Other · DOL Form 5500 · 2024
The Alliance Home Retirement Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 200
- Participants Below avg headcount
- 39th
- Percentile by assets National rank
- $21,187
- Avg per participant Low balance/head
Official DOL plan name: 403(b) Thrift Plan of the Alliance Home Dba Chapel Pointe at Carlisle · Sponsored by The Alliance Home · Pennsylvania · Healthcare & Social Assistance
$4M in assets, 200 participants
The Alliance Home's 403(b) Thrift Plan of the Alliance Home Dba Chapel Pointe at Carlisle reported $4M in total assets and 200 participants in its 2024 DOL Form 5500 filing, ranking in the 39th 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.
- #6,975 in Healthcare & Social Assistance (16,916 peers)
Coverage in Pennsylvania
403(b) Thrift Plan of the Alliance Home Dba Chapel Pointe at Carlisle covers 200 participants in Pennsylvania, about 24% of the average Pennsylvania filer (state average ~822 per filing). Assets: $4M.
- #6,975
- in Healthcare & Social Assistance (16,916 peers)
- +13.0%
- assets growth YoY
403(b) Thrift Plan of the Alliance Home Dba Chapel Pointe at Carlisle's mid-pack asset rank among Healthcare & Social Assistance and all filers
403(b) Thrift Plan of the Alliance Home Dba Chapel Pointe at Carlisle vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$4,237,412 39th percentile higher than 39% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
403(b) Thrift Plan of the Alliance Home Dba Chapel Pointe at Carlisle 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. 403(b) Thrift Plan of the Alliance Home Dba Chapel Pointe at Carlisle sits mid-pack in the medium band (200 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- 403(b) Thrift Plan of the Alliance Home Dba Chapel Pointe at Carlisle reported net income rose from -$365K in the plan year 2023 filing to $488K in the plan year 2024 filing.
- 403(b) Thrift Plan of the Alliance Home Dba Chapel Pointe at Carlisle reported participants rose from 163 in the plan year 2023 filing to 200 in the plan year 2024 filing.
- 403(b) Thrift Plan of the Alliance Home Dba Chapel Pointe at Carlisle end-of-year assets rose from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 231445658 · The Alliance Home PY 2024 · Other
403(b) Thrift Plan of the Alliance Home Dba Chapel Pointe at Carlisle · $4M · 200 · 39th
- BOY $4M
- SCH 200
- EBSA 39th
- PART Other
- TYPE near Milwaukee Academy of Science 403(b) Plan
- NET ind #6975
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 Healthcare & Social Assistance retirement plans → · Plans in Pennsylvania →
403(b) Thrift Plan of the Alliance Home Dba Chapel Pointe at Carlisle in the asset neighbourhood
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $488K |
| Employer EIN | 231445658 |
| Plan Effective Date | 2006-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Alliance Home)
Sponsor-wide plan assets over time
All The Alliance Home plans reported in each filing year
- Latest sponsor-wide plan assets
- $4M 3.0077927773203608% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 190 | $4M |
| 2023 | 1 | 163 | $4M |
| 2024 | 1 | 200 | $4M |
Nearby Other Plans in Pennsylvania
Peer Other plans, same state, same plan type, ranked by total assets.
- The University of Pennsylvania Matching Plan $7.0B · 22,110
- Upmc 403(b) Retirement Savings Plan $4.7B · 78,872
- The University of Pennsylvania Health System 403(b) Retirement Savings Plan $3.6B · 43,405
- Carnegie Mellon University Faculty and Staff Retirement Plan $2.8B · 6,772
- Jefferson Defined Contribution Retirement Plan $2.8B · 17,497
403(b) Thrift Plan of the Alliance Home Dba Chapel Pointe at Carlisle's out-of-state Other peers by assets and headcount
Outside Pennsylvania, the nearest Other by assets is Milwaukee Academy of Science 403(b) Plan in WI ($4M); by covered participants it is Penney Retirement Community 403(b) Plan in FL (200 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (200 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.