Other · DOL Form 5500 · 2023
The Alliance Home Retirement Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 163
- Participants Small participant base
- 39th
- Percentile by assets National rank
- $23,000
- Avg per participant Low balance/head
Official DOL plan name: 403(b) Thrift Plan of the Alliance Home Dba Chapel Pointe at Carlisle · Sponsored by The Alliance Home · Pennsylvania · Healthcare & Social Assistance
$4M in assets, 163 participants
The Alliance Home's 403(b) Thrift Plan of the Alliance Home Dba Chapel Pointe at Carlisle reported $4M in total assets and 163 participants in its 2023 DOL Form 5500 filing, ranking in the 39th 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.
- #7,324 in Healthcare & Social Assistance (17,684 peers)
Coverage in Pennsylvania
403(b) Thrift Plan of the Alliance Home Dba Chapel Pointe at Carlisle covers 163 participants in Pennsylvania, about 20% of the average Pennsylvania filer (state average ~822 per filing). Assets: $4M.
- #7,324
- in Healthcare & Social Assistance (17,684 peers)
- -8.9%
- assets change YoY
The plan reported a net loss of $365K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
403(b) Thrift Plan of the Alliance Home Dba Chapel Pointe at Carlisle's mid-pack asset rank among Healthcare & Social Assistance and all filers
403(b) Thrift Plan of the Alliance Home Dba Chapel Pointe at Carlisle vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$3,749,005 39th percentile higher than 39% 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
403(b) Thrift Plan of the Alliance Home Dba Chapel Pointe at Carlisle 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. 403(b) Thrift Plan of the Alliance Home Dba Chapel Pointe at Carlisle sits mid-pack in the medium band (163 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- 403(b) Thrift Plan of the Alliance Home Dba Chapel Pointe at Carlisle reported participants fell from 190 in the plan year 2022 filing to 163 in the plan year 2023 filing.
- 403(b) Thrift Plan of the Alliance Home Dba Chapel Pointe at Carlisle reported net income rose from -$417K in the plan year 2022 filing to -$365K in the plan year 2023 filing.
- 403(b) Thrift Plan of the Alliance Home Dba Chapel Pointe at Carlisle end-of-year assets fell from $4M in the plan year 2022 filing to $4M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 231445658 · The Alliance Home PY 2023 · Other
403(b) Thrift Plan of the Alliance Home Dba Chapel Pointe at Carlisle · $4M · 163 · 39th
- EOY $4M
- EOY 163
- EOY 39th
- EOY Other
- EOY near The Arc of Camden County 403(b) Plan
- EOY ind #7324
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 Pennsylvania →
403(b) Thrift Plan of the Alliance Home Dba Chapel Pointe at Carlisle in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | -$365K |
| Employer EIN | 231445658 |
| Plan Effective Date | 2006-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Alliance Home)
Sponsor-wide plan assets over time
All The Alliance Home plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 3.0077927773203608% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 190 | $4M |
| 2023 | 1 | 163 | $4M |
| 2024 | 1 | 200 | $4M |
Nearby Other Plans in Pennsylvania
Peer Other plans, same state, same plan type, ranked by total assets.
- The University of Pennsylvania Matching Plan $6.3B · 20,979
- Upmc 403(b) Retirement Savings Plan $4.2B · 78,261
- The University of Pennsylvania Health System 403(b) Retirement Savings Plan $3.1B · 41,942
- Carnegie Mellon University Faculty and Staff Retirement Plan $2.5B · 6,370
- Jefferson Defined Contribution Retirement Plan $2.5B · 15,783
403(b) Thrift Plan of the Alliance Home Dba Chapel Pointe at Carlisle's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is The Arc of Camden County 403(b) Plan in NJ ($4M); by covered participants it is Homes for the Homeless, Inc. 403(b) Plan in NY (163 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (163 participants); asset peers above are excluded.
- Homes for the Homeless, Inc. 403(b) Plan (NY) 163 · 0 off
- Retirement Plan for Chowan University (NC) 163 · 0 off
- Section 403(b) Retirement Plan for Amida Care, Inc. (NY) 163 · 0 off
- Hope Christian Schools, Inc. 403(b) Plan (NM) 163 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.