401(k) · DOL Form 5500 · 2023

Alliance Bank 401(k) Plan

Data updated 2026-08-25

$22M
Total assets Small plan by assets
114
Participants Small participant base
74th
Percentile by assets National rank
$191,569
Avg per participant Above avg balance/head
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Official DOL plan name: Alliance Bank Retirement Plan · Sponsored by Alliance Bank · Minnesota · Finance & Insurance

$22M in assets, 114 participants

Alliance Bank's Alliance Bank Retirement Plan reported $22M in total assets and 114 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.

  • #5,436 in Finance & Insurance (8,869 peers)

Coverage in Minnesota

Alliance Bank Retirement Plan covers 114 participants in Minnesota, about 10% of the average Minnesota filer (state average ~1,126 per filing). Assets: $22M.

#5,436
in Finance & Insurance (8,869 peers)
+8.0%
assets growth YoY

Alliance Bank Retirement Plan's outsized position by total assets

Alliance Bank Retirement Plan vs every filed plan by assets

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

$21,838,819 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 Bank 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 Bank Retirement Plan sits mid-pack in the medium band (114 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Alliance Bank Retirement Plan reported net income rose from -$4M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Alliance Bank Retirement Plan end-of-year assets rose from $20M in the plan year 2022 filing to $22M in the plan year 2023 filing.
  • Alliance Bank Retirement Plan reported participants fell from 121 in the plan year 2022 filing to 114 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 410362490 · Alliance Bank PY 2023 · 401(k)

Alliance Bank Retirement Plan · $22M · 114 · 74th

  • BOY $22M
  • BOY 114
  • BOY 74th
  • BOY 401(k)
  • BOY near Sonatype Retirement Trust
  • BOY ind #5436

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 Finance & Insurance retirement plans → · Plans in Minnesota →

Alliance Bank Retirement Plan in the asset neighbourhood

Alliance Bank Retirement Plan$22MSonatype Retirement Trust$22MHealix Savings Plan$22MSuperior Technical Ceramics Corporation 401(k) PlanSuperior Technical Ceramics …$22MNexgen Team, LLC 401(k) Plan$22M
End-of-year total assets ($M) among Alliance Bank Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Minnesota filing particulars

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$22M
Net Income$2M
Employer EIN410362490
Plan Effective Date1969-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Alliance Bank)

Sponsor-wide plan assets over time

All Alliance Bank plans reported in each filing year

Latest sponsor-wide plan assets
$23M 13.431541711287027% vs 2022
2024 filing year
$19M$20M$21M$22M$23M$24M 202220232024 $20.2M $22.9M ▲ +13.4%
Year Plans Participants Total Assets
2022 1 121 $20M
2023 1 114 $22M
2024 1 110 $23M

Nearby 401(k) Plans in Minnesota

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

Alliance Bank Retirement Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -50510152025 Total assets ($B) Participants Alliance Bank Retirement Plan, Total assets ($B): 0.021838819 · Participants: 114Alliance Bank Retirement PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 22.432100178 · Participants: 198972Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 13.008265857 · Participants: 432617Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 12.931979 · Participants: 44342Medtronic Savings and Investment Plan3M Voluntary Investment Plan and Employee Stock Ownership Plan, Total assets ($B): 12.04661588 · Participants: 360493M Voluntary Investment Plan and Employee Stock Ownership PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 10.271161911 · Participants: 75272U.S. Bank 401(k) Savings Plan
Alliance Bank Retirement Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Alliance Bank Retirement Plan side-by-side with 3 peers →

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

Outside Minnesota, the nearest 401(k) by assets is Sonatype Retirement Trust in MD ($22M); by covered participants it is Kam-Way 401(k) Plan in WA (114 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($22M here).

Similar participant headcount

Nearest other-state filings by covered participants (114 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 Bank Retirement Plan assets move in 2023? ▼
Alliance Bank Retirement Plan grew at a solid clip - up 8.0% during 2023, from $20M to $22M. Reported net income was $2M.
How have Alliance Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Alliance Bank's sponsor-wide assets grew 13.4%, from $20M to $23M.
Which 401(k) plans are similar in size to Alliance Bank Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sonatype Retirement Trust in MD ($22M, 368 participants).
Which 401(k) plans cover a similar participant headcount to Alliance Bank Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Kam-Way 401(k) Plan in WA (114 participants, $354K 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 410362490.

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.