ESOP · DOL Form 5500 · 2024

Alliance Group, Inc. ESOP

Data updated 2026-08-25

$5M
Total assets Small plan by assets
94
Participants Small participant base
41st
Percentile by assets National rank
$51,555
Avg per participant Low balance/head
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Official DOL plan name: Alliance Group, Inc. Employee Stock Ownership Plan · Sponsored by Alliance Group, Inc. · Vermont · Construction

$5M in assets, 94 participants

Alliance Group, Inc.'s Alliance Group, Inc. Employee Stock Ownership Plan reported $5M in total assets and 94 participants in its 2024 DOL Form 5500 filing, ranking in the 41st 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.

  • #3,604 in Construction (9,039 peers)

Alliance Group, Inc. multi-year trail

Alliance Group, Inc.'s plans moved +23.6% in assets from 2022 to 2024; this filing shows Alliance Group, Inc. Employee Stock Ownership Plan at $5M / 94 participants.

#3,604
in Construction (9,039 peers)
-65.2%
assets change YoY

The plan reported a net loss of $9M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Alliance Group, Inc. Employee Stock Ownership Plan's mid-pack asset rank among Construction and all filers

Alliance Group, Inc. Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$4,846,186 41st percentile higher than 41% of 123,620 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 2024

Alliance Group, Inc. Employee Stock Ownership Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Alliance Group, Inc. Employee Stock Ownership Plan is a small filing (94 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Alliance Group, Inc. Employee Stock Ownership Plan reported net income fell from $13M in the plan year 2023 filing to -$9M in the plan year 2024 filing.
  • Alliance Group, Inc. Employee Stock Ownership Plan end-of-year assets fell from $14M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Alliance Group, Inc. Employee Stock Ownership Plan reported participants fell from 96 in the plan year 2023 filing to 94 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 272004691 · Alliance Group, Inc. PY 2024 · ESOP

Alliance Group, Inc. Employee Stock Ownership Plan · $5M · 94 · 41st

  • EOY $5M
  • 5500 94
  • ASSETS 41st
  • PCT ESOP
  • EIN near The Howard Company, Inc. Employee Stock Ownership Plan
  • RANK ind #3604

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 Vermont →

Alliance Group, Inc. Employee Stock Ownership Plan in the asset neighbourhood

Alliance Group, Inc. Employee Stock Ownership PlanAlliance Group, Inc. Employe…$5MThe Howard Company, Inc. Employee Stock Ownership PlanThe Howard Company, Inc. Emp…$5MGinos Distributing, Inc. Employee Stock Ownership PlanGinos Distributing, Inc. Emp…$5MFeather & Fur Animal Hospital, Inc. ESOPFeather & Fur Animal Hospita…$5MBldr Holdings, Inc. Employee Stock Ownership PlanBldr Holdings, Inc. Employee…$5M
End-of-year total assets ($M) among Alliance Group, Inc. Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Alliance Group, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Alliance Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$18M 23.56939005025601% vs 2022
2024 filing year
$12M$14M$16M$18M$20M$22M 202220232024 $14.5M $18M ▲ +23.6%
Year Plans Participants Total Assets
2022 2 237 $15M
2023 2 241 $21M
2024 4 539 $18M

Alliance Group, Inc. filing trail (2024)

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$5M
Net Income-$9M
Employer EIN272004691
Plan Effective Date2018-01-01
Filing StatusFILING RECEIVED

Nearby ESOP Plans in Vermont

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

Alliance Group, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Vermont, assets vs. participants Scatter plot of 6 data points. 0200400600 -2000200400600800 Total assets ($M) Participants Alliance Group, Inc. Employee Stock Ownership Plan, Total assets ($M): 4.846186 · Participants: 94Alliance Group, Inc. Employee Stock Ownership PlanVermont Information Processing, Inc. Employee Stock Ownership Plan, Total assets ($M): 676.102355 · Participants: 566Vermont Information Processing, Inc. Employee Stock Ownership PlanKing Arthur Employee Stock Ownership Plan, Total assets ($M): 328.17116 · Participants: 320King Arthur Employee Stock Ownership PlanCfc ESOP, Total assets ($M): 97.513 · Participants: 431Cfc ESOPHallam Associates Inc. Employee Stock Ownership Plan, Total assets ($M): 24.451398 · Participants: 146Hallam Associates Inc. Employee Stock Ownership PlanTrust Company of Vermont Employee Stock Ownership Plan, Total assets ($M): 21.665109 · Participants: 42Trust Company of Vermont Employee Stock Ownership Plan
Alliance Group, Inc. Employee Stock Ownership Plan vs. nearby ESOP plans in Vermont, assets vs. participants
Compare Alliance Group, Inc. Employee Stock Ownership Plan side-by-side with 3 peers →

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

Outside Vermont, the nearest ESOP by assets is The Howard Company, Inc. Employee Stock Ownership Plan in WI ($5M); by covered participants it is Community First Bank Employee Stock Ownership Plan in WI (94 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (94 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Alliance Group, Inc. Employee Stock Ownership Plan assets move in 2024? ▼
Alliance Group, Inc. Employee Stock Ownership Plan contracted severely - down 65.2% during 2024, from $14M to $5M. Reported net income was -$9M.
How have Alliance Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Alliance Group, Inc.'s sponsor-wide assets grew 23.6%, from $15M to $18M.
Which ESOP plans are similar in size to Alliance Group, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is The Howard Company, Inc. Employee Stock Ownership Plan in WI ($5M, 65 participants).
Which ESOP plans cover a similar participant headcount to Alliance Group, Inc. Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Community First Bank Employee Stock Ownership Plan in WI (94 participants, $4M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 272004691.

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.