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
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
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.
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
Filing particulars (2023)
| Total Assets (Beginning of Year) | $988K |
|---|---|
| Net Assets (End of Year) | $956K |
| Net Income | -$32K |
| Employer EIN | 460662001 |
| Plan Effective Date | 2012-07-26 |
| Filing Status | FILING 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
| 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.
- Dolese Bros. Co. Profit Sharing Plan $121M · 992
- Family & Children's Services 403(b) Plan $37M · 989
- Eskridge Auto Group Profit Sharing Plan $27M · 141
- Veenker Resources, Inc. Profit Sharing Plan $21M · 11
- Messer-Bowers Profit Sharing Plan $9M · 40
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.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($956K here).
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.