ESOP · DOL Form 5500 · 2023

Al's Liquor Store Holdings, Inc. ESOP

Data updated 2026-08-11

$23M
Total assets: 50
Participants: 75th
Percentile by assets: $465,486
Avg per participant

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.

75th percentile by assets (of 127,072 plans)
#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.

$23M
total plan assets (2023 EOY): 50
covered participants: 75th
percentile by assets (of 127,072 plans): $465,486
avg assets per participant

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 →

State

South Carolina

Industry

Retail Trade

Al's Liquor Store Holdings, Inc. Employee Stock Ownership Plan vs the 2023 asset distribution

By assets, Al's Liquor Store Holdings, Inc. Employee Stock Ownership Plan outranks 75% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.2x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)	$21M
Net Assets (End of Year)	$20M
Net Income	$2M
Employer EIN	471167097
Plan Effective Date	2013-01-01
Filing Status	FILING RECEIVED

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

Total plan assets by year, all Al's Liquor Store Holdings, Inc. plans on file

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

Bonitz, Inc. Employee Stock Ownership Plan $62M · 342
Synergi Employee Stock Ownership Plan $21M · 263
Dwg, Inc. Consulting Engineers Employee Stock Ownership Plan $14M · 25
Life Cycle Engineering, Inc. Employee Stock Ownership Plan $14M · 367
Employees Stock Ownership Plan of Emory Wilson Process, Inc. $13M · 57

Compare Al's Liquor Store Holdings, Inc. Employe… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Al's Liquor Store Holdings, Inc. Employee Stock Ownership Plan by total assets, not by location.

Golden Empire Mfg. Inc. Employee Stock Ownership Plan (UT) $23M · 103
Integrated Technologies Group, Inc. Employee Stock Ownership Plan (CA) $23M · 96
Gutchess Lumber Employee Stock Ownership Plan (NY) $23M · 418
Beta Group, Inc. Employee Stock Ownership Plan (RI) $23M · 162

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).

Next read for Al's Liquor Store Holdings, Inc. Employe…

Scale reading

Ways to act on Al's Liquor Store Holdings, Inc. Employee Stock Ownership Plan's numbers.

By total assets, Al's Liquor Store Holdings, Inc. Employee Stock Ownership Plan ranks in the top quartile of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar ESOP plans in South Carolina. Compare plans
Al's Liquor Store Holdings, Inc.'s sponsor-wide assets have grown 22.3% since 2022 across 3 plan years on file. More Retail Trade plans

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.