ESOP · DOL Form 5500 · 2022

Alliance Holdings, Inc. ESOP

Data updated 2026-08-25

$75M
Total assets Below avg plan size
50
Participants Small participant base
91st
Percentile by assets National rank
$1.5M
Avg per participant High balance/head
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Official DOL plan name: Alliance Holdings, Inc. Employee Stock Ownership Plan and Trust · Sponsored by Alliance Holdings, Inc. · Pennsylvania · Management of Enterprises

$75M in assets, 50 participants

Alliance Holdings, Inc.'s Alliance Holdings, Inc. Employee Stock Ownership Plan and Trust reported $75M in total assets and 50 participants in its 2022 DOL Form 5500 filing, ranking in the 91st 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.

  • #907 in Management of Enterprises (1,193 peers)

Where Alliance Holdings, Inc. Employee Stock Ownership Plan and Trust sits by assets

Alliance Holdings, Inc. Employee Stock Ownership Plan and Trust sits in the top 10% of all filed plans by assets, $75M for 50 participants (~$1.5M/participant), down 9.4% in 2022.

#907
in Management of Enterprises (1,193 peers)
-9.4%
assets change YoY
0.8×
vs typical plan assets (national mean)

The plan reported a net loss of $8M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Alliance Holdings, Inc. Employee Stock Ownership Plan and Trust's outsized position by total assets

Alliance Holdings, Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$75,184,275 Top 9% higher than 91% 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 Holdings, Inc. Employee Stock Ownership Plan and Trust 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 Holdings, Inc. Employee Stock Ownership Plan and Trust is a small filing (50 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 232795681 · Alliance Holdings, Inc. PY 2022 · ESOP

Alliance Holdings, Inc. Employee Stock Ownership Plan and Trust · $75M · 50 · 91st

  • PHOTO $75M
  • PHOTO 50
  • PHOTO 91st
  • PHOTO ESOP
  • PHOTO near Swca, Inc Employee Stock Ownership Plan and Trust
  • PHOTO ind #907

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 Pennsylvania →

Alliance Holdings, Inc. Employee Stock Ownership Plan and Trust in the asset neighbourhood

Swca, Inc Employee Stock Ownership Plan and TrustSwca, Inc Employee Stock Own…$75MAlliance Holdings, Inc. Employee Stock Ownership Plan and TrustAlliance Holdings, Inc. Empl…$75MNation Safe Drivers Employee Stock Ownership PlanNation Safe Drivers Employee…$75MSchnabel, Inc. Employee Stock Ownership PlanSchnabel, Inc. Employee Stoc…$75MR. C. Lurie Company, Inc. Employee Stock Ownership PlanR. C. Lurie Company, Inc. Em…$75M
End-of-year total assets ($M) among Alliance Holdings, Inc. Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$83M
Net Assets (End of Year)$75M
Net Income-$8M
Employer EIN232795681
Plan Effective Date1995-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Alliance Holdings, Inc.)

Sponsor-wide plan assets over time

All Alliance Holdings, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$81M 13.076577935783467% vs 2022
2024 filing year
$75M$80M$85M$90M$95M 202220232024 $92.7M $80.6M ▼ -13.1%
Year Plans Participants Total Assets
2022 2 94 $93M
2023 2 97 $86M
2024 2 117 $81M

Nearby ESOP Plans in Pennsylvania

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

Alliance Holdings, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -1012345 Total assets ($B) Participants Alliance Holdings, Inc. Employee Stock Ownership Plan and Trust, Total assets ($B): 0.075184275 · Participants: 50Alliance Holdings, Inc. Employee Stock Ownership Plan and TrustWawa, Inc. Employee Stock Ownership Plan, Total assets ($B): 4.519811811 · Participants: 22323Wawa, Inc. Employee Stock Ownership PlanBradford White Corporation Employee Stock Ownership Plan and Trust Agreement, Total assets ($B): 1.154561341 · Participants: 337Bradford White Corporation Employee Stock Ownership Plan and Trust AgreementSheetz, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.533697969 · Participants: 12847Sheetz, Inc. Employee Stock Ownership PlanCentimark Corporation Employee Stock Ownership Plan and Trust, Total assets ($B): 0.48126732 · Participants: 2268Centimark Corporation Employee Stock Ownership Plan and TrustNewage Industries, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.310383492 · Participants: 304Newage Industries, Inc. Employee Stock Ownership Plan
Alliance Holdings, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Pennsylvania, assets vs. participants
Compare Alliance Holdings, Inc. Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

Alliance Holdings, Inc. Employee Stock Ownership Plan and Trust's out-of-state ESOP peers by assets and headcount

Outside Pennsylvania, the nearest ESOP by assets is Swca, Inc Employee Stock Ownership Plan and Trust in AZ ($75M); by covered participants it is Crafts, Inc. Employee Stock Ownership Plan in WI (50 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (50 participants); asset peers above are excluded.

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 Holdings, Inc. Employee Stock Ownership Plan and Trust assets move in 2022? ▼
Alliance Holdings, Inc. Employee Stock Ownership Plan and Trust pulled back noticeably - down 9.4% during 2022, from $83M to $75M. Reported net income was -$8M.
How have Alliance Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Alliance Holdings, Inc.'s sponsor-wide assets declined 13.1%, from $93M to $81M.
Where does Alliance Holdings, Inc. Employee Stock Ownership Plan and Trust rank by assets among Form 5500 filers? ▼
Alliance Holdings, Inc. Employee Stock Ownership Plan and Trust ranks in the 91st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which ESOP plans are similar in size to Alliance Holdings, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Swca, Inc Employee Stock Ownership Plan and Trust in AZ ($75M, 826 participants).
Which ESOP plans cover a similar participant headcount to Alliance Holdings, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is Crafts, Inc. Employee Stock Ownership Plan in WI (50 participants, $2M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 232795681.

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.