Other
2022 plan-year Other DOL Form 5500

Alko Distributors, Inc. Employee Stock Ownership Plan

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

Sponsored by Alko Distributors, Inc. · Maryland · Retail Trade

What the 2023 filing shows

Alko Distributors, Inc. Employee Stock Ownership Plan holds $563K for 155 participants — about $3,631 per participant, down 18.4% over the 2022 plan year.

$563K
total plan assets (2022 EOY)
155
covered participants
$3,631
avg assets per participant
-18.4%
assets change YoY

The plan reported a net loss of $127K for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$563K
Participants
155
State
Industry
Retail Trade

What the Filing Says About Alko Distributors, Inc. Employee Stock Ownership Plan

Alko Distributors, Inc. Employee Stock Ownership Plan is a Other retirement plan sponsored by Alko Distributors, Inc., headquartered in Maryland. As of the 2022 Form 5500 filing, the plan reports $563K in total end-of-year assets and covers 155 participants across the Retail Trade industry. The sponsor's EIN on file with the U.S. Department of Labor is 521037401, and the plan has been effective since 2005-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $689K at the beginning of 2022 to $563K at year-end — a decline of 18.4%. Net assets (after liabilities) closed the year at $563K, with reported net income of $-126,622 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)$689K
Total Assets (End of Year)$563K
Net Assets (End of Year)$563K
Net Income$-126,622
Plan TypeOther
Employer EIN521037401
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Alko Distributors, Inc.)

Year Plans Participants Total Assets
2022 2 275 $3M
2023 2 235 $3M
2024 1 134 $4M

Nearby Other Plans in Maryland

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

Frequently Asked Questions

How much money is in the Alko Distributors, Inc. Employee Stock Ownership Plan?
As of the 2022 Form 5500 filing, Alko Distributors, Inc. Employee Stock Ownership Plan holds $563K in total assets with 155 participants. It is sponsored by Alko Distributors, Inc..
What type of plan is Alko Distributors, Inc. Employee Stock Ownership Plan?
Alko Distributors, Inc. Employee Stock Ownership Plan is a Other plan. It has been effective since 2005-01-01. The plan is filed with the U.S. Department of Labor under EIN 521037401.
Who sponsors the Alko Distributors, Inc. Employee Stock Ownership Plan?
Alko Distributors, Inc. Employee Stock Ownership Plan is sponsored by Alko Distributors, Inc., located in Maryland. The sponsor's EIN is 521037401 and the plan operates in the Retail Trade industry.
How did Alko Distributors, Inc. Employee Stock Ownership Plan perform in 2022?
Alko Distributors, Inc. Employee Stock Ownership Plan declined by 18.4% during 2022, moving from $689K to $563K in total assets. Net income was $-126,622.
Where can I find official filings for Alko Distributors, Inc. Employee Stock Ownership Plan?
Official Form 5500 filings for Alko Distributors, Inc. Employee Stock Ownership Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 521037401 or plan name at efast.dol.gov.
How does Alko Distributors, Inc. Employee Stock Ownership Plan compare to other plans?
You can compare Alko Distributors, Inc. Employee Stock Ownership Plan against other Other plans on the plan type page, or view plans in Maryland 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 521037401.

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.