401(k) · DOL Form 5500 · 2023

Alliance for a Healthier Generation 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
95
Participants Small participant base
61st
Percentile by assets National rank
$120,286
Avg per participant Near avg balance/head
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Official DOL plan name: Alliance for a Healthier Generation 401(k) Plan · Sponsored by Alliance for a Healthier Generation · Oregon · Healthcare & Social Assistance

$11M in assets, 95 participants

Alliance for a Healthier Generation's Alliance for a Healthier Generation 401(k) Plan reported $11M in total assets and 95 participants in its 2023 DOL Form 5500 filing, ranking in the 61st 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.

  • #11,840 in Healthcare & Social Assistance (17,684 peers)

Alliance for a Healthier Generation multi-year trail

Alliance for a Healthier Generation's plans moved +33.3% in assets from 2022 to 2024; this filing shows Alliance for a Healthier Generation 401(k) Plan at $11M / 95 participants.

#11,840
in Healthcare & Social Assistance (17,684 peers)
+16.4%
assets growth YoY

Alliance for a Healthier Generation 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Alliance for a Healthier Generation 401(k) Plan vs every filed plan by assets

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

$11,427,141 Top 39% higher than 61% 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 for a Healthier Generation 401(k) 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 for a Healthier Generation 401(k) Plan is a small filing (95 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Alliance for a Healthier Generation 401(k) Plan reported net income rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Alliance for a Healthier Generation 401(k) Plan end-of-year assets rose from $10M in the plan year 2022 filing to $11M in the plan year 2023 filing.
  • Alliance for a Healthier Generation 401(k) Plan reported participants rose from 85 in the plan year 2022 filing to 95 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 272028308 · Alliance for a Healthier Generation PY 2023 · 401(k)

Alliance for a Healthier Generation 401(k) Plan · $11M · 95 · 61st

  • PART $11M
  • TYPE 95
  • NET 61st
  • BOOK 401(k)
  • VS-ST near Idaho Manufacturing Alliance 401(k) Plan
  • BOY ind #11840

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 Healthcare & Social Assistance retirement plans → · Plans in Oregon →

Alliance for a Healthier Generation 401(k) Plan in the asset neighbourhood

Alliance for a Healthier Generation 401(k) PlanAlliance for a Healthier Gen…$11MIdaho Manufacturing Alliance 401(k) PlanIdaho Manufacturing Alliance…$11MEmcube 401(k) Profit Sharing PlanEmcube 401(k) Profit Sharing…$11MCarolina Family Health Centers, Inc. 401(k) PlanCarolina Family Health Cente…$11MHansgrohe, Inc. Retirement PlanHansgrohe, Inc. Retirement P…$11M
End-of-year total assets ($M) among Alliance for a Healthier Generation 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Alliance for a Healthier Generation multi-year asset trail

Sponsor-wide plan assets over time

All Alliance for a Healthier Generation plans reported in each filing year

Latest sponsor-wide plan assets
$13M 33.292044883740594% vs 2022
2024 filing year
$9M$10M$11M$12M$13M$14M 202220232024 $9.81M $13.1M ▲ +33.3%
Year Plans Participants Total Assets
2022 1 85 $10M
2023 1 95 $11M
2024 1 92 $13M

Alliance for a Healthier Generation filing trail (2023)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$11M
Net Income$2M
Employer EIN272028308
Plan Effective Date2010-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Oregon

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

Alliance for a Healthier Generation 401(k) Plan vs. nearby 401(k) plans in Oregon, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants Alliance for a Healthier Generation 401(k) Plan, Total assets ($B): 0.011427141 · Participants: 95Alliance for a Healthier Generation 401(k) Plan401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc., Total assets ($B): 5.902107007 · Participants: 40345401(k) Savings and Profit Sharing Plan for Employees of Nike, Inc.Daimler Truck North America, L.L.C. Employee Retirement Savings Plan, Total assets ($B): 2.354402812 · Participants: 8353Daimler Truck North America, L.L.C. Employee Retirement Savings PlanPrecision Castparts Corp. 401(k) Retirement Savings Plan, Total assets ($B): 2.192492885 · Participants: 16687Precision Castparts Corp. 401(k) Retirement Savings PlanXpo Logistics Retirement Savings Plan, Total assets ($B): 1.809963509 · Participants: 6189Xpo Logistics Retirement Savings PlanPacificorp K Plus Employee Savings Plan, Total assets ($B): 1.59531627 · Participants: 4968Pacificorp K Plus Employee Savings Plan
Alliance for a Healthier Generation 401(k) Plan vs. nearby 401(k) plans in Oregon, assets vs. participants
Compare Alliance for a Healthier Generation 401(k) Plan side-by-side with 3 peers →

Alliance for a Healthier Generation 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Oregon, the nearest 401(k) by assets is Idaho Manufacturing Alliance 401(k) Plan in ID ($11M); by covered participants it is Southern Gear and Machine, Inc. Employee Stock Ownership Plan in FL (95 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($11M here).

Similar participant headcount

Nearest other-state filings by covered participants (95 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 for a Healthier Generation 401(k) Plan assets move in 2023? ▼
Alliance for a Healthier Generation 401(k) Plan grew sharply - up 16.4% during 2023, from $10M to $11M. Reported net income was $2M.
How have Alliance for a Healthier Generation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Alliance for a Healthier Generation's sponsor-wide assets grew 33.3%, from $10M to $13M.
Which 401(k) plans are similar in size to Alliance for a Healthier Generation 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Idaho Manufacturing Alliance 401(k) Plan in ID ($11M, 146 participants).
Which 401(k) plans cover a similar participant headcount to Alliance for a Healthier Generation 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Southern Gear and Machine, Inc. Employee Stock Ownership Plan in FL (95 participants, $3M 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 272028308.

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.