Profit Sharing · DOL Form 5500 · 2023

Dixie Oaks, Inc. Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
2
Participants Small participant base
25th
Percentile by assets National rank
$601,650
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Dixie Oaks, Inc. Retirement Plan · Sponsored by Dixie Oaks, Inc. · Alabama · Retail Trade

$1M in assets, 2 participants

Dixie Oaks, Inc.'s Dixie Oaks, Inc. Retirement Plan reported $1M in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 25th 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.

  • #3,180 in Retail Trade (8,414 peers)

What the 2023 filing shows

Dixie Oaks, Inc. Retirement Plan holds $1M for 2 participants - about $601,650 per participant, in the lower half of filed plans by assets.

#3,180
in Retail Trade (8,414 peers)
+4.9%
assets growth YoY

Dixie Oaks, Inc. Retirement Plan among the smaller filed plans by assets

Dixie Oaks, Inc. Retirement Plan vs every filed plan by assets

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

$1,203,299 25th percentile higher than 25% 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

Dixie Oaks, 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. Dixie Oaks, 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

  • Dixie Oaks, Inc. Retirement Plan reported net income rose from -$61K in the plan year 2022 filing to $56K in the plan year 2023 filing.
  • Dixie Oaks, Inc. Retirement Plan end-of-year assets rose from $1M in the plan year 2022 filing to $1M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 464262172 · Dixie Oaks, Inc. PY 2023 · Profit Sharing

Dixie Oaks, Inc. Retirement Plan · $1M · 2 · 25th

  • EOY $1M
  • 5500 2
  • ASSETS 25th
  • PCT Profit Sharing
  • EIN near Rogers Hewitt Inc. Retirement Plan
  • RANK ind #3180

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 Alabama →

Dixie Oaks, Inc. Retirement Plan in the asset neighbourhood

Dixie Oaks, Inc. Retirement PlanDixie Oaks, Inc. Retirement …$1MRogers Hewitt Inc. Retirement PlanRogers Hewitt Inc. Retiremen…$1MMatrix Planning Inc., Profit Sharing PlanMatrix Planning Inc., Profit…$1MInner Parish Security Corporation Retirement PlanInner Parish Security Corpor…$1MNielson Capital, Inc.. Retirement PlanNielson Capital, Inc.. Retir…$1M
End-of-year total assets ($M) among Dixie Oaks, Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Filing particulars (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$56K
Employer EIN464262172
Plan Effective Date2013-12-09
Filing StatusFILING RECEIVED

Sponsor Plan History (Dixie Oaks, Inc.)

Sponsor-wide plan assets over time

All Dixie Oaks, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 1.133952127446245% vs 2022
2024 filing year
$1.14M$1.16M$1.18M$1.2M$1.22M 202220232024 $1.15M $1.16M ▲ +0.9%
Year Plans Participants Total Assets
2022 1 2 $1M
2023 1 2 $1M
2024 1 2 $1M

Nearby Profit Sharing Plans in Alabama

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

Dixie Oaks, Inc. Retirement Plan vs. nearby Profit Sharing plans in Alabama, assets vs. participants Scatter plot of 6 data points. -50005001000150020002500 -1001020304050 Total assets ($M) Participants Dixie Oaks, Inc. Retirement Plan, Total assets ($M): 1.203299 · Participants: 2Dixie Oaks, Inc. Retirement PlanThe Health Care Authority for Baptist Health Matching Dollar Plan, Total assets ($M): 44.503015 · Participants: 2207The Health Care Authority for Baptist Health Matching Dollar PlanPathology Associates, P.C. Profit Sharing Plan and Trust, Total assets ($M): 33.014269 · Participants: 42Pathology Associates, P.C. Profit Sharing Plan and TrustRadiology Associates of Dothan, P.a. Profit Sharing Plan, Total assets ($M): 27.308429 · Participants: 16Radiology Associates of Dothan, P.a. Profit Sharing PlanAuto Investment, Inc. 401(k) Plan, Total assets ($M): 23.866265 · Participants: 392Auto Investment, Inc. 401(k) PlanSouthlake Orthopaedics Sports Medicine & Spine Center Profit Sharing Plan, Total assets ($M): 15.424017 · Participants: 103Southlake Orthopaedics Sports Medicine & Spine Center Profit Sharing Plan
Dixie Oaks, Inc. Retirement Plan vs. nearby Profit Sharing plans in Alabama, assets vs. participants
Compare Dixie Oaks, Inc. Retirement Plan side-by-side with 3 peers →

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

Outside Alabama, the nearest Profit Sharing by assets is Rogers Hewitt Inc. Retirement Plan in NY ($1M); 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 Dixie Oaks, Inc. Retirement Plan assets move in 2023? ▼
Dixie Oaks, Inc. Retirement Plan edged up modestly - up 4.9% during 2023, from $1M to $1M. Reported net income was $56K.
How have Dixie Oaks, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Dixie Oaks, Inc.'s sponsor-wide assets grew 1.1%, from $1M to $1M.
Where does Dixie Oaks, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Dixie Oaks, Inc. Retirement Plan ranks in the 25th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the lower half of filed plans by assets).
Which Profit Sharing plans are similar in size to Dixie Oaks, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Rogers Hewitt Inc. Retirement Plan in NY ($1M, 4 participants).
Which Profit Sharing plans cover a similar participant headcount to Dixie Oaks, 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).

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 464262172.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.