ESOP · DOL Form 5500 · 2024

Alliance Holdings, Inc. ESOP

Data updated 2026-08-25

$64M
Total assets Below avg plan size
59
Participants Small participant base
87th
Percentile by assets National rank
$1.1M
Avg per participant High balance/head
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Official DOL plan name: Alliance Holdings, Inc. Employee Stock Ownership Plan and Trust · Sponsored by Alliance Holdings, Inc. · Pennsylvania · Management of Enterprises

$64M in assets, 59 participants

Alliance Holdings, Inc.'s Alliance Holdings, Inc. Employee Stock Ownership Plan and Trust reported $64M in total assets and 59 participants in its 2024 DOL Form 5500 filing, ranking in the 87th 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.

  • #805 in Management of Enterprises (1,133 peers)

Where Alliance Holdings, Inc. Employee Stock Ownership Plan and Trust sits by assets

Alliance Holdings, Inc. Employee Stock Ownership Plan and Trust sits in the top quartile of all filed plans by assets, $64M for 59 participants (~$1.1M/participant), down 8.5% in 2024.

#805
in Management of Enterprises (1,133 peers)
-8.5%
assets change YoY
0.6×
vs typical plan assets (national mean)

The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Alliance Holdings, Inc. Employee Stock Ownership Plan and Trust's outsized position by total assets

Alliance Holdings, Inc. Employee Stock Ownership Plan and Trust vs every filed plan by assets

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

$63,555,915 Top 13% higher than 87% 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 Holdings, Inc. Employee Stock Ownership Plan and Trust 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 Holdings, Inc. Employee Stock Ownership Plan and Trust is a small filing (59 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Alliance Holdings, Inc. Employee Stock Ownership Plan and Trust end-of-year assets fell from $69M in the plan year 2023 filing to $64M in the plan year 2024 filing.
  • Alliance Holdings, Inc. Employee Stock Ownership Plan and Trust reported participants rose from 55 in the plan year 2023 filing to 59 in the plan year 2024 filing.
  • Alliance Holdings, Inc. Employee Stock Ownership Plan and Trust reported net income fell from -$6M in the plan year 2023 filing to -$6M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 232795681 · Alliance Holdings, Inc. PY 2024 · ESOP

Alliance Holdings, Inc. Employee Stock Ownership Plan and Trust · $64M · 59 · 87th

  • BOY $64M
  • BOY 59
  • BOY 87th
  • BOY ESOP
  • BOY near Kraft Fluid Systems, Inc. Employee Stock Ownership Plan and Trust
  • BOY ind #805

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 Pennsylvania →

Alliance Holdings, Inc. Employee Stock Ownership Plan and Trust in the asset neighbourhood

Advanced Process Technologies, Inc. Employee Stock Ownership Plan and TrustAdvanced Process Technologie…$64MMid South Building Supply, Inc. Employee Stock Ownership PlanMid South Building Supply, I…$64MAlliance Holdings, Inc. Employee Stock Ownership Plan and TrustAlliance Holdings, Inc. Empl…$64MKraft Fluid Systems, Inc. Employee Stock Ownership Plan and TrustKraft Fluid Systems, Inc. Em…$63MMsa Professional Services, Inc. Employee Stock Ownership PlanMsa Professional Services, I…$63M
End-of-year total assets ($M) among Alliance Holdings, Inc. Employee Stock Ownership Plan and Trust and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$69M
Net Assets (End of Year)$64M
Net Income-$6M
Employer EIN232795681
Plan Effective Date1995-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Alliance Holdings, Inc.)

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$81M 13.076577935783467% vs 2022
2024 filing year
$75M$80M$85M$90M$95M 202220232024 $92.7M $80.6M ▼ -13.1%
Year Plans Participants Total Assets
2022 2 94 $93M
2023 2 97 $86M
2024 2 117 $81M

Nearby ESOP Plans in Pennsylvania

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

Alliance Holdings, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -20246 Total assets ($B) Participants Alliance Holdings, Inc. Employee Stock Ownership Plan and Trust, Total assets ($B): 0.063555915 · Participants: 59Alliance Holdings, Inc. Employee Stock Ownership Plan and TrustWawa, Inc. Employee Stock Ownership Plan, Total assets ($B): 5.530536956 · Participants: 37745Wawa, Inc. Employee Stock Ownership PlanBradford White Corporation Employee Stock Ownership Plan and Trust Agreement, Total assets ($B): 1.796343385 · Participants: 544Bradford White Corporation Employee Stock Ownership Plan and Trust AgreementSheetz, Inc. Employee Stock Ownership Plan, Total assets ($B): 0.721026406 · Participants: 14939Sheetz, Inc. Employee Stock Ownership PlanCentimark Corporation Employee Stock Ownership Plan and Trust, Total assets ($B): 0.679618162 · Participants: 2444Centimark Corporation Employee Stock Ownership Plan and TrustD & H Employee Stock Ownership Plan, Total assets ($B): 0.313919418 · Participants: 1459D & H Employee Stock Ownership Plan
Alliance Holdings, Inc. Employee Stock Ownership Plan and Trust vs. nearby ESOP plans in Pennsylvania, assets vs. participants
Compare Alliance Holdings, Inc. Employee Stock Ownership Plan and Trust side-by-side with 3 peers →

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

Outside Pennsylvania, the nearest ESOP by assets is Kraft Fluid Systems, Inc. Employee Stock Ownership Plan and Trust in OH ($63M); by covered participants it is R-S-H Engineering, Inc. Employee Stock Ownership Plan in LA (59 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (59 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 Holdings, Inc. Employee Stock Ownership Plan and Trust assets move in 2024? ▼
Alliance Holdings, Inc. Employee Stock Ownership Plan and Trust pulled back noticeably - down 8.5% during 2024, from $69M to $64M. Reported net income was -$6M.
How have Alliance Holdings, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Alliance Holdings, Inc.'s sponsor-wide assets declined 13.1%, from $93M to $81M.
Where does Alliance Holdings, Inc. Employee Stock Ownership Plan and Trust rank by assets among Form 5500 filers? ▼
Alliance Holdings, Inc. Employee Stock Ownership Plan and Trust ranks in the 87th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Alliance Holdings, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by assets is Kraft Fluid Systems, Inc. Employee Stock Ownership Plan and Trust in OH ($63M, 46 participants).
Which ESOP plans cover a similar participant headcount to Alliance Holdings, Inc. Employee Stock Ownership Plan and Trust? ▼
Among ESOP plans in other states, the closest by covered participants is R-S-H Engineering, Inc. Employee Stock Ownership Plan in LA (59 participants, $12M 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 232795681.

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.