ESOP · DOL Form 5500 · 2024
Woodman's Food Market, Inc. ESOP
Data updated 2026-08-25
- $796M
- Total assets Above avg plan size
- 2,967
- Participants Above avg headcount
- 98th
- Percentile by assets National rank
- $268,141
- Avg per participant High balance/head
Official DOL plan name: Woodman's Employees' Profit Sharing and Stock Ownership Plan · Sponsored by Woodman's Food Market, Inc. · Wisconsin · Retail Trade
$796M in assets, 2,967 participants
Woodman's Food Market, Inc.'s Woodman's Employees' Profit Sharing and Stock Ownership Plan reported $796M in total assets and 2,967 participants in its 2024 DOL Form 5500 filing, ranking in the 98th 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.
- #7,944 in Retail Trade (8,048 peers)
Coverage in Wisconsin
Woodman's Employees' Profit Sharing and Stock Ownership Plan covers 2,967 participants in Wisconsin, 5.3x the typical Wisconsin plan (state average ~563 per filing). Assets: $796M.
- #7,944
- in Retail Trade (8,048 peers)
- +13.6%
- assets growth YoY
- 8.0×
- vs typical plan assets (national mean)
Woodman's Employees' Profit Sharing and Stock Ownership Plan's outsized position by total assets
Woodman's Employees' Profit Sharing and Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$795,573,537 Top 2% higher than 98% 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
Woodman's Employees' Profit Sharing and Stock Ownership Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Woodman's Employees' Profit Sharing and Stock Ownership Plan lands in the large band (2,967 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Woodman's Employees' Profit Sharing and Stock Ownership Plan reported net income rose from $60M in the plan year 2023 filing to $81M in the plan year 2024 filing.
- Woodman's Employees' Profit Sharing and Stock Ownership Plan end-of-year assets rose from $700M in the plan year 2023 filing to $796M in the plan year 2024 filing.
- Woodman's Employees' Profit Sharing and Stock Ownership Plan reported participants rose from 2,837 in the plan year 2023 filing to 2,967 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 390887447 · Woodman's Food Market, Inc. PY 2024 · ESOP
Woodman's Employees' Profit Sharing and Stock Ownership Plan · $796M · 2,967 · 98th
- EBSA $796M
- PART 2,967
- TYPE 98th
- NET ESOP
- BOOK near Summit Companies Holdings, Inc. Employee Stock Ownership Plan
- VS-ST ind #7944
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 Wisconsin →
Woodman's Employees' Profit Sharing and Stock Ownership Plan in the asset neighbourhood
Wisconsin filing particulars
| Total Assets (Beginning of Year) | $700M |
|---|---|
| Net Assets (End of Year) | $710M |
| Net Income | $81M |
| Employer EIN | 390887447 |
| Plan Effective Date | 1976-09-26 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Woodman's Food Market, Inc.)
Sponsor-wide plan assets over time
All Woodman's Food Market, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $796M 24.24699257772253% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,608 | $640M |
| 2023 | 1 | 2,837 | $700M |
| 2024 | 1 | 2,967 | $796M |
Nearby ESOP Plans in Wisconsin
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Schreiber Foods, Inc Employee Stock Ownership Plan $3.8B · 6,519
- Ki Employee Stock Ownership Plan $604M · 1,689
- Wausau Supply Company Employee Stock Ownership Plan $333M · 834
- Trachte Building Systems Employee Stock Ownership Plan $315M · 266
- Hatco Corporation Employee Stock Ownership Plan $291M · 705
Woodman's Employees' Profit Sharing and Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Wisconsin, the nearest ESOP by assets is Summit Companies Holdings, Inc. Employee Stock Ownership Plan in FL ($754M); by covered participants it is Annett Holdings, Inc. Employee Stock Ownership Plan & Trust in IA (2,972 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($796M here).
- Summit Companies Holdings, Inc. Employee Stock Ownership Plan (FL) $754M · 354
- Magnolia Employee Stock Ownership Plan (LA) $731M · 745
- Consigli Building Group Employee Stock Ownership Plan (MA) $729M · 1,684
- Thirty Fifteen Employee Stock Ownership Plan (FL) $725M · 4,730
Similar participant headcount
Nearest other-state filings by covered participants (2,967 participants); asset peers above are excluded.
- Annett Holdings, Inc. Employee Stock Ownership Plan & Trust (IA) 2,972 · 5 off
- Mccarthy Employee Stock Ownership Plan (MO) 2,983 · 16 off
- Paladin Capital, Inc. ESOP (TN) 2,942 · 25 off
- North Coast Holdings Employee Stock Ownership Plan (NY) 3,042 · 75 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.