Plan Ledger DOL Form 5500 · updated monthly

Leevers Supermarkets, Inc.ESOP

LEEVERS SUPERMARKETS, INC. EMPLOYEE STOCK OWNERSHIP PLAN · CASTLE ROCK, CO · plan year 2023

Employer contribution per participant · 2023
$2,803

Leevers Supermarkets, Inc.'s 2023 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 $27,441,184 across 480 participant accounts, with employer contributions averaging $2,803 per active participant. See methodology for what Form 5500 does and doesn't capture.

The plan sits in the $10M–$50M size bracket, benchmarked here against 26,779 comparable plans and shown alongside other retail trade employers. By assets it is the 397th-largest of 1,461 plans among Colorado employers on file, and the 1,122nd of 5,215 in retail trade. active participation has grown from 315 to 381 since 2022.

Plan summary
Net assets, end of year$27,441,184
Participants with balances480
Active participants381
Employer contributions$1,068,035
Employee contributions—
Employer contribution per active participant$2,803
Average account balance$57,169
Benefits paid to participants$119,657
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$22.9M · 624 accts · $485K emplr
2023$27.4M · 480 accts · $1.1M emplr
2022$22.8M · 391 accts · $698K emplr
Employer contributions to the Leevers Supermarkets, Inc. plan · 2023
Employer contribution per active participant$2,803
Median for plans this size$2,440
2024$998 per active participant
2023$2,803 per active participant
2022$2,216 per active participant

Leevers Supermarkets, Inc.'s 2023 employer contribution ran above the $2,440 median for plans its size. 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.

Recordkeeper by year2
2024AT RETIREMENT SERVICES, LLC
2023AT RETIREMENT SERVICES, LLC

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Administrative cost history3
2024Not separately reported
2023Not separately reported
2022Not separately reported
All plans at this employer2
LEEVERS SUPERMARKETS, INC. & AFFILIATED CORPORATION P/S 401(K) PLAN401(k)
LEEVERS SUPERMARKETS, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP
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Source: U.S. Department of Labor, Form 5500 series, EIN 450275647 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.