Other
2024 plan-year Other DOL Form 5500

Alatrade Foods Holdings, Inc. Employee Stock Ownership Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Alatrade Foods Holdings, Inc. · Alabama · Agriculture, Forestry & Fishing

What the 2023 filing shows

Alatrade Foods Holdings, Inc. Employee Stock Ownership Plan holds $50M for 1,891 participants — about $26,576 per participant, down 11.1% over the 2024 plan year.

$50M
total plan assets (2024 EOY)
1,891
covered participants
$26,576
avg assets per participant
-11.1%
assets change YoY

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.

Total Assets (2023)
$50M
Participants
1,891
State
Industry
Agriculture, Forestry & Fishing

What the Filing Says About Alatrade Foods Holdings, Inc. Employee Stock Ownership Plan

Alatrade Foods Holdings, Inc. Employee Stock Ownership Plan is a Other retirement plan sponsored by Alatrade Foods Holdings, Inc., headquartered in Alabama. As of the 2024 Form 5500 filing, the plan reports $50M in total end-of-year assets and covers 1,891 participants across the Agriculture, Forestry & Fishing industry. The sponsor's EIN on file with the U.S. Department of Labor is 871043761, and the plan has been effective since 2020-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $57M at the beginning of 2024 to $50M at year-end — a decline of 11.1%. Net assets (after liabilities) closed the year at $-75,866,166, with reported net income of $-2,663,234 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$57M
Total Assets (End of Year)$50M
Net Assets (End of Year)$-75,866,166
Net Income$-2,663,234
Plan TypeOther
Employer EIN871043761
Plan Effective Date2020-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Alatrade Foods Holdings, Inc.)

Year Plans Participants Total Assets
2022 1 969 $59M
2023 1 1,883 $57M
2024 1 1,891 $50M

Nearby Other Plans in Alabama

Peer Other plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the Alatrade Foods Holdings, Inc. Employee Stock Ownership Plan?
As of the 2024 Form 5500 filing, Alatrade Foods Holdings, Inc. Employee Stock Ownership Plan holds $50M in total assets with 1,891 participants. It is sponsored by Alatrade Foods Holdings, Inc..
What type of plan is Alatrade Foods Holdings, Inc. Employee Stock Ownership Plan?
Alatrade Foods Holdings, Inc. Employee Stock Ownership Plan is a Other plan. It has been effective since 2020-01-01. The plan is filed with the U.S. Department of Labor under EIN 871043761.
Who sponsors the Alatrade Foods Holdings, Inc. Employee Stock Ownership Plan?
Alatrade Foods Holdings, Inc. Employee Stock Ownership Plan is sponsored by Alatrade Foods Holdings, Inc., located in Alabama. The sponsor's EIN is 871043761 and the plan operates in the Agriculture, Forestry & Fishing industry.
How did Alatrade Foods Holdings, Inc. Employee Stock Ownership Plan perform in 2024?
Alatrade Foods Holdings, Inc. Employee Stock Ownership Plan declined by 11.1% during 2024, moving from $57M to $50M in total assets. Net income was $-2,663,234.
Where can I find official filings for Alatrade Foods Holdings, Inc. Employee Stock Ownership Plan?
Official Form 5500 filings for Alatrade Foods Holdings, Inc. Employee Stock Ownership Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 871043761 or plan name at efast.dol.gov.
How does Alatrade Foods Holdings, Inc. Employee Stock Ownership Plan compare to other plans?
You can compare Alatrade Foods Holdings, Inc. Employee Stock Ownership Plan against other Other plans on the plan type page, or view plans in Alabama on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 871043761.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

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