401(k) · DOL Form 5500 · 2023

Ptc Alliance LLC 401(k) Plan

Data updated 2026-08-25

$47M
Total assets Below avg plan size
747
Participants Near avg headcount
85th
Percentile by assets National rank
$63,092
Avg per participant Low balance/head
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Official DOL plan name: Ptc Alliance LLC Union Retirement Savings Plan · Sponsored by Ptc Alliance LLC · Pennsylvania · Manufacturing

$47M in assets, 747 participants

Ptc Alliance LLC's Ptc Alliance LLC Union Retirement Savings Plan reported $47M in total assets and 747 participants in its 2023 DOL Form 5500 filing, ranking in the 85th 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.

  • #14,651 in Manufacturing (18,722 peers)

Where Ptc Alliance LLC Union Retirement Savings Plan sits by assets

Ptc Alliance LLC Union Retirement Savings Plan sits in the top quartile of all filed plans by assets, $47M for 747 participants (~$63,092/participant), up 38.1% in 2023.

#14,651
in Manufacturing (18,722 peers)
+38.1%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Ptc Alliance LLC Union Retirement Savings Plan's outsized position by total assets

Ptc Alliance LLC Union Retirement Savings Plan vs every filed plan by assets

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

$47,130,037 Top 15% higher than 85% 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

Ptc Alliance LLC Union Retirement Savings 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. Ptc Alliance LLC Union Retirement Savings Plan sits mid-pack in the medium band (747 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ptc Alliance LLC Union Retirement Savings Plan reported net income rose from -$5M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Ptc Alliance LLC Union Retirement Savings Plan end-of-year assets rose from $34M in the plan year 2022 filing to $47M in the plan year 2023 filing.
  • Ptc Alliance LLC Union Retirement Savings Plan reported participants rose from 641 in the plan year 2022 filing to 747 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 850943754 · Ptc Alliance LLC PY 2023 · 401(k)

Ptc Alliance LLC Union Retirement Savings Plan · $47M · 747 · 85th

  • PHOTO $47M
  • IND 747
  • EOY 85th
  • 5500 401(k)
  • ASSETS near Apg-Rewards 401(k) Plan
  • PCT ind #14651

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 Manufacturing retirement plans → · Plans in Pennsylvania →

Ptc Alliance LLC Union Retirement Savings Plan in the asset neighbourhood

M E Global Inc. Retirement and Savings PlanM E Global Inc. Retirement a…$47MVersabar 401(k) Profit Sharing PlanVersabar 401(k) Profit Shari…$47MPtc Alliance LLC Union Retirement Savings PlanPtc Alliance LLC Union Retir…$47MApg-Rewards 401(k) Plan$47MProgress Residential 401(k) PlanProgress Residential 401(k) …$47M
End-of-year total assets ($M) among Ptc Alliance LLC Union Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$34M
Net Assets (End of Year)$47M
Net Income$3M
Employer EIN850943754
Plan Effective Date1999-04-26
Filing StatusFILING RECEIVED

Sponsor Plan History (Ptc Alliance LLC)

Sponsor-wide plan assets over time

All Ptc Alliance LLC plans reported in each filing year

Latest sponsor-wide plan assets
$107M 77.07997915641033% vs 2022
2024 filing year
$40M$60M$80M$100M$120M 202220232024 $60.2M $107M ▲ +77.1%
Year Plans Participants Total Assets
2022 2 1,125 $60M
2023 2 1,469 $106M
2024 2 1,415 $107M

Nearby 401(k) Plans in Pennsylvania

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

Ptc Alliance LLC Union Retirement Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -50000050000100000 -505101520 Total assets ($B) Participants Ptc Alliance LLC Union Retirement Savings Plan, Total assets ($B): 0.047130037 · Participants: 747Ptc Alliance LLC Union Retirement Savings PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 17.368669862 · Participants: 93136Comcast Corporation Retirement - Investment PlanCigna 401(k) Plan, Total assets ($B): 13.003870935 · Participants: 66760Cigna 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 9.765617477 · Participants: 18200The Vanguard Retirement and Savings PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 9.339762 · Participants: 61697The PNC Financial Services Group, Inc. Incentive Savings PlanThe Bank of New York Mellon Corporation 401(k) Savings Plan, Total assets ($B): 8.955655142 · Participants: 25184The Bank of New York Mellon Corporation 401(k) Savings Plan
Ptc Alliance LLC Union Retirement Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Ptc Alliance LLC Union Retirement Savings Plan side-by-side with 3 peers →

Ptc Alliance LLC Union Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Apg-Rewards 401(k) Plan in MD ($47M); by covered participants it is Ses Americom Retirement and Savings Plan in NJ (747 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($47M here).

Similar participant headcount

Nearest other-state filings by covered participants (747 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 Ptc Alliance LLC Union Retirement Savings Plan assets move in 2023? ▼
Ptc Alliance LLC Union Retirement Savings Plan surged - up 38.1% during 2023, from $34M to $47M. Reported net income was $3M.
How have Ptc Alliance LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ptc Alliance LLC's sponsor-wide assets grew 77.1%, from $60M to $107M.
Where does Ptc Alliance LLC Union Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Ptc Alliance LLC Union Retirement Savings Plan ranks in the 85th 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 Ptc Alliance LLC Union Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Apg-Rewards 401(k) Plan in MD ($47M, 1,704 participants).
Which 401(k) plans cover a similar participant headcount to Ptc Alliance LLC Union Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ses Americom Retirement and Savings Plan in NJ (747 participants, $246M 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 850943754.

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.