ESOP · DOL Form 5500 · 2022

Aalc, Inc. ESOP

Data updated 2026-08-25

$991K
Total assets Small plan by assets
18
Participants Small participant base
25th
Percentile by assets National rank
$55,042
Avg per participant Low balance/head
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Official DOL plan name: Aalc, Inc. Employee Stock Ownership Plan · Sponsored by Aalc, Inc. · Texas · Professional & Technical Services

$991K in assets, 18 participants

Aalc, Inc.'s Aalc, Inc. Employee Stock Ownership Plan reported $991K in total assets and 18 participants in its 2022 DOL Form 5500 filing, ranking in the 25th 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.

  • #4,545 in Professional & Technical Services (21,562 peers)

Aalc, Inc. multi-year trail

Aalc, Inc.'s plans moved +32.0% in assets from 2022 to 2024; this filing shows Aalc, Inc. Employee Stock Ownership Plan at $991K / 18 participants.

#4,545
in Professional & Technical Services (21,562 peers)
+14.9%
assets growth YoY

Aalc, Inc. Employee Stock Ownership Plan among the smaller filed plans by assets

Aalc, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$990,751 25th percentile higher than 25% 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

Aalc, 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. Aalc, Inc. Employee Stock Ownership Plan is a small filing (18 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 943456139 · Aalc, Inc. PY 2022 · ESOP

Aalc, Inc. Employee Stock Ownership Plan · $991K · 18 · 25th

  • NET $991K
  • BOOK 18
  • VS-ST 25th
  • BOY ESOP
  • SCH near M. Nelson Barnes & Sons, Inc. Employee Stock Ownership Plan
  • EBSA ind #4545

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 Texas →

Aalc, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Aalc, Inc. Employee Stock Ownership PlanAalc, Inc. Employee Stock Ow…$991KM. Nelson Barnes & Sons, Inc. Employee Stock Ownership PlanM. Nelson Barnes & Sons, Inc…$991KMarathon Bank Employee Stock Ownership PlanMarathon Bank Employee Stock…$992KFlow Tech, Inc. Employee Stock Ownership PlanFlow Tech, Inc. Employee Sto…$989KLumbee Guaranty Bank Employee Stock Ownership PlanLumbee Guaranty Bank Employe…$987K
End-of-year total assets ($M) among Aalc, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Aalc, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Aalc, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 32.021062809929035% vs 2022
2024 filing year
$0.5M$1M$1.5M$2M 202220232024 $0.99M $1.31M ▲ +32.3%
Year Plans Participants Total Assets
2022 1 18 $991K
2023 1 13 $2M
2024 1 9 $1M

Aalc, Inc. filing trail (2022)

Total Assets (Beginning of Year)$862K
Net Assets (End of Year)$32K
Net Income$249K
Employer EIN943456139
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Texas

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

Aalc, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants Scatter plot of 6 data points. -20000200040006000 -50510152025 Total assets ($B) Participants Aalc, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.000990751 · Participants: 18Aalc, Inc. Employee Stock Ownership PlanSammons Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($B): 20.550345006 · Participants: 2620Sammons Enterprises, Inc. Employee Stock Ownership PlanHighland Homes Employee Stock Ownership Plan, Total assets ($B): 0.519630506 · Participants: 690Highland Homes Employee Stock Ownership PlanCactus Feeders, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.495132236 · Participants: 818Cactus Feeders, Inc. Employee Stock Ownership PlanAustin Industries Employee Stock Ownership Plan, Total assets ($B): 0.421653441 · Participants: 5325Austin Industries Employee Stock Ownership PlanLja Engineering ESOP, Total assets ($B): 0.352817177 · Participants: 1298Lja Engineering ESOP
Aalc, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants

Aalc, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Texas, the nearest ESOP by assets is M. Nelson Barnes & Sons, Inc. Employee Stock Ownership Plan in MD ($991K); by covered participants it is North Penn Telephone Company Employee Stock Ownership Plan in NY (18 participants). Same-state nearby plans are listed separately above.

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 Aalc, Inc. Employee Stock Ownership Plan assets move in 2022?
Aalc, Inc. Employee Stock Ownership Plan grew at a solid clip - up 14.9% during 2022, from $862K to $991K. Reported net income was $249K.
How have Aalc, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Aalc, Inc.'s sponsor-wide assets grew 32.0%, from $991K to $1M.
Where does Aalc, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers?
Aalc, Inc. Employee Stock Ownership Plan ranks in the 25th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the lower half of filed plans by assets).
Which ESOP plans are similar in size to Aalc, Inc. Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by assets is M. Nelson Barnes & Sons, Inc. Employee Stock Ownership Plan in MD ($991K, 32 participants).
Which ESOP plans cover a similar participant headcount to Aalc, Inc. Employee Stock Ownership Plan?
Among ESOP plans in other states, the closest by covered participants is North Penn Telephone Company Employee Stock Ownership Plan in NY (18 participants, $4M in assets).