401(k) · DOL Form 5500 · 2024

Alliance Funding Group, Inc. 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
135
Participants Small participant base
57th
Percentile by assets National rank
$78,478
Avg per participant Below avg balance/head
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Official DOL plan name: Alliance Funding Group, Inc. 401(k) Plan · Sponsored by Alliance Funding Group, Inc. · California · Finance & Insurance

$11M in assets, 135 participants

Alliance Funding Group, Inc.'s Alliance Funding Group, Inc. 401(k) Plan reported $11M in total assets and 135 participants in its 2024 DOL Form 5500 filing, ranking in the 57th 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.

  • #3,492 in Finance & Insurance (8,549 peers)

Coverage in California

Alliance Funding Group, Inc. 401(k) Plan covers 135 participants in California, about 21% of the average California filer (state average ~630 per filing). Assets: $11M.

#3,492
in Finance & Insurance (8,549 peers)
+22.7%
assets growth YoY

Alliance Funding Group, Inc. 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers

Alliance Funding Group, Inc. 401(k) Plan vs every filed plan by assets

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

$10,594,588 Top 43% higher than 57% 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 Funding Group, Inc. 401(k) 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 Funding Group, Inc. 401(k) Plan sits mid-pack in the medium band (135 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Alliance Funding Group, Inc. 401(k) Plan reported net income rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Alliance Funding Group, Inc. 401(k) Plan end-of-year assets rose from $9M in the plan year 2023 filing to $11M in the plan year 2024 filing.
  • Alliance Funding Group, Inc. 401(k) Plan reported participants rose from 121 in the plan year 2023 filing to 135 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 330805823 · Alliance Funding Group, Inc. PY 2024 · 401(k)

Alliance Funding Group, Inc. 401(k) Plan · $11M · 135 · 57th

  • BOY $11M
  • SCH 135
  • EBSA 57th
  • PART 401(k)
  • TYPE near Sba Defined Contribution Plan for Skyline National Bank
  • NET ind #3492

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 California →

Alliance Funding Group, Inc. 401(k) Plan in the asset neighbourhood

Sba Defined Contribution Plan for Skyline National BankSba Defined Contribution Pla…$11MAlliance Funding Group, Inc. 401(k) PlanAlliance Funding Group, Inc.…$11MBlue Ridge Bank & Trust Co. 401(k) Profit Sharing PlanBlue Ridge Bank & Trust Co. …$11MEmployer Direct Healthcare LLC 401(k) PlanEmployer Direct Healthcare L…$11MThe Glik Company 401(k) Plan$11M
End-of-year total assets ($M) among Alliance Funding Group, Inc. 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$9M
Net Assets (End of Year)$11M
Net Income$2M
Employer EIN330805823
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Alliance Funding Group, Inc.)

Sponsor-wide plan assets over time

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

Latest sponsor-wide plan assets
$11M 48.81713518613541% vs 2022
2024 filing year
$6M$8M$10M$12M 202220232024 $7.12M $10.6M ▲ +48.7%
Year Plans Participants Total Assets
2022 1 115 $7M
2023 1 121 $9M
2024 1 135 $11M

Nearby 401(k) Plans in California

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

Alliance Funding Group, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants Alliance Funding Group, Inc. 401(k) Plan, Total assets ($B): 0.010594588 · Participants: 135Alliance Funding Group, Inc. 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 48.738057415 · Participants: 116712Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 31.02646504 · Participants: 58962Oracle Corporation 401(k) Savings and Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 24.850880304 · Participants: 55298Intel 401(k) Savings PlanApple 401(k) Plan, Total assets ($B): 24.714519387 · Participants: 101450Apple 401(k) PlanCisco Systems,Inc. 401(k) Plan, Total assets ($B): 22.728425546 · Participants: 40452Cisco Systems,Inc. 401(k) Plan
Alliance Funding Group, Inc. 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare Alliance Funding Group, Inc. 401(k) Plan side-by-side with 3 peers →

Alliance Funding Group, Inc. 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Sba Defined Contribution Plan for Skyline National Bank in VA ($11M); by covered participants it is Ahold Delhaize USA 401(k) Plan in MA (135 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (135 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 Funding Group, Inc. 401(k) Plan assets move in 2024? ▼
Alliance Funding Group, Inc. 401(k) Plan grew sharply - up 22.7% during 2024, from $9M to $11M. Reported net income was $2M.
How have Alliance Funding Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Alliance Funding Group, Inc.'s sponsor-wide assets grew 48.8%, from $7M to $11M.
Which 401(k) plans are similar in size to Alliance Funding Group, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Sba Defined Contribution Plan for Skyline National Bank in VA ($11M, 211 participants).
Which 401(k) plans cover a similar participant headcount to Alliance Funding Group, Inc. 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Ahold Delhaize USA 401(k) Plan in MA (135 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 330805823.

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.