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
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.
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 EIN | 410963427 |
| Plan Effective Date | 1972-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Alliance, Inc.)
| 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
- 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
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? ▼
How have The Alliance, Inc. plan assets changed over time? ▼
Where does The Alliance Retirement Plan rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to The Alliance Retirement Plan? ▼
Next read for The Alliance Retirement Plan
Filing takeaways
Ways to act on The Alliance Retirement Plan's numbers.
- By total assets, The Alliance Retirement Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Minnesota. Compare plans
- The Alliance, Inc.'s sponsor-wide assets have grown 8.0% since 2022 across 3 plan years on file. More Professional & Technical Services plans
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.
Read our methodology - how this data is sourced, computed, and verified.