Plan Ledger DOL Form 5500 · updated monthly

Jumbo Foods, Inc.ESOP

JUMBO FOODS, INC. EMPLOYEE STOCK OWNERSHIP PLAN · ENID, OK · plan year 2024

Employer contribution per participant · 2024
$2,452

Jumbo Foods, Inc.'s 2024 Form 5500 did not separately report plan administrative expenses, which is common where recordkeeping is paid through investment revenue-sharing or a master trust. The plan held $9,924,520 across 464 participant accounts, with employer contributions averaging $2,452 per active participant. See methodology for what Form 5500 does and doesn't capture.

The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in Oklahoma (401st of 724), and 2,638th of 5,215 in retail trade.

Plan summary
Net assets, end of year$9,924,520
Participants with balances464
Active participants260
Employer contributions$637,560
Employee contributions—
Employer contribution per active participant$2,452
Average account balance$21,389
Benefits paid to participants$597,187
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$9.9M · 464 accts · $638K emplr
2023$9.6M · 447 accts · $1.3M emplr
2022$9.8M · 438 accts · $815K emplr
Employer contributions to the Jumbo Foods, Inc. plan · 2024
Employer contribution per active participant$2,452
Median for plans this size$1,313
2024$2,452 per active participant
2023$5,058 per active participant
2022$3,148 per active participant

Jumbo Foods, Inc.'s 2024 employer contribution ran above the $1,313 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

Administrative cost history3
2024Not separately reported
2023Not separately reported
2022Not separately reported
Similar plansRetail Trade · Oklahoma
Ferguson Pontiac-Gmc, Inc. OK$11.8M · 0.35%
Pruett's Food, Inc. OK$11.8M · 0.04%
Express Credit Auto, LLC. OK$9.7M · 0.69%
Elk Supply Company, LLC OK$8.6M · 0.27%
John Vance Motors Inc. OK$7.3M · 0.78%

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Source: U.S. Department of Labor, Form 5500 series, EIN 201675019 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.