Profit Sharing · DOL Form 5500 · 2024

Dixie Oaks, Inc. Profit Sharing Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
2
Participants Small participant base
24th
Percentile by assets National rank
$579,984
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Dixie Oaks, Inc. Retirement Plan · Sponsored by Dixie Oaks, Inc. · Alabama · Retail Trade

$1M in assets, 2 participants

Dixie Oaks, Inc.'s Dixie Oaks, Inc. Retirement Plan reported $1M in total assets and 2 participants in its 2024 DOL Form 5500 filing, ranking in the 24th 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.

  • #2,949 in Retail Trade (8,048 peers)

What the 2024 filing shows

Dixie Oaks, Inc. Retirement Plan holds $1M for 2 participants - about $579,984 per participant, among the smaller plans by assets on file.

#2,949
in Retail Trade (8,048 peers)
-3.6%
assets change YoY

The plan reported a net loss of $43K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Dixie Oaks, Inc. Retirement Plan among the smaller filed plans by assets

Dixie Oaks, Inc. Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$1,159,968 24th percentile higher than 24% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Dixie Oaks, Inc. Retirement Plan among micro filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Dixie Oaks, Inc. Retirement Plan is a micro filing (2 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Dixie Oaks, Inc. Retirement Plan reported net income fell from $56K in the plan year 2023 filing to -$43K in the plan year 2024 filing.
  • Dixie Oaks, Inc. Retirement Plan end-of-year assets fell from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 464262172 · Dixie Oaks, Inc. PY 2024 · Profit Sharing

Dixie Oaks, Inc. Retirement Plan · $1M · 2 · 24th

  • EOY $1M
  • EOY 2
  • EOY 24th
  • EOY Profit Sharing
  • EOY near 24/7 Flood Response, Inc. Profit Sharing Plan
  • EOY ind #2949

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 Retail Trade retirement plans → · Plans in Alabama →

Dixie Oaks, Inc. Retirement Plan in the asset neighbourhood

Dixie Oaks, Inc. Retirement PlanDixie Oaks, Inc. Retirement …$1M24/7 Flood Response, Inc. Profit Sharing Plan24/7 Flood Response, Inc. Pr…$1MKld Diamonds Inc. Profit Sharing PlanKld Diamonds Inc. Profit Sha…$1MRomanelli Ventures Inc. Profit Sharing PlanRomanelli Ventures Inc. Prof…$1MJuan Senquiz Diaz Retirement PlanJuan Senquiz Diaz Retirement…$1M
End-of-year total assets ($M) among Dixie Oaks, Inc. Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income-$43K
Employer EIN464262172
Plan Effective Date2013-12-09
Filing StatusFILING RECEIVED

Sponsor Plan History (Dixie Oaks, Inc.)

Sponsor-wide plan assets over time

All Dixie Oaks, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 1.133952127446245% vs 2022
2024 filing year
$1.14M$1.16M$1.18M$1.2M$1.22M 202220232024 $1.15M $1.16M ▲ +0.9%
Year Plans Participants Total Assets
2022 1 2 $1M
2023 1 2 $1M
2024 1 2 $1M

Nearby Profit Sharing Plans in Alabama

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Dixie Oaks, Inc. Retirement Plan vs. nearby Profit Sharing plans in Alabama, assets vs. participants Scatter plot of 6 data points. -50005001000150020002500 -200204060 Total assets ($M) Participants Dixie Oaks, Inc. Retirement Plan, Total assets ($M): 1.159968 · Participants: 2Dixie Oaks, Inc. Retirement PlanThe Health Care Authority for Baptist Health Matching Dollar Plan, Total assets ($M): 48.988463 · Participants: 2217The Health Care Authority for Baptist Health Matching Dollar PlanEwtn 403(b) Retirement Savings Plan, Total assets ($M): 40.769673 · Participants: 468Ewtn 403(b) Retirement Savings PlanPathology Associates, P.C. Profit Sharing Plan and Trust, Total assets ($M): 34.666809 · Participants: 40Pathology Associates, P.C. Profit Sharing Plan and TrustRadiology Associates of Dothan, P.a. Profit Sharing Plan, Total assets ($M): 27.607066 · Participants: 16Radiology Associates of Dothan, P.a. Profit Sharing PlanAuto Investment, Inc. 401(k) Plan, Total assets ($M): 27.311595 · Participants: 401Auto Investment, Inc. 401(k) Plan
Dixie Oaks, Inc. Retirement Plan vs. nearby Profit Sharing plans in Alabama, assets vs. participants
Compare Dixie Oaks, Inc. Retirement Plan side-by-side with 3 peers →

Dixie Oaks, Inc. Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Alabama, the nearest Profit Sharing by assets is 24/7 Flood Response, Inc. Profit Sharing Plan in CO ($1M); by covered participants it is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2 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.

Frequently Asked Questions

How did Dixie Oaks, Inc. Retirement Plan assets move in 2024? ▼
Dixie Oaks, Inc. Retirement Plan edged down modestly - down 3.6% during 2024, from $1M to $1M. Reported net income was -$43K.
How have Dixie Oaks, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Dixie Oaks, Inc.'s sponsor-wide assets grew 1.1%, from $1M to $1M.
Where does Dixie Oaks, Inc. Retirement Plan rank by assets among Form 5500 filers? ▼
Dixie Oaks, Inc. Retirement Plan ranks in the 24th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which Profit Sharing plans are similar in size to Dixie Oaks, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is 24/7 Flood Response, Inc. Profit Sharing Plan in CO ($1M, 5 participants).
Which Profit Sharing plans cover a similar participant headcount to Dixie Oaks, Inc. Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Johnson Goldberg & Brown, Ltd Profit Sharing Plan in IL (2 participants, $5M in assets).

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 464262172.

Read our methodology - how this data is sourced, computed, and verified.

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