ESOP · DOL Form 5500 · 2023

Alatrade Foods Holdings, Inc. ESOP

Data updated 2026-08-25

$57M
Total assets Below avg plan size
1,883
Participants Near avg headcount
87th
Percentile by assets National rank
$30,032
Avg per participant Low balance/head
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Official DOL plan name: Alatrade Foods Holdings, Inc. Employee Stock Ownership Plan · Sponsored by Alatrade Foods Holdings, Inc. · Alabama · Agriculture, Forestry & Fishing

$57M in assets, 1,883 participants

Alatrade Foods Holdings, Inc.'s Alatrade Foods Holdings, Inc. Employee Stock Ownership Plan reported $57M in total assets and 1,883 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.

  • #1,183 in Agriculture, Forestry & Fishing (1,288 peers)

Coverage in Alabama

Alatrade Foods Holdings, Inc. Employee Stock Ownership Plan covers 1,883 participants in Alabama, 5.2x the typical Alabama plan (state average ~360 per filing). Assets: $57M.

#1,183
in Agriculture, Forestry & Fishing (1,288 peers)
-4.9%
assets change YoY
0.6×
vs typical plan assets (national mean)

Alatrade Foods Holdings, Inc. Employee Stock Ownership Plan's outsized position by total assets

Alatrade Foods Holdings, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$56,549,643 Top 13% higher than 87% 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

Alatrade Foods Holdings, Inc. Employee Stock Ownership Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Alatrade Foods Holdings, Inc. Employee Stock Ownership Plan lands in the large band (1,883 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Alatrade Foods Holdings, Inc. Employee Stock Ownership Plan reported participants rose from 969 in the plan year 2022 filing to 1,883 in the plan year 2023 filing.
  • Alatrade Foods Holdings, Inc. Employee Stock Ownership Plan reported net income fell from $9M in the plan year 2022 filing to $656K in the plan year 2023 filing.
  • Alatrade Foods Holdings, Inc. Employee Stock Ownership Plan end-of-year assets fell from $59M in the plan year 2022 filing to $57M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 871043761 · Alatrade Foods Holdings, Inc. PY 2023 · ESOP

Alatrade Foods Holdings, Inc. Employee Stock Ownership Plan · $57M · 1,883 · 87th

  • PART $57M
  • TYPE 1,883
  • NET 87th
  • BOOK ESOP
  • VS-ST near Lerch Bates Inc. Employee Stock Ownership Plan and Trust
  • BOY ind #1183

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 Alabama →

Alatrade Foods Holdings, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Oxygen Service Co., Inc. Employee Stock Ownership PlanOxygen Service Co., Inc. Emp…$57MAlatrade Foods Holdings, Inc. Employee Stock Ownership PlanAlatrade Foods Holdings, Inc…$57MLerch Bates Inc. Employee Stock Ownership Plan and TrustLerch Bates Inc. Employee St…$56MAction Sales Employee Stock Ownership PlanAction Sales Employee Stock …$56MDigital Dynamics, Inc. Employee Stock Ownership PlanDigital Dynamics, Inc. Emplo…$56M
End-of-year total assets ($M) among Alatrade Foods Holdings, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Alabama filing particulars

Total Assets (Beginning of Year)$59M
Net Assets (End of Year)-$73M
Net Income$656K
Employer EIN871043761
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Alatrade Foods Holdings, Inc.)

Sponsor-wide plan assets over time

All Alatrade Foods Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$50M 15.464578988304437% vs 2022
2024 filing year
$45M$50M$55M$60M$65M 202220232024 $59.5M $50.3M ▼ -15.5%
Year Plans Participants Total Assets
2022 1 969 $59M
2023 1 1,883 $57M
2024 1 1,891 $50M

Nearby ESOP Plans in Alabama

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

Alatrade Foods Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Alabama, assets vs. participants Scatter plot of 6 data points. 0500100015002000 0100200300400500 Total assets ($M) Participants Alatrade Foods Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 56.549643 · Participants: 1883Alatrade Foods Holdings, Inc. Employee Stock Ownership PlanStarfish Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 470.48798 · Participants: 1360Starfish Holdings, Inc. Employee Stock Ownership PlanInline Electric Employee Stock Ownership Plan, Total assets ($M): 196.496733 · Participants: 287Inline Electric Employee Stock Ownership PlanRadiance Technologies, Inc. Employee Stock Ownership Plan, Total assets ($M): 168.105591 · Participants: 874Radiance Technologies, Inc. Employee Stock Ownership PlanSignature Homes Employee Stock Ownership Plan, Total assets ($M): 167.814551 · Participants: 123Signature Homes Employee Stock Ownership PlanEmployee Stock Ownership Plan for Employees of David Volkert and Associates, Inc. and Sub, Total assets ($M): 126.850762 · Participants: 909Employee Stock Ownership Plan for Employees of David Volkert and Associates, Inc. and Sub
Alatrade Foods Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Alabama, assets vs. participants
Compare Alatrade Foods Holdings, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Alabama, the nearest ESOP by assets is Lerch Bates Inc. Employee Stock Ownership Plan and Trust in CO ($56M); by covered participants it is Challenge Mfg. Holdings, Inc. Employee Stock Ownership Plan in MI (1,872 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,883 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 Alatrade Foods Holdings, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Alatrade Foods Holdings, Inc. Employee Stock Ownership Plan edged down modestly - down 4.9% during 2023, from $59M to $57M. Reported net income was $656K.
How have Alatrade Foods Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Alatrade Foods Holdings, Inc.'s sponsor-wide assets declined 15.5%, from $59M to $50M.
Where does Alatrade Foods Holdings, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Alatrade Foods Holdings, Inc. Employee Stock Ownership Plan ranks in the 87th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Alatrade Foods Holdings, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Lerch Bates Inc. Employee Stock Ownership Plan and Trust in CO ($56M, 351 participants).
Which ESOP plans cover a similar participant headcount to Alatrade Foods Holdings, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Challenge Mfg. Holdings, Inc. Employee Stock Ownership Plan in MI (1,872 participants, $22M 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 871043761.

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.