Other
2022 plan-year Other DOL Form 5500

Al Neyer Employee Stock Ownership Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Al Neyer Corporation · Ohio · Management of Enterprises

What the 2023 filing shows

Al Neyer Employee Stock Ownership Plan holds $68M for 164 participants — about $413,869 per participant, up 43.6% over the 2022 plan year.

$68M
total plan assets (2022 EOY)
164
covered participants
$413,869
avg assets per participant
+43.6%
assets growth YoY
Total Assets (2023)
$68M
Participants
164
State
Industry
Management of Enterprises

What the Filing Says About Al Neyer Employee Stock Ownership Plan

Al Neyer Employee Stock Ownership Plan is a Other retirement plan sponsored by Al Neyer Corporation, headquartered in Ohio. As of the 2022 Form 5500 filing, the plan reports $68M in total end-of-year assets and covers 164 participants across the Management of Enterprises industry. The sponsor's EIN on file with the U.S. Department of Labor is 461375798, and the plan has been effective since 2014-04-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $47M at the beginning of 2022 to $68M at year-end — a gain of 43.6%. Net assets (after liabilities) closed the year at $62M, with reported net income of $19M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$47M
Total Assets (End of Year)$68M
Net Assets (End of Year)$62M
Net Income$19M
Plan TypeOther
Employer EIN461375798
Plan Effective Date2014-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Al Neyer Corporation)

Year Plans Participants Total Assets
2022 2 312 $88M
2023 2 369 $117M
2024 2 341 $128M

Nearby Other Plans in Ohio

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

Frequently Asked Questions

How much money is in the Al Neyer Employee Stock Ownership Plan?
As of the 2022 Form 5500 filing, Al Neyer Employee Stock Ownership Plan holds $68M in total assets with 164 participants. It is sponsored by Al Neyer Corporation.
What type of plan is Al Neyer Employee Stock Ownership Plan?
Al Neyer Employee Stock Ownership Plan is a Other plan. It has been effective since 2014-04-01. The plan is filed with the U.S. Department of Labor under EIN 461375798.
Who sponsors the Al Neyer Employee Stock Ownership Plan?
Al Neyer Employee Stock Ownership Plan is sponsored by Al Neyer Corporation, located in Ohio. The sponsor's EIN is 461375798 and the plan operates in the Management of Enterprises industry.
How did Al Neyer Employee Stock Ownership Plan perform in 2022?
Al Neyer Employee Stock Ownership Plan grew by 43.6% during 2022, moving from $47M to $68M in total assets. Net income was $19M.
Where can I find official filings for Al Neyer Employee Stock Ownership Plan?
Official Form 5500 filings for Al Neyer Employee Stock Ownership Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 461375798 or plan name at efast.dol.gov.
How does Al Neyer Employee Stock Ownership Plan compare to other plans?
You can compare Al Neyer Employee Stock Ownership Plan against other Other plans on the plan type page, or view plans in Ohio on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 461375798.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

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