401(k) · DOL Form 5500 · 2022

Alliance Strategies, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
29
Participants Small participant base
32nd
Percentile by assets National rank
$63,018
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: Alliance Strategies 401(k) Retirement Plan · Sponsored by Alliance Strategies, Inc. · Texas · Educational Services

$2M in assets, 29 participants

Alliance Strategies, Inc.'s Alliance Strategies 401(k) Retirement Plan reported $2M in total assets and 29 participants in its 2022 DOL Form 5500 filing, ranking in the 32nd 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.

  • #886 in Educational Services (4,024 peers)

2022 asset change

Alliance Strategies 401(k) Retirement Plan pulled back noticeably 8.4% in 2022 ($2M → $2M) for 29 participants.

#886
in Educational Services (4,024 peers)
-8.4%
assets change YoY

The plan reported a net loss of $167K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Alliance Strategies 401(k) Retirement Plan among the smaller filed plans by assets

Alliance Strategies 401(k) Retirement Plan vs every filed plan by assets

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

$1,827,519 32nd percentile higher than 32% 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 Strategies 401(k) Retirement Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Alliance Strategies 401(k) Retirement Plan is a small filing (29 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 612033124 · Alliance Strategies, Inc. PY 2022 · 401(k)

Alliance Strategies 401(k) Retirement Plan · $2M · 29 · 32nd

  • PHOTO $2M
  • PHOTO 29
  • PHOTO 32nd
  • PHOTO 401(k)
  • PHOTO near Best Labor 401(k) Plan
  • PHOTO ind #886

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 Texas →

Alliance Strategies 401(k) Retirement Plan in the asset neighbourhood

Alliance Strategies 401(k) Retirement PlanAlliance Strategies 401(k) R…$2MBest Labor 401(k) Plan$2MTmrg 401(k) Plan$2MMarathon Document Solutions 401(k) Profit Sharing Plan & TrustMarathon Document Solutions …$2MTowbin Automotive Enterprises, Inc. 401(k) PlanTowbin Automotive Enterprise…$2M
End-of-year total assets ($M) among Alliance Strategies 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

2022 asset-move particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$167K
Employer EIN612033124
Plan Effective Date2005-04-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Texas

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

Alliance Strategies 401(k) Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants Alliance Strategies 401(k) Retirement Plan, Total assets ($B): 0.001827519 · Participants: 29Alliance Strategies 401(k) Retirement PlanAT&T Retirement Savings Plan, Total assets ($B): 37.578871 · Participants: 144503AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.266 · Participants: 23619Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 13.794958016 · Participants: 38538Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 12.806443202 · Participants: 85577American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 11.969059 · Participants: 47532Dell Inc. 401(k) Plan
Alliance Strategies 401(k) Retirement Plan vs. nearby 401(k) plans in Texas, assets vs. participants

Alliance Strategies 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Best Labor 401(k) Plan in FL ($2M); by covered participants it is Hanna Plumbing & Supply Co Profit Sharing Plan in CA (29 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($2M here).

Similar participant headcount

Nearest other-state filings by covered participants (29 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 Strategies 401(k) Retirement Plan assets move in 2022?
Alliance Strategies 401(k) Retirement Plan pulled back noticeably - down 8.4% during 2022, from $2M to $2M. Reported net income was -$167K.
Which 401(k) plans are similar in size to Alliance Strategies 401(k) Retirement Plan?
Among 401(k) plans in other states, the closest by assets is Best Labor 401(k) Plan in FL ($2M, 597 participants).
Which 401(k) plans cover a similar participant headcount to Alliance Strategies 401(k) Retirement Plan?
Among 401(k) plans in other states, the closest by covered participants is Hanna Plumbing & Supply Co Profit Sharing Plan in CA (29 participants, $3M in assets).