Plan Ledger DOL Form 5500 · updated monthly

Pdq Food Stores, IncESOP

PDQ FOOD STORES, INC EMPLOYEE STOCK OWNERSHIP PLAN · MIDDLETON, WI · plan year 2024

Plan assets · 2024
$681K

Pdq Food Stores, 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 $680,757 across 285 participant accounts. See methodology for what Form 5500 does and doesn't capture.

The plan sits in the under $1M size bracket, benchmarked here against 1,109 comparable plans and shown alongside other retail trade employers. By assets it is among the smaller plans on file in Wisconsin (1,914th of 1,936), and 5,027th of 5,215 in retail trade.

Plan summary
Net assets, end of year$680,757
Participants with balances285
Active participants0
Employer contributions—
Employee contributions—
Employer contribution per active participant—
Average account balance$2,389
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$0
2024$681K · 285 accts
2023$647K · 285 accts
2022$617K · 285 accts
Administrative cost history4
2025Not separately reported
2024Not separately reported
2023Not separately reported
2022Not separately reported
Similar plansRetail Trade · Wisconsin
Peoples Food Co-Op, Inc. WI$2.1M · 0.69%
All American Lumber, Inc. WI$1.8M · 0.91%
Amnj Enterprises Inc WI$393K · 0.80%
Tetra Defense, Inc. WI$184 · 0.05%

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Source: U.S. Department of Labor, Form 5500 series, EIN 391136741 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.