ESOP · DOL Form 5500 · 2023

Aalc, Inc. ESOP

Data updated 2026-08-25

$2M
Total assets Small plan by assets
13
Participants Small participant base
29th
Percentile by assets National rank
$139,558
Avg per participant Near avg balance/head
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Official DOL plan name: Aalc, Inc. Employee Stock Ownership Plan · Sponsored by Aalc, Inc. · Texas · Professional & Technical Services

$2M in assets, 13 participants

Aalc, Inc.'s Aalc, Inc. Employee Stock Ownership Plan reported $2M in total assets and 13 participants in its 2023 DOL Form 5500 filing, ranking in the 29th 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.

  • #5,082 in Professional & Technical Services (20,321 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 $2M / 13 participants.

#5,082
in Professional & Technical Services (20,321 peers)
+83.1%
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 2023 · DOL Form 5500

$1,814,251 29th percentile higher than 29% 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

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

Plan-year 2023 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 (13 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Aalc, Inc. Employee Stock Ownership Plan reported net income rose from $249K in the plan year 2022 filing to $944K in the plan year 2023 filing.
  • Aalc, Inc. Employee Stock Ownership Plan end-of-year assets rose from $991K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Aalc, Inc. Employee Stock Ownership Plan reported participants fell from 18 in the plan year 2022 filing to 13 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 943456139 · Aalc, Inc. PY 2023 · ESOP

Aalc, Inc. Employee Stock Ownership Plan · $2M · 13 · 29th

  • TYPE $2M
  • TYPE 13
  • TYPE 29th
  • TYPE ESOP
  • TYPE near Artifex Millwork, Inc. Employee Stock Ownership Plan and Trust
  • TYPE ind #5082

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

Dycast Specialties Corporation Employee Stock Ownership Plan and TrustDycast Specialties Corporati…$2MPeople's Bank of Commerce Employee Stock Ownership PlanPeople's Bank of Commerce Em…$2MAalc, Inc. Employee Stock Ownership PlanAalc, Inc. Employee Stock Ow…$2MArtifex Millwork, Inc. Employee Stock Ownership Plan and TrustArtifex Millwork, Inc. Emplo…$2MCannata's Employees Profit Sharing and Stock Ownership PlanCannata's Employees Profit S…$2M
End-of-year total assets ($M) among Aalc, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

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 (2023)

Total Assets (Beginning of Year)$991K
Net Assets (End of Year)$976K
Net Income$944K
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. -1000010002000300040005000 -50510152025 Total assets ($B) Participants Aalc, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.001814251 · Participants: 13Aalc, Inc. Employee Stock Ownership PlanSammons Enterprises, Inc. Employee Stock Ownership Plan, Total assets ($B): 21.16285336 · Participants: 3000Sammons Enterprises, Inc. Employee Stock Ownership PlanHighland Homes Employee Stock Ownership Plan, Total assets ($B): 0.884916985 · Participants: 791Highland Homes Employee Stock Ownership PlanAustin Industries Employee Stock Ownership Plan, Total assets ($B): 0.497933907 · Participants: 4510Austin Industries Employee Stock Ownership PlanCactus Feeders, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.447462474 · Participants: 831Cactus Feeders, Inc. Employee Stock Ownership PlanLja Engineering, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.396562096 · Participants: 1439Lja Engineering, Inc. Employee Stock Ownership Plan
Aalc, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Texas, assets vs. participants
Compare Aalc, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Texas, the nearest ESOP by assets is Artifex Millwork, Inc. Employee Stock Ownership Plan and Trust in MN ($2M); by covered participants it is Lipman Hearne, Inc. Employee Stock Ownership Plan in IL (13 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (13 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 Aalc, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Aalc, Inc. Employee Stock Ownership Plan surged - up 83.1% during 2023, from $991K to $2M. Reported net income was $944K.
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.
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 Artifex Millwork, Inc. Employee Stock Ownership Plan and Trust in MN ($2M, 23 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 Lipman Hearne, Inc. Employee Stock Ownership Plan in IL (13 participants, N/A 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 943456139.

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.