ESOP · DOL Form 5500 · 2024
Al's Liquor Store Holdings, Inc. ESOP
Data updated 2026-08-25
- $26M
- Total assets Below avg plan size
- 56
- Participants Small participant base
- 75th
- Percentile by assets National rank
- $458,125
- Avg per participant High balance/head
Official DOL plan name: Al's Liquor Store Holdings, Inc. Employee Stock Ownership Plan · Sponsored by Al's Liquor Store Holdings, Inc. · South Carolina · Retail Trade
$26M in assets, 56 participants
Al's Liquor Store Holdings, Inc.'s Al's Liquor Store Holdings, Inc. Employee Stock Ownership Plan reported $26M in total assets and 56 participants in its 2024 DOL Form 5500 filing, ranking in the 75th 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.
- #6,795 in Retail Trade (8,048 peers)
Where Al's Liquor Store Holdings, Inc. Employee Stock Ownership Plan sits by assets
Al's Liquor Store Holdings, Inc. Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $26M for 56 participants (~$458,125/participant), up 11.5% in 2024.
- #6,795
- in Retail Trade (8,048 peers)
- +11.5%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
Al's Liquor Store Holdings, Inc. Employee Stock Ownership Plan's outsized position by total assets
Al's Liquor Store Holdings, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$25,654,978 Top 25% higher than 75% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Al's Liquor Store Holdings, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Al's Liquor Store Holdings, Inc. Employee Stock Ownership Plan is a small filing (56 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Al's Liquor Store Holdings, Inc. Employee Stock Ownership Plan reported net income rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
- Al's Liquor Store Holdings, Inc. Employee Stock Ownership Plan reported participants rose from 50 in the plan year 2023 filing to 56 in the plan year 2024 filing.
- Al's Liquor Store Holdings, Inc. Employee Stock Ownership Plan end-of-year assets rose from $23M in the plan year 2023 filing to $26M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 471167097 · Al's Liquor Store Holdings, Inc. PY 2024 · ESOP
Al's Liquor Store Holdings, Inc. Employee Stock Ownership Plan · $26M · 56 · 75th
- PCT $26M
- PCT 56
- PCT 75th
- PCT ESOP
- PCT near Henson Robinson Company Employee Stock Ownership Plan
- PCT ind #6795
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 South Carolina →
Al's Liquor Store Holdings, Inc. Employee Stock Ownership Plan in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $23M |
|---|---|
| Net Assets (End of Year) | $23M |
| Net Income | $3M |
| Employer EIN | 471167097 |
| Plan Effective Date | 2013-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Al's Liquor Store Holdings, Inc.)
Sponsor-wide plan assets over time
All Al's Liquor Store Holdings, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $26M 22.33708232079104% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 40 | $21M |
| 2023 | 1 | 50 | $23M |
| 2024 | 1 | 56 | $26M |
Nearby ESOP Plans in South Carolina
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Life Cycle Engineering, Inc. Employee Stock Ownership Plan $25M · 373
- Ngroup Employee Stock Ownership Plan $25M · 1,859
- Dwg, Inc. Consulting Engineers Employee Stock Ownership Plan $21M · 31
- Synergi Employee Stock Ownership Plan $17M · 286
- Employee Stock Ownership Plan of Emory Wilson Process, Inc. $16M · 78
Al's Liquor Store Holdings, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside South Carolina, the nearest ESOP by assets is Henson Robinson Company Employee Stock Ownership Plan in IL ($26M); by covered participants it is Admix, Inc. Employee Stock Ownership Plan in NH (56 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($26M here).
Similar participant headcount
Nearest other-state filings by covered participants (56 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.