401(k) · DOL Form 5500 · 2024

Alliance Bank 401(k) Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
110
Participants Small participant base
73rd
Percentile by assets National rank
$208,581
Avg per participant Above avg balance/head
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Official DOL plan name: Alliance Bank Retirement Plan · Sponsored by Alliance Bank · Minnesota · Finance & Insurance

$23M in assets, 110 participants

Alliance Bank's Alliance Bank Retirement Plan reported $23M in total assets and 110 participants in its 2024 DOL Form 5500 filing, ranking in the 73rd 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.

  • #5,017 in Finance & Insurance (8,549 peers)

Coverage in Minnesota

Alliance Bank Retirement Plan covers 110 participants in Minnesota, about 10% of the average Minnesota filer (state average ~1,126 per filing). Assets: $23M.

#5,017
in Finance & Insurance (8,549 peers)
+5.1%
assets growth YoY

Alliance Bank Retirement Plan's outsized position by total assets

Alliance Bank Retirement Plan vs every filed plan by assets

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

$22,943,942 Top 27% higher than 73% 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 Bank Retirement Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Alliance Bank Retirement Plan sits mid-pack in the medium band (110 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Alliance Bank Retirement Plan reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Alliance Bank Retirement Plan end-of-year assets rose from $22M in the plan year 2023 filing to $23M in the plan year 2024 filing.
  • Alliance Bank Retirement Plan reported participants fell from 114 in the plan year 2023 filing to 110 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 410362490 · Alliance Bank PY 2024 · 401(k)

Alliance Bank Retirement Plan · $23M · 110 · 73rd

  • TYPE $23M
  • TYPE 110
  • TYPE 73rd
  • TYPE 401(k)
  • TYPE near South Tahoe Group Pension Plan
  • TYPE ind #5017

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 Finance & Insurance retirement plans → · Plans in Minnesota →

Alliance Bank Retirement Plan in the asset neighbourhood

R & P Technologies 401(k) Profit Sharing Plan & TrustR & P Technologies 401(k) Pr…$23MAlliance Bank Retirement Plan$23MSouth Tahoe Group Pension PlanSouth Tahoe Group Pension Pl…$23MNorthwest Pump & Equipment Co. 401(k) Profit Sharing PlanNorthwest Pump & Equipment C…$23MReserve Management Group 401(k) PlanReserve Management Group 401…$23M
End-of-year total assets ($M) among Alliance Bank Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Minnesota filing particulars

Total Assets (Beginning of Year)$22M
Net Assets (End of Year)$23M
Net Income$1M
Employer EIN410362490
Plan Effective Date1969-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Alliance Bank)

Sponsor-wide plan assets over time

All Alliance Bank plans reported in each filing year

Latest sponsor-wide plan assets
$23M 13.431541711287027% vs 2022
2024 filing year
$19M$20M$21M$22M$23M$24M 202220232024 $20.2M $22.9M ▲ +13.4%
Year Plans Participants Total Assets
2022 1 121 $20M
2023 1 114 $22M
2024 1 110 $23M

Nearby 401(k) Plans in Minnesota

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

Alliance Bank Retirement Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -20020406080 Total assets ($B) Participants Alliance Bank Retirement Plan, Total assets ($B): 0.022943942 · Participants: 110Alliance Bank Retirement PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 57.886997456 · Participants: 179076Wells Fargo & Company 401(k) PlanUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 26.618762181 · Participants: 205460Unitedhealth Group 401(k) Savings PlanTarget Corporation 401(k) Plan, Total assets ($B): 14.419645154 · Participants: 409649Target Corporation 401(k) PlanMedtronic Savings and Investment Plan, Total assets ($B): 13.719378 · Participants: 38480Medtronic Savings and Investment PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 11.442089862 · Participants: 73109U.S. Bank 401(k) Savings Plan
Alliance Bank Retirement Plan vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare Alliance Bank Retirement Plan side-by-side with 3 peers →

Alliance Bank Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is South Tahoe Group Pension Plan in CA ($23M); by covered participants it is Baymeadows Animal Hospital LLC 401(k) Profit Sharing Plan & Trust in FL (110 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (110 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 Bank Retirement Plan assets move in 2024? ▼
Alliance Bank Retirement Plan grew at a solid clip - up 5.1% during 2024, from $22M to $23M. Reported net income was $1M.
How have Alliance Bank plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Alliance Bank's sponsor-wide assets grew 13.4%, from $20M to $23M.
Which 401(k) plans are similar in size to Alliance Bank Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is South Tahoe Group Pension Plan in CA ($23M, 144 participants).
Which 401(k) plans cover a similar participant headcount to Alliance Bank Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Baymeadows Animal Hospital LLC 401(k) Profit Sharing Plan & Trust in FL (110 participants, N/A 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 410362490.

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.