ESOP · DOL Form 5500 · 2024

Winco Holdings, Inc. ESOP

Data updated 2026-08-25

$5.0B
Total assets Very large vs avg
17,054
Participants Very large workforce
100th
Percentile by assets National rank
$295,842
Avg per participant High balance/head
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Official DOL plan name: Winco Employee Stock Ownership Plan · Sponsored by Winco Holdings, Inc. · Idaho · Retail Trade

$5.0B in assets, 17,054 participants

Winco Holdings, Inc.'s Winco Employee Stock Ownership Plan reported $5.0B in total assets and 17,054 participants in its 2024 DOL Form 5500 filing, ranking in the 100th 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.

  • #8,032 in Retail Trade (8,048 peers)

Coverage in Idaho

Winco Employee Stock Ownership Plan covers 17,054 participants in Idaho, 49x the typical Idaho plan (state average ~347 per filing). Assets: $5.0B.

#8,032
in Retail Trade (8,048 peers)
+8.4%
assets growth YoY
51×
vs typical plan assets (national mean)

Winco Employee Stock Ownership Plan's outsized position by total assets

Winco Employee Stock Ownership Plan vs every filed plan by assets

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

$5,045,286,033 Highest reported value at or above every one 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

Winco Employee Stock Ownership Plan's mega-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Winco Employee Stock Ownership Plan is a mega filing (17,054 participants), the rightmost band on the breakdown.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Winco Employee Stock Ownership Plan reported net income rose from $325M in the plan year 2023 filing to $389M in the plan year 2024 filing.
  • Winco Employee Stock Ownership Plan end-of-year assets rose from $4.7B in the plan year 2023 filing to $5.0B in the plan year 2024 filing.
  • Winco Employee Stock Ownership Plan reported participants rose from 16,664 in the plan year 2023 filing to 17,054 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 820290448 · Winco Holdings, Inc. PY 2024 · ESOP

Winco Employee Stock Ownership Plan · $5.0B · 17,054 · 100th

  • PCT $5.0B
  • EIN 17,054
  • RANK 100th
  • PHOTO ESOP
  • IND near Parsons Employee Stock Ownership Plan
  • EOY ind #8032

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 Idaho →

Winco Employee Stock Ownership Plan in the asset neighbourhood

Wawa, Inc. Employee Stock Ownership PlanWawa, Inc. Employee Stock Ow…$5.5BBurns & Mcdonnell, Inc. Employee Stock Ownership PlanBurns & Mcdonnell, Inc. Empl…$5.5BWinco Employee Stock Ownership PlanWinco Employee Stock Ownersh…$5.0BParsons Employee Stock Ownership PlanParsons Employee Stock Owner…$5.0BSchreiber Foods, Inc Employee Stock Ownership PlanSchreiber Foods, Inc Employe…$3.8B
End-of-year total assets ($B) among Winco Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Idaho filing particulars

Total Assets (Beginning of Year)$4.7B
Net Assets (End of Year)$5.0B
Net Income$389M
Employer EIN820290448
Plan Effective Date1985-03-31
Filing StatusFILING RECEIVED

Sponsor Plan History (Winco Holdings, Inc.)

Sponsor-wide plan assets over time

All Winco Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5.3B 17.700913327186022% vs 2022
2024 filing year
$4B$4.5B$5B$5.5B 202220232024 $4.53B $5.33B ▲ +17.7%
Year Plans Participants Total Assets
2022 2 36,135 $4.5B
2023 2 37,650 $4.9B
2024 2 36,231 $5.3B

Nearby ESOP Plans in Idaho

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

Winco Employee Stock Ownership Plan vs. nearby ESOP plans in Idaho, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -20246 Total assets ($B) Participants Winco Employee Stock Ownership Plan, Total assets ($B): 5.045286033 · Participants: 17054Winco Employee Stock Ownership PlanStellar Industries, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.331410874 · Participants: 774Stellar Industries, Inc. Employee Stock Ownership PlanNorco, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.269499287 · Participants: 1381Norco, Inc. Employee Stock Ownership PlanMagic Valley Growers, Ltd. Employee Stock Ownership Plan, Total assets ($B): 0.095197829 · Participants: 241Magic Valley Growers, Ltd. Employee Stock Ownership PlanThe Franklin Group, Inc. Employee Stock Ownership Plan and Trust, Total assets ($B): 0.090181679 · Participants: 561The Franklin Group, Inc. Employee Stock Ownership Plan and TrustContainer and Packaging Employee Stock Ownership Plan and Trust, Total assets ($B): 0.074738415 · Participants: 94Container and Packaging Employee Stock Ownership Plan and Trust
Winco Employee Stock Ownership Plan vs. nearby ESOP plans in Idaho, assets vs. participants
Compare Winco Employee Stock Ownership Plan side-by-side with 3 peers →

Scale composition for Winco Employee Stock Ownership Plan

Winco Employee Stock Ownership Plan reports $5.0B in end-of-year assets across 17,054 participants (0.041% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.018% of 93,925,755 covered participants) - about $295,842 per participant (2.1x the national average assets-per-participant) . Net income for plan year 2024 was $389M.

This plan identity (EIN 820290448, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $4.3B to $5.0B (+16.5%) while covered participants moved from 15,984 to 17,054 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 15,984 $4.3B Open filing
2023 16,664 $4.7B Open filing
2024 · index core 17,054 $5.0B This page

The same sponsor also keeps 1 other index-core plan on PlainRetire:

Winco Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Idaho, the nearest ESOP by assets is Parsons Employee Stock Ownership Plan in CA ($5.0B); by covered participants it is Raymond James Financial, Inc. & Affiliates Employee Stock Ownership Plan in FL (16,036 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5.0B here).

Similar participant headcount

Nearest other-state filings by covered participants (17,054 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 Winco Employee Stock Ownership Plan assets move in 2024? ▼
Winco Employee Stock Ownership Plan grew at a solid clip - up 8.4% during 2024, from $4.7B to $5.0B. Reported net income was $389M.
How have Winco Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Winco Holdings, Inc.'s sponsor-wide assets grew 17.7%, from $4.5B to $5.3B.
Where does Winco Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Winco Employee Stock Ownership Plan ranks in the 100th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the largest 1% of all filed plans).
Which ESOP plans are similar in size to Winco Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Parsons Employee Stock Ownership Plan in CA ($5.0B, 8,040 participants).
Which ESOP plans cover a similar participant headcount to Winco Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Raymond James Financial, Inc. & Affiliates Employee Stock Ownership Plan in FL (16,036 participants, $1.1B 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 820290448.

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.