Profit Sharing · DOL Form 5500 · 2023

Liquor Express Inc Profit Sharing Plan

Data updated 2026-08-25

$274K
Total assets Small plan by assets: 3
Participants Small participant base: 13th
Percentile by assets National rank: $91,475
Avg per participant Below avg balance/head

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Official DOL plan name: Dwm Cust for Liquor Express Fbo Pooled Accounting C/O Tom Gee Vip Plvs Pft Sharing Dtd 09/29/1993 · Sponsored by Liquor Express Inc · Arizona · Retail Trade

$274K in assets, 3 participants

Liquor Express Inc's Dwm Cust for Liquor Express Fbo Pooled Accounting C/O Tom Gee Vip Plvs Pft Sharing Dtd 09/29/1993 reported $274K in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 13th 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.

#1,782 in Retail Trade (8,414 peers)

Liquor Express Inc multi-year trail

Liquor Express Inc's plans moved +34.9% in assets from 2022 to 2024; this filing shows Dwm Cust for Liquor Express Fbo Pooled Accounting C/O Tom Gee Vip Plvs Pft Sharing Dtd 09/29/1993 at $274K / 3 participants.

#1,782
in Retail Trade (8,414 peers): +23.6%
assets growth YoY

Dwm Cust for Liquor Express Fbo Pooled Accounting C/O Tom Gee Vip Plvs Pft Sharing Dtd 09/29/1993 among the smaller filed plans by assets

Dwm Cust for Liquor Express Fbo Pooled Accounting C/O Tom Gee Vip Plvs Pft Sharing Dtd 09/29/1993 vs every filed plan by assets

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

$274,424 13th percentile higher than 13% 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

Dwm Cust for Liquor Express Fbo Pooled Accounting C/O Tom Gee Vip Plvs Pft Sharing Dtd 09/29/1993 among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Dwm Cust for Liquor Express Fbo Pooled Accounting C/O Tom Gee Vip Plvs Pft Sharing Dtd 09/29/1993 is a micro filing (3 participants), the leftmost band.

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Dwm Cust for Liquor Express Fbo Pooled Accounting C/O Tom Gee Vip Plvs Pft Sharing Dtd 09/29/1993 reported net income rose from -$1K in the plan year 2022 filing to $52K in the plan year 2023 filing.
Dwm Cust for Liquor Express Fbo Pooled Accounting C/O Tom Gee Vip Plvs Pft Sharing Dtd 09/29/1993 end-of-year assets rose from $222K in the plan year 2022 filing to $274K in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 860720490 · Liquor Express Inc PY 2023 · Profit Sharing

Dwm Cust for Liquor Express Fbo Pooled Accounting C/O Tom Gee Vip Plvs Pft Sharing Dtd 09/29/1993 · $274K · 3 · 13th

SCH $274K
SCH 3
SCH 13th
SCH Profit Sharing
SCH near Great Lakes Cremation & Burial Care, Inc. Retirement Plan
SCH ind #1782

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 Arizona →

End-of-year total assets ($M) among Dwm Cust for Liquor Express Fbo Pooled Accounting C/O Tom Gee Vip Plvs Pft Sharing Dtd 09/29/1993 and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Liquor Express Inc multi-year asset trail

Latest sponsor-wide plan assets: $300K 34.94896466022215% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	3	$222K
2023	1	3	$274K
2024	1	3	$300K

Liquor Express Inc filing trail (2023)

Total Assets (Beginning of Year)	$222K
Net Assets (End of Year)	$274K
Net Income	$52K
Employer EIN	860720490
Plan Effective Date	1992-12-02
Filing Status	FILING RECEIVED

Nearby Profit Sharing Plans in Arizona

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

Dwm Cust for Liquor Express Fbo Pooled Accounting C/O Tom Gee Vip Plvs Pft Sharing Dtd 09/29/1993 vs. nearby Profit Sharing plans in Arizona, assets vs. participants

Kitchell Affiliates Employees' Profit Sharing Plan $55M · 543
Food & Beverage Workers Union Local 23 & Employers Pension Plan $44M · 1,680
M R Sheet Metal Mfg Inc Profit Sharing Plan Trust $38M · 26
Marana Health Center, Inc. 403b Plan $28M · 725
Center for Biological Diversity 403(b) DC Plan $26M · 180

Compare Dwm Cust for Liquor Express Fbo Pooled Accounting C/O Tom Gee Vip Plvs Pft Sharing Dtd 09/29/1993 side-by-side with 3 peers →

Dwm Cust for Liquor Express Fbo Pooled Accounting C/O Tom Gee Vip Plvs Pft Sharing Dtd 09/29/1993's out-of-state Profit Sharing peers by assets and headcount

Outside Arizona, the nearest Profit Sharing by assets is Great Lakes Cremation & Burial Care, Inc. Retirement Plan in MI ($274K); by covered participants it is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($274K here).

Great Lakes Cremation & Burial Care, Inc. Retirement Plan (MI) $274K · 4
Dob Empire Inc. Retirement Plan (VA) $274K · 1
Research and Research Profit Sharing Retirement Plan (PR) $274K · 14
C. Dobi Industries Inc. Retirement Plan (ID) $274K · 5

Similar participant headcount

Nearest other-state filings by covered participants (3 participants); asset peers above are excluded.

Dick & Jane, Inc. Profit Sharing Plan & Trust (CO) 3 · 0 off
Prairiestar Enterprises, Inc. Profit Sharing Plan (KS) 3 · 0 off
Js Kech, Inc. Profit Sharing Plan (CA) 3 · 0 off
Ansonics Money Purchase Plan (OR) 3 · 0 off

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 Dwm Cust for Liquor Express Fbo Pooled Accounting C/O Tom Gee Vip Plvs Pft Sharing Dtd 09/29/1993 assets move in 2023? ▼

Dwm Cust for Liquor Express Fbo Pooled Accounting C/O Tom Gee Vip Plvs Pft Sharing Dtd 09/29/1993 grew sharply - up 23.6% during 2023, from $222K to $274K. Reported net income was $52K.

How have Liquor Express Inc plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Liquor Express Inc's sponsor-wide assets grew 34.9%, from $222K to $300K.

Where does Dwm Cust for Liquor Express Fbo Pooled Accounting C/O Tom Gee Vip Plvs Pft Sharing Dtd 09/29/1993 rank by assets among Form 5500 filers? ▼

Dwm Cust for Liquor Express Fbo Pooled Accounting C/O Tom Gee Vip Plvs Pft Sharing Dtd 09/29/1993 ranks in the 13th 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 Dwm Cust for Liquor Express Fbo Pooled Accounting C/O Tom Gee Vip Plvs Pft Sharing Dtd 09/29/1993? ▼

Among Profit Sharing plans in other states, the closest by assets is Great Lakes Cremation & Burial Care, Inc. Retirement Plan in MI ($274K, 4 participants).

Which Profit Sharing plans cover a similar participant headcount to Dwm Cust for Liquor Express Fbo Pooled Accounting C/O Tom Gee Vip Plvs Pft Sharing Dtd 09/29/1993? ▼

Among Profit Sharing plans in other states, the closest by covered participants is Dick & Jane, Inc. Profit Sharing Plan & Trust in CO (3 participants, $751K 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 860720490.