Plan Ledger DOL Form 5500 · updated monthly

Winco Holdings, Inc.ESOP

WINCO EMPLOYEE STOCK OWNERSHIP PLAN · BOISE, ID · plan year 2024

Reported admin expense ratio · 2024
0.00%

Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works

Winco Holdings, Inc. reported $159,727 in plan administrative expenses for 2024: 0.00% of average plan assets, lower than ~75% of peers. Employer contributions averaged $1,497 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 3 years on file its reported administrative ratio has held roughly steady near 0.003%. The plan sits in the over $1B size bracket, benchmarked here against 1,229 comparable plans and shown alongside other retail trade employers. By assets it is the 1st-largest of 349 plans among Idaho employers on file, and the 13th of 5,215 in retail trade.

Plan summary
Net assets, end of year$5,045,286,033
Participants with balances26,174
Active participants17,907
Employer contributions$26,804,826
Employee contributions—
Employer contribution per active participant$1,497
Average account balance$192,759
Benefits paid to participants$326,806,235
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$5.0B · 26,174 accts · $26.8M emplr
2023$4.7B · 24,496 accts · $120.0M emplr
2022$4.3B · 25,031 accts · $122.8M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$159,727
Total administrative$159,727
Employer contributions to the Winco Holdings, Inc. plan · 2024
Employer contribution per active participant$1,497
Median for plans this size$5,259
2024$1,497 per active participant
2023$7,039 per active participant
2022$7,368 per active participant

Winco Holdings, Inc.'s 2024 employer contribution ran below the $5,259 median for plans its size, in the bottom 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.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
NEWPORT GROUP · Recordkeeping$92,700

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Newport (Ascensus)
2023Newport (Ascensus)

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$159,727 · 0.00%
2023$206,017 · 0.00%
2022$144,913 · 0.00%
All plans at this employer2
WINCO EMPLOYEE STOCK OWNERSHIP PLANESOP
WINCO FOODS 401(K) PLAN401(k)
Same employer
Similar plansRetail Trade · Idaho
Sap America, Inc. PA$9.2B · 0.05%
Lowes Companies Inc NC$8.6B · 0.01%
Wawa, Inc. PA$5.4B · 0.03%
Starbucks Corporation WA$4.9B · 0.08%
Macys, Inc. OH$4.6B · 0.08%

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Source: U.S. Department of Labor, Form 5500 series, EIN 820290448 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.