ESOP · DOL Form 5500 · 2024

Broulim's Super Market, Inc. ESOP

Data updated 2026-08-11

$24M
Total assets
676
Participants
73rd
Percentile by assets
$35,212
Avg per participant
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Official DOL plan name: Broulim's Employee Stock Ownership Plan · Sponsored by Broulim's Super Market, Inc. · Idaho · Retail Trade

$24M in assets, 676 participants

Broulim's Super Market, Inc.'s Broulim's Employee Stock Ownership Plan reported $24M in total assets and 676 participants in its 2024 DOL Form 5500 filing, ranking in the 73rd 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.

  • 73rd percentile by assets (of 123,622 plans)
  • #6,711 in Retail Trade (8,048 peers)

Broulim's Super Market, Inc. multi-year trail

Broulim's Super Market, Inc.'s plans moved -22.3% in assets from 2022 to 2024; this filing shows Broulim's Employee Stock Ownership Plan at $24M / 676 participants.

$24M
total plan assets (2024 EOY)
676
covered participants
73rd
percentile by assets (of 123,622 plans)
$35,212
avg assets per participant

Where Broulim's Employee Stock Ownership Plan sits by total assets

Broulim's Employee Stock Ownership Plan vs every filed plan by assets

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

$23,803,330 Top 27% higher than 73% of 123,620 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Broulim's Employee Stock Ownership Plan reported net income rose from $2M in the plan year 2023 filing to $8M in the plan year 2024 filing.
  • Broulim's Employee Stock Ownership Plan end-of-year assets rose from $17M in the plan year 2023 filing to $24M in the plan year 2024 filing.
  • Broulim's Employee Stock Ownership Plan reported participants rose from 580 in the plan year 2023 filing to 676 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
Idaho
Industry
Retail Trade

Broulim's Super Market, Inc. across 3 plan years on file

Across the 3 plan years Broulim's Super Market, Inc. has on file (2022-2024), sponsor-wide plan assets have moved from $31M to $24M, a decline of 22.3%, while reported participants moved from 1,182 to 676 (-42.8%). Peak year by sponsor assets: 2022 ($31M); trough: 2023 ($17M).

Broulim's Super Market, Inc. multi-year asset trail

$15M$20M$25M$30M$35M 202220232024 $30.6M $23.8M ▼ -22.3%
Total plan assets by year, all Broulim's Super Market, Inc. plans on file
Year Plans Participants Total Assets
2022 2 1,182 $31M
2023 2 1,243 $17M
2024 1 676 $24M

Broulim's Super Market, Inc. filing trail (2024)

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$2M
Net Income$8M
Employer EIN820185104
Plan Effective Date2014-04-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Idaho

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

Broulim's Employee Stock Ownership Plan vs. nearby ESOP plans in Idaho, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -20246 Total assets ($B) Participants Broulim's Employee S…, Total assets ($B): 0.02380333 · Participants: 676Broulim's Employee S…Winco Employee Stock…, Total assets ($B): 5.045286033 · Participants: 17054Winco Employee Stock…Stellar Industries, …, Total assets ($B): 0.331410874 · Participants: 774Stellar Industries, …Norco, Inc. Employee…, Total assets ($B): 0.269499287 · Participants: 1381Norco, Inc. Employee…Magic Valley Growers…, Total assets ($B): 0.095197829 · Participants: 241Magic Valley Growers…The Franklin Group, …, Total assets ($B): 0.090181679 · Participants: 561The Franklin Group, …
Broulim's Employee Stock Ownership Plan vs. nearby ESOP plans in Idaho, assets vs. participants
Compare Broulim's Employee Stock Ownership Plan side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Broulim's Employee Stock Ownership Plan by total assets, not by location.

Frequently Asked Questions

How did Broulim's Employee Stock Ownership Plan assets move in 2024? ▼
Broulim's Employee Stock Ownership Plan surged - up 43.0% during 2024, from $17M to $24M. Reported net income was $8M.
How have Broulim's Super Market, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Broulim's Super Market, Inc.'s sponsor-wide assets declined 22.3%, from $31M to $24M.
Which ESOP plans are similar in size to Broulim's Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Quartus Engineering Employee Stock Ownership Plan in CA ($24M, 177 participants).

Next read for Broulim's Employee Stock Ownership Plan

Multi-year trail

Ways to act on Broulim's Employee Stock Ownership Plan's numbers.

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 820185104.

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.