Profit Sharing · DOL Form 5500 · 2023

Alivia Care, Inc. Profit Sharing Plan

Data updated 2026-08-25

$42M
Total assets Below avg plan size
1,154
Participants Near avg headcount
84th
Percentile by assets National rank
$36,809
Avg per participant Low balance/head
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Official DOL plan name: Alivia Care, Inc. 403(b) Retirement Plan · Sponsored by Alivia Care, Inc. · Florida · Healthcare & Social Assistance

$42M in assets, 1,154 participants

Alivia Care, Inc.'s Alivia Care, Inc. 403(b) Retirement Plan reported $42M in total assets and 1,154 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.

  • #15,240 in Healthcare & Social Assistance (17,684 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, $42M for 1,154 participants (~$36,809/participant), up 20.5% in 2023.

#15,240
in Healthcare & Social Assistance (17,684 peers)
+20.5%
assets growth YoY
0.4×
vs typical plan assets (national mean)

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 2023 · DOL Form 5500

$42,477,420 Top 16% higher than 84% 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 Care, Inc. 403(b) Retirement Plan's large-plan peer group by participant headcount

Plan-year 2023 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 (1,154 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Alivia Care, Inc. 403(b) Retirement Plan reported net income rose from -$9M in the plan year 2022 filing to $7M in the plan year 2023 filing.
  • Alivia Care, Inc. 403(b) Retirement Plan end-of-year assets rose from $35M in the plan year 2022 filing to $42M in the plan year 2023 filing.
  • Alivia Care, Inc. 403(b) Retirement Plan reported participants rose from 1,089 in the plan year 2022 filing to 1,154 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 844695341 · Alivia Care, Inc. PY 2023 · Profit Sharing

Alivia Care, Inc. 403(b) Retirement Plan · $42M · 1,154 · 84th

  • NET $42M
  • BOOK 1,154
  • VS-ST 84th
  • BOY Profit Sharing
  • SCH near Blue Bell Creameries, Inc. Employee Stock Ownership Plan
  • EBSA ind #15240

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

Blue Bell Creameries, Inc. Employee Stock Ownership PlanBlue Bell Creameries, Inc. E…$43MAlivia Care, Inc. 403(b) Retirement PlanAlivia Care, Inc. 403(b) Ret…$42MPaul, Weiss, Rifkind, Wharton & Garrison LLP Defined Contribution Retirement PlanPaul, Weiss, Rifkind, Wharto…$42MOregon Research Institute 403(b) Retirement Savings PlanOregon Research Institute 40…$42MInterlochen Center for the Arts Retirement PlanInterlochen Center for the A…$42M
End-of-year total assets ($M) among Alivia Care, Inc. 403(b) Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$35M
Net Assets (End of Year)$42M
Net Income$7M
Employer EIN844695341
Plan Effective Date1993-10-01
Filing StatusFILING 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
$30M$35M$40M$45M$50M 202220232024 $35.3M $47.1M ▲ +33.7%
Year Plans Participants Total Assets
2022 1 1,089 $35M
2023 1 1,154 $42M
2024 1 1,192 $47M

Nearby Profit Sharing Plans in Florida

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

Alivia Care, Inc. 403(b) Retirement Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246 Total assets ($B) Participants Alivia Care, Inc. 403(b) Retirement Plan, Total assets ($B): 0.04247742 · Participants: 1154Alivia Care, Inc. 403(b) Retirement PlanRetirement Wealth Builder Plan of Pwc, Total assets ($B): 4.922422145 · Participants: 44753Retirement Wealth Builder Plan of PwcRaymond James Financial, Inc. & Affiliates Profit Sharing Plan, Total assets ($B): 1.237831199 · Participants: 15503Raymond James Financial, Inc. & Affiliates Profit Sharing PlanOrlando Health, Inc. Retirement Savings Plan 401a, Total assets ($B): 0.441302885 · Participants: 26077Orlando Health, Inc. Retirement Savings Plan 401aShands Health Care Matched Savings Account 401(a), Total assets ($B): 0.421060931 · Participants: 9825Shands Health Care Matched Savings Account 401(a)American Maritime Officers Defined Contribution Plan, Total assets ($B): 0.314107816 · Participants: 4371American Maritime Officers Defined Contribution Plan
Alivia Care, Inc. 403(b) Retirement Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants
Compare Alivia Care, Inc. 403(b) Retirement Plan side-by-side with 3 peers →

Alivia Care, Inc. 403(b) Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Florida, the nearest Profit Sharing by assets is Blue Bell Creameries, Inc. Employee Stock Ownership Plan in TX ($43M); by covered participants it is Teamsters Local Union 500 - Severance Trust Fund in NJ (1,154 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,154 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 Care, Inc. 403(b) Retirement Plan assets move in 2023? ▼
Alivia Care, Inc. 403(b) Retirement Plan grew sharply - up 20.5% during 2023, from $35M to $42M. Reported net income was $7M.
How have Alivia Care, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Alivia Care, Inc.'s sponsor-wide assets grew 33.7%, from $35M to $47M.
Where does Alivia Care, Inc. 403(b) Retirement Plan rank by assets among Form 5500 filers? ▼
Alivia Care, Inc. 403(b) Retirement Plan ranks in the 84th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Profit Sharing plans are similar in size to Alivia Care, Inc. 403(b) Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Blue Bell Creameries, Inc. Employee Stock Ownership Plan in TX ($43M, 3,885 participants).
Which Profit Sharing plans cover a similar participant headcount to Alivia Care, Inc. 403(b) Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Teamsters Local Union 500 - Severance Trust Fund in NJ (1,154 participants, $67M 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 844695341.

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.