ALLIANCE HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST · HORSHAM, PA · plan year 2022
Plan assets · 2022
$75.2M
Alliance Holdings, Inc.'s 2022 Form 5500 did not separately report plan administrative expenses, which is common where recordkeeping is paid through investment revenue-sharing or a master trust. The plan held $75,184,275 across 6,747 participant accounts. See methodology for what Form 5500 does and doesn't capture.
The plan sits in the $50M–$250M size bracket, benchmarked here against 9,341 comparable plans and shown alongside other management of companies employers. By assets it is the 594th-largest of 3,651 plans among Pennsylvania employers on file, and the 235th of 786 in management of companies.
Plan summary
Net assets, end of year$75,184,275
Participants with balances6,747
Active participants55
Employer contributions—
Employee contributions—
Employer contribution per active participant—
Average account balance$11,143
Benefits paid to participants$7,465,961
Plan auditUnmodified (clean) audit opinion
AuditorFORVIS
Plan history3
Yearassets · accounts · employer contribution
2024$63.6M · 6,246 accts
2023$69.4M · 6,473 accts
2022$75.2M · 6,747 accts
Administrative cost history3
2024Not separately reported
2023Not separately reported
2022Not separately reported
All plans at this employer2
ALLIANCE HOLDINGS, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUSTESOP
ALLIANCE HOLDINGS, INC. 401(K) PLAN401(k)
Similar plansManagement of Companies · Pennsylvania
Source: U.S. Department of Labor, Form 5500 series, EIN 232795681 ·
Verify on EFAST2 ·
Amounts are as reported by the plan sponsor for the plan year shown.