Profit Sharing · DOL Form 5500 · 2023

International Aids Vaccine Initiative, Inc. Profit Sharing Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
179
Participants Small participant base
41st
Percentile by assets National rank
$22,775
Avg per participant Low balance/head
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Official DOL plan name: Iavi 401(a) Retirement Plan · Sponsored by International Aids Vaccine Initiative, Inc. · New York · Other Services

$4M in assets, 179 participants

International Aids Vaccine Initiative, Inc.'s Iavi 401(a) Retirement Plan reported $4M in total assets and 179 participants in its 2023 DOL Form 5500 filing, ranking in the 41st 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.

  • #4,971 in Other Services (7,857 peers)

Coverage in New York

Iavi 401(a) Retirement Plan covers 179 participants in New York, about 22% of the average New York filer (state average ~798 per filing). Assets: $4M.

#4,971
in Other Services (7,857 peers)
+263.5%
assets growth YoY

Iavi 401(a) Retirement Plan's mid-pack asset rank among Other Services and all filers

Iavi 401(a) Retirement Plan vs every filed plan by assets

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

$4,076,784 41st percentile higher than 41% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

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

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

Iavi 401(a) Retirement Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Iavi 401(a) Retirement Plan sits mid-pack in the medium band (179 participants).

DOL schedule card

Filing strip 133870223 · International Aids Vaccine Initiative, Inc. PY 2023 · Profit Sharing

Iavi 401(a) Retirement Plan · $4M · 179 · 41st

  • BOOK $4M
  • VS-ST 179
  • BOY 41st
  • SCH Profit Sharing
  • EBSA near R. Bradley & Associates Profit Sharing Plan
  • PART ind #4971

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 Other Services retirement plans → · Plans in New York →

Iavi 401(a) Retirement Plan in the asset neighbourhood

Iavi 401(a) Retirement Plan$4MR. Bradley & Associates Profit Sharing PlanR. Bradley & Associates Prof…$4MSteven K Sterzer Md Inc Profit Sharing PlanSteven K Sterzer Md Inc Prof…$4MFalgoust, Caviness & Bienvenu Ps 401(k) PlanFalgoust, Caviness & Bienven…$4MCharles W. Ruggeroli M.D. Profit Sharing PlanCharles W. Ruggeroli M.D. Pr…$4M
End-of-year total assets ($M) among Iavi 401(a) Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$4M
Net Income$3M
Employer EIN133870223
Plan Effective Date2022-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (International Aids Vaccine Initiative, Inc.)

Sponsor-wide plan assets over time

All International Aids Vaccine Initiative, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$80M 36.06369548345725% vs 2022
2024 filing year
$50M$60M$70M$80M$90M 202220232024 $59.1M $80.4M ▲ +36.1%
Year Plans Participants Total Assets
2022 1 170 $59M
2023 2 425 $71M
2024 2 448 $80M

Nearby Profit Sharing Plans in New York

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Iavi 401(a) Retirement Plan vs. nearby Profit Sharing plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -0.500.511.522.5 Total assets ($B) Participants Iavi 401(a) Retirement Plan, Total assets ($B): 0.004076784 · Participants: 179Iavi 401(a) Retirement PlanAnnuity Plan of the Electrical Industry, Total assets ($B): 2.210433172 · Participants: 18907Annuity Plan of the Electrical IndustryAnnuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIO, Total assets ($B): 1.870067356 · Participants: 3402Annuity Fund Iuoe Local 15, 15a, 15c, 15d AFL-CIOAnnuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIO, Total assets ($B): 1.660408686 · Participants: 5807Annuity Fd of the Iuoe Local Union 94, 94a, 94b AFL-CIOThe Research Foundation for Suny Retirement Plan, Total assets ($B): 1.177491602 · Participants: 10120The Research Foundation for Suny Retirement PlanMason Tenders District Council Annuity Fund, Total assets ($B): 0.912972009 · Participants: 11237Mason Tenders District Council Annuity Fund
Iavi 401(a) Retirement Plan vs. nearby Profit Sharing plans in New York, assets vs. participants
Compare Iavi 401(a) Retirement Plan side-by-side with 3 peers →

Iavi 401(a) Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside New York, the nearest Profit Sharing by assets is R. Bradley & Associates Profit Sharing Plan in NC ($4M); by covered participants it is Ridgeview Psychiatric Hospital and Center, Inc. Retirement Plan in TN (179 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (179 participants); asset peers above are excluded.

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 Iavi 401(a) Retirement Plan assets move in 2023? ▼
Iavi 401(a) Retirement Plan surged - up 263.5% during 2023, from $1M to $4M. Reported net income was $3M.
How have International Aids Vaccine Initiative, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), International Aids Vaccine Initiative, Inc.'s sponsor-wide assets grew 36.1%, from $59M to $80M.
Which Profit Sharing plans are similar in size to Iavi 401(a) Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is R. Bradley & Associates Profit Sharing Plan in NC ($4M, 8 participants).
Which Profit Sharing plans cover a similar participant headcount to Iavi 401(a) Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Ridgeview Psychiatric Hospital and Center, Inc. Retirement Plan in TN (179 participants, $4M 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 133870223.

Read our methodology - how this data is sourced, computed, and verified.

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