Other · DOL Form 5500 · 2023
Alliance Health Management Services, LLC Retirement Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 34
- Participants Small participant base
- 25th
- Percentile by assets National rank
- $33,792
- Avg per participant Low balance/head
Official DOL plan name: Alliance Health Management Services, LLC 403(b) Plan · Sponsored by Alliance Health Management Services, LLC · Massachusetts · Healthcare & Social Assistance
$1M in assets, 34 participants
Alliance Health Management Services, LLC's Alliance Health Management Services, LLC 403(b) Plan reported $1M in total assets and 34 participants in its 2023 DOL Form 5500 filing, ranking in the 25th 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.
- #3,710 in Healthcare & Social Assistance (17,684 peers)
Alliance Health Management Services, LLC multi-year trail
Alliance Health Management Services, LLC's plans moved +64.4% in assets from 2022 to 2024; this filing shows Alliance Health Management Services, LLC 403(b) Plan at $1M / 34 participants.
- #3,710
- in Healthcare & Social Assistance (17,684 peers)
- +24.4%
- assets growth YoY
Alliance Health Management Services, LLC 403(b) Plan among the smaller filed plans by assets
Alliance Health Management Services, LLC 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,148,924 25th percentile higher than 25% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Alliance Health Management Services, LLC 403(b) Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Alliance Health Management Services, LLC 403(b) Plan is a small filing (34 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Alliance Health Management Services, LLC 403(b) Plan reported net income rose from $28K in the plan year 2022 filing to $225K in the plan year 2023 filing.
- Alliance Health Management Services, LLC 403(b) Plan end-of-year assets rose from $924K in the plan year 2022 filing to $1M in the plan year 2023 filing.
- Alliance Health Management Services, LLC 403(b) Plan reported participants fell from 35 in the plan year 2022 filing to 34 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 344639819 · Alliance Health Management Services, LLC PY 2023 · Other
Alliance Health Management Services, LLC 403(b) Plan · $1M · 34 · 25th
- PHOTO $1M
- PHOTO 34
- PHOTO 25th
- PHOTO Other
- PHOTO near Eugene V and Clare E Thaw Charitable Trust Defined Contribution Retirement Plan
- PHOTO ind #3710
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 Management Services, LLC 403(b) Plan in the asset neighbourhood
Alliance Health Management Services, LLC multi-year asset trail
Sponsor-wide plan assets over time
All Alliance Health Management Services, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 64.38397533801447% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 35 | $924K |
| 2023 | 1 | 34 | $1M |
| 2024 | 1 | 34 | $2M |
Alliance Health Management Services, LLC filing trail (2023)
| Total Assets (Beginning of Year) | $924K |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | $225K |
| Employer EIN | 344639819 |
| Plan Effective Date | 2013-09-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Massachusetts
Peer Other plans, same state, same plan type, ranked by total assets.
- The Mitre Corporation Tax Sheltered Annuity Plan $4.7B · 11,980
- Harvard University Tax Deferred Annuity Plan $3.8B · 21,064
- Boston University Retirement Plan $2.8B · 8,130
- Beth Israel Deaconess Medical Center Voluntary 403(b) Plan $2.4B · 13,981
- Northeastern University Retirement Plan $2.3B · 8,553
Alliance Health Management Services, LLC 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is Eugene V and Clare E Thaw Charitable Trust Defined Contribution Retirement Plan in NM ($1M); by covered participants it is Macon East Academy Tax Sheltered 403(b) Plan in AL (34 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
Similar participant headcount
Nearest other-state filings by covered participants (34 participants); asset peers above are excluded.
- Macon East Academy Tax Sheltered 403(b) Plan (AL) 34 · 0 off
- East Woods School Retirement Plan (NY) 34 · 0 off
- Ceom Stock Bonus Plan and Trust (CA) 34 · 0 off
- American Nuclear Society 403(b) Retirement Plan (IL) 34 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.