plan
Jumbo Foods, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Oklahoma, assets vs. participants
Compare Jumbo Foods, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Oklahoma, the nearest ESOP by assets is Act Fulfillment, Inc. Employee Stock Ownership Plan in CA ($11M); by covered participants it is Primera Engineers ESOP Plan in IL (303 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (303 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 Jumbo Foods, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Jumbo Foods, Inc. Employee Stock Ownership Plan edged up modestly - up 2.6% during 2024, from $10M to $11M. Reported net income was $290K.
How have Jumbo Foods, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Jumbo Foods, Inc.'s sponsor-wide assets declined 7.2%, from $11M to $11M.
Which ESOP plans are similar in size to Jumbo Foods, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Act Fulfillment, Inc. Employee Stock Ownership Plan in CA ($11M, 210 participants).
Which ESOP plans cover a similar participant headcount to Jumbo Foods, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Primera Engineers ESOP Plan in IL (303 participants, $3M 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 201675019.

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.