ESOP · DOL Form 5500 · 2022

Alliance Group, Inc. ESOP

Data updated 2026-08-25

$9M
Total assets Small plan by assets
107
Participants Small participant base
63rd
Percentile by assets National rank
$86,075
Avg per participant Below avg balance/head
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Official DOL plan name: Alliance Group, Inc. Employee Stock Ownership Plan · Sponsored by Alliance Group, Inc. · Vermont · Construction

$9M in assets, 107 participants

Alliance Group, Inc.'s Alliance Group, Inc. Employee Stock Ownership Plan reported $9M in total assets and 107 participants in its 2022 DOL Form 5500 filing, ranking in the 63rd 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.

  • #6,224 in Construction (9,927 peers)

Coverage in Vermont

Alliance Group, Inc. Employee Stock Ownership Plan covers 107 participants in Vermont, about 44% of the average Vermont filer (state average ~245 per filing). Assets: $9M.

#6,224
in Construction (9,927 peers)
-2.4%
assets change YoY

The plan reported a net loss of $12K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Alliance Group, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Construction and all filers

Alliance Group, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$9,210,000 Top 37% higher than 63% 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 Group, Inc. Employee Stock Ownership 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 Group, Inc. Employee Stock Ownership Plan sits mid-pack in the medium band (107 participants).

Published 5500 schedule card

Filing strip 272004691 · Alliance Group, Inc. PY 2022 · ESOP

Alliance Group, Inc. Employee Stock Ownership Plan · $9M · 107 · 63rd

  • EOY $9M
  • 5500 107
  • ASSETS 63rd
  • PCT ESOP
  • EIN near Caring Nurses, Inc. Employee Stock Ownership Plan
  • RANK ind #6224

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 Vermont →

Alliance Group, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Caring Nurses, Inc. Employee Stock Ownership PlanCaring Nurses, Inc. Employee…$9MAlliance Group, Inc. Employee Stock Ownership PlanAlliance Group, Inc. Employe…$9MAcme Rigging Company, Inc. Employee Stock Ownership PlanAcme Rigging Company, Inc. E…$9MCanandaigua National Bank & Trust Company Employee Stock Ownership PlanCanandaigua National Bank & …$9MIvs Group, Inc. & Affiliates Employee Stock Ownership PlanIvs Group, Inc. & Affiliates…$9M
End-of-year total assets ($M) among Alliance Group, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2022.

Vermont filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$766K
Net Income-$12K
Employer EIN272004691
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Alliance Group, Inc.)

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$18M 23.56939005025601% vs 2022
2024 filing year
$12M$14M$16M$18M$20M$22M 202220232024 $14.5M $18M ▲ +23.6%
Year Plans Participants Total Assets
2022 2 237 $15M
2023 2 241 $21M
2024 4 539 $18M

Nearby ESOP Plans in Vermont

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

Alliance Group, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Vermont, assets vs. participants Scatter plot of 6 data points. 0100200300400500 -1000100200300400500 Total assets ($M) Participants Alliance Group, Inc. Employee Stock Ownership Plan, Total assets ($M): 9.21 · Participants: 107Alliance Group, Inc. Employee Stock Ownership PlanVermont Information Processing, Inc. Employee Stock Ownership Plan, Total assets ($M): 400.862763 · Participants: 421Vermont Information Processing, Inc. Employee Stock Ownership PlanKing Arthur Employee Stock Ownership Plan, Total assets ($M): 134.547526 · Participants: 301King Arthur Employee Stock Ownership PlanCfc ESOP, Total assets ($M): 77.87 · Participants: 402Cfc ESOPAmerica's Gardening Resource, Inc. Employee Stock Ownership Plan, Total assets ($M): 27.529451 · Participants: 215America's Gardening Resource, Inc. Employee Stock Ownership PlanTrust Company of Vermont Employee Stock Ownership Plan, Total assets ($M): 18.503938 · Participants: 39Trust Company of Vermont Employee Stock Ownership Plan
Alliance Group, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Vermont, assets vs. participants
Compare Alliance Group, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Vermont, the nearest ESOP by assets is Caring Nurses, Inc. Employee Stock Ownership Plan in NV ($9M); by covered participants it is Community Bancshares, Inc. Employee Stock Ownership Plan and Trust in WA (107 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (107 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 Group, Inc. Employee Stock Ownership Plan assets move in 2022? ▼
Alliance Group, Inc. Employee Stock Ownership Plan edged down modestly - down 2.4% during 2022, from $9M to $9M. Reported net income was -$12K.
How have Alliance Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Alliance Group, Inc.'s sponsor-wide assets grew 23.6%, from $15M to $18M.
Which ESOP plans are similar in size to Alliance Group, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Caring Nurses, Inc. Employee Stock Ownership Plan in NV ($9M, 52 participants).
Which ESOP plans cover a similar participant headcount to Alliance Group, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Community Bancshares, Inc. Employee Stock Ownership Plan and Trust in WA (107 participants, $828K 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 272004691.

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.