Profit Sharing · DOL Form 5500 · 2023

Ale Enterprises, Inc. Profit Sharing Plan

Data updated 2026-08-25

$956K
Total assets Small plan by assets
2
Participants Small participant base
23rd
Percentile by assets National rank
$477,774
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Ale Enterprises, Inc. Retirement Plan · Sponsored by Ale Enterprises, Inc. · Oklahoma · Retail Trade

$956K in assets, 2 participants

Ale Enterprises, Inc.'s Ale Enterprises, Inc. Retirement Plan reported $956K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 23rd 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.

  • #3,000 in Retail Trade (8,414 peers)

What the 2023 filing shows

Ale Enterprises, Inc. Retirement Plan holds $956K for 2 participants - about $477,774 per participant, among the smaller plans by assets on file.

#3,000
in Retail Trade (8,414 peers)
-3.3%
assets change YoY

The plan reported a net loss of $32K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Ale Enterprises, Inc. Retirement Plan among the smaller filed plans by assets

Ale Enterprises, Inc. Retirement Plan vs every filed plan by assets

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

$955,547 23rd percentile higher than 23% 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

Ale Enterprises, Inc. Retirement Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Ale Enterprises, Inc. Retirement Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ale Enterprises, Inc. Retirement Plan reported net income fell from $178K in the plan year 2022 filing to -$32K in the plan year 2023 filing.
  • Ale Enterprises, Inc. Retirement Plan end-of-year assets fell from $988K in the plan year 2022 filing to $956K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 460662001 · Ale Enterprises, Inc. PY 2023 · Profit Sharing

Ale Enterprises, Inc. Retirement Plan · $956K · 2 · 23rd

  • EOY $956K
  • EOY 2
  • EOY 23rd
  • EOY Profit Sharing
  • EOY near Presbyterian Homes in the Presbytery of Lake Erie Profit Sharing Plan
  • EOY ind #3000

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 Oklahoma →

Ale Enterprises, Inc. Retirement Plan in the asset neighbourhood

Ale Enterprises, Inc. Retirement PlanAle Enterprises, Inc. Retire…$956KPresbyterian Homes in the Presbytery of Lake Erie Profit Sharing PlanPresbyterian Homes in the Pr…$956KA&m Systems Inc. Retirement PlanA&m Systems Inc. Retirement …$956KFiretech Engineering, Inc. Profit Sharing PlanFiretech Engineering, Inc. P…$955KStandard Granite & Marble Corp. Profit Sharing Plan and TrustStandard Granite & Marble Co…$955K
End-of-year total assets ($M) among Ale Enterprises, Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$988K
Net Assets (End of Year)$956K
Net Income-$32K
Employer EIN460662001
Plan Effective Date2012-07-26
Filing StatusFILING RECEIVED

Sponsor Plan History (Ale Enterprises, Inc.)

Sponsor-wide plan assets over time

All Ale Enterprises, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$945K 4.359422050153091% vs 2022
2024 filing year
$0.92M$0.94M$0.96M$0.98M$1M 202220232024 $0.99M $0.94M ▼ -5.1%
Year Plans Participants Total Assets
2022 1 2 $988K
2023 1 2 $956K
2024 1 2 $945K

Nearby Profit Sharing Plans in Oklahoma

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

Ale Enterprises, Inc. Retirement Plan vs. nearby Profit Sharing plans in Oklahoma, assets vs. participants Scatter plot of 6 data points. -500050010001500 -50050100150 Total assets ($M) Participants Ale Enterprises, Inc. Retirement Plan, Total assets ($M): 0.955547 · Participants: 2Ale Enterprises, Inc. Retirement PlanDolese Bros. Co. Profit Sharing Plan, Total assets ($M): 120.922937 · Participants: 992Dolese Bros. Co. Profit Sharing PlanFamily & Children's Services 403(b) Plan, Total assets ($M): 37.32253 · Participants: 989Family & Children's Services 403(b) PlanEskridge Auto Group Profit Sharing Plan, Total assets ($M): 27.111234 · Participants: 141Eskridge Auto Group Profit Sharing PlanVeenker Resources, Inc. Profit Sharing Plan, Total assets ($M): 20.884443 · Participants: 11Veenker Resources, Inc. Profit Sharing PlanMesser-Bowers Profit Sharing Plan, Total assets ($M): 9.274333 · Participants: 40Messer-Bowers Profit Sharing Plan
Ale Enterprises, Inc. Retirement Plan vs. nearby Profit Sharing plans in Oklahoma, assets vs. participants

Ale Enterprises, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Oklahoma, the nearest Profit Sharing by assets is Presbyterian Homes in the Presbytery of Lake Erie Profit Sharing Plan in PA ($956K); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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 Ale Enterprises, Inc. Retirement Plan assets move in 2023?
Ale Enterprises, Inc. Retirement Plan edged down modestly - down 3.3% during 2023, from $988K to $956K. Reported net income was -$32K.
How have Ale Enterprises, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Ale Enterprises, Inc.'s sponsor-wide assets declined 4.4%, from $988K to $945K.
Where does Ale Enterprises, Inc. Retirement Plan rank by assets among Form 5500 filers?
Ale Enterprises, Inc. Retirement Plan ranks in the 23rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Ale Enterprises, Inc. Retirement Plan?
Among Profit Sharing plans in other states, the closest by assets is Presbyterian Homes in the Presbytery of Lake Erie Profit Sharing Plan in PA ($956K, 283 participants).
Which Profit Sharing plans cover a similar participant headcount to Ale Enterprises, Inc. Retirement Plan?
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $5M in assets).