401(k) · DOL Form 5500 · 2024

Alliance Advisors, LLC 401(k) Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
92
Participants Small participant base
57th
Percentile by assets National rank
$113,812
Avg per participant Below avg balance/head
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Official DOL plan name: Alliance Advisors, LLC 401(k) Plan · Sponsored by Alliance Advisors, LLC · New Jersey · Professional & Technical Services

$10M in assets, 92 participants

Alliance Advisors, LLC's Alliance Advisors, LLC 401(k) Plan reported $10M in total assets and 92 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.

  • #11,095 in Professional & Technical Services (20,173 peers)

What the 2024 filing shows

Alliance Advisors, LLC 401(k) Plan holds $10M for 92 participants - about $113,812 per participant, above the median plan by assets.

#11,095
in Professional & Technical Services (20,173 peers)
$3M
reported net income

Alliance Advisors, LLC 401(k) Plan's mid-pack asset rank among Professional & Technical Services and all filers

Alliance Advisors, LLC 401(k) Plan vs every filed plan by assets

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

$10,470,732 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 Advisors, LLC 401(k) Plan 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 Advisors, LLC 401(k) Plan is a small filing (92 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 273033031 · Alliance Advisors, LLC PY 2024 · 401(k)

Alliance Advisors, LLC 401(k) Plan · $10M · 92 · 57th

  • EOY $10M
  • EOY 92
  • EOY 57th
  • EOY 401(k)
  • EOY near Energy Experts International 401(k) Profit Sharing Plan & Trust
  • EOY ind #11095

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 Professional & Technical Services retirement plans → · Plans in New Jersey →

Alliance Advisors, LLC 401(k) Plan in the asset neighbourhood

Alliance Advisors, LLC 401(k) PlanAlliance Advisors, LLC 401(k…$10MEnergy Experts International 401(k) Profit Sharing Plan & TrustEnergy Experts International…$10MEverett Graphics, Inc. Salary Deferral & Profit Sharing PlanEverett Graphics, Inc. Salar…$10MGrace Management 401(k) Plan$10MStewart Welding & Fabricating 401(k) Profit Sharing Plan and TrustStewart Welding & Fabricatin…$10M
End-of-year total assets ($M) among Alliance Advisors, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$10M
Net Income$3M
Employer EIN273033031
Plan Effective Date2024-04-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New Jersey

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

Alliance Advisors, LLC 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -200204060 Total assets ($B) Participants Alliance Advisors, LLC 401(k) Plan, Total assets ($B): 0.010470732 · Participants: 92Alliance Advisors, LLC 401(k) PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 52.9134575 · Participants: 185532JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 29.376133902 · Participants: 69218Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 23.58476515 · Participants: 42583Johnson and Johnson Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 18.327167732 · Participants: 56714Ernst & Young Retirement Savings PlanMerck US Savings Plan, Total assets ($B): 14.970916966 · Participants: 27956Merck US Savings Plan
Alliance Advisors, LLC 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants
Compare Alliance Advisors, LLC 401(k) Plan side-by-side with 3 peers →

Alliance Advisors, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Energy Experts International 401(k) Profit Sharing Plan & Trust in CA ($10M); by covered participants it is Dlmc, Inc. Dba Kamaaina Health Services 401(k) Retirement Plan in HI (92 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (92 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

Which 401(k) plans are similar in size to Alliance Advisors, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Energy Experts International 401(k) Profit Sharing Plan & Trust in CA ($10M, 126 participants).
Which 401(k) plans cover a similar participant headcount to Alliance Advisors, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Dlmc, Inc. Dba Kamaaina Health Services 401(k) Retirement Plan in HI (92 participants, $487K 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 273033031.

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.