Other · DOL Form 5500 · 2022

Alliance Health Management Services, LLC Retirement Plan

Data updated 2026-08-25

$924K
Total assets Small plan by assets
35
Participants Small participant base
24th
Percentile by assets National rank
$26,396
Avg per participant Low balance/head
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Official DOL plan name: Alliance Health Management Services, LLC 403(b) Plan · Sponsored by Alliance Health Management Services, LLC · Massachusetts · Healthcare & Social Assistance

$924K in assets, 35 participants

Alliance Health Management Services, LLC's Alliance Health Management Services, LLC 403(b) Plan reported $924K in total assets and 35 participants in its 2022 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.

  • #4,220 in Healthcare & Social Assistance (20,060 peers)

Alliance Health Management Services, LLC multi-year trail

Alliance Health Management Services, LLC's plans moved +64.4% in assets from 2022 to 2024; this filing shows Alliance Health Management Services, LLC 403(b) Plan at $924K / 35 participants.

#4,220
in Healthcare & Social Assistance (20,060 peers)
+3.2%
assets growth YoY

Alliance Health Management Services, LLC 403(b) Plan among the smaller filed plans by assets

Alliance Health Management Services, LLC 403(b) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$923,851 24th percentile higher than 24% of 139,123 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 2022

Alliance Health Management Services, LLC 403(b) Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Alliance Health Management Services, LLC 403(b) Plan is a small filing (35 participants) on this national headcount ladder.

DOL schedule card

Filing strip 344639819 · Alliance Health Management Services, LLC PY 2022 · Other

Alliance Health Management Services, LLC 403(b) Plan · $924K · 35 · 24th

  • BOOK $924K
  • VS-ST 35
  • BOY 24th
  • SCH Other
  • EBSA near Lewis Clark Early Childhood Program Inc. 403(b) Plan
  • PART ind #4220

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 Healthcare & Social Assistance retirement plans → · Plans in Massachusetts →

Alliance Health Management Services, LLC 403(b) Plan in the asset neighbourhood

The Arc Fresno/Madera Counties Retirement PlanThe Arc Fresno/Madera Counti…$926KAlliance Health Management Services, LLC 403(b) PlanAlliance Health Management S…$924KLewis Clark Early Childhood Program Inc. 403(b) PlanLewis Clark Early Childhood …$923KBay Shore Services, Inc. Tax Deferred Annuity PlanBay Shore Services, Inc. Tax…$919KS.Brent Bahner PLLC Retirement PlanS.Brent Bahner PLLC Retireme…$919K
End-of-year total assets ($M) among Alliance Health Management Services, LLC 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Alliance Health Management Services, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Alliance Health Management Services, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$2M 64.38397533801447% vs 2022
2024 filing year
$0.8M$1M$1.2M$1.4M$1.6M 202220232024 $0.92M $1.52M ▲ +65.2%
Year Plans Participants Total Assets
2022 1 35 $924K
2023 1 34 $1M
2024 1 34 $2M

Alliance Health Management Services, LLC filing trail (2022)

Total Assets (Beginning of Year)$896K
Net Assets (End of Year)$924K
Net Income$28K
Employer EIN344639819
Plan Effective Date2013-09-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Massachusetts

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

Alliance Health Management Services, LLC 403(b) Plan vs. nearby Other plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -1012345 Total assets ($B) Participants Alliance Health Management Services, LLC 403(b) Plan, Total assets ($B): 0.000923851 · Participants: 35Alliance Health Management Services, LLC 403(b) PlanThe Mitre Corporation Tax Sheltered Annuity Plan, Total assets ($B): 4.147643081 · Participants: 12320The Mitre Corporation Tax Sheltered Annuity PlanHarvard University Tax Deferred Annuity Plan, Total assets ($B): 3.162431633 · Participants: 21269Harvard University Tax Deferred Annuity PlanBoston University Retirement Plan, Total assets ($B): 2.46303455 · Participants: 8045Boston University Retirement PlanNortheastern University Retirement Plan, Total assets ($B): 1.895761726 · Participants: 9310Northeastern University Retirement PlanBoston University Supplemental Retirement and Savings Plan, Total assets ($B): 1.339557889 · Participants: 12377Boston University Supplemental Retirement and Savings Plan
Alliance Health Management Services, LLC 403(b) Plan vs. nearby Other plans in Massachusetts, assets vs. participants

Alliance Health Management Services, LLC 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Massachusetts, the nearest Other by assets is Lewis Clark Early Childhood Program Inc. 403(b) Plan in ID ($923K); by covered participants it is East Woods School Retirement Plan in NY (35 participants). Same-state nearby plans are listed separately above.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Alliance Health Management Services, LLC 403(b) Plan assets move in 2022?
Alliance Health Management Services, LLC 403(b) Plan edged up modestly - up 3.2% during 2022, from $896K to $924K. Reported net income was $28K.
How have Alliance Health Management Services, LLC plan assets changed over time?
Across 3 plan years on file (2022-2024), Alliance Health Management Services, LLC's sponsor-wide assets grew 64.4%, from $924K to $2M.
Where does Alliance Health Management Services, LLC 403(b) Plan rank by assets among Form 5500 filers?
Alliance Health Management Services, LLC 403(b) Plan ranks in the 24th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which Other plans are similar in size to Alliance Health Management Services, LLC 403(b) Plan?
Among Other plans in other states, the closest by assets is Lewis Clark Early Childhood Program Inc. 403(b) Plan in ID ($923K, 133 participants).
Which Other plans cover a similar participant headcount to Alliance Health Management Services, LLC 403(b) Plan?
Among Other plans in other states, the closest by covered participants is East Woods School Retirement Plan in NY (35 participants, $11M in assets).