Other · DOL Form 5500 · 2022
Alliance University Retirement Plan
Data updated 2026-08-25
- $33M
- Total assets Below avg plan size
- 140
- Participants Small participant base
- 84th
- Percentile by assets National rank
- $235,779
- Avg per participant Above avg balance/head
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.
- #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.
- #2,834
- in Educational Services (4,024 peers)
- -14.0%
- assets change YoY
- 0.3×
- vs typical plan assets (national mean)
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.
Alliance University 403(b) Plan's outsized position 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
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Alliance University 403(b) 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 University 403(b) Plan sits mid-pack in the medium band (140 participants).
Form 5500 schedule snapshot
Filing strip 131740285 · Alliance University PY 2022 · Other
Alliance University 403(b) Plan · $33M · 140 · 84th
- VS-ST $33M
- VS-ST 140
- VS-ST 84th
- VS-ST Other
- VS-ST near Piedmont Health Services, Inc. Retirement Plan
- VS-ST ind #2834
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 Educational Services retirement plans → · Plans in New York →
Alliance University 403(b) Plan in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $38M |
|---|---|
| Net Assets (End of Year) | $33M |
| Net Income | -$5M |
| Employer EIN | 131740285 |
| Plan Effective Date | 1968-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in New York
Peer Other plans, same state, same plan type, ranked by total assets.
- Northwell Health 403(b) Plan $8.3B · 47,348
- The Mount Sinai Medical Center 403(b) Retirement Plan $7.3B · 30,163
- University of Rochester Retirement Program $6.4B · 27,581
- Memorial Sloan Kettering Cancer Center Retirement Savings Plan $4.6B · 21,395
- Retirement Plan for Officers of Columbia University $4.4B · 14,287
Alliance University 403(b) Plan's out-of-state Other peers by assets and headcount
Outside New York, the nearest Other by assets is Piedmont Health Services, Inc. Retirement Plan in NC ($33M); by covered participants it is Financial Accounting Foundation Employees' Tax Sheltered Annuity Plan in CT (140 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($33M here).
Similar participant headcount
Nearest other-state filings by covered participants (140 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.