ESOP · DOL Form 5500 · 2022

Al's Liquor Store Holdings, Inc. ESOP

Data updated 2026-08-11

$21M
Total assets
40
Participants
78th
Percentile by assets
$524,268
Avg per participant
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Official DOL plan name: Al's Liquor Store Holdings, Inc. Employee Stock Ownership Plan · Sponsored by Al's Liquor Store Holdings, Inc. · South Carolina · Retail Trade

$21M in assets, 40 participants

Al's Liquor Store Holdings, Inc.'s Al's Liquor Store Holdings, Inc. Employee Stock Ownership Plan reported $21M in total assets and 40 participants in its 2022 DOL Form 5500 filing, ranking in the 78th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • 78th percentile by assets (of 139,126 plans)
  • #8,278 in Retail Trade (9,519 peers)

Where Al's Liquor Store Holdings, Inc. Employee Stock Ownership Plan sits by assets

Al's Liquor Store Holdings, Inc. Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $21M for 40 participants (~$524,268/participant), down 3.3% in 2022.

$21M
total plan assets (2022 EOY)
40
covered participants
78th
percentile by assets (of 139,126 plans)
$524,268
avg assets per participant

The plan reported a net loss of $560K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where Al's Liquor Store Holdings, Inc. Employee Stock Ownership Plan sits by total assets

Al's Liquor Store Holdings, Inc. Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$20,970,729 Top 22% higher than 78% of 139,123 filed plans

This plan $0 $2,010,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Industry

Al's Liquor Store Holdings, Inc. Employee Stock Ownership Plan vs the 2022 asset distribution

By assets, Al's Liquor Store Holdings, Inc. Employee Stock Ownership Plan outranks 78% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.2x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$18M
Net Income-$560K
Employer EIN471167097
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Al's Liquor Store Holdings, Inc.)

$20M$22M$24M$26M$28M 202220232024 $21M $25.7M ▲ +22.3%
Total plan assets by year, all Al's Liquor Store Holdings, Inc. plans on file
Year Plans Participants Total Assets
2022 1 40 $21M
2023 1 50 $23M
2024 1 56 $26M

Nearby ESOP Plans in South Carolina

Peer ESOP plans, same state, same plan type, ranked by total assets.

Al's Liquor Store Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in South Carolina, assets vs. participants

Al's Liquor Store Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in South Carolina, assets vs. participants Scatter plot of 6 data points. 0100200300400500 1020304050 Total assets ($M) Participants Al's Liquor Store Ho…Bonitz, Inc. Employe…Synergi Employee Sto…Employees Stock Owne…Oobe Holdings, Inc. …Life Cycle Engineeri…
Al's Liquor Store Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in South Carolina, assets vs. participants

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Al's Liquor Store Holdings, Inc. Employee Stock Ownership Plan by total assets, not by location.

Frequently Asked Questions

How did Al's Liquor Store Holdings, Inc. Employee Stock Ownership Plan assets move in 2022?
Al's Liquor Store Holdings, Inc. Employee Stock Ownership Plan edged down modestly - down 3.3% during 2022, from $22M to $21M. Reported net income was -$560K.
How have Al's Liquor Store Holdings, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Al's Liquor Store Holdings, Inc.'s sponsor-wide assets grew 22.3%, from $21M to $26M.
Where does Al's Liquor Store Holdings, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers?
Al's Liquor Store Holdings, Inc. Employee Stock Ownership Plan ranks in the 78th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Al's Liquor Store Holdings, Inc. Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by assets is Diamond Antenna and Microwave Corporation Employee Stock Ownership in MA ($21M, 62 participants).

Next read for Al's Liquor Store Holdings, Inc. Employe…

Scale reading

Ways to act on Al's Liquor Store Holdings, Inc. Employee Stock Ownership Plan's numbers.

  • By total assets, Al's Liquor Store Holdings, Inc. Employee Stock Ownership Plan ranks in the top quartile of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar ESOP plans in South Carolina. Compare plans
  • Al's Liquor Store Holdings, Inc.'s sponsor-wide assets have grown 22.3% since 2022 across 3 plan years on file. More Retail Trade plans