ESOP · DOL Form 5500 · 2022
Alliance Holdings, Inc. ESOP
Data updated 2026-08-11
- $75M
- Total assets
- 50
- Participants
- 91st
- Percentile by assets
- $1.5M
- Avg per participant
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.
- 91st percentile by assets (of 139,126 plans)
- #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.
- $75M
- total plan assets (2022 EOY)
- 50
- covered participants
- 91st
- percentile by assets (of 139,126 plans)
- $1.5M
- avg assets per participant
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 vs the 2022 asset distribution
By assets, Alliance Holdings, Inc. Employee Stock Ownership Plan and Trust outranks 91% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.8x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $83M |
|---|---|
| Net Assets (End of Year) | $75M |
| Net Income | -$8M |
| Employer EIN | 232795681 |
| Plan Effective Date | 1995-12-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Alliance Holdings, Inc.)
| 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
- Wawa, Inc. Employee Stock Ownership Plan $4.5B · 22,323
- Bradford White Corporation Employee Stock Ownership Plan and Trust Agreement $1.2B · 337
- Sheetz, Inc. Employee Stock Ownership Plan $534M · 12,847
- Centimark Corporation Employee Stock Ownership Plan and Trust $481M · 2,268
- Newage Industries, Inc. Employee Stock Ownership Plan $310M · 304
Similar-Sized ESOP Plans Nationally
ESOP plans in other states closest to Alliance Holdings, Inc. Employee Stock Ownership Plan and Trust by total assets, not by location.
Frequently Asked Questions
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Ways to act on Alliance Holdings, Inc. Employee Stock Ownership Plan and Trust's numbers.
- By total assets, Alliance Holdings, Inc. Employee Stock Ownership Plan and Trust ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar ESOP plans in Pennsylvania. Compare plans
- Alliance Holdings, Inc.'s sponsor-wide assets have declined 13.1% since 2022 across 3 plan years on file. More Management of Enterprises plans