401(k) · DOL Form 5500 · 2023

Alliance Member Services Inc. 401(k) Plan

Data updated 2026-08-25

$29M
Total assets Below avg plan size
135
Participants Small participant base
79th
Percentile by assets National rank
$213,764
Avg per participant Above avg balance/head
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Official DOL plan name: Alliance Member Services, Inc. 401(k) Retirement P · Sponsored by Alliance Member Services Inc. · California · Finance & Insurance

$29M in assets, 135 participants

Alliance Member Services Inc.'s Alliance Member Services, Inc. 401(k) Retirement P reported $29M in total assets and 135 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.

  • #5,969 in Finance & Insurance (8,869 peers)

Coverage in California

Alliance Member Services, Inc. 401(k) Retirement P covers 135 participants in California, about 21% of the average California filer (state average ~630 per filing). Assets: $29M.

#5,969
in Finance & Insurance (8,869 peers)
+26.7%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Alliance Member Services, Inc. 401(k) Retirement P's outsized position by total assets

Alliance Member Services, Inc. 401(k) Retirement P vs every filed plan by assets

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

$28,858,143 Top 21% higher than 79% 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 Member Services, Inc. 401(k) Retirement P 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 Member Services, Inc. 401(k) Retirement P sits mid-pack in the medium band (135 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Alliance Member Services, Inc. 401(k) Retirement P reported net income rose from -$4M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Alliance Member Services, Inc. 401(k) Retirement P end-of-year assets rose from $23M in the plan year 2022 filing to $29M in the plan year 2023 filing.
  • Alliance Member Services, Inc. 401(k) Retirement P reported participants fell from 141 in the plan year 2022 filing to 135 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 061555318 · Alliance Member Services Inc. PY 2023 · 401(k)

Alliance Member Services, Inc. 401(k) Retirement P · $29M · 135 · 79th

  • SCH $29M
  • EBSA 135
  • PART 79th
  • TYPE 401(k)
  • NET near Citizen Advocates, Inc. 401(k) Plan
  • BOOK ind #5969

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 California →

Alliance Member Services, Inc. 401(k) Retirement P in the asset neighbourhood

The Summit Center 401(k) Plan$29MAlliance Member Services, Inc. 401(k) Retirement PAlliance Member Services, In…$29MCitizen Advocates, Inc. 401(k) PlanCitizen Advocates, Inc. 401(…$29MSouth Plains Implement, Ltd 401(k) PlanSouth Plains Implement, Ltd …$29MWest Fraser, Inc. 401(k) Plan for Collectively Bargained EmployeesWest Fraser, Inc. 401(k) Pla…$29M
End-of-year total assets ($M) among Alliance Member Services, Inc. 401(k) Retirement P and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

California filing particulars

Total Assets (Beginning of Year)$23M
Net Assets (End of Year)$29M
Net Income$6M
Employer EIN061555318
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Alliance Member Services Inc.)

Sponsor-wide plan assets over time

All Alliance Member Services Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$34M 47.09921103111591% vs 2022
2024 filing year
$20M$25M$30M$35M 202220232024 $22.8M $33.5M ▲ +47.1%
Year Plans Participants Total Assets
2022 1 141 $23M
2023 1 135 $29M
2024 1 164 $34M

Nearby 401(k) Plans in California

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

Alliance Member Services, Inc. 401(k) Retirement P vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants Alliance Member Services, Inc. 401(k) Retirement P, Total assets ($B): 0.028858143 · Participants: 135Alliance Member Services, Inc. 401(k) Retirement PWells Fargo & Company 401(k) Plan, Total assets ($B): 51.831350351 · Participants: 193919Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 39.047152408 · Participants: 122867Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 26.320437734 · Participants: 63105Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 22.17918189 · Participants: 59863Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 19.779511539 · Participants: 106111Apple 401(k) Plan
Alliance Member Services, Inc. 401(k) Retirement P vs. nearby 401(k) plans in California, assets vs. participants
Compare Alliance Member Services, Inc. 401(k) Retirement P side-by-side with 3 peers →

Alliance Member Services, Inc. 401(k) Retirement P's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Citizen Advocates, Inc. 401(k) Plan in NY ($29M); by covered participants it is Seven Hills Ob-Gyn Associates, Inc. Profit Sharing Plan in NJ (135 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (135 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 Member Services, Inc. 401(k) Retirement P assets move in 2023? ▼
Alliance Member Services, Inc. 401(k) Retirement P grew sharply - up 26.7% during 2023, from $23M to $29M. Reported net income was $6M.
How have Alliance Member Services Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Alliance Member Services Inc.'s sponsor-wide assets grew 47.1%, from $23M to $34M.
Where does Alliance Member Services, Inc. 401(k) Retirement P rank by assets among Form 5500 filers? ▼
Alliance Member Services, Inc. 401(k) Retirement P ranks in the 79th 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 Alliance Member Services, Inc. 401(k) Retirement P? ▼
Among 401(k) plans in other states, the closest by assets is Citizen Advocates, Inc. 401(k) Plan in NY ($29M, 721 participants).
Which 401(k) plans cover a similar participant headcount to Alliance Member Services, Inc. 401(k) Retirement P? ▼
Among 401(k) plans in other states, the closest by covered participants is Seven Hills Ob-Gyn Associates, Inc. Profit Sharing Plan in NJ (135 participants, N/A 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 061555318.

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.