ESOP · DOL Form 5500 · 2023

Al's Liquor Store Holdings, Inc. ESOP

Data updated 2026-08-25

$23M
Total assets Small plan by assets
50
Participants Small participant base
75th
Percentile by assets National rank
$465,486
Avg per participant High balance/head
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Official DOL plan name: Al's Liquor Store Holdings, Inc. Employee Stock Ownership Plan · Sponsored by Al's Liquor Store Holdings, Inc. · South Carolina · Retail Trade

$23M in assets, 50 participants

Al's Liquor Store Holdings, Inc.'s Al's Liquor Store Holdings, Inc. Employee Stock Ownership Plan reported $23M in total assets and 50 participants in its 2023 DOL Form 5500 filing, ranking in the 75th 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.

  • #7,121 in Retail Trade (8,414 peers)

Where Al's Liquor Store Holdings, Inc. Employee Stock Ownership Plan sits by assets

Al's Liquor Store Holdings, Inc. Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $23M for 50 participants (~$465,486/participant), up 11.0% in 2023.

#7,121
in Retail Trade (8,414 peers)
+11.0%
assets growth YoY
0.2×
vs typical plan assets (national mean)

Al's Liquor Store Holdings, Inc. Employee Stock Ownership Plan's outsized position by total assets

Al's Liquor Store Holdings, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$23,274,312 Top 25% higher than 75% 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

Al's Liquor Store Holdings, 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. Al's Liquor Store Holdings, Inc. Employee Stock Ownership Plan is a small filing (50 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Al's Liquor Store Holdings, Inc. Employee Stock Ownership Plan reported net income rose from -$560K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Al's Liquor Store Holdings, Inc. Employee Stock Ownership Plan reported participants rose from 40 in the plan year 2022 filing to 50 in the plan year 2023 filing.
  • Al's Liquor Store Holdings, Inc. Employee Stock Ownership Plan end-of-year assets rose from $21M in the plan year 2022 filing to $23M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 471167097 · Al's Liquor Store Holdings, Inc. PY 2023 · ESOP

Al's Liquor Store Holdings, Inc. Employee Stock Ownership Plan · $23M · 50 · 75th

  • NET $23M
  • BOOK 50
  • VS-ST 75th
  • BOY ESOP
  • SCH near Golden Empire Mfg. Inc. Employee Stock Ownership Plan
  • EBSA ind #7121

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 South Carolina →

Al's Liquor Store Holdings, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Beta Group, Inc. Employee Stock Ownership PlanBeta Group, Inc. Employee St…$23MIntegrated Technologies Group, Inc. Employee Stock Ownership PlanIntegrated Technologies Grou…$23MAl's Liquor Store Holdings, Inc. Employee Stock Ownership PlanAl's Liquor Store Holdings, …$23MGolden Empire Mfg. Inc. Employee Stock Ownership PlanGolden Empire Mfg. Inc. Empl…$23MGutchess Lumber Employee Stock Ownership PlanGutchess Lumber Employee Sto…$23M
End-of-year total assets ($M) among Al's Liquor Store Holdings, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$21M
Net Assets (End of Year)$20M
Net Income$2M
Employer EIN471167097
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Al's Liquor Store Holdings, Inc.)

Sponsor-wide plan assets over time

All Al's Liquor Store Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$26M 22.33708232079104% vs 2022
2024 filing year
$20M$22M$24M$26M$28M 202220232024 $21M $25.7M ▲ +22.3%
Year Plans Participants Total Assets
2022 1 40 $21M
2023 1 50 $23M
2024 1 56 $26M

Nearby ESOP Plans in South Carolina

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

Al's Liquor Store Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in South Carolina, assets vs. participants Scatter plot of 6 data points. 0100200300400 020406080 Total assets ($M) Participants Al's Liquor Store Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 23.274312 · Participants: 50Al's Liquor Store Holdings, Inc. Employee Stock Ownership PlanBonitz, Inc. Employee Stock Ownership Plan, Total assets ($M): 61.605843 · Participants: 342Bonitz, Inc. Employee Stock Ownership PlanSynergi Employee Stock Ownership Plan, Total assets ($M): 21.055349 · Participants: 263Synergi Employee Stock Ownership PlanDwg, Inc. Consulting Engineers Employee Stock Ownership Plan, Total assets ($M): 14.105882 · Participants: 25Dwg, Inc. Consulting Engineers Employee Stock Ownership PlanLife Cycle Engineering, Inc. Employee Stock Ownership Plan, Total assets ($M): 13.852826 · Participants: 367Life Cycle Engineering, Inc. Employee Stock Ownership PlanEmployees Stock Ownership Plan of Emory Wilson Process, Inc., Total assets ($M): 13.108205 · Participants: 57Employees Stock Ownership Plan of Emory Wilson Process, Inc.
Al's Liquor Store Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in South Carolina, assets vs. participants
Compare Al's Liquor Store Holdings, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside South Carolina, the nearest ESOP by assets is Golden Empire Mfg. Inc. Employee Stock Ownership Plan in UT ($23M); by covered participants it is Tc Federal Bank Employee Stock Ownership Plan in GA (50 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (50 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 Al's Liquor Store Holdings, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Al's Liquor Store Holdings, Inc. Employee Stock Ownership Plan grew at a solid clip - up 11.0% during 2023, from $21M to $23M. Reported net income was $2M.
How have Al's Liquor Store Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Al's Liquor Store Holdings, Inc.'s sponsor-wide assets grew 22.3%, from $21M to $26M.
Where does Al's Liquor Store Holdings, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Al's Liquor Store Holdings, Inc. Employee Stock Ownership Plan ranks in the 75th 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 Al's Liquor Store Holdings, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Golden Empire Mfg. Inc. Employee Stock Ownership Plan in UT ($23M, 103 participants).
Which ESOP plans cover a similar participant headcount to Al's Liquor Store Holdings, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Tc Federal Bank Employee Stock Ownership Plan in GA (50 participants, $5M 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 471167097.

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.