ESOP · DOL Form 5500 · 2022
Alcalde & Fay ESOP
Data updated 2026-08-25
- $681K
- Total assets Small plan by assets
- 17
- Participants Small participant base
- 21st
- Percentile by assets National rank
- $40,038
- Avg per participant Low balance/head
Official DOL plan name: Alcalde & Fay, Ltd. Employee Stock Ownership Plan · Sponsored by Alcalde & Fay · Virginia · Professional & Technical Services
$681K in assets, 17 participants
Alcalde & Fay's Alcalde & Fay, Ltd. Employee Stock Ownership Plan reported $681K in total assets and 17 participants in its 2022 DOL Form 5500 filing, ranking in the 21st 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.
- #3,715 in Professional & Technical Services (21,562 peers)
Alcalde & Fay multi-year trail
Alcalde & Fay's plans moved -27.3% in assets from 2022 to 2024; this filing shows Alcalde & Fay, Ltd. Employee Stock Ownership Plan at $681K / 17 participants.
- #3,715
- in Professional & Technical Services (21,562 peers)
- -12.9%
- assets change YoY
The plan reported a net loss of $101K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Alcalde & Fay, Ltd. Employee Stock Ownership Plan among the smaller filed plans by assets
Alcalde & Fay, Ltd. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$680,639 21st percentile higher than 21% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Alcalde & Fay, Ltd. 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. Alcalde & Fay, Ltd. Employee Stock Ownership Plan is a small filing (17 participants) on this national headcount ladder.
EBSA filing schedule strip
Filing strip 520996647 · Alcalde & Fay PY 2022 · ESOP
Alcalde & Fay, Ltd. Employee Stock Ownership Plan · $681K · 17 · 21st
- BOOK $681K
- VS-ST 17
- BOY 21st
- SCH ESOP
- EBSA near Foods for Living, Inc. Employee Stock Ownership Plan and Trust
- PART ind #3715
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 Virginia →
Alcalde & Fay, Ltd. Employee Stock Ownership Plan in the asset neighbourhood
Alcalde & Fay multi-year asset trail
Sponsor-wide plan assets over time
All Alcalde & Fay plans reported in each filing year
- Latest sponsor-wide plan assets
- $495K 27.275839321578694% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 17 | $681K |
| 2023 | 1 | 16 | $607K |
| 2024 | 1 | 16 | $495K |
Alcalde & Fay filing trail (2022)
| Total Assets (Beginning of Year) | $781K |
|---|---|
| Net Assets (End of Year) | $681K |
| Net Income | -$101K |
| Employer EIN | 520996647 |
| Plan Effective Date | 1999-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Virginia
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Nvr, Inc. Employee Stock Ownership Plan $863M · 6,910
- The Resorts Companies, Inc. Employee Stock Ownership Plan $301M · 1,695
- American Systems Corporation Employee Stock Ownership Plan $292M · 1,828
- New River Electrical Corporation Employee Stock Ownership Plan $288M · 424
- Davis H. Elliot Company, Incorporated Employee Stock Ownership Plan $237M · 1,882
Alcalde & Fay, Ltd. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Virginia, the nearest ESOP by assets is Foods for Living, Inc. Employee Stock Ownership Plan and Trust in MI ($680K); by covered participants it is Illini Hi-Reach, Inc. Employee Stock Ownership Plan in IN (17 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($681K here).
Similar participant headcount
Nearest other-state filings by covered participants (17 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.