Profit Sharing · DOL Form 5500 · 2022
Dixie Oaks, Inc. Profit Sharing Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 26th
- Percentile by assets National rank
- $573,481
- Avg per participant High balance/head
Official DOL plan name: Dixie Oaks, Inc. Retirement Plan · Sponsored by Dixie Oaks, Inc. · Alabama · Retail Trade
$1M in assets, 2 participants
Dixie Oaks, Inc.'s Dixie Oaks, Inc. Retirement Plan reported $1M in total assets and 2 participants in its 2022 DOL Form 5500 filing, ranking in the 26th 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.
- #3,465 in Retail Trade (9,519 peers)
What the 2022 filing shows
Dixie Oaks, Inc. Retirement Plan holds $1M for 2 participants - about $573,481 per participant, in the lower half of filed plans by assets.
- #3,465
- in Retail Trade (9,519 peers)
- -5.1%
- assets change YoY
The plan reported a net loss of $61K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Dixie Oaks, Inc. Retirement Plan among the smaller filed plans by assets
Dixie Oaks, Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,146,962 26th percentile higher than 26% 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
Dixie Oaks, Inc. Retirement Plan among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Dixie Oaks, Inc. Retirement Plan is a micro filing (2 participants), the leftmost band.
Form 5500 schedule snapshot
Filing strip 464262172 · Dixie Oaks, Inc. PY 2022 · Profit Sharing
Dixie Oaks, Inc. Retirement Plan · $1M · 2 · 26th
- EIN $1M
- EIN 2
- EIN 26th
- EIN Profit Sharing
- EIN near Stc Inc Defined Contribution Pension Plan and Trust
- EIN ind #3465
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 Retail Trade retirement plans → · Plans in Alabama →
Dixie Oaks, Inc. Retirement Plan in the asset neighbourhood
Filing particulars (2022)
| Total Assets (Beginning of Year) | $1M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | -$61K |
| Employer EIN | 464262172 |
| Plan Effective Date | 2013-12-09 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Dixie Oaks, Inc.)
Sponsor-wide plan assets over time
All Dixie Oaks, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $1M 1.133952127446245% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2 | $1M |
| 2023 | 1 | 2 | $1M |
| 2024 | 1 | 2 | $1M |
Nearby Profit Sharing Plans in Alabama
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- The Health Care Authority for Baptist Health Matching Dollar Plan $38M · 2,454
- Pathology Associates, P.C. Profit Sharing Plan and Trust $27M · 41
- Radiology Associates of Dothan, P.a. Profit Sharing Plan $22M · 14
- Auto Investment, Inc. 401(k) Plan $20M · 362
- Aerie Aerospace 401(k) Profit Sharing Plan $16M · 246
Dixie Oaks, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Alabama, the nearest Profit Sharing by assets is Stc Inc Defined Contribution Pension Plan and Trust in IL ($1M); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
Similar participant headcount
Nearest other-state filings by covered participants (2 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.