Other · DOL Form 5500 · 2023

Alliance Health, Inc. Retirement Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
4
Participants Small participant base
31st
Percentile by assets National rank
$546,740
Avg per participant High balance/head
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Official DOL plan name: Alliance Health, Inc. 403(b) Plan · Sponsored by Alliance Health, Inc. · Massachusetts · Healthcare & Social Assistance

$2M in assets, 4 participants

Alliance Health, Inc.'s Alliance Health, Inc. 403(b) Plan reported $2M in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 31st 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.

  • #5,412 in Healthcare & Social Assistance (17,684 peers)

Alliance Health, Inc. multi-year trail

Alliance Health, Inc.'s plans moved +35.5% in assets from 2022 to 2024; this filing shows Alliance Health, Inc. 403(b) Plan at $2M / 4 participants.

#5,412
in Healthcare & Social Assistance (17,684 peers)
+27.1%
assets growth YoY

Alliance Health, Inc. 403(b) Plan among the smaller filed plans by assets

Alliance Health, Inc. 403(b) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$2,186,959 31st percentile higher than 31% of 127,068 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 2023

Alliance Health, Inc. 403(b) Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Alliance Health, Inc. 403(b) Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Alliance Health, Inc. 403(b) Plan reported net income rose from -$252K in the plan year 2022 filing to $466K in the plan year 2023 filing.
  • Alliance Health, Inc. 403(b) Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 043468274 · Alliance Health, Inc. PY 2023 · Other

Alliance Health, Inc. 403(b) Plan · $2M · 4 · 31st

  • EIN $2M
  • EIN 4
  • EIN 31st
  • EIN Other
  • EIN near Candler Health System, Inc. Tax Deferred Plan for Employees
  • EIN ind #5412

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 Massachusetts →

Alliance Health, Inc. 403(b) Plan in the asset neighbourhood

Alliance Health, Inc. 403(b) PlanAlliance Health, Inc. 403(b)…$2MCandler Health System, Inc. Tax Deferred Plan for EmployeesCandler Health System, Inc. …$2MResurrection Christian School 403(b) PlanResurrection Christian Schoo…$2MFirst Resources Corp. 403(b) PlanFirst Resources Corp. 403(b)…$2M403b Thrift Plan for the Whole Person Inc.403b Thrift Plan for the Who…$2M
End-of-year total assets ($M) among Alliance Health, Inc. 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Alliance Health, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Alliance Health, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$28M 35.51413926512053% vs 2022
2024 filing year
$15M$20M$25M$30M 202220232024 $20.5M $27.8M ▲ +35.5%
Year Plans Participants Total Assets
2022 2 717 $21M
2023 2 791 $23M
2024 2 830 $28M

Alliance Health, Inc. filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$466K
Employer EIN043468274
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Massachusetts

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

Alliance Health, Inc. 403(b) Plan vs. nearby Other plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -20246 Total assets ($B) Participants Alliance Health, Inc. 403(b) Plan, Total assets ($B): 0.002186959 · Participants: 4Alliance Health, Inc. 403(b) PlanThe Mitre Corporation Tax Sheltered Annuity Plan, Total assets ($B): 4.700618255 · Participants: 11980The Mitre Corporation Tax Sheltered Annuity PlanHarvard University Tax Deferred Annuity Plan, Total assets ($B): 3.76566072 · Participants: 21064Harvard University Tax Deferred Annuity PlanBoston University Retirement Plan, Total assets ($B): 2.758080647 · Participants: 8130Boston University Retirement PlanBeth Israel Deaconess Medical Center Voluntary 403(b) Plan, Total assets ($B): 2.396382678 · Participants: 13981Beth Israel Deaconess Medical Center Voluntary 403(b) PlanNortheastern University Retirement Plan, Total assets ($B): 2.333339945 · Participants: 8553Northeastern University Retirement Plan
Alliance Health, Inc. 403(b) Plan vs. nearby Other plans in Massachusetts, assets vs. participants
Compare Alliance Health, Inc. 403(b) Plan side-by-side with 3 peers →

Alliance Health, Inc. 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Massachusetts, the nearest Other by assets is Candler Health System, Inc. Tax Deferred Plan for Employees in GA ($2M); by covered participants it is Lipsius-Benhaim Law LLP Profit Sharing Plan in NY (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Alliance Health, Inc. 403(b) Plan assets move in 2023? ▼
Alliance Health, Inc. 403(b) Plan grew sharply - up 27.1% during 2023, from $2M to $2M. Reported net income was $466K.
How have Alliance Health, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Alliance Health, Inc.'s sponsor-wide assets grew 35.5%, from $21M to $28M.
Which Other plans are similar in size to Alliance Health, Inc. 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is Candler Health System, Inc. Tax Deferred Plan for Employees in GA ($2M, 17 participants).
Which Other plans cover a similar participant headcount to Alliance Health, Inc. 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is Lipsius-Benhaim Law LLP Profit Sharing Plan in NY (4 participants, $190K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 043468274.

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.