ESOP · DOL Form 5500 · 2023

Alliance Foods Inc ESOP

Data updated 2026-08-25

$5M
Total assets Small plan by assets
22
Participants Small participant base
43rd
Percentile by assets National rank
$215,261
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Alliance Foods Inc Employee Stock Ownership Plan · Sponsored by Alliance Foods Inc · Michigan · Wholesale Trade

$5M in assets, 22 participants

Alliance Foods Inc's Alliance Foods Inc Employee Stock Ownership Plan reported $5M in total assets and 22 participants in its 2023 DOL Form 5500 filing, ranking in the 43rd 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.

  • #2,054 in Wholesale Trade (6,309 peers)

Alliance Foods Inc multi-year trail

Alliance Foods Inc's plans moved -40.4% in assets from 2022 to 2024; this filing shows Alliance Foods Inc Employee Stock Ownership Plan at $5M / 22 participants.

#2,054
in Wholesale Trade (6,309 peers)
-23.0%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Alliance Foods Inc Employee Stock Ownership Plan's mid-pack asset rank among Wholesale Trade and all filers

Alliance Foods Inc Employee Stock Ownership Plan vs every filed plan by assets

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

$4,735,744 43rd percentile higher than 43% 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 Foods 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 Foods Inc Employee Stock Ownership Plan is a small filing (22 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Alliance Foods Inc Employee Stock Ownership Plan reported net income fell from -$972K in the plan year 2022 filing to -$1M in the plan year 2023 filing.
  • Alliance Foods Inc Employee Stock Ownership Plan end-of-year assets fell from $6M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Alliance Foods Inc Employee Stock Ownership Plan reported participants fell from 25 in the plan year 2022 filing to 22 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 380692130 · Alliance Foods Inc PY 2023 · ESOP

Alliance Foods Inc Employee Stock Ownership Plan · $5M · 22 · 43rd

  • BOY $5M
  • BOY 22
  • BOY 43rd
  • BOY ESOP
  • BOY near Midland Financial Corp Employee Stock Ownership Plan
  • BOY ind #2054

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 Michigan →

Alliance Foods Inc Employee Stock Ownership Plan in the asset neighbourhood

Spine & Sport Employee Stock Ownership PlanSpine & Sport Employee Stock…$5MAlliance Foods Inc Employee Stock Ownership PlanAlliance Foods Inc Employee …$5MMidwest Molding Inc Employee Stock Ownership PlanMidwest Molding Inc Employee…$5MMidland Financial Corp Employee Stock Ownership PlanMidland Financial Corp Emplo…$5MTeter, Inc. Employee Stock Ownership PlanTeter, Inc. Employee Stock O…$5M
End-of-year total assets ($M) among Alliance Foods Inc Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Alliance Foods Inc multi-year asset trail

Sponsor-wide plan assets over time

All Alliance Foods Inc plans reported in each filing year

Latest sponsor-wide plan assets
$4M 40.378631734289506% vs 2022
2024 filing year
$3M$4M$5M$6M$7M 202220232024 $6.15M $3.67M ▼ -40.3%
Year Plans Participants Total Assets
2022 1 25 $6M
2023 1 22 $5M
2024 1 19 $4M

Alliance Foods Inc filing trail (2023)

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$3M
Net Income-$1M
Employer EIN380692130
Plan Effective Date1975-03-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Michigan

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

Alliance Foods Inc Employee Stock Ownership Plan vs. nearby ESOP plans in Michigan, assets vs. participants Scatter plot of 6 data points. -50005001000150020002500 -0.500.511.5 Total assets ($B) Participants Alliance Foods Inc Employee Stock Ownership Plan, Total assets ($B): 0.004735744 · Participants: 22Alliance Foods Inc Employee Stock Ownership PlanMcnaughton-Mckay Electric Company Employee Stock Ownership Plan, Total assets ($B): 1.30777109 · Participants: 1635Mcnaughton-Mckay Electric Company Employee Stock Ownership PlanThe Kendall Group Employee Stock Ownership Plan, Total assets ($B): 0.808091077 · Participants: 1907The Kendall Group Employee Stock Ownership PlanProject Worldwide, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.436210284 · Participants: 1173Project Worldwide, Inc. Employee Stock Ownership PlanMotor City Electric Co. Employee Stock Ownership Plan, Total assets ($B): 0.258079249 · Participants: 207Motor City Electric Co. Employee Stock Ownership PlanLee Contracting, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.237688318 · Participants: 500Lee Contracting, Inc. Employee Stock Ownership Plan
Alliance Foods Inc Employee Stock Ownership Plan vs. nearby ESOP plans in Michigan, assets vs. participants
Compare Alliance Foods Inc Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Michigan, the nearest ESOP by assets is Midland Financial Corp Employee Stock Ownership Plan in FL ($5M); by covered participants it is Davy Architecture, Inc. Employee Stock Ownership Plan in CA (22 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (22 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 Foods Inc Employee Stock Ownership Plan assets move in 2023? ▼
Alliance Foods Inc Employee Stock Ownership Plan declined sharply - down 23.0% during 2023, from $6M to $5M. Reported net income was -$1M.
How have Alliance Foods Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Alliance Foods Inc's sponsor-wide assets declined 40.4%, from $6M to $4M.
Which ESOP plans are similar in size to Alliance Foods Inc Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is Midland Financial Corp Employee Stock Ownership Plan in FL ($5M, 60 participants).
Which ESOP plans cover a similar participant headcount to Alliance Foods Inc Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Davy Architecture, Inc. Employee Stock Ownership Plan in CA (22 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 380692130.

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.