401(k) · DOL Form 5500 · 2023

Alliance Health, Inc. 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
787
Participants Near avg headcount
74th
Percentile by assets National rank
$26,923
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Alliance Health, Inc. Retirement Plan · Sponsored by Alliance Health, Inc. · Massachusetts · Healthcare & Social Assistance

$21M in assets, 787 participants

Alliance Health, Inc.'s Alliance Health, Inc. Retirement Plan reported $21M in total assets and 787 participants in its 2023 DOL Form 5500 filing, ranking in the 74th 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.

  • #13,776 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. Retirement Plan at $21M / 787 participants.

#13,776
in Healthcare & Social Assistance (17,684 peers)
+12.8%
assets growth YoY

Alliance Health, Inc. Retirement Plan's outsized position by total assets

Alliance Health, Inc. Retirement Plan vs every filed plan by assets

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

$21,188,661 Top 26% higher than 74% 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. Retirement Plan among mid-size 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. Retirement Plan sits mid-pack in the medium band (787 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Alliance Health, Inc. Retirement Plan reported net income rose from -$233K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Alliance Health, Inc. Retirement Plan end-of-year assets rose from $19M in the plan year 2022 filing to $21M in the plan year 2023 filing.
  • Alliance Health, Inc. Retirement Plan reported participants rose from 713 in the plan year 2022 filing to 787 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 043468274 · Alliance Health, Inc. PY 2023 · 401(k)

Alliance Health, Inc. Retirement Plan · $21M · 787 · 74th

  • 5500 $21M
  • 5500 787
  • 5500 74th
  • 5500 401(k)
  • 5500 near Kenneth S. Nugent 401(k) Plan
  • 5500 ind #13776

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. Retirement Plan in the asset neighbourhood

Alliance Health, Inc. Retirement PlanAlliance Health, Inc. Retire…$21MKenneth S. Nugent 401(k) Plan$21MPlasma Technology, Inc. 401(k) Profit Sharing PlanPlasma Technology, Inc. 401(…$21MBinswanger Enterprises, LLC 401(k) PlanBinswanger Enterprises, LLC …$21MMapco 401(k) Plan$21M
End-of-year total assets ($M) among Alliance Health, Inc. Retirement Plan and nearest nationwide 401(k) 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)$19M
Net Assets (End of Year)$21M
Net Income$2M
Employer EIN043468274
Plan Effective Date1988-02-16
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Massachusetts

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

Alliance Health, Inc. Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -10010203040 Total assets ($B) Participants Alliance Health, Inc. Retirement Plan, Total assets ($B): 0.021188661 · Participants: 787Alliance Health, Inc. Retirement PlanFidelity Retirement Savings Plan, Total assets ($B): 28.649852331 · Participants: 62289Fidelity Retirement Savings PlanLiberty Mutual 401(k) Plan, Total assets ($B): 10.556596852 · Participants: 37052Liberty Mutual 401(k) PlanMassachusetts Institute of Technology Supplemental 401(k) Plan, Total assets ($B): 6.829912863 · Participants: 14094Massachusetts Institute of Technology Supplemental 401(k) PlanBoston Scientific Corporation 401(k) Retirement Savings Plan, Total assets ($B): 5.786107181 · Participants: 19881Boston Scientific Corporation 401(k) Retirement Savings PlanPhilips North America 401(k) Plan, Total assets ($B): 5.779286156 · Participants: 19120Philips North America 401(k) Plan
Alliance Health, Inc. Retirement Plan vs. nearby 401(k) plans in Massachusetts, assets vs. participants
Compare Alliance Health, Inc. Retirement Plan side-by-side with 3 peers →

Alliance Health, Inc. Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Massachusetts, the nearest 401(k) by assets is Kenneth S. Nugent 401(k) Plan in GA ($21M); by covered participants it is Ultimus Fund Solutions, LLC Retirement & Profit Sharing Plan in OH (787 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($21M here).

Similar participant headcount

Nearest other-state filings by covered participants (787 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. Retirement Plan assets move in 2023? ▼
Alliance Health, Inc. Retirement Plan grew at a solid clip - up 12.8% during 2023, from $19M to $21M. Reported net income was $2M.
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 401(k) plans are similar in size to Alliance Health, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Kenneth S. Nugent 401(k) Plan in GA ($21M, 188 participants).
Which 401(k) plans cover a similar participant headcount to Alliance Health, Inc. Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ultimus Fund Solutions, LLC Retirement & Profit Sharing Plan in OH (787 participants, $71M 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.