Other · DOL Form 5500 · 2022
Alivia Care, Inc. Retirement Plan
Data updated 2026-08-25
- $35M
- Total assets Below avg plan size
- 1,089
- Participants Near avg headcount
- 85th
- Percentile by assets National rank
- $32,374
- Avg per participant Low balance/head
Official DOL plan name: Alivia Care, Inc. 403(b) Retirement Plan · Sponsored by Alivia Care, Inc. · Florida · Healthcare & Social Assistance
$35M in assets, 1,089 participants
Alivia Care, Inc.'s Alivia Care, Inc. 403(b) Retirement Plan reported $35M in total assets and 1,089 participants in its 2022 DOL Form 5500 filing, ranking in the 85th 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.
- #17,463 in Healthcare & Social Assistance (20,060 peers)
Where Alivia Care, Inc. 403(b) Retirement Plan sits by assets
Alivia Care, Inc. 403(b) Retirement Plan sits in the top quartile of all filed plans by assets, $35M for 1,089 participants (~$32,374/participant), down 20.5% in 2022.
- #17,463
- in Healthcare & Social Assistance (20,060 peers)
- -20.5%
- assets change YoY
- 0.4×
- vs typical plan assets (national mean)
The plan reported a net loss of $9M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Alivia Care, Inc. 403(b) Retirement Plan's outsized position by total assets
Alivia Care, Inc. 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$35,255,586 Top 15% higher than 85% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Alivia Care, Inc. 403(b) Retirement Plan's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Alivia Care, Inc. 403(b) Retirement Plan lands in the large band (1,089 participants).
Form 5500 schedule snapshot
Filing strip 844695341 · Alivia Care, Inc. PY 2022 · Other
Alivia Care, Inc. 403(b) Retirement Plan · $35M · 1,089 · 85th
- VS-ST $35M
- BOY 1,089
- SCH 85th
- EBSA Other
- PART near Appalachian Mountain Club Retirement Plan
- TYPE ind #17463
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 Healthcare & Social Assistance retirement plans → · Plans in Florida →
Alivia Care, Inc. 403(b) Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $44M |
|---|---|
| Net Assets (End of Year) | $35M |
| Net Income | -$9M |
| Employer EIN | 844695341 |
| Plan Effective Date | 1993-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Alivia Care, Inc.)
Sponsor-wide plan assets over time
All Alivia Care, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $47M 33.711446464114935% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,089 | $35M |
| 2023 | 1 | 1,154 | $42M |
| 2024 | 1 | 1,192 | $47M |
Nearby Other Plans in Florida
Peer Other plans, same state, same plan type, ranked by total assets.
- Baptist Health South Florida, Inc. 403(b) Employee Retirement Plan $1.9B · 22,860
- University of Miami Retirement Savings Plan $1.4B · 12,294
- Orlando Health Retirement Savings Plan 403b $1.2B · 23,753
- Defined Contribution Retirement Plan for Faculty of the University of Miami $1.0B · 1,019
- The Nemours Foundation Section 403(b) Plan $924M · 7,882
Alivia Care, Inc. 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside Florida, the nearest Other by assets is Appalachian Mountain Club Retirement Plan in MA ($35M); by covered participants it is Wesleyan University Retirement Plan in CT (1,087 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($35M here).
- Appalachian Mountain Club Retirement Plan (MA) $35M · 204
- Tax Sheltered Annuity Plan for Employees of Northern Maine Medical Center to Include Forest Hill and Valley Medical Association (ME) $35M · 539
- 403(b) Retirement Plan of Lifecare Medical Center (MN) $35M · 449
- Pingry Corporation 401(k) Defined Contribution Plan (NJ) $35M · 323
Similar participant headcount
Nearest other-state filings by covered participants (1,089 participants); asset peers above are excluded.
- Wesleyan University Retirement Plan (CT) 1,087 · 2 off
- Melmark, Inc. Supplemental Retirement Annuity Plan (PA) 1,084 · 5 off
- Carrier Clinic 403(b) Plan (NJ) 1,096 · 7 off
- Milton Hospital Retirement Savings Plan (MA) 1,082 · 7 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.