Profit Sharing · DOL Form 5500 · 2023
The Alliance, Inc. Profit Sharing Plan
Data updated 2026-08-11
- $93M
- Total assets
- 124
- Participants
- 91st
- Percentile by assets
- $753,731
- Avg per participant
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.
- 91st percentile by assets (of 127,072 plans)
- #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.
- $93M
- total plan assets (2023 EOY)
- 124
- covered participants
- 91st
- percentile by assets (of 127,072 plans)
- $753,731
- avg assets per participant
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.
Participants vs Minnesota filers
In Minnesota, the average filing covers about 1,126 participants across 2,865 plans. The Alliance Retirement Plan reports 124 participants - about 11% of that state average ($93M EOY assets).
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.)
| 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.
The Alliance Retirement Plan vs. nearby Profit Sharing plans in Minnesota, assets vs. participants
- 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
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to The Alliance Retirement Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did The Alliance Retirement Plan assets move in 2023? ▼
How have The Alliance, Inc. plan assets changed over time? ▼
Where does The Alliance Retirement Plan rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to The Alliance Retirement Plan? ▼
Next read for The Alliance Retirement Plan
Filing takeaways
Ways to act on The Alliance Retirement Plan's numbers.
- By total assets, The Alliance Retirement Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Minnesota. Compare plans
- The Alliance, Inc.'s sponsor-wide assets have grown 8.0% since 2022 across 3 plan years on file. More Professional & Technical Services plans