Profit Sharing · DOL Form 5500 · 2023
The Alliance, Inc. Profit Sharing Plan
Data updated 2026-08-25
- $93M
- Total assets Below avg plan size
- 124
- Participants Small participant base
- 91st
- Percentile by assets National rank
- $753,731
- Avg per participant High balance/head
Official DOL plan name: The Alliance Retirement Plan · Sponsored by The Alliance, Inc. · Minnesota · Professional & Technical Services
$93M in assets, 124 participants
The Alliance, Inc.'s The Alliance Retirement Plan reported $93M in total assets and 124 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.
- #18,697 in Professional & Technical Services (20,321 peers)
Coverage in Minnesota
The Alliance Retirement Plan covers 124 participants in Minnesota, about 11% of the average Minnesota filer (state average ~1,126 per filing). Assets: $93M.
- #18,697
- in Professional & Technical Services (20,321 peers)
- +30.9%
- assets growth YoY
- 0.9×
- vs typical plan assets (national mean)
The Alliance Retirement Plan's outsized position by total assets
The Alliance Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$93,462,582 Top 9% higher than 91% 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
The Alliance Retirement 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. The Alliance Retirement Plan sits mid-pack in the medium band (124 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Alliance Retirement Plan reported net income rose from $4M in the plan year 2022 filing to $22M in the plan year 2023 filing.
- The Alliance Retirement Plan end-of-year assets rose from $71M in the plan year 2022 filing to $93M in the plan year 2023 filing.
- The Alliance Retirement Plan reported participants rose from 112 in the plan year 2022 filing to 124 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 410963427 · The Alliance, Inc. PY 2023 · Profit Sharing
The Alliance Retirement Plan · $93M · 124 · 91st
- TYPE $93M
- NET 124
- BOOK 91st
- VS-ST Profit Sharing
- BOY near Sullivan Companies Retirement Trust
- SCH ind #18697
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 Minnesota →
The Alliance Retirement Plan in the asset neighbourhood
Minnesota filing particulars
| Total Assets (Beginning of Year) | $71M |
|---|---|
| Net Assets (End of Year) | $93M |
| Net Income | $22M |
| Employer EIN | 410963427 |
| Plan Effective Date | 1972-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Alliance, Inc.)
Sponsor-wide plan assets over time
All The Alliance, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $77M 7.992362459293148% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 112 | $71M |
| 2023 | 1 | 124 | $93M |
| 2024 | 1 | 127 | $77M |
Nearby Profit Sharing Plans in Minnesota
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Essentia Health Retirement Plan $1.9B · 15,491
- Pipe Trades Services Mn Pension Supplement Fund $1.6B · 6,062
- Allina 403(b) Retirement Savings Plan $906M · 9,417
- Fairview Health Services Pension Plan $610M · 4,828
- Cargill Employee Retirement Account Plan $511M · 19,870
The Alliance Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Minnesota, the nearest Profit Sharing by assets is Sullivan Companies Retirement Trust in MA ($93M); by covered participants it is Amsterdam Retirement Plan in NY (124 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($93M here).
- Sullivan Companies Retirement Trust (MA) $93M · 1,148
- Moses/Weitzman Health System, Inc. 403b Retirement Plan (CT) $94M · 1,205
- Bricklayers Supplemental Annuity Fund (NY) $93M · 1,112
- Lowenstein Sandler Profit Sharing Plan (NJ) $93M · 281
Similar participant headcount
Nearest other-state filings by covered participants (124 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.