Other · DOL Form 5500 · 2023

Alliance for Aging, Inc. Retirement Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
81
Participants Small participant base
50th
Percentile by assets National rank
$84,367
Avg per participant Below avg balance/head
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Official DOL plan name: Employee Benefit Plan of Alliance for Aging, Inc. · Sponsored by Alliance for Aging, Inc. · Florida · Other Services

$7M in assets, 81 participants

Alliance for Aging, Inc.'s Employee Benefit Plan of Alliance for Aging, Inc. reported $7M in total assets and 81 participants in its 2023 DOL Form 5500 filing, ranking in the 50th 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.

  • #5,554 in Other Services (7,857 peers)

Other Services sector rank

Within Other Services, Employee Benefit Plan of Alliance for Aging, Inc. ranks #5,554 of 7,857 2023 filers by assets (294% of the sector average)-$7M for 81 participants.

#5,554
in Other Services (7,857 peers)
+17.5%
assets growth YoY

Employee Benefit Plan of Alliance for Aging, Inc.'s mid-pack asset rank among Other Services and all filers

Employee Benefit Plan of Alliance for Aging, Inc. vs every filed plan by assets

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

$6,833,741 Top 50% higher than 50% 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

Employee Benefit Plan of Alliance for Aging, Inc. among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Employee Benefit Plan of Alliance for Aging, Inc. is a small filing (81 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 650101947 · Alliance for Aging, Inc. PY 2023 · Other

Employee Benefit Plan of Alliance for Aging, Inc. · $7M · 81 · 50th

  • BOY $7M
  • BOY 81
  • BOY 50th
  • BOY Other
  • BOY near Piedmont Access to Health Services, Inc. 403(b) Plan
  • BOY ind #5554

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 Florida →

Employee Benefit Plan of Alliance for Aging, Inc. in the asset neighbourhood

Piedmont Access to Health Services, Inc. 403(b) PlanPiedmont Access to Health Se…$7MThe Christian Herald Association, Inc. Tax Deferred Annuity PlanThe Christian Herald Associa…$7MWartburg Adult Care Community 403(b) Savings PlanWartburg Adult Care Communit…$7MEmployee Benefit Plan of Alliance for Aging, Inc.Employee Benefit Plan of All…$7MArea Storage & Transfer Inc. Prevailing Wage PlanArea Storage & Transfer Inc.…$7M
End-of-year total assets ($M) among Employee Benefit Plan of Alliance for Aging, Inc. and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Other Services filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$7M
Net Income$1M
Employer EIN650101947
Plan Effective Date2015-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Alliance for Aging, Inc.)

Sponsor-wide plan assets over time

All Alliance for Aging, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$8M 18.788201074638327% vs 2023
2024 filing year
$6.5M$7M$7.5M$8M$8.5M 20232024 $6.83M $8.12M ▲ +18.9%
Year Plans Participants Total Assets
2023 1 81 $7M
2024 1 71 $8M

Nearby Other Plans in Florida

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

Employee Benefit Plan of Alliance for Aging, Inc. vs. nearby Other plans in Florida, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants Employee Benefit Plan of Alliance for Aging, Inc., Total assets ($B): 0.006833741 · Participants: 81Employee Benefit Plan of Alliance for Aging, Inc.Baptist Health South Florida, Inc. 403(b) Employee Retirement Plan, Total assets ($B): 2.330892261 · Participants: 25214Baptist Health South Florida, Inc. 403(b) Employee Retirement PlanUniversity of Miami Retirement Savings Plan, Total assets ($B): 1.720804746 · Participants: 12683University of Miami Retirement Savings PlanOrlando Health Retirement Savings Plan 403b, Total assets ($B): 1.55865765 · Participants: 26087Orlando Health Retirement Savings Plan 403bDefined Contribution Retirement Plan for Faculty of the University of Miami, Total assets ($B): 1.145895297 · Participants: 972Defined Contribution Retirement Plan for Faculty of the University of MiamiThe Nemours Foundation Section 403(b) Plan, Total assets ($B): 1.13466821 · Participants: 8505The Nemours Foundation Section 403(b) Plan
Employee Benefit Plan of Alliance for Aging, Inc. vs. nearby Other plans in Florida, assets vs. participants
Compare Employee Benefit Plan of Alliance for Aging, Inc. side-by-side with 3 peers →

Employee Benefit Plan of Alliance for Aging, Inc.'s out-of-state Other peers by assets and headcount

Outside Florida, the nearest Other by assets is Piedmont Access to Health Services, Inc. 403(b) Plan in VA ($7M); by covered participants it is Walnut Hill School Defined Contribution Retirement Plan in MA (81 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (81 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 Employee Benefit Plan of Alliance for Aging, Inc. assets move in 2023? ▼
Employee Benefit Plan of Alliance for Aging, Inc. grew sharply - up 17.5% during 2023, from $6M to $7M. Reported net income was $1M.
How have Alliance for Aging, Inc. plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Alliance for Aging, Inc.'s sponsor-wide assets grew 18.8%, from $7M to $8M.
Which Other plans are similar in size to Employee Benefit Plan of Alliance for Aging, Inc.? ▼
Among Other plans in other states, the closest by assets is Piedmont Access to Health Services, Inc. 403(b) Plan in VA ($7M, 277 participants).
Which Other plans cover a similar participant headcount to Employee Benefit Plan of Alliance for Aging, Inc.? ▼
Among Other plans in other states, the closest by covered participants is Walnut Hill School Defined Contribution Retirement Plan in MA (81 participants, $18M 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 650101947.

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.