401(k) · DOL Form 5500 · 2023

Alliance Entertainment 401(k) Plan

Data updated 2026-08-25

$42M
Total assets Below avg plan size: 1,442
Participants Near avg headcount: 84th
Percentile by assets National rank: $29,294
Avg per participant Low balance/head

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Official DOL plan name: Alliance Entertainment 401(k) Plan · Sponsored by Alliance Entertainment · Kentucky · Wholesale Trade

$42M in assets, 1,442 participants

Alliance Entertainment's Alliance Entertainment 401(k) Plan reported $42M in total assets and 1,442 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.

#5,324 in Wholesale Trade (6,309 peers)

Coverage in Kentucky

Alliance Entertainment 401(k) Plan covers 1,442 participants in Kentucky, 2.2x the typical Kentucky plan (state average ~647 per filing). Assets: $42M.

#5,324
in Wholesale Trade (6,309 peers): +9.9%
assets growth YoY: 0.4×
vs typical plan assets (national mean)

Alliance Entertainment 401(k) Plan's outsized position by total assets

Alliance Entertainment 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$42,242,442 Top 16% higher than 84% of 127,068 filed plans

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Alliance Entertainment 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Alliance Entertainment 401(k) Plan lands in the large band (1,442 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

EBSA filing schedule strip

Filing strip 550917836 · Alliance Entertainment PY 2023 · 401(k)

Alliance Entertainment 401(k) Plan · $42M · 1,442 · 84th

NET $42M
BOOK 1,442
VS-ST 84th
BOY 401(k)
SCH near Alecto Healthcare Services 401(k) Retirement Savings Plan
EBSA ind #5324

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 Wholesale Trade retirement plans → · Plans in Kentucky →

End-of-year total assets ($M) among Alliance Entertainment 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Kentucky filing particulars

Total Assets (Beginning of Year)	$38M
Net Assets (End of Year)	$42M
Net Income	$4M
Employer EIN	550917836
Plan Effective Date	2010-10-08
Filing Status	FILING RECEIVED

Sponsor Plan History (Alliance Entertainment)

Latest sponsor-wide plan assets: $212M 402.89875997225727% vs 2023; 2024 filing year

Year	Plans	Participants	Total Assets
2023	1	1,442	$42M
2024	6	6,202	$212M

Nearby 401(k) Plans in Kentucky

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

Alliance Entertainment 401(k) Plan vs. nearby 401(k) plans in Kentucky, assets vs. participants

Commonspirit Health 401(k) Retirement Savings Plan $7.9B · 86,688
Humana Retirement Savings Plan $7.4B · 45,938
UPS/Ipa 401(k) Savings Plan $1.3B · 3,159
Scionhealth 401(k) Plan $1.2B · 33,226
Lexmark Savings Plan $1.2B · 1,968

Compare Alliance Entertainment 401(k) Plan side-by-side with 3 peers →

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

Outside Kentucky, the nearest 401(k) by assets is Alecto Healthcare Services 401(k) Retirement Savings Plan in CA ($42M); by covered participants it is Calavo Growers, Inc. Retirement Plan in CA (1,442 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($42M here).

Alecto Healthcare Services 401(k) Retirement Savings Plan (CA) $42M · 498
Rcg Global Services, Inc. Savings Plan (NJ) $42M · 192
Chambliss, Bahner, & Stophel, P. C. Retirement Plan (TN) $42M · 142
Four Seasons Retirement Savings Plan (PA) $42M · 827

Similar participant headcount

Nearest other-state filings by covered participants (1,442 participants); asset peers above are excluded.

Calavo Growers, Inc. Retirement Plan (CA) 1,442 · 0 off
Premier Health Consultants, LLC Retirement Savings Plan (LA) 1,442 · 0 off
Caraday Healthcare, LLC 401(k) Plan (TX) 1,442 · 0 off
Coreslab Structures, Inc. 401(k) Plan (TX) 1,441 · 1 off

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Alliance Entertainment 401(k) Plan assets move in 2023? ▼

Alliance Entertainment 401(k) Plan grew at a solid clip - up 9.9% during 2023, from $38M to $42M. Reported net income was $4M.

How have Alliance Entertainment plan assets changed over time? ▼

Across 2 plan years on file (2023-2024), Alliance Entertainment's sponsor-wide assets grew 402.9%, from $42M to $212M.

Where does Alliance Entertainment 401(k) Plan rank by assets among Form 5500 filers? ▼

Alliance Entertainment 401(k) Plan ranks in the 84th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).

Which 401(k) plans are similar in size to Alliance Entertainment 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Alecto Healthcare Services 401(k) Retirement Savings Plan in CA ($42M, 498 participants).

Which 401(k) plans cover a similar participant headcount to Alliance Entertainment 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Calavo Growers, Inc. Retirement Plan in CA (1,442 participants, $44M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 550917836.