401(k) · DOL Form 5500 · 2023

The Alliance Group 401(k) Plan

Data updated 2026-08-25

$40M
Total assets Below avg plan size
2,227
Participants Above avg headcount
83rd
Percentile by assets National rank
$18,123
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Alliance Group Retirement Plan · Sponsored by The Alliance Group · Arizona · Administrative & Support Services

$40M in assets, 2,227 participants

The Alliance Group's Alliance Group Retirement Plan reported $40M in total assets and 2,227 participants in its 2023 DOL Form 5500 filing, ranking in the 83rd 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.

  • #4,004 in Administrative & Support Services (4,372 peers)

Coverage in Arizona

Alliance Group Retirement Plan covers 2,227 participants in Arizona, 4.0x the typical Arizona plan (state average ~564 per filing). Assets: $40M.

#4,004
in Administrative & Support Services (4,372 peers)
-5.6%
assets change YoY
0.4×
vs typical plan assets (national mean)

Alliance Group Retirement Plan's outsized position by total assets

Alliance Group Retirement Plan vs every filed plan by assets

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

$40,360,521 Top 17% higher than 83% 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 Group Retirement Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Alliance Group Retirement Plan lands in the large band (2,227 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Alliance Group Retirement Plan reported net income rose from -$3M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Alliance Group Retirement Plan reported participants rose from 1,962 in the plan year 2022 filing to 2,227 in the plan year 2023 filing.
  • Alliance Group Retirement Plan end-of-year assets fell from $43M in the plan year 2022 filing to $40M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 911858530 · The Alliance Group PY 2023 · 401(k)

Alliance Group Retirement Plan · $40M · 2,227 · 83rd

  • EIN $40M
  • RANK 2,227
  • PHOTO 83rd
  • IND 401(k)
  • EOY near Arcus Biosciences Retirement Trust
  • 5500 ind #4004

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 Administrative & Support Services retirement plans → · Plans in Arizona →

Alliance Group Retirement Plan in the asset neighbourhood

Alliance Group Retirement PlanAlliance Group Retirement Pl…$40MArcus Biosciences Retirement TrustArcus Biosciences Retirement…$40MFabricut, Inc. 401(k) Retirement PlanFabricut, Inc. 401(k) Retire…$40MMichael & Susan Dell Foundation 401(k) PlanMichael & Susan Dell Foundat…$40MHinkle Shanor LLP Salary Savings Plan and TrustHinkle Shanor LLP Salary Sav…$40M
End-of-year total assets ($M) among Alliance Group Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Arizona filing particulars

Total Assets (Beginning of Year)$43M
Net Assets (End of Year)$40M
Net Income$7M
Employer EIN911858530
Plan Effective Date2001-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Alliance Group)

Sponsor-wide plan assets over time

All The Alliance Group plans reported in each filing year

Latest sponsor-wide plan assets
$22M 49.12656671695504% vs 2022
2024 filing year
$10M$20M$30M$40M$50M 202220232024 $42.8M $21.8M ▼ -49.1%
Year Plans Participants Total Assets
2022 1 1,962 $43M
2023 1 2,227 $40M
2024 1 1,619 $22M

Nearby 401(k) Plans in Arizona

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

Alliance Group Retirement Plan vs. nearby 401(k) plans in Arizona, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -20246 Total assets ($B) Participants Alliance Group Retirement Plan, Total assets ($B): 0.040360521 · Participants: 2227Alliance Group Retirement PlanBechtel Trust & Thrift Plan, Total assets ($B): 5.691074806 · Participants: 7448Bechtel Trust & Thrift PlanBanner Health Employees 401(k) Plan, Total assets ($B): 4.270882725 · Participants: 52452Banner Health Employees 401(k) PlanRepublic Services, Inc. 401(k) Plan, Total assets ($B): 2.379834679 · Participants: 28131Republic Services, Inc. 401(k) PlanFreeport-Mcmoran Inc. Employee Capital Accumulation Program, Total assets ($B): 2.323111586 · Participants: 13105Freeport-Mcmoran Inc. Employee Capital Accumulation ProgramStantec 401(k) Plan, Total assets ($B): 2.021683156 · Participants: 10719Stantec 401(k) Plan
Alliance Group Retirement Plan vs. nearby 401(k) plans in Arizona, assets vs. participants
Compare Alliance Group Retirement Plan side-by-side with 3 peers →

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

Outside Arizona, the nearest 401(k) by assets is Arcus Biosciences Retirement Trust in CA ($40M); by covered participants it is Ventura Foods, LLC Profit Sharing 401(k) Plan in CA (2,227 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,227 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 Group Retirement Plan assets move in 2023? ▼
Alliance Group Retirement Plan pulled back noticeably - down 5.6% during 2023, from $43M to $40M. Reported net income was $7M.
How have The Alliance Group plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Alliance Group's sponsor-wide assets declined 49.1%, from $43M to $22M.
Where does Alliance Group Retirement Plan rank by assets among Form 5500 filers? ▼
Alliance Group Retirement Plan ranks in the 83rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Alliance Group Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Arcus Biosciences Retirement Trust in CA ($40M, 529 participants).
Which 401(k) plans cover a similar participant headcount to Alliance Group Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ventura Foods, LLC Profit Sharing 401(k) Plan in CA (2,227 participants, $301M 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 911858530.

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.