Profit Sharing · DOL Form 5500 · 2024
The Alliance, Inc. Profit Sharing Plan
Data updated 2026-08-25
- $77M
- Total assets Below avg plan size
- 127
- Participants Small participant base
- 88th
- Percentile by assets National rank
- $607,249
- Avg per participant High balance/head
Official DOL plan name: The Alliance Retirement Plan · Sponsored by The Alliance, Inc. · Minnesota · Professional & Technical Services
$77M in assets, 127 participants
The Alliance, Inc.'s The Alliance Retirement Plan reported $77M in total assets and 127 participants in its 2024 DOL Form 5500 filing, ranking in the 88th 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.
- #18,058 in Professional & Technical Services (20,173 peers)
Coverage in Minnesota
The Alliance Retirement Plan covers 127 participants in Minnesota, about 11% of the average Minnesota filer (state average ~1,126 per filing). Assets: $77M.
- #18,058
- in Professional & Technical Services (20,173 peers)
- -17.5%
- assets change YoY
- 0.8×
- vs typical plan assets (national mean)
The plan reported a net loss of $16M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
The Alliance Retirement Plan's outsized position by total assets
The Alliance Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$77,120,629 Top 12% higher than 88% 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
The Alliance 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. The Alliance Retirement Plan sits mid-pack in the medium band (127 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Alliance Retirement Plan reported net income fell from $22M in the plan year 2023 filing to -$16M in the plan year 2024 filing.
- The Alliance Retirement Plan end-of-year assets fell from $93M in the plan year 2023 filing to $77M in the plan year 2024 filing.
- The Alliance Retirement Plan reported participants rose from 124 in the plan year 2023 filing to 127 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 410963427 · The Alliance, Inc. PY 2024 · Profit Sharing
The Alliance Retirement Plan · $77M · 127 · 88th
- NET $77M
- NET 127
- NET 88th
- NET Profit Sharing
- NET near The Annie E. Casey Foundation Retirement Plan
- NET ind #18058
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 Minnesota →
The Alliance Retirement Plan in the asset neighbourhood
Minnesota filing particulars
| Total Assets (Beginning of Year) | $93M |
|---|---|
| Net Assets (End of Year) | $77M |
| Net Income | -$16M |
| Employer EIN | 410963427 |
| Plan Effective Date | 1972-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Alliance, Inc.)
Sponsor-wide plan assets over time
All The Alliance, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $77M 7.992362459293148% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 112 | $71M |
| 2023 | 1 | 124 | $93M |
| 2024 | 1 | 127 | $77M |
Nearby Profit Sharing Plans in Minnesota
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Pipe Trades Services Mn Pension Supplement Fund $1.8B · 6,017
- Allina 403(b) Retirement Savings Plan $902M · 8,757
- Fairview Health Services Pension Plan $644M · 4,702
- Cargill Employee Retirement Account Plan $613M · 20,683
- Regions Hospital Retirement Savings 401(k) Plan $602M · 6,323
The Alliance Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Minnesota, the nearest Profit Sharing by assets is The Annie E. Casey Foundation Retirement Plan in MD ($77M); by covered participants it is Nassau Suffolk Services for the Autistic Inc. 403(b) Plan in NY (127 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($77M here).
Similar participant headcount
Nearest other-state filings by covered participants (127 participants); asset peers above are excluded.
- Nassau Suffolk Services for the Autistic Inc. 403(b) Plan (NY) 127 · 0 off
- G & S Motor Equipment Co., Inc. Profit Sharing Plan (NJ) 127 · 0 off
- Safe Harbor Marinas Puerto Rico Retirement Plan (TX) 127 · 0 off
- Scoi Profit Sharing Plan (CA) 127 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.