401(k) · DOL Form 5500 · 2022

Alliance Sales & Marketing/Nc, Inc. 401(k) Plan

Data updated 2026-08-25

$15M
Total assets Small plan by assets
292
Participants Below avg headcount
72nd
Percentile by assets National rank
$50,413
Avg per participant Low balance/head
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Official DOL plan name: Alliance Sales & Marketing 401(k) Plan · Sponsored by Alliance Sales & Marketing/Nc, Inc. · North Carolina · Wholesale Trade

$15M in assets, 292 participants

Alliance Sales & Marketing/Nc, Inc.'s Alliance Sales & Marketing 401(k) Plan reported $15M in total assets and 292 participants in its 2022 DOL Form 5500 filing, ranking in the 72nd 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.

  • #4,641 in Wholesale Trade (6,843 peers)

Coverage in North Carolina

Alliance Sales & Marketing 401(k) Plan covers 292 participants in North Carolina, about 36% of the average North Carolina filer (state average ~819 per filing). Assets: $15M.

#4,641
in Wholesale Trade (6,843 peers)
-4.7%
assets change YoY

The plan reported a net loss of $734K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Alliance Sales & Marketing 401(k) Plan's outsized position by total assets

Alliance Sales & Marketing 401(k) Plan vs every filed plan by assets

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

$14,720,518 Top 28% higher than 72% 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 Sales & Marketing 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Alliance Sales & Marketing 401(k) Plan sits mid-pack in the medium band (292 participants).

Form 5500 schedule snapshot

Filing strip 201308507 · Alliance Sales & Marketing/Nc, Inc. PY 2022 · 401(k)

Alliance Sales & Marketing 401(k) Plan · $15M · 292 · 72nd

  • NET $15M
  • BOOK 292
  • VS-ST 72nd
  • BOY 401(k)
  • SCH near Vasko Electric, Inc. 401(k) Profit Sharing Plan
  • EBSA ind #4641

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 Wholesale Trade retirement plans → · Plans in North Carolina →

Alliance Sales & Marketing 401(k) Plan in the asset neighbourhood

Alliance Sales & Marketing 401(k) PlanAlliance Sales & Marketing 4…$15MVasko Electric, Inc. 401(k) Profit Sharing PlanVasko Electric, Inc. 401(k) …$15MThrive Peo 401(k) Plan$15MHanes Supply, Inc. 401(k) PlanHanes Supply, Inc. 401(k) Pl…$15MThe Rose Group Employee Savings PlanThe Rose Group Employee Savi…$15M
End-of-year total assets ($M) among Alliance Sales & Marketing 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

North Carolina filing particulars

Total Assets (Beginning of Year)$15M
Net Assets (End of Year)$15M
Net Income-$734K
Employer EIN201308507
Plan Effective Date2006-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Alliance Sales & Marketing/Nc, Inc.)

Sponsor-wide plan assets over time

All Alliance Sales & Marketing/Nc, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$20M 32.796026607215865% vs 2022
2024 filing year
$14M$16M$18M$20M$22M 202220232024 $14.7M $19.6M ▲ +32.8%
Year Plans Participants Total Assets
2022 1 292 $15M
2023 1 325 $18M
2024 1 338 $20M

Nearby 401(k) Plans in North Carolina

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Alliance Sales & Marketing 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -200204060 Total assets ($B) Participants Alliance Sales & Marketing 401(k) Plan, Total assets ($B): 0.014720518 · Participants: 292Alliance Sales & Marketing 401(k) PlanThe Bank of America 401(k) Plan, Total assets ($B): 47.134026012 · Participants: 169036The Bank of America 401(k) PlanHoneywell 401(k) Plan, Total assets ($B): 14.565715066 · Participants: 39007Honeywell 401(k) PlanDuke Energy Retirement Savings Plan, Total assets ($B): 9.364902 · Participants: 27731Duke Energy Retirement Savings PlanTruist Financial Corporation 401(k) Savings Plan, Total assets ($B): 8.965353965 · Participants: 51871Truist Financial Corporation 401(k) Savings PlanLowes 401(k) Plan, Total assets ($B): 7.355936526 · Participants: 284864Lowes 401(k) Plan
Alliance Sales & Marketing 401(k) Plan vs. nearby 401(k) plans in North Carolina, assets vs. participants
Compare Alliance Sales & Marketing 401(k) Plan side-by-side with 3 peers →

Alliance Sales & Marketing 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside North Carolina, the nearest 401(k) by assets is Vasko Electric, Inc. 401(k) Profit Sharing Plan in CA ($15M); by covered participants it is Techsource, Inc. 401(k) Profit Sharing Plan in NM (292 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($15M here).

Similar participant headcount

Nearest other-state filings by covered participants (292 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 Sales & Marketing 401(k) Plan assets move in 2022? ▼
Alliance Sales & Marketing 401(k) Plan edged down modestly - down 4.7% during 2022, from $15M to $15M. Reported net income was -$734K.
How have Alliance Sales & Marketing/Nc, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Alliance Sales & Marketing/Nc, Inc.'s sponsor-wide assets grew 32.8%, from $15M to $20M.
Which 401(k) plans are similar in size to Alliance Sales & Marketing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Vasko Electric, Inc. 401(k) Profit Sharing Plan in CA ($15M, 103 participants).
Which 401(k) plans cover a similar participant headcount to Alliance Sales & Marketing 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Techsource, Inc. 401(k) Profit Sharing Plan in NM (292 participants, $10M 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 201308507.

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.