ESOP · DOL Form 5500 · 2023
Alcalde & Fay ESOP
Data updated 2026-08-25
- $607K
- Total assets Small plan by assets
- 16
- Participants Small participant base
- 20th
- Percentile by assets National rank
- $37,916
- Avg per participant Low balance/head
Official DOL plan name: Alcalde & Fay, Ltd. Employee Stock Ownership Plan · Sponsored by Alcalde & Fay · Virginia · Professional & Technical Services
$607K in assets, 16 participants
Alcalde & Fay's Alcalde & Fay, Ltd. Employee Stock Ownership Plan reported $607K in total assets and 16 participants in its 2023 DOL Form 5500 filing, ranking in the 20th 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.
- #2,958 in Professional & Technical Services (20,321 peers)
Alcalde & Fay multi-year trail
Alcalde & Fay's plans moved -27.3% in assets from 2022 to 2024; this filing shows Alcalde & Fay, Ltd. Employee Stock Ownership Plan at $607K / 16 participants.
- #2,958
- in Professional & Technical Services (20,321 peers)
- -10.9%
- assets change YoY
The plan reported a net loss of $74K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Alcalde & Fay, Ltd. Employee Stock Ownership Plan among the smaller filed plans by assets
Alcalde & Fay, Ltd. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$606,650 20th percentile higher than 20% 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
Alcalde & Fay, Ltd. 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. Alcalde & Fay, Ltd. Employee Stock Ownership Plan is a small filing (16 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Alcalde & Fay, Ltd. Employee Stock Ownership Plan reported net income rose from -$101K in the plan year 2022 filing to -$74K in the plan year 2023 filing.
- Alcalde & Fay, Ltd. Employee Stock Ownership Plan end-of-year assets fell from $681K in the plan year 2022 filing to $607K in the plan year 2023 filing.
- Alcalde & Fay, Ltd. Employee Stock Ownership Plan reported participants fell from 17 in the plan year 2022 filing to 16 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 520996647 · Alcalde & Fay PY 2023 · ESOP
Alcalde & Fay, Ltd. Employee Stock Ownership Plan · $607K · 16 · 20th
- VS-ST $607K
- BOY 16
- SCH 20th
- EBSA ESOP
- PART near McDonald's Steel Corporation Employee Stock Ownership Plan
- TYPE ind #2958
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 Virginia →
Alcalde & Fay, Ltd. Employee Stock Ownership Plan in the asset neighbourhood
Alcalde & Fay multi-year asset trail
Sponsor-wide plan assets over time
All Alcalde & Fay plans reported in each filing year
- Latest sponsor-wide plan assets
- $495K 27.275839321578694% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 17 | $681K |
| 2023 | 1 | 16 | $607K |
| 2024 | 1 | 16 | $495K |
Alcalde & Fay filing trail (2023)
| Total Assets (Beginning of Year) | $681K |
|---|---|
| Net Assets (End of Year) | $607K |
| Net Income | -$74K |
| Employer EIN | 520996647 |
| Plan Effective Date | 1999-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Virginia
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Nvr, Inc. Employee Stock Ownership Plan $1.2B · 6,866
- The Resorts Companies, Inc. Employee Stock Ownership Plan $352M · 1,751
- American Systems Corporation Employee Stock Ownership Plan $331M · 1,782
- Modern Technology Solutions, Inc. Employee Stock Ownership Plan and Trust $322M · 1,652
- New River Electrical Corporation Employee Stock Ownership Plan $321M · 444
Alcalde & Fay, Ltd. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Virginia, the nearest ESOP by assets is McDonald's Steel Corporation Employee Stock Ownership Plan in OH ($607K); by covered participants it is Tgc Consolidated Employee Stock Ownership Plan in AZ (16 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($607K here).
- McDonald's Steel Corporation Employee Stock Ownership Plan (OH) $607K · 52
- Medical Justice Services Employee Stock Ownership Plan (NC) $604K · 11
- Empire Telephone Corporation Employee Stock Ownership Plan (NY) $603K · 23
- Haley's Lock, Safe & Key Service, Inc. Employee Stock Ownership Plan (IN) $610K · 18
Similar participant headcount
Nearest other-state filings by covered participants (16 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.