ESOP · DOL Form 5500 · 2024

Tofu Patties, Inc.Dba the Natural Grocery Company ESOP

Data updated 2026-08-25

$10M
Total assets Small plan by assets
105
Participants Small participant base
55th
Percentile by assets National rank
$93,591
Avg per participant Below avg balance/head
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Official DOL plan name: The Natural Grocery Company Employee Stock Ownership Plan · Sponsored by Tofu Patties, Inc.Dba the Natural Grocery Company · California · Retail Trade

$10M in assets, 105 participants

Tofu Patties, Inc.Dba the Natural Grocery Company's The Natural Grocery Company Employee Stock Ownership Plan reported $10M in total assets and 105 participants in its 2024 DOL Form 5500 filing, ranking in the 55th 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.

  • #5,313 in Retail Trade (8,048 peers)

Coverage in California

The Natural Grocery Company Employee Stock Ownership Plan covers 105 participants in California, about 17% of the average California filer (state average ~630 per filing). Assets: $10M.

#5,313
in Retail Trade (8,048 peers)
+9.1%
assets growth YoY

The Natural Grocery Company Employee Stock Ownership Plan's mid-pack asset rank among Retail Trade and all filers

The Natural Grocery Company Employee Stock Ownership Plan vs every filed plan by assets

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

$9,827,071 Top 45% higher than 55% 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

The Natural Grocery Company 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. The Natural Grocery Company Employee Stock Ownership Plan sits mid-pack in the medium band (105 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • The Natural Grocery Company Employee Stock Ownership Plan reported net income rose from $285K in the plan year 2023 filing to $821K in the plan year 2024 filing.
  • The Natural Grocery Company Employee Stock Ownership Plan end-of-year assets rose from $9M in the plan year 2023 filing to $10M in the plan year 2024 filing.
  • The Natural Grocery Company Employee Stock Ownership Plan reported participants rose from 98 in the plan year 2023 filing to 105 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 942970763 · Tofu Patties, Inc.Dba the Natural Grocery Company PY 2024 · ESOP

The Natural Grocery Company Employee Stock Ownership Plan · $10M · 105 · 55th

  • IND $10M
  • IND 105
  • IND 55th
  • IND ESOP
  • IND near Union Holding Corp. Employee Stock Ownership Plan
  • IND ind #5313

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 California →

The Natural Grocery Company Employee Stock Ownership Plan in the asset neighbourhood

Union Holding Corp. Employee Stock Ownership PlanUnion Holding Corp. Employee…$10MNobis Engineering, Inc. Employee Stock Ownership PlanNobis Engineering, Inc. Empl…$10MThe Natural Grocery Company Employee Stock Ownership PlanThe Natural Grocery Company …$10MConstruction Systems Employee Stock Ownership PlanConstruction Systems Employe…$10MInnotec Employee Stock Ownership PlanInnotec Employee Stock Owner…$10M
End-of-year total assets ($M) among The Natural Grocery Company Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$10M
Net Income$821K
Employer EIN942970763
Plan Effective Date2002-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Tofu Patties, Inc.Dba the Natural Grocery Company)

Sponsor-wide plan assets over time

All Tofu Patties, Inc.Dba the Natural Grocery Company plans reported in each filing year

Latest sponsor-wide plan assets
$10M 12.692123947367756% vs 2022
2024 filing year
$8.5M$9M$9.5M$10M 202220232024 $8.72M $9.83M ▲ +12.7%
Year Plans Participants Total Assets
2022 1 95 $9M
2023 1 98 $9M
2024 1 105 $10M

Nearby ESOP Plans in California

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

The Natural Grocery Company Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants Scatter plot of 6 data points. -20000200040006000800010000 -20246 Total assets ($B) Participants The Natural Grocery Company Employee Stock Ownership Plan, Total assets ($B): 0.009827071 · Participants: 105The Natural Grocery Company Employee Stock Ownership PlanParsons Employee Stock Ownership Plan, Total assets ($B): 4.994512995 · Participants: 8040Parsons Employee Stock Ownership PlanAcco Employee Stock Ownership Plan, Total assets ($B): 1.694943363 · Participants: 1499Acco Employee Stock Ownership PlanRosendin Electric, Inc. Employee Stock Ownership Plan, Total assets ($B): 1.538046697 · Participants: 1998Rosendin Electric, Inc. Employee Stock Ownership PlanEcc Employee Stock Ownership Plan, Total assets ($B): 0.632082376 · Participants: 317Ecc Employee Stock Ownership PlanAgron, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.596115632 · Participants: 68Agron, Inc. Employee Stock Ownership Plan
The Natural Grocery Company Employee Stock Ownership Plan vs. nearby ESOP plans in California, assets vs. participants

The Natural Grocery Company Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside California, the nearest ESOP by assets is Union Holding Corp. Employee Stock Ownership Plan in WY ($10M); by covered participants it is Peninsula Insurance Bureau Employee Stock Ownership Plan in FL (105 participants). Same-state nearby plans are listed separately above.

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 The Natural Grocery Company Employee Stock Ownership Plan assets move in 2024?
The Natural Grocery Company Employee Stock Ownership Plan grew at a solid clip - up 9.1% during 2024, from $9M to $10M. Reported net income was $821K.
How have Tofu Patties, Inc.Dba the Natural Grocery Company plan assets changed over time?
Across 3 plan years on file (2022-2024), Tofu Patties, Inc.Dba the Natural Grocery Company's sponsor-wide assets grew 12.7%, from $9M to $10M.
Which ESOP plans are similar in size to The Natural Grocery Company Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by assets is Union Holding Corp. Employee Stock Ownership Plan in WY ($10M, 206 participants).
Which ESOP plans cover a similar participant headcount to The Natural Grocery Company Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by covered participants is Peninsula Insurance Bureau Employee Stock Ownership Plan in FL (105 participants, $11M in assets).