ESOP · DOL Form 5500 · 2024
Alatrade Foods Holdings, Inc. ESOP
Data updated 2026-08-25
- $50M
- Total assets Below avg plan size
- 1,891
- Participants Near avg headcount
- 84th
- Percentile by assets National rank
- $26,576
- Avg per participant Low balance/head
Official DOL plan name: Alatrade Foods Holdings, Inc. Employee Stock Ownership Plan · Sponsored by Alatrade Foods Holdings, Inc. · Alabama · Agriculture, Forestry & Fishing
$50M in assets, 1,891 participants
Alatrade Foods Holdings, Inc.'s Alatrade Foods Holdings, Inc. Employee Stock Ownership Plan reported $50M in total assets and 1,891 participants in its 2024 DOL Form 5500 filing, ranking in the 84th 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.
- #1,107 in Agriculture, Forestry & Fishing (1,217 peers)
Coverage in Alabama
Alatrade Foods Holdings, Inc. Employee Stock Ownership Plan covers 1,891 participants in Alabama, 5.3x the typical Alabama plan (state average ~360 per filing). Assets: $50M.
- #1,107
- in Agriculture, Forestry & Fishing (1,217 peers)
- -11.1%
- assets change YoY
- 0.5×
- vs typical plan assets (national mean)
The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Alatrade Foods Holdings, Inc. Employee Stock Ownership Plan's outsized position by total assets
Alatrade Foods Holdings, Inc. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$50,256,006 Top 16% higher than 84% 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
Alatrade Foods Holdings, Inc. Employee Stock Ownership Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Alatrade Foods Holdings, Inc. Employee Stock Ownership Plan lands in the large band (1,891 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Alatrade Foods Holdings, Inc. Employee Stock Ownership Plan reported net income fell from $656K in the plan year 2023 filing to -$3M in the plan year 2024 filing.
- Alatrade Foods Holdings, Inc. Employee Stock Ownership Plan end-of-year assets fell from $57M in the plan year 2023 filing to $50M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 871043761 · Alatrade Foods Holdings, Inc. PY 2024 · ESOP
Alatrade Foods Holdings, Inc. Employee Stock Ownership Plan · $50M · 1,891 · 84th
- TYPE $50M
- NET 1,891
- BOOK 84th
- VS-ST ESOP
- BOY near Grassi Advisory Group Employee Stock Ownership Plan
- SCH ind #1107
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 Alabama →
Alatrade Foods Holdings, Inc. Employee Stock Ownership Plan in the asset neighbourhood
Alabama filing particulars
| Total Assets (Beginning of Year) | $57M |
|---|---|
| Net Assets (End of Year) | -$76M |
| Net Income | -$3M |
| Employer EIN | 871043761 |
| Plan Effective Date | 2020-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Alatrade Foods Holdings, Inc.)
Sponsor-wide plan assets over time
All Alatrade Foods Holdings, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $50M 15.464578988304437% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 969 | $59M |
| 2023 | 1 | 1,883 | $57M |
| 2024 | 1 | 1,891 | $50M |
Nearby ESOP Plans in Alabama
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Starfish Holdings, Inc. Employee Stock Ownership Plan $515M · 1,644
- Inline Electric Employee Stock Ownership Plan $243M · 298
- Signature Homes Employee Stock Ownership Plan $225M · 125
- Radiance Technologies, Inc. Employee Stock Ownership Plan $195M · 1,041
- Employee Stock Ownership Plan for Employees of David Volkert and Associates, Inc. and Subsidiaries $182M · 958
Alatrade Foods Holdings, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Alabama, the nearest ESOP by assets is Grassi Advisory Group Employee Stock Ownership Plan in NY ($50M); by covered participants it is Kci Technologies, Inc. Employee Stock Ownership Plan in MD (1,918 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($50M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,891 participants); asset peers above are excluded.
- Kci Technologies, Inc. Employee Stock Ownership Plan (MD) 1,918 · 27 off
- Bancfirst Corporation Employee Stock Ownership Plan (OK) 1,860 · 31 off
- Ngroup Employee Stock Ownership Plan (SC) 1,859 · 32 off
- Jjf Management Services, Inc. ESOP (MD) 1,850 · 41 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.