401(k) · DOL Form 5500 · 2024

Ptc Alliance LLC 401(k) Plan

Data updated 2026-08-25

$50M
Total assets Below avg plan size
714
Participants Below avg headcount
84th
Percentile by assets National rank
$69,704
Avg per participant Below avg balance/head
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Official DOL plan name: Ptc Alliance LLC Union Retirement Savings Plan · Sponsored by Ptc Alliance LLC · Pennsylvania · Manufacturing

$50M in assets, 714 participants

Ptc Alliance LLC's Ptc Alliance LLC Union Retirement Savings Plan reported $50M in total assets and 714 participants in its 2024 DOL Form 5500 filing, ranking in the 84th 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.

  • #13,752 in Manufacturing (17,777 peers)

Where Ptc Alliance LLC Union Retirement Savings Plan sits by assets

Ptc Alliance LLC Union Retirement Savings Plan sits in the top quartile of all filed plans by assets, $50M for 714 participants (~$69,704/participant), up 5.6% in 2024.

#13,752
in Manufacturing (17,777 peers)
+5.6%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Ptc Alliance LLC Union Retirement Savings Plan's outsized position by total assets

Ptc Alliance LLC Union Retirement Savings Plan vs every filed plan by assets

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

$49,768,624 Top 16% higher than 84% 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

Ptc Alliance LLC Union Retirement Savings 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. Ptc Alliance LLC Union Retirement Savings Plan sits mid-pack in the medium band (714 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Ptc Alliance LLC Union Retirement Savings Plan reported net income fell from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Ptc Alliance LLC Union Retirement Savings Plan end-of-year assets rose from $47M in the plan year 2023 filing to $50M in the plan year 2024 filing.
  • Ptc Alliance LLC Union Retirement Savings Plan reported participants fell from 747 in the plan year 2023 filing to 714 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 850943754 · Ptc Alliance LLC PY 2024 · 401(k)

Ptc Alliance LLC Union Retirement Savings Plan · $50M · 714 · 84th

  • 5500 $50M
  • 5500 714
  • 5500 84th
  • 5500 401(k)
  • 5500 near Global Industries, Inc. 401(k) Savings Plan
  • 5500 ind #13752

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 Manufacturing retirement plans → · Plans in Pennsylvania →

Ptc Alliance LLC Union Retirement Savings Plan in the asset neighbourhood

Ptc Alliance LLC Union Retirement Savings PlanPtc Alliance LLC Union Retir…$50MGlobal Industries, Inc. 401(k) Savings PlanGlobal Industries, Inc. 401(…$50MNorth Arkansas Regional Medical Center 401(k) PlanNorth Arkansas Regional Medi…$50MTrellisware Technologies 401(k) Retirement PlanTrellisware Technologies 401…$50MCalibre Cpa Group, Profit Sharing PlanCalibre Cpa Group, Profit Sh…$50M
End-of-year total assets ($M) among Ptc Alliance LLC Union Retirement Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$47M
Net Assets (End of Year)$50M
Net Income$3M
Employer EIN850943754
Plan Effective Date1999-04-26
Filing StatusFILING RECEIVED

Sponsor Plan History (Ptc Alliance LLC)

Sponsor-wide plan assets over time

All Ptc Alliance LLC plans reported in each filing year

Latest sponsor-wide plan assets
$107M 77.07997915641033% vs 2022
2024 filing year
$40M$60M$80M$100M$120M 202220232024 $60.2M $107M ▲ +77.1%
Year Plans Participants Total Assets
2022 2 1,125 $60M
2023 2 1,469 $106M
2024 2 1,415 $107M

Nearby 401(k) Plans in Pennsylvania

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

Ptc Alliance LLC Union Retirement Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -50510152025 Total assets ($B) Participants Ptc Alliance LLC Union Retirement Savings Plan, Total assets ($B): 0.049768624 · Participants: 714Ptc Alliance LLC Union Retirement Savings PlanComcast Corporation Retirement - Investment Plan, Total assets ($B): 19.687957793 · Participants: 90495Comcast Corporation Retirement - Investment PlanThe Cigna Group 401(k) Plan, Total assets ($B): 14.20308608 · Participants: 63634The Cigna Group 401(k) PlanThe Vanguard Retirement and Savings Plan, Total assets ($B): 11.084818612 · Participants: 18066The Vanguard Retirement and Savings PlanThermo Fisher Scientific Inc. 401(k) Retirement Plan, Total assets ($B): 10.263366209 · Participants: 36150Thermo Fisher Scientific Inc. 401(k) Retirement PlanThe PNC Financial Services Group, Inc. Incentive Savings Plan, Total assets ($B): 10.189629 · Participants: 54604The PNC Financial Services Group, Inc. Incentive Savings Plan
Ptc Alliance LLC Union Retirement Savings Plan vs. nearby 401(k) plans in Pennsylvania, assets vs. participants
Compare Ptc Alliance LLC Union Retirement Savings Plan side-by-side with 3 peers →

Ptc Alliance LLC Union Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Pennsylvania, the nearest 401(k) by assets is Global Industries, Inc. 401(k) Savings Plan in NJ ($50M); by covered participants it is The Scott Fetzer Retirement Savings Plan in OH (714 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (714 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 Ptc Alliance LLC Union Retirement Savings Plan assets move in 2024? ▼
Ptc Alliance LLC Union Retirement Savings Plan grew at a solid clip - up 5.6% during 2024, from $47M to $50M. Reported net income was $3M.
How have Ptc Alliance LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Ptc Alliance LLC's sponsor-wide assets grew 77.1%, from $60M to $107M.
Where does Ptc Alliance LLC Union Retirement Savings Plan rank by assets among Form 5500 filers? ▼
Ptc Alliance LLC Union Retirement Savings Plan ranks in the 84th 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 401(k) plans are similar in size to Ptc Alliance LLC Union Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Global Industries, Inc. 401(k) Savings Plan in NJ ($50M, 365 participants).
Which 401(k) plans cover a similar participant headcount to Ptc Alliance LLC Union Retirement Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Scott Fetzer Retirement Savings Plan in OH (714 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 850943754.

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.