401(k) · DOL Form 5500 · 2023
Alliance Ag & Grain, LLC 401(k) Plan
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 147
- Participants Small participant base
- 54th
- Percentile by assets National rank
- $56,260
- Avg per participant Low balance/head
Official DOL plan name: Ubg 401(k) - Alliance Ag & Grain · Sponsored by Alliance Ag & Grain, LLC · Kansas · Transportation & Warehousing
$8M in assets, 147 participants
Alliance Ag & Grain, LLC's Ubg 401(k) - Alliance Ag & Grain reported $8M in total assets and 147 participants in its 2023 DOL Form 5500 filing, ranking in the 54th 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.
- #1,852 in Transportation & Warehousing (3,362 peers)
Coverage in Kansas
Ubg 401(k) - Alliance Ag & Grain covers 147 participants in Kansas, about 41% of the average Kansas filer (state average ~360 per filing). Assets: $8M.
- #1,852
- in Transportation & Warehousing (3,362 peers)
- +39.4%
- assets growth YoY
Ubg 401(k) - Alliance Ag & Grain's mid-pack asset rank among Transportation & Warehousing and all filers
Ubg 401(k) - Alliance Ag & Grain vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$8,270,240 Top 46% higher than 54% 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
Ubg 401(k) - Alliance Ag & Grain 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. Ubg 401(k) - Alliance Ag & Grain sits mid-pack in the medium band (147 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Ubg 401(k) - Alliance Ag & Grain reported net income rose from -$1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Ubg 401(k) - Alliance Ag & Grain end-of-year assets rose from $6M in the plan year 2022 filing to $8M in the plan year 2023 filing.
- Ubg 401(k) - Alliance Ag & Grain reported participants fell from 152 in the plan year 2022 filing to 147 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 475469106 · Alliance Ag & Grain, LLC PY 2023 · 401(k)
Ubg 401(k) - Alliance Ag & Grain · $8M · 147 · 54th
- PHOTO $8M
- IND 147
- EOY 54th
- 5500 401(k)
- ASSETS near Internal Medicine Associates of Auburn 401(k) Profit Sharing Plan and Trust
- PCT ind #1852
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 Transportation & Warehousing retirement plans → · Plans in Kansas →
Ubg 401(k) - Alliance Ag & Grain in the asset neighbourhood
Kansas filing particulars
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | $2M |
| Employer EIN | 475469106 |
| Plan Effective Date | 2016-03-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Alliance Ag & Grain, LLC)
Sponsor-wide plan assets over time
All Alliance Ag & Grain, LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $11M 79.42119011438496% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 152 | $6M |
| 2023 | 1 | 147 | $8M |
| 2024 | 1 | 143 | $11M |
Nearby 401(k) Plans in Kansas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Koch Employees' Savings Plan $3.9B · 11,911
- Performance Contracting Group, Inc. ESOP/401(k) Plan $2.9B · 1,223
- Black & Veatch Retirement Program $2.7B · 6,890
- Garmin International, Inc. Retirement Plan $1.8B · 6,332
- Spirit Aerosystems Holdings, Inc. Retirement & Savings Plan $1.2B · 7,704
Ubg 401(k) - Alliance Ag & Grain's out-of-state 401(k) peers by assets and headcount
Outside Kansas, the nearest 401(k) by assets is Internal Medicine Associates of Auburn 401(k) Profit Sharing Plan and Trust in NY ($8M); by covered participants it is Chalmers Development Corporation Dba Spire Integrated Solutions 401(k) Plan in NE (147 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
- Internal Medicine Associates of Auburn 401(k) Profit Sharing Plan and Trust (NY) $8M · 44
- Basden Steel Corporation 401(k) Retirement Savings Plan (TX) $8M · 425
- Northern Plains Railroad, Inc. 401(k) Profit Sharing Plan (ND) $8M · 180
- National Automotive Roads Fuel Association Multiple Employer Plan (NH) $8M · 303
Similar participant headcount
Nearest other-state filings by covered participants (147 participants); asset peers above are excluded.
- Chalmers Development Corporation Dba Spire Integrated Solutions 401(k) Plan (NE) 147 · 0 off
- Live Well Financial Inc. 401(k) Profit Sharing Plan & Trust (DE) 147 · 0 off
- Gary Thompson Agency, Inc. Safe Harbor 401(k) Profit Sharing Plan (NE) 147 · 0 off
- Orlando's Enterprises, Inc. 401(k) Retirement Plan (TX) 147 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.