ESOP · DOL Form 5500 · 2023

Alexander Clark Printing ESOP

Data updated 2026-08-25

$4M
Total assets Small plan by assets
37
Participants Small participant base
38th
Percentile by assets National rank
$95,568
Avg per participant Below avg balance/head
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Official DOL plan name: Alexander Clark, Inc. Employee Stock Ownership Plan and Trust · Sponsored by Alexander Clark Printing · Idaho · Manufacturing

$4M in assets, 37 participants

Alexander Clark Printing's Alexander Clark, Inc. Employee Stock Ownership Plan and Trust reported $4M in total assets and 37 participants in its 2023 DOL Form 5500 filing, ranking in the 38th 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.

  • #4,025 in Manufacturing (18,722 peers)

Alexander Clark Printing multi-year trail

Alexander Clark Printing's plans moved +56.4% in assets from 2022 to 2024; this filing shows Alexander Clark, Inc. Employee Stock Ownership Plan and Trust at $4M / 37 participants.

#4,025
in Manufacturing (18,722 peers)
+14.6%
assets growth YoY

Alexander Clark, Inc. Employee Stock Ownership Plan and Trust's mid-pack asset rank among Manufacturing and all filers

Alexander Clark, Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$3,536,026 38th percentile higher than 38% of 127,068 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 2023

Alexander Clark, Inc. Employee Stock Ownership Plan and Trust among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Alexander Clark, Inc. Employee Stock Ownership Plan and Trust is a small filing (37 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Alexander Clark, Inc. Employee Stock Ownership Plan and Trust reported net income fell from $564K in the plan year 2022 filing to $450K in the plan year 2023 filing.
  • Alexander Clark, Inc. Employee Stock Ownership Plan and Trust end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Alexander Clark, Inc. Employee Stock Ownership Plan and Trust reported participants fell from 39 in the plan year 2022 filing to 37 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 820306212 · Alexander Clark Printing PY 2023 · ESOP

Alexander Clark, Inc. Employee Stock Ownership Plan and Trust · $4M · 37 · 38th

  • PART $4M
  • PART 37
  • PART 38th
  • PART ESOP
  • PART near Oaktree Employee Stock Ownership Plan
  • PART ind #4025

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 Idaho →

Alexander Clark, Inc. Employee Stock Ownership Plan and Trust in the asset neighbourhood

Alexander Clark, Inc. Employee Stock Ownership Plan and TrustAlexander Clark, Inc. Employ…$4MOaktree Employee Stock Ownership PlanOaktree Employee Stock Owner…$4MPyramax Bank Employee Stock Ownership PlanPyramax Bank Employee Stock …$4MChart Hawaii Employee Stock Ownership PlanChart Hawaii Employee Stock …$4MAgility Employee Stock Ownership PlanAgility Employee Stock Owner…$4M
End-of-year total assets ($M) among Alexander Clark, Inc. Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Alexander Clark Printing multi-year asset trail

Sponsor-wide plan assets over time

All Alexander Clark Printing plans reported in each filing year

Latest sponsor-wide plan assets
$5M 56.43006238695726% vs 2022
2024 filing year
$2M$3M$4M$5M$6M 202220232024 $3.09M $4.83M ▲ +56.3%
Year Plans Participants Total Assets
2022 1 39 $3M
2023 1 37 $4M
2024 1 37 $5M

Alexander Clark Printing filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$450K
Employer EIN820306212
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Idaho

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

Alexander Clark, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Idaho, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -20246 Total assets ($B) Participants Alexander Clark, Inc. Employee Stock Ownership Plan and Trust, Total assets ($B): 0.003536026 · Participants: 37Alexander Clark, Inc. Employee Stock Ownership Plan and TrustWinco Employee Stock Ownership Plan, Total assets ($B): 4.656219713 · Participants: 16664Winco Employee Stock Ownership PlanNorco, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.255999157 · Participants: 1341Norco, Inc. Employee Stock Ownership PlanLitehouse, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.242106302 · Participants: 1015Litehouse, Inc. Employee Stock Ownership PlanStellar Industries, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.229611549 · Participants: 659Stellar Industries, Inc. Employee Stock Ownership PlanLitehouse, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.217520907 · Participants: 1130Litehouse, Inc. Employee Stock Ownership Plan
Alexander Clark, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Idaho, assets vs. participants
Compare Alexander Clark, Inc. Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

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

Outside Idaho, the nearest ESOP by assets is Oaktree Employee Stock Ownership Plan in OK ($4M); by covered participants it is Appleton Marine, Inc. Employee Stock Ownership Plan and Trust in WI (37 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (37 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Alexander Clark, Inc. Employee Stock Ownership Plan and Trust assets move in 2023? ▼
Alexander Clark, Inc. Employee Stock Ownership Plan and Trust grew at a solid clip - up 14.6% during 2023, from $3M to $4M. Reported net income was $450K.
How have Alexander Clark Printing plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Alexander Clark Printing's sponsor-wide assets grew 56.4%, from $3M to $5M.
Which ESOP plans are similar in size to Alexander Clark, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Oaktree Employee Stock Ownership Plan in OK ($4M, 1,523 participants).
Which ESOP plans cover a similar participant headcount to Alexander Clark, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Appleton Marine, Inc. Employee Stock Ownership Plan and Trust in WI (37 participants, $20M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 820306212.

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.