401(k) · DOL Form 5500 · 2023

Alliance Marketing LLC 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
113
Participants Small participant base
48th
Percentile by assets National rank
$54,612
Avg per participant Low balance/head
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Official DOL plan name: Alliance Marketing LLC 401(k) Profit Sharing Plan & Trust · Sponsored by Alliance Marketing LLC · Tennessee · Professional & Technical Services

$6M in assets, 113 participants

Alliance Marketing LLC's Alliance Marketing LLC 401(k) Profit Sharing Plan & Trust reported $6M in total assets and 113 participants in its 2023 DOL Form 5500 filing, ranking in the 48th 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.

  • #9,494 in Professional & Technical Services (20,321 peers)

Coverage in Tennessee

Alliance Marketing LLC 401(k) Profit Sharing Plan & Trust covers 113 participants in Tennessee, about 10% of the average Tennessee filer (state average ~1,126 per filing). Assets: $6M.

#9,494
in Professional & Technical Services (20,321 peers)
+11.6%
assets growth YoY

Alliance Marketing LLC 401(k) Profit Sharing Plan & Trust's mid-pack asset rank among Professional & Technical Services and all filers

Alliance Marketing LLC 401(k) Profit Sharing Plan & Trust vs every filed plan by assets

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

$6,171,117 48th percentile higher than 48% 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 Marketing LLC 401(k) Profit Sharing Plan & Trust 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 Marketing LLC 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (113 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Alliance Marketing LLC 401(k) Profit Sharing Plan & Trust reported net income rose from -$320K in the plan year 2022 filing to $640K in the plan year 2023 filing.
  • Alliance Marketing LLC 401(k) Profit Sharing Plan & Trust reported participants rose from 95 in the plan year 2022 filing to 113 in the plan year 2023 filing.
  • Alliance Marketing LLC 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $6M in the plan year 2022 filing to $6M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 200351800 · Alliance Marketing LLC PY 2023 · 401(k)

Alliance Marketing LLC 401(k) Profit Sharing Plan & Trust · $6M · 113 · 48th

  • EOY $6M
  • EOY 113
  • EOY 48th
  • EOY 401(k)
  • EOY near Leman Academy of Excellence 401(k) Plan
  • EOY ind #9494

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 Professional & Technical Services retirement plans → · Plans in Tennessee →

Alliance Marketing LLC 401(k) Profit Sharing Plan & Trust in the asset neighbourhood

Alliance Marketing LLC 401(k) Profit Sharing Plan & TrustAlliance Marketing LLC 401(k…$6MLeman Academy of Excellence 401(k) PlanLeman Academy of Excellence …$6MSurry Insurance Agency & Realty Co., Inc.Employees' Profit Sharing Plan and TrustSurry Insurance Agency & Rea…$6MDiscount Dumpsters, LLC 401(k) Retirement PlanDiscount Dumpsters, LLC 401(…$6MGreat White Shark Enterprises 401(k) Profit Sharing PlanGreat White Shark Enterprise…$6M
End-of-year total assets ($M) among Alliance Marketing LLC 401(k) Profit Sharing Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Tennessee filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$6M
Net Income$640K
Employer EIN200351800
Plan Effective Date2004-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Alliance Marketing LLC)

Sponsor-wide plan assets over time

All Alliance Marketing LLC plans reported in each filing year

Latest sponsor-wide plan assets
$7M 21.140900891258767% vs 2022
2024 filing year
$5M$5.5M$6M$6.5M$7M 202220232024 $5.53M $6.7M ▲ +21.2%
Year Plans Participants Total Assets
2022 1 95 $6M
2023 1 113 $6M
2024 1 116 $7M

Nearby 401(k) Plans in Tennessee

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

Alliance Marketing LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -100102030 Total assets ($B) Participants Alliance Marketing LLC 401(k) Profit Sharing Plan & Trust, Total assets ($B): 0.006171117 · Participants: 113Alliance Marketing LLC 401(k) Profit Sharing Plan & TrustFedex Corporation Retirement Savings Plan, Total assets ($B): 23.88081991 · Participants: 127010Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 21.53517366 · Participants: 291649Hca 401(k) PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 4.743557391 · Participants: 5728Federal Express Corporation Pilots Retirement Savings PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.621886139 · Participants: 12153International Paper Company Salaried Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.517708174 · Participants: 62487Chs/Community Health Systems, Inc. Retirement Savings Plan
Alliance Marketing LLC 401(k) Profit Sharing Plan & Trust vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare Alliance Marketing LLC 401(k) Profit Sharing Plan & Trust side-by-side with 3 peers →

Alliance Marketing LLC 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is Leman Academy of Excellence 401(k) Plan in AZ ($6M); by covered participants it is Carteret Management Corporation 401(k) Plan in FL (113 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (113 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 Marketing LLC 401(k) Profit Sharing Plan & Trust assets move in 2023? ▼
Alliance Marketing LLC 401(k) Profit Sharing Plan & Trust grew at a solid clip - up 11.6% during 2023, from $6M to $6M. Reported net income was $640K.
How have Alliance Marketing LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Alliance Marketing LLC's sponsor-wide assets grew 21.1%, from $6M to $7M.
Which 401(k) plans are similar in size to Alliance Marketing LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Leman Academy of Excellence 401(k) Plan in AZ ($6M, 530 participants).
Which 401(k) plans cover a similar participant headcount to Alliance Marketing LLC 401(k) Profit Sharing Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Carteret Management Corporation 401(k) Plan in FL (113 participants, $475K 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 200351800.

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.