Profit Sharing · DOL Form 5500 · 2024

The Alliance, Inc. Profit Sharing Plan

Data updated 2026-07-24

$77M
Total assets
127
Participants
88th
Percentile by assets
$607,249
Avg per participant
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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.

  • 88th percentile by assets (of 116,472 plans)

Coverage in Minnesota

The Alliance Retirement Plan covers 127 participants in Minnesota, about 11% of the average Minnesota filer (state average ~1,161 per filing). Assets: $77M.

$77M
total plan assets (2024 EOY)
127
covered participants
88th
percentile by assets (of 116,472 plans)
$607,249
avg assets per participant

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.

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.

See the national 2023→2024 release diff →

Participants vs Minnesota filers

In Minnesota, the average filing covers about 1,161 participants across 2,725 plans. The Alliance Retirement Plan reports 127 participants - about 11% of that state average ($77M EOY assets).

Minnesota filing particulars

Total Assets (Beginning of Year)$93M
Net Assets (End of Year)$77M
Net Income-$16M
Employer EIN410963427
Plan Effective Date1972-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Alliance, Inc.)

$60M$70M$80M$90M$100M 202220232024 $71.4M $77.1M â–˛ +8.0%
Total plan assets by year, all The Alliance, Inc. plans on file
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.

The Alliance Retirement Plan vs. nearby Profit Sharing plans in Minnesota, assets vs. participants

The Alliance Retirement Plan vs. nearby Profit Sharing plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.52 Total assets ($B) Participants The Alliance Retirem…Pipe Trades Services…Allina 403(b) Retire…Fairview Health Serv…Cargill Employee Ret…Regions Hospital Ret…
The Alliance Retirement Plan vs. nearby Profit Sharing plans in Minnesota, assets vs. participants

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to The Alliance Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did The Alliance Retirement Plan assets move in 2024?
The Alliance Retirement Plan declined sharply - down 17.5% during 2024, from $93M to $77M. Reported net income was -$16M.
How have The Alliance, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), The Alliance, Inc.'s sponsor-wide assets grew 8.0%, from $71M to $77M.
Where does The Alliance Retirement Plan rank by assets among Form 5500 filers?
The Alliance Retirement Plan ranks in the 88th percentile by end-of-year assets among 116,472 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Profit Sharing plans are similar in size to The Alliance Retirement Plan?
Among Profit Sharing plans in other states, the closest by assets is The Annie E. Casey Foundation Retirement Plan in MD ($77M, 216 participants).

Filing takeaways

Ways to act on The Alliance Retirement Plan's numbers.

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 410963427.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.