ESOP · DOL Form 5500 · 2024
Alcalde & Fay ESOP
Data updated 2026-08-25
- $495K
- Total assets Small plan by assets
- 16
- Participants Small participant base
- 18th
- Percentile by assets National rank
- $30,937
- Avg per participant Low balance/head
Official DOL plan name: Alcalde & Fay, Ltd. Employee Stock Ownership Plan · Sponsored by Alcalde & Fay · Virginia · Professional & Technical Services
$495K in assets, 16 participants
Alcalde & Fay's Alcalde & Fay, Ltd. Employee Stock Ownership Plan reported $495K in total assets and 16 participants in its 2024 DOL Form 5500 filing, ranking in the 18th 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.
- #2,705 in Professional & Technical Services (20,173 peers)
Alcalde & Fay multi-year trail
Alcalde & Fay's plans moved -27.3% in assets from 2022 to 2024; this filing shows Alcalde & Fay, Ltd. Employee Stock Ownership Plan at $495K / 16 participants.
- #2,705
- in Professional & Technical Services (20,173 peers)
- -18.4%
- assets change YoY
The plan reported a net loss of $112K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Alcalde & Fay, Ltd. Employee Stock Ownership Plan among the smaller filed plans by assets
Alcalde & Fay, Ltd. Employee Stock Ownership Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$494,989 18th percentile higher than 18% 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
Alcalde & Fay, Ltd. 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. Alcalde & Fay, Ltd. Employee Stock Ownership Plan is a small filing (16 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Alcalde & Fay, Ltd. Employee Stock Ownership Plan reported net income fell from -$74K in the plan year 2023 filing to -$112K in the plan year 2024 filing.
- Alcalde & Fay, Ltd. Employee Stock Ownership Plan end-of-year assets fell from $607K in the plan year 2023 filing to $495K in the plan year 2024 filing.
DOL schedule card
Filing strip 520996647 · Alcalde & Fay PY 2024 · ESOP
Alcalde & Fay, Ltd. Employee Stock Ownership Plan · $495K · 16 · 18th
- BOY $495K
- BOY 16
- BOY 18th
- BOY ESOP
- BOY near Trio Investments, Inc. Employees Stock Ownership Trust
- BOY ind #2705
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 Virginia →
Alcalde & Fay, Ltd. Employee Stock Ownership Plan in the asset neighbourhood
Alcalde & Fay multi-year asset trail
Sponsor-wide plan assets over time
All Alcalde & Fay plans reported in each filing year
- Latest sponsor-wide plan assets
- $495K 27.275839321578694% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 17 | $681K |
| 2023 | 1 | 16 | $607K |
| 2024 | 1 | 16 | $495K |
Alcalde & Fay filing trail (2024)
| Total Assets (Beginning of Year) | $607K |
|---|---|
| Net Assets (End of Year) | $495K |
| Net Income | -$112K |
| Employer EIN | 520996647 |
| Plan Effective Date | 1999-01-01 |
| Filing Status | FILING RECEIVED |
Nearby ESOP Plans in Virginia
Peer ESOP plans, same state, same plan type, ranked by total assets.
- Nvr, Inc. Employee Stock Ownership Plan $1.3B · 6,515
- Delta Star Employee Stock Ownership Plan $447M · 222
- Modern Technology Solutions, Inc. Employee Stock Ownership Plan and Trust $407M · 1,962
- The Resorts Companies, Inc. Employee Stock Ownership Plan $386M · 1,811
- New River Electrical Corporation Employee Stock Ownership Plan $380M · 458
Alcalde & Fay, Ltd. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount
Outside Virginia, the nearest ESOP by assets is Trio Investments, Inc. Employees Stock Ownership Trust in MO ($495K); by covered participants it is Mediu, Inc. Employee Stock Ownership Plan in OH (16 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($495K here).
- Trio Investments, Inc. Employees Stock Ownership Trust (MO) $495K · 4
- Kindness General Contractors Employee Stock Ownership Plan (CA) $496K · 88
- Citizens Savings Bank & Trust Company Employee Stock Ownership Plan (TN) $493K · 28
- Central-State Bancorp, Inc Employee Stock Ownership Plan (MI) $498K · 95
Similar participant headcount
Nearest other-state filings by covered participants (16 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.