Oregon › Retail trade › 1,000 to 4,999 participants
Form 5500 statement · plan year 25 Feb 2024 to 22 Feb 2025
Bi-Mart Corporation Employee Stock Ownership Plan
Sponsored by Bi-Mart Corporation, Eugene, OR
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances. Form 5500 contains no individual account balances. Look up the original filing at EFAST2.
In the plan year ending 22 Feb 2025, Bi-Mart Corporation Employee Stock Ownership Plan covered 3,262 participants and held $141M in net assets. The plan is an employee stock ownership plan sponsored by Bi-Mart Corporation of Eugene, Oregon.
Net assets came to $43,282 per participant, below the $50,295 median for defined contribution plans with 1,000 to 4,999 participants and above the $36,708 median for defined contribution plans in retail trade. The figure is an average across everyone in the plan, including former employees with small balances; Form 5500 holds no individual account data.
The filing reports no service provider compensation on Schedule C. That is common where fees are paid by the employer or taken from investment returns, neither of which appears there. Administrative expenses charged to the plan were $0.
Across the filings on record, net assets went from $44.4M in 2009 to $141M in 2024 (up 218%), and participants from 3,061 to 3,262 (up 7%).
The independent accountant's opinion on the financial statements was unmodified (unqualified).
Compared with similar plans
| Measure | This plan | Same size | Same industry | All US DC plans |
|---|---|---|---|---|
| Net assets per participant | $43,282 | $50,295 | $36,708 | $53,102 |
| Employer contributions per active participant | — | $2,045 | $999 | $2,175 |
| Schedule C compensation per participant | — | $82.08 | $121 | $123 |
| Schedule C compensation, share of net assets | — | 0.17% | 0.36% | 0.26% |
| Administrative expenses per participant | — | $82.20 | $114 | $116 |
Peer columns are medians for plan year 2024 across defined contribution plans with 100 or more participants: 1,000 to 4,999 participants (10,207 plans), retail trade (3,794) and all US plans (63,460). Fee medians cover plans that report an amount.
Trend by plan year
| Plan year | Participants | Net assets | Per participant | Employer contributions | Participant contributions | Schedule C compensation |
|---|---|---|---|---|---|---|
| 2024 | 3,262 | $141M | $43,282 | — | — | $0 |
| 2023 | 3,047 | $210M | $68,987 | $6.5M | — | $0 |
| 2022 | 2,961 | $253M | $85,473 | $6.5M | — | $0 |
| 2021 | 2,907 | $233M | $80,301 | $6.5M | — | $0 |
| 2020 | 3,089 | $172M | $55,757 | $6.5M | $0 | $0 |
| 2019 | 3,132 | $110M | $35,189 | $6.5M | $0 | $0 |
| 2018 | 3,220 | $119M | $37,055 | $6.5M | $0 | $0 |
| 2017 | 3,356 | $166M | $49,372 | $6.5M | $0 | $0 |
| 2016 | 3,354 | $156M | $46,485 | $6.5M | $0 | $0 |
| 2015 | 3,285 | $133M | $40,522 | $6.5M | $0 | $0 |
| 2014 | 3,173 | $136M | $42,811 | $6.5M | $0 | $0 |
| 2013 | 3,270 | $96.3M | $29,439 | $6.5M | $0 | $0 |
| 2012 | 3,210 | $72.6M | $22,629 | $6.5M | $0 | $0 |
| 2011 | 3,160 | $54.7M | $17,307 | $6.5M | $0 | $0 |
| 2010 | 3,155 | $48.2M | $15,273 | $6.5M | $0 | $0 |
| 2009 | 3,061 | $44.4M | $14,492 | $6.5M | $0 | $0 |
Years in which the plan filed the full Form 5500 with 100 or more participants, from 2009. Plan year is the year in which the plan year began.
Statement for the year
- Net assets, beginning of year$210,203,206
- Employer contributions—
- Participant contributions—
- Rollovers and other contributions—
- Total contributions$20,999,988
- Total income, including investment results−$39,072,614
- Benefits paid$27,356,503
- Administrative expenses$0
- Total expenses$27,356,503
- Net income−$66,429,117
- Net transfers−$2,586,776
- Net assets, end of year$141,187,313
Participants
- Active participants2,142
- Retired or separated, receiving benefits577
- Retired or separated, entitled to future benefits532
- Participants with account balances3,259
- Total participants, end of year3,262
Fees and service providers
No service provider organisations are listed on Schedule C for this plan year.
Schedule C, Part I line 2: providers that received $5,000 or more, with the form's own service codes. Individuals named on Schedule C (plan employees, individual trustees) are never shown and their compensation is excluded. Eligible indirect compensation disclosed by formula carries no dollar amount. See how to read Schedule C fees.
Investment structure
Assets at year end by Schedule H category. The form shows the kind of vehicle holding the money, not the funds on the menu.
- Employer securities$141M · 100.0%
Audit and compliance answers, as filed
- Accountant's opinionUnmodified (unqualified)
- Audit scope limited under ERISA section 103(a)(3)(C)No
- Accounting firmBaker Tilly
- Participant contributions reported as transmitted lateNo
- Covered by a fidelity bondYes, $1,000,000
- Blackout period during the yearNo
These are the plan administrator's own answers on Schedule H, Part IV. A reported late transmittal is the filer's disclosure of a timing lapse, usually corrected through the Department of Labor's voluntary program; the amount is the total involved, not a loss.
Plan characteristics
2IStock bonus2OESOP other than a leveraged ESOP2QThe employer maintaining this ESOP is an S corporation3IPlan requiring that all or part of employer contributions be invested and held in employer securities
Codes entered on Form 5500 line 8a, with the labels from the official instructions. Business code 446110: Pharmacies & Drug Stores.
Other plans of Bi-Mart Corporation
| Plan | Participants | Net assets |
|---|---|---|
| Bi-Mart Corporation Defined Contribution Retirement Plan | 3,385 | $107M |
Similar plans in Oregon
| Plan | Sponsor | Participants | Net assets | Per participant |
|---|---|---|---|---|
| UFCW Investment Savings Plan and Trust | Board of Trustees, UFCW Investment Savings Plan and | 3,366 | $36.5M | $10,844 |
| C & K Market, Inc. 401(k) Plan | C&K Market, Inc. | 2,245 | $33.0M | $14,713 |
| Bi-Mart Corporation Defined Contribution Retirement Plan | Bi-Mart Corporation | 3,385 | $107M | $31,617 |
| Tec Equipment, Inc. 401(k) Plan | Tec Equipment, Inc. | 1,586 | $84.2M | $53,065 |
| New Seasons Market LLC 401(k) Plan | New Seasons Market LLC | 3,579 | $69.5M | $19,429 |
| Pacific Office Automation Capital Accumulation Plan | Pacific Office Automation, Inc. | 1,438 | $157M | $109,457 |
Defined contribution plans in retail trade closest in size.
Questions and answers
How big is Bi-Mart Corporation Employee Stock Ownership Plan?
3,262 participants at the end of the plan year ending 22 Feb 2025, of whom 2,142 were active employees, with net assets of $141,187,313. Among defined contribution plans that places it in the 1,000 to 4,999 participants band, which held 10,207 plans in plan year 2024.
What does Bi-Mart Corporation contribute per participant?
This filing has no Schedule H financial statement, so employer contributions are not reported here.
What fees does the plan pay and how do they compare?
Schedule C reports no provider compensation for the year. Administrative expenses on Schedule H were $0. Investment costs deducted inside mutual funds and other pooled vehicles are not itemised on Form 5500, so these figures are a floor rather than a full cost.
Who runs the plan?
The sponsor is Bi-Mart Corporation. The financial statements were audited by Baker Tilly. Form 5500 also names the plan administrator's signer and other individuals; this site publishes organisations only.
Was the audit opinion unqualified?
The filing reports an unmodified (unqualified) opinion. Unmodified (formerly "unqualified") is the standard clean opinion.
How current is this, and does it show my balance?
This is the Form 5500 for the plan year 25 Feb 2024 to 22 Feb 2025, received by the Department of Labor on 12 Dec 2025. Filings are due seven months after the plan year ends, or nine and a half with an extension, so the public record always runs a year or more behind. It contains plan-level totals only: no individual balances, contributions or names of participants exist in the data.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files (Form 5500, Schedule H, Schedule C) for plan years 2009 to 2025, public domain, with filings received through 24 Aug 2026. This page shows the latest filing on record for EIN 95-4159373, plan 003, received 12 Dec 2025; an amended filing replaces it at the next build. Medians and percentiles are computed by this site; see the methodology. Report an error through corrections.