401(k) · DOL Form 5500 · 2022

Alliance for a Healthier Generation 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
85
Participants Small participant base
64th
Percentile by assets National rank
$115,467
Avg per participant Below avg balance/head
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Official DOL plan name: Alliance for a Healthier Generation 401(k) Plan · Sponsored by Alliance for a Healthier Generation · Oregon · Healthcare & Social Assistance

$10M in assets, 85 participants

Alliance for a Healthier Generation's Alliance for a Healthier Generation 401(k) Plan reported $10M in total assets and 85 participants in its 2022 DOL Form 5500 filing, ranking in the 64th 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.

  • #14,022 in Healthcare & Social Assistance (20,060 peers)

Alliance for a Healthier Generation multi-year trail

Alliance for a Healthier Generation's plans moved +33.3% in assets from 2022 to 2024; this filing shows Alliance for a Healthier Generation 401(k) Plan at $10M / 85 participants.

#14,022
in Healthcare & Social Assistance (20,060 peers)
+12.2%
assets growth YoY

Alliance for a Healthier Generation 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Alliance for a Healthier Generation 401(k) Plan vs every filed plan by assets

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

$9,814,690 Top 36% higher than 64% 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 for a Healthier Generation 401(k) 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 for a Healthier Generation 401(k) Plan is a small filing (85 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 272028308 · Alliance for a Healthier Generation PY 2022 · 401(k)

Alliance for a Healthier Generation 401(k) Plan · $10M · 85 · 64th

  • IND $10M
  • IND 85
  • IND 64th
  • IND 401(k)
  • IND near First Citizens' Federal Credit Union 401(k) Plan
  • IND ind #14022

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 Oregon →

Alliance for a Healthier Generation 401(k) Plan in the asset neighbourhood

Nbc Securities 401(k) Plan$10MAlliance for a Healthier Generation 401(k) PlanAlliance for a Healthier Gen…$10MFirst Citizens' Federal Credit Union 401(k) PlanFirst Citizens' Federal Cred…$10MEast/West Industries, Inc. 401(k) Savings and Profit Sharing PlanEast/West Industries, Inc. 4…$10MFisher Holdings Inc 401(k) PlanFisher Holdings Inc 401(k) P…$10M
End-of-year total assets ($M) among Alliance for a Healthier Generation 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Alliance for a Healthier Generation multi-year asset trail

Sponsor-wide plan assets over time

All Alliance for a Healthier Generation plans reported in each filing year

Latest sponsor-wide plan assets
$13M 33.292044883740594% vs 2022
2024 filing year
$9M$10M$11M$12M$13M$14M 202220232024 $9.81M $13.1M ▲ +33.3%
Year Plans Participants Total Assets
2022 1 85 $10M
2023 1 95 $11M
2024 1 92 $13M

Alliance for a Healthier Generation filing trail (2022)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$10M
Net Income$1M
Employer EIN272028308
Plan Effective Date2010-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Oregon

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

Alliance for a Healthier Generation 401(k) Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Alliance for a Healthier Generation 401(k) Plan, Total assets ($B): 0.00981469 · Participants: 85Alliance for a Healthier Generation 401(k) Plan401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc., Total assets ($B): 5.187214067 · Participants: 36913401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc.Daimler Truck North America, L.L.C. Employee Retirement Savings Plan, Total assets ($B): 1.954507017 · Participants: 7492Daimler Truck North America, L.L.C. Employee Retirement Savings PlanPrecision Castparts Corp. 401(k) Retirement Savings Plan, Total assets ($B): 1.865300803 · Participants: 14939Precision Castparts Corp. 401(k) Retirement Savings PlanXpo Logistics Retirement Savings Plan, Total assets ($B): 1.656566716 · Participants: 6855Xpo Logistics Retirement Savings PlanPacificorp K Plus Employee Savings Plan, Total assets ($B): 1.398948692 · Participants: 4905Pacificorp K Plus Employee Savings Plan
Alliance for a Healthier Generation 401(k) Plan vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Alliance for a Healthier Generation 401(k) Plan side-by-side with 3 peers →

Alliance for a Healthier Generation 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is First Citizens' Federal Credit Union 401(k) Plan in MA ($10M); by covered participants it is Perfect World North America Corporation 401(k) Plan in CA (85 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (85 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 for a Healthier Generation 401(k) Plan assets move in 2022? ▼
Alliance for a Healthier Generation 401(k) Plan grew at a solid clip - up 12.2% during 2022, from $9M to $10M. Reported net income was $1M.
How have Alliance for a Healthier Generation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Alliance for a Healthier Generation's sponsor-wide assets grew 33.3%, from $10M to $13M.
Which 401(k) plans are similar in size to Alliance for a Healthier Generation 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is First Citizens' Federal Credit Union 401(k) Plan in MA ($10M, 161 participants).
Which 401(k) plans cover a similar participant headcount to Alliance for a Healthier Generation 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Perfect World North America Corporation 401(k) Plan in CA (85 participants, N/A 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 272028308.

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.