Winco Employee Stock Ownership Plan — Form 5500 plan (Winco Holdings, Inc.)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Winco Employee Stock Ownership Plan is a benefit plan reported by Winco Holdings, Inc. under EIN 82-0290448 and plan number 001. The latest loaded filing year is 2023. The filing reports 25,939 participants and $4,656,219,713 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Winco Holdings, Inc.
EIN
82-0290448
Plan number
001
Plan type
2
Location
Boise, ID
Latest filing year
2023
Participants
25,939
End-of-year plan assets
$4,656,219,713

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
202325,939H, C20250115100114NAL0021575249001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$4,656,219,713
Total liabilities (EOY)
$5,550
Net assets (EOY)
$4,656,214,163
Net assets (BOY)
$4,331,063,324

Income & contributions

Employer contributions
$120,045,975
Total contributions
$120,051,164
Total income / additions
$828,076,750

Expenses & distributions

Benefits paid
$502,719,894
Administrative expenses
$206,017
Total expenses
$502,925,911
Net increase / (decrease)
$325,150,839

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Newport GroupNONE$206,017not reported in the loaded dataset2023

Related Form 5500 pages