ESOP · DOL Form 5500 · 2024

Al's Liquor Store Holdings, Inc. ESOP

Data updated 2026-08-11

$26M
Total assets: 56
Participants: 75th
Percentile by assets: $458,125
Avg per participant

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.

75th percentile by assets (of 123,622 plans)
#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.

$26M
total plan assets (2024 EOY): 56
covered participants: 75th
percentile by assets (of 123,622 plans): $458,125
avg assets per participant

Where Al's Liquor Store Holdings, Inc. Employee Stock Ownership Plan sits 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 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.

See the national 2023→2024 release diff →

State

South Carolina

Industry

Retail Trade

Al's Liquor Store Holdings, Inc. Employee Stock Ownership Plan vs the 2024 asset distribution

By assets, Al's Liquor Store Holdings, Inc. Employee Stock Ownership Plan outranks 75% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.3x the national average plan size of $100M (721 average participants).

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.)

Total plan assets by year, all Al's Liquor Store Holdings, Inc. plans on file

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.

Al's Liquor Store Holdings, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in South Carolina, assets vs. participants

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

Compare Al's Liquor Store Holdings, Inc. Employe… side-by-side with 3 peers →

Similar-Sized ESOP Plans Nationally

ESOP plans in other states closest to Al's Liquor Store Holdings, Inc. Employee Stock Ownership Plan by total assets, not by location.

Henson Robinson Company Employee Stock Ownership Plan (IL) $26M · 50
Brewer Science Employee Stock Ownership Plan (MO) $26M · 435
Hc Employee Stock Ownership Plan () $26M · 430
Rycon Holdings Inc Employee Stock Ownership Plan and Trust (PA) $26M · 454

Frequently Asked Questions

How did Al's Liquor Store Holdings, Inc. Employee Stock Ownership Plan assets move in 2024? ▼

Al's Liquor Store Holdings, Inc. Employee Stock Ownership Plan grew at a solid clip - up 11.5% during 2024, from $23M to $26M. Reported net income was $3M.

How have Al's Liquor Store Holdings, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Al's Liquor Store Holdings, Inc.'s sponsor-wide assets grew 22.3%, from $21M to $26M.

Where does Al's Liquor Store Holdings, Inc. Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼

Al's Liquor Store Holdings, Inc. Employee Stock Ownership Plan ranks in the 75th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).

Which ESOP plans are similar in size to Al's Liquor Store Holdings, Inc. Employee Stock Ownership Plan? ▼

Among ESOP plans in other states, the closest by assets is Henson Robinson Company Employee Stock Ownership Plan in IL ($26M, 50 participants).

Next read for Al's Liquor Store Holdings, Inc. Employe…

Scale reading

Ways to act on Al's Liquor Store Holdings, Inc. Employee Stock Ownership Plan's numbers.

By total assets, Al's Liquor Store Holdings, Inc. Employee Stock Ownership Plan ranks in the top quartile of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar ESOP plans in South Carolina. Compare plans
Al's Liquor Store Holdings, Inc.'s sponsor-wide assets have grown 22.3% since 2022 across 3 plan years on file. More Retail Trade plans

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 471167097.