ESOP · DOL Form 5500 · 2024
King Kullen Grocery Co., Inc. ESOP
Data updated 2026-08-25
- $13M
- Total assets Small plan by assets
- 111
- Participants Small participant base
- 61st
- Percentile by assets National rank
- $117,088
- Avg per participant Below avg balance/head
Official DOL plan name: King Kullen Employee Stock Ownership Plan · Sponsored by King Kullen Grocery Co., Inc. · New York · Retail Trade
$13M in assets, 111 participants
King Kullen Grocery Co., Inc.'s King Kullen Employee Stock Ownership Plan reported $13M in total assets and 111 participants in its 2024 DOL Form 5500 filing, ranking in the 61st 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.
- #5,831 in Retail Trade (8,048 peers)
Coverage in New York
King Kullen Employee Stock Ownership Plan covers 111 participants in New York, about 14% of the average New York filer (state average ~798 per filing). Assets: $13M.
- #5,831
- in Retail Trade (8,048 peers)
- -19.2%
- assets change YoY
The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
King Kullen Employee Stock Ownership Plan's mid-pack asset rank among Retail Trade and all filers
King Kullen Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$12,996,737 Top 39% higher than 61% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
King Kullen 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. King Kullen Employee Stock Ownership Plan sits mid-pack in the medium band (111 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- King Kullen Employee Stock Ownership Plan reported net income fell from -$1M in the plan year 2023 filing to -$3M in the plan year 2024 filing.
- King Kullen Employee Stock Ownership Plan end-of-year assets fell from $16M in the plan year 2023 filing to $13M in the plan year 2024 filing.
- King Kullen Employee Stock Ownership Plan reported participants fell from 113 in the plan year 2023 filing to 111 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 110954404 · King Kullen Grocery Co., Inc. PY 2024 · ESOP
King Kullen Employee Stock Ownership Plan · $13M · 111 · 61st
- PART $13M
- PART 111
- PART 61st
- PART ESOP
- PART near Special Mine Services, Inc. Employees Stock Ownership Plan
- PART ind #5831
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 New York →
King Kullen Employee Stock Ownership Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $16M |
|---|---|
| Net Assets (End of Year) | $13M |
| Net Income | -$3M |
| Employer EIN | 110954404 |
| Plan Effective Date | 1977-10-02 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (King Kullen Grocery Co., Inc.)
Sponsor-wide plan assets over time
All King Kullen Grocery Co., Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $132M 11.761005302614297% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 437 | $118M |
| 2023 | 3 | 403 | $134M |
| 2024 | 3 | 397 | $132M |
Nearby ESOP Plans in New York
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Stewart's Shops Corp Employee Stock Ownership Plan $897M · 3,483
- North Coast Holdings Employee Stock Ownership Plan $451M · 3,042
- Griffon Corporation Employee Stock Ownership Plan $306M · 3,209
- Greenman-Pedersen, Inc. Employee Stock Ownership Plan $254M · 1,716
- Marshall & Sterling Enterprises, Inc. Employee Stock Ownership Plan $234M · 518
King Kullen Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside New York, the nearest ESOP by assets is Special Mine Services, Inc. Employees Stock Ownership Plan in IL ($13M); by covered participants it is Progressive Bancorp, Inc. Employee Stock Ownership Plan in LA (111 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($13M here).
- Special Mine Services, Inc. Employees Stock Ownership Plan (IL) $13M · 55
- Frank & Grossman Employee Stock Ownership Plan (CA) $13M · 224
- Hyspan Precision Products, Inc. Employee Stock Ownership Plan (CA) $13M · 482
- Forcine Concrete & Construction Co. Inc. Employee Stock Ownership Plan (PA) $13M · 171
Similar participant headcount
Nearest other-state filings by covered participants (111 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.