Other · DOL Form 5500 · 2022
The Alliance Home Dba Chapel Pointe at Carlisle Retirement Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 190
- Participants Below avg headcount
- 47th
- Percentile by assets National rank
- $21,651
- Avg per participant Low balance/head
Official DOL plan name: 403(b) Thrift Plan of the Alliance Home Dba Chapel Pointe at Carlisle · Sponsored by The Alliance Home Dba Chapel Pointe at Carlisle · Pennsylvania · Healthcare & Social Assistance
$4M in assets, 190 participants
The Alliance Home Dba Chapel Pointe at Carlisle's 403(b) Thrift Plan of the Alliance Home Dba Chapel Pointe at Carlisle reported $4M in total assets and 190 participants in its 2022 DOL Form 5500 filing, ranking in the 47th 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.
- #10,373 in Healthcare & Social Assistance (20,060 peers)
Coverage in Pennsylvania
403(b) Thrift Plan of the Alliance Home Dba Chapel Pointe at Carlisle covers 190 participants in Pennsylvania, about 23% of the average Pennsylvania filer (state average ~822 per filing). Assets: $4M.
- #10,373
- in Healthcare & Social Assistance (20,060 peers)
- -9.2%
- assets change YoY
The plan reported a net loss of $417K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
403(b) Thrift Plan of the Alliance Home Dba Chapel Pointe at Carlisle's mid-pack asset rank among Healthcare & Social Assistance and all filers
403(b) Thrift Plan of the Alliance Home Dba Chapel Pointe at Carlisle vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$4,113,681 47th percentile higher than 47% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
403(b) Thrift Plan of the Alliance Home Dba Chapel Pointe at Carlisle 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. 403(b) Thrift Plan of the Alliance Home Dba Chapel Pointe at Carlisle sits mid-pack in the medium band (190 participants).
Form 5500 schedule snapshot
Filing strip 231445658 · The Alliance Home Dba Chapel Pointe at Carlisle PY 2022 · Other
403(b) Thrift Plan of the Alliance Home Dba Chapel Pointe at Carlisle · $4M · 190 · 47th
- EIN $4M
- RANK 190
- PHOTO 47th
- IND Other
- EOY near Healthfirst Family Care Center, Inc. Employee Retirement Plan
- 5500 ind #10373
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 Pennsylvania →
403(b) Thrift Plan of the Alliance Home Dba Chapel Pointe at Carlisle in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | -$417K |
| Employer EIN | 231445658 |
| Plan Effective Date | 2006-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Alliance Home Dba Chapel Pointe at Carlisle)
Sponsor-wide plan assets over time
All The Alliance Home Dba Chapel Pointe at Carlisle plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 3.0077927773203608% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 190 | $4M |
| 2023 | 1 | 163 | $4M |
| 2024 | 1 | 200 | $4M |
Nearby Other Plans in Pennsylvania
Peer Other plans, same state, same plan type, ranked by total assets.
- The University of Pennsylvania Matching Plan $5.5B · 13,262
- Upmc 403(b) Retirement Savings Plan $3.5B · 75,307
- The University of Pennsylvania Health System 403(b) Retirement Savings Plan $2.5B · 39,740
- Carnegie Mellon University Faculty and Staff Retirement Plan $2.2B · 6,166
- Jefferson Defined Contribution Retirement Plan $2.1B · 14,302
403(b) Thrift Plan of the Alliance Home Dba Chapel Pointe at Carlisle's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is Healthfirst Family Care Center, Inc. Employee Retirement Plan in MA ($4M); by covered participants it is Milwaukee Art Museum, Inc. Employees' Retirement Income Plan in WI (190 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (190 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.