ESOP · DOL Form 5500 · 2023

Alliance Group, Inc. ESOP

Data updated 2026-08-25

$14M
Total assets Small plan by assets
96
Participants Small participant base
66th
Percentile by assets National rank
$144,902
Avg per participant Above avg balance/head
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Official DOL plan name: Alliance Group, Inc. Employee Stock Ownership Plan · Sponsored by Alliance Group, Inc. · Vermont · Construction

$14M in assets, 96 participants

Alliance Group, Inc.'s Alliance Group, Inc. Employee Stock Ownership Plan reported $14M in total assets and 96 participants in its 2023 DOL Form 5500 filing, ranking in the 66th 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.

  • #5,810 in Construction (9,030 peers)

Alliance Group, Inc. multi-year trail

Alliance Group, Inc.'s plans moved +23.6% in assets from 2022 to 2024; this filing shows Alliance Group, Inc. Employee Stock Ownership Plan at $14M / 96 participants.

#5,810
in Construction (9,030 peers)
+51.0%
assets growth YoY

Alliance Group, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Construction and all filers

Alliance Group, Inc. Employee Stock Ownership Plan vs every filed plan by assets

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

$13,910,602 Top 34% higher than 66% 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, Inc. Employee Stock Ownership 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 Group, Inc. Employee Stock Ownership Plan is a small filing (96 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Alliance Group, Inc. Employee Stock Ownership Plan reported net income rose from -$12K in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Alliance Group, Inc. Employee Stock Ownership Plan end-of-year assets rose from $9M in the plan year 2022 filing to $14M in the plan year 2023 filing.
  • Alliance Group, Inc. Employee Stock Ownership Plan reported participants fell from 107 in the plan year 2022 filing to 96 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 272004691 · Alliance Group, Inc. PY 2023 · ESOP

Alliance Group, Inc. Employee Stock Ownership Plan · $14M · 96 · 66th

  • ASSETS $14M
  • ASSETS 96
  • ASSETS 66th
  • ASSETS ESOP
  • ASSETS near Builder's Bloc Employee Stock Ownership Plan
  • ASSETS ind #5810

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 What is an ESOP? → · Plans in Vermont →

Alliance Group, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Builder's Bloc Employee Stock Ownership PlanBuilder's Bloc Employee Stoc…$14MWinn Construction Inc. Employee Stock Ownership PlanWinn Construction Inc. Emplo…$14MB&d Concrete Employee Stock Ownership PlanB&d Concrete Employee Stock …$14MAlliance Group, Inc. Employee Stock Ownership PlanAlliance Group, Inc. Employe…$14MGabriel, Roeder, Smith & Company Holdings, Inc. Employee Stock Ownership PlanGabriel, Roeder, Smith & Com…$14M
End-of-year total assets ($M) among Alliance Group, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Alliance Group, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Alliance Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$18M 23.56939005025601% vs 2022
2024 filing year
$12M$14M$16M$18M$20M$22M 202220232024 $14.5M $18M ▲ +23.6%
Year Plans Participants Total Assets
2022 2 237 $15M
2023 2 241 $21M
2024 4 539 $18M

Alliance Group, Inc. filing trail (2023)

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$14M
Net Income$13M
Employer EIN272004691
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Vermont

Peer ESOP plans, same state, same plan type, ranked by total assets.

Alliance Group, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Vermont, assets vs. participants Scatter plot of 6 data points. 0200400600800 -1000100200300400500 Total assets ($M) Participants Alliance Group, Inc. Employee Stock Ownership Plan, Total assets ($M): 13.910602 · Participants: 96Alliance Group, Inc. Employee Stock Ownership PlanVermont Information Processing, Inc. Employee Stock Ownership Plan, Total assets ($M): 423.9135 · Participants: 600Vermont Information Processing, Inc. Employee Stock Ownership PlanKing Arthur Employee Stock Ownership Plan, Total assets ($M): 192.33935 · Participants: 304King Arthur Employee Stock Ownership PlanCfc ESOP, Total assets ($M): 88.27 · Participants: 427Cfc ESOPHallam Associates, Inc. Employee Stock Ownership Plan and Trust, Total assets ($M): 23.199304 · Participants: 134Hallam Associates, Inc. Employee Stock Ownership Plan and TrustTrust Company of Vermont Employee Stock Ownership Plan, Total assets ($M): 18.810834 · Participants: 43Trust Company of Vermont Employee Stock Ownership Plan
Alliance Group, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Vermont, assets vs. participants
Compare Alliance Group, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

Alliance Group, Inc. Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Vermont, the nearest ESOP by assets is Builder's Bloc Employee Stock Ownership Plan in MO ($14M); by covered participants it is Erdman Anthony Profit Sharing and Employee Stock Ownership Plan in NY (96 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (96 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, Inc. Employee Stock Ownership Plan assets move in 2023? ▼
Alliance Group, Inc. Employee Stock Ownership Plan surged - up 51.0% during 2023, from $9M to $14M. Reported net income was $13M.
How have Alliance Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Alliance Group, Inc.'s sponsor-wide assets grew 23.6%, from $15M to $18M.
Which ESOP plans are similar in size to Alliance Group, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Builder's Bloc Employee Stock Ownership Plan in MO ($14M, 22 participants).
Which ESOP plans cover a similar participant headcount to Alliance Group, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Erdman Anthony Profit Sharing and Employee Stock Ownership Plan in NY (96 participants, $3M 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 272004691.

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.