Rudy's Markets, Inc.ESOP
RUDY'S MARKETS, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST · BEND, OR · plan year 2024
Peer grade: A · admin costs + employer contributions vs same-size plans · how grading works
Rudy's Markets, Inc. reported $1,140 in plan administrative expenses for 2024: 0.01% of average plan assets, lower than ~75% of peers. Employer contributions averaged $6,279 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.
Across the 2 years on file its reported administrative ratio fell from 0.009% to 0.009%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other retail trade employers. By assets it is the 451st-largest of 1,021 plans among Oregon employers on file, and the 1,990th of 5,215 in retail trade.
Rudy's Markets, Inc.'s 2024 employer contribution ran above the $2,416 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.
Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.
Why are you looking at this plan?
Source: U.S. Department of Labor, Form 5500 series, EIN 931068761 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.