Other · DOL Form 5500 · 2022

Alliance University Retirement Plan

Data updated 2026-08-11

$33M
Total assets
140
Participants
84th
Percentile by assets
$235,779
Avg per participant
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Official DOL plan name: Alliance University 403(b) Plan · Sponsored by Alliance University · New York · Educational Services

$33M in assets, 140 participants

Alliance University's Alliance University 403(b) Plan reported $33M in total assets and 140 participants in its 2022 DOL Form 5500 filing, ranking in the 84th 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.

  • 84th percentile by assets (of 139,126 plans)
  • #2,834 in Educational Services (4,024 peers)

Coverage in New York

Alliance University 403(b) Plan covers 140 participants in New York, about 18% of the average New York filer (state average ~798 per filing). Assets: $33M.

$33M
total plan assets (2022 EOY)
140
covered participants
84th
percentile by assets (of 139,126 plans)
$235,779
avg assets per participant

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where Alliance University 403(b) Plan sits by total assets

Alliance University 403(b) Plan vs every filed plan by assets

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

$33,009,030 Top 16% higher than 84% of 139,123 filed plans

This plan $0 $2,010,000,000 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

Participants vs New York filers

In New York, the average filing covers about 798 participants across 9,061 plans. Alliance University 403(b) Plan reports 140 participants - about 18% of that state average ($33M EOY assets).

New York filing particulars

Total Assets (Beginning of Year)$38M
Net Assets (End of Year)$33M
Net Income-$5M
Employer EIN131740285
Plan Effective Date1968-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in New York

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

Alliance University 403(b) Plan vs. nearby Other plans in New York, assets vs. participants

Alliance University 403(b) Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246810 Total assets ($B) Participants Alliance University …Northwell Health 403…The Mount Sinai Medi…University of Roches…Memorial Sloan Kette…Retirement Plan for …
Alliance University 403(b) Plan vs. nearby Other plans in New York, assets vs. participants

Similar-Sized Other Plans Nationally

Other plans in other states closest to Alliance University 403(b) Plan by total assets, not by location.

Frequently Asked Questions

How did Alliance University 403(b) Plan assets move in 2022?
Alliance University 403(b) Plan pulled back noticeably - down 14.0% during 2022, from $38M to $33M. Reported net income was -$5M.
Where does Alliance University 403(b) Plan rank by assets among Form 5500 filers?
Alliance University 403(b) Plan ranks in the 84th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Alliance University 403(b) Plan?
Among Other plans in other states, the closest by assets is Piedmont Health Services, Inc. Retirement Plan in NC ($33M, 591 participants).

Next read for Alliance University 403(b) Plan

Filing takeaways

Ways to act on Alliance University 403(b) Plan's numbers.

  • By total assets, Alliance University 403(b) Plan ranks in the top quartile of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar Other plans in New York. Compare plans