Profit Sharing · DOL Form 5500 · 2023

Alivia Health Management, LLC Profit Sharing Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
507
Participants Below avg headcount
33rd
Percentile by assets National rank
$5,024
Avg per participant Low balance/head
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Official DOL plan name: Alivia Health Investment & Retirement Plan · Sponsored by Alivia Health Management, LLC · Puerto Rico · Retail Trade

$3M in assets, 507 participants

Alivia Health Management, LLC's Alivia Health Investment & Retirement Plan reported $3M in total assets and 507 participants in its 2023 DOL Form 5500 filing, ranking in the 33rd 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.

  • #3,799 in Retail Trade (8,414 peers)

Coverage in Puerto Rico

Alivia Health Investment & Retirement Plan covers 507 participants in Puerto Rico, 5.7x the typical Puerto Rico plan (state average ~89 per filing). Assets: $3M.

#3,799
in Retail Trade (8,414 peers)
+119.9%
assets growth YoY

Alivia Health Investment & Retirement Plan among the smaller filed plans by assets

Alivia Health Investment & Retirement Plan vs every filed plan by assets

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

$2,547,071 33rd percentile higher than 33% 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

Alivia Health Investment & 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. Alivia Health Investment & Retirement Plan sits mid-pack in the medium band (507 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Alivia Health Investment & Retirement Plan end-of-year assets rose from $1M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Alivia Health Investment & Retirement Plan reported net income rose from $901K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Alivia Health Investment & Retirement Plan reported participants rose from 458 in the plan year 2022 filing to 507 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 660859095 · Alivia Health Management, LLC PY 2023 · Profit Sharing

Alivia Health Investment & Retirement Plan · $3M · 507 · 33rd

  • VS-ST $3M
  • BOY 507
  • SCH 33rd
  • EBSA Profit Sharing
  • PART near Shelter, Inc. Employee Retirement 403(b) Plan
  • TYPE ind #3799

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 Retail Trade retirement plans → · Plans in Puerto Rico →

Alivia Health Investment & Retirement Plan in the asset neighbourhood

Alivia Health Investment & Retirement PlanAlivia Health Investment & R…$3MShelter, Inc. Employee Retirement 403(b) PlanShelter, Inc. Employee Retir…$3MRomanoff Electric, Inc. Retirement PlanRomanoff Electric, Inc. Reti…$3MProfit Sharing Plan$3MStephen Honor Phd PC Profit Sharing PlanStephen Honor Phd PC Profit …$3M
End-of-year total assets ($M) among Alivia Health Investment & Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Puerto Rico filing particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$3M
Net Income$1M
Employer EIN660859095
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Alivia Health Management, LLC)

Sponsor-wide plan assets over time

All Alivia Health Management, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$4M 261.31577265874466% vs 2022
2024 filing year
$0M$1M$2M$3M$4M$5M 202220232024 $1.16M $4.18M ▲ +260.3%
Year Plans Participants Total Assets
2022 1 458 $1M
2023 1 507 $3M
2024 1 542 $4M

Nearby Profit Sharing Plans in Puerto Rico

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

Alivia Health Investment & Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. 0200040006000800010000 -2000200400600800 Total assets ($M) Participants Alivia Health Investment & Retirement Plan, Total assets ($M): 2.547071 · Participants: 507Alivia Health Investment & Retirement PlanThe Retirement and Savings Plan for Amgen Manufacturing Limited LLC, Total assets ($M): 719.343985 · Participants: 2713The Retirement and Savings Plan for Amgen Manufacturing Limited LLCPopular, Inc. Pr Savings and Investment Plan, Total assets ($M): 700.721578 · Participants: 8134Popular, Inc. Pr Savings and Investment PlanThe Savings Plan for Lilly Affiliate Employees in Puerto Rico, Total assets ($M): 441.870695 · Participants: 1114The Savings Plan for Lilly Affiliate Employees in Puerto RicoHewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation Plan, Total assets ($M): 195.772357 · Participants: 751Hewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation PlanThe Oriental Bank Coda Profit Sharing Plan, Total assets ($M): 134.602051 · Participants: 2096The Oriental Bank Coda Profit Sharing Plan
Alivia Health Investment & Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Alivia Health Investment & Retirement Plan side-by-side with 3 peers →

Alivia Health Investment & Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Shelter, Inc. Employee Retirement 403(b) Plan in CA ($3M); by covered participants it is Jetblue Airways Corporation Deferred Savings Plan for Puerto Rico Crewmembers in NY (507 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3M here).

Similar participant headcount

Nearest other-state filings by covered participants (507 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 Alivia Health Investment & Retirement Plan assets move in 2023? ▼
Alivia Health Investment & Retirement Plan surged - up 119.9% during 2023, from $1M to $3M. Reported net income was $1M.
How have Alivia Health Management, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Alivia Health Management, LLC's sponsor-wide assets grew 261.3%, from $1M to $4M.
Which Profit Sharing plans are similar in size to Alivia Health Investment & Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Shelter, Inc. Employee Retirement 403(b) Plan in CA ($3M, 142 participants).
Which Profit Sharing plans cover a similar participant headcount to Alivia Health Investment & Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Jetblue Airways Corporation Deferred Savings Plan for Puerto Rico Crewmembers in NY (507 participants, $15M 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 660859095.

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.