ESOP · DOL Form 5500 · 2022

Al's Liquor Store Holdings, Inc. ESOP

Data updated 2026-08-25

$21M
Total assets Small plan by assets
40
Participants Small participant base
78th
Percentile by assets National rank
$524,268
Avg per participant High balance/head
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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.

  • #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.

#8,278
in Retail Trade (9,519 peers)
-3.3%
assets change YoY
0.2×
vs typical plan assets (national mean)

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.

Al's Liquor Store Holdings, Inc. Employee Stock Ownership Plan's outsized position 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 $2,050,000,000 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

Al's Liquor Store Holdings, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Al's Liquor Store Holdings, Inc. Employee Stock Ownership Plan is a small filing (40 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 471167097 · Al's Liquor Store Holdings, Inc. PY 2022 · ESOP

Al's Liquor Store Holdings, Inc. Employee Stock Ownership Plan · $21M · 40 · 78th

  • ASSETS $21M
  • ASSETS 40
  • ASSETS 78th
  • ASSETS ESOP
  • ASSETS near Diamond Antenna and Microwave Corporation Employee Stock Ownership
  • ASSETS ind #8278

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with What is an ESOP? → · Plans in South Carolina →

Al's Liquor Store Holdings, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Architectural Office Environments, Inc. Employee Stock Ownership PlanArchitectural Office Environ…$21MDiamond Antenna and Microwave Corporation Employee Stock OwnershipDiamond Antenna and Microwav…$21MAl's Liquor Store Holdings, Inc. Employee Stock Ownership PlanAl's Liquor Store Holdings, …$21MElus Company Employee Stock Ownership Plan and TrustElus Company Employee Stock …$21MThe T. H. Rogers Lumber Company Employee Stock Ownership PlanThe T. H. Rogers Lumber Comp…$21M
End-of-year total assets ($M) among Al's Liquor Store Holdings, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

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.)

Sponsor-wide plan assets over time

All Al's Liquor Store Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$26M 22.33708232079104% vs 2022
2024 filing year
$20M$22M$24M$26M$28M 202220232024 $21M $25.7M ▲ +22.3%
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 Scatter plot of 6 data points. 0100200300400500 1020304050 Total assets ($M) Participants Al's Liquor Store Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 20.970729 · Participants: 40Al's Liquor Store Holdings, Inc. Employee Stock Ownership PlanBonitz, Inc. Employee Stock Ownership Plan, Total assets ($M): 47.562592 · Participants: 397Bonitz, Inc. Employee Stock Ownership PlanSynergi Employee Stock Ownership Plan, Total assets ($M): 15.319 · Participants: 242Synergi Employee Stock Ownership PlanEmployees Stock Ownership Plan of Emory Wilson Process, Inc., Total assets ($M): 13.911741 · Participants: 53Employees Stock Ownership Plan of Emory Wilson Process, Inc.Oobe Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 12.792 · Participants: 34Oobe Holdings, Inc. Employee Stock Ownership PlanLife Cycle Engineering, Inc. Employee Stock Ownership Plan, Total assets ($M): 12.494326 · Participants: 398Life Cycle Engineering, Inc. Employee Stock Ownership Plan
Al's Liquor Store Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in South Carolina, assets vs. participants
Compare Al's Liquor Store Holdings, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Al's Liquor Store Holdings, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside South Carolina, the nearest ESOP by assets is Diamond Antenna and Microwave Corporation Employee Stock Ownership in MA ($21M); by covered participants it is Suiteamerica Employee Stock Ownership Plan in CA (40 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (40 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

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).
Which ESOP plans cover a similar participant headcount to Al's Liquor Store Holdings, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Suiteamerica Employee Stock Ownership Plan in CA (40 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 471167097.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.