Profit Sharing · DOL Form 5500 · 2023
Alivia Care, Inc. Profit Sharing Plan
Data updated 2026-08-11
- $42M
- Total assets
- 1,154
- Participants
- 84th
- Percentile by assets
- $36,809
- Avg per participant
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.
- 84th percentile by assets (of 127,072 plans)
- #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.
- $42M
- total plan assets (2023 EOY)
- 1,154
- covered participants
- 84th
- percentile by assets (of 127,072 plans)
- $36,809
- avg assets per participant
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.
Alivia Care, Inc. 403(b) Retirement Plan vs the 2023 asset distribution
By assets, Alivia Care, Inc. 403(b) Retirement Plan outranks 84% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.4x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $35M |
|---|---|
| Net Assets (End of Year) | $42M |
| Net Income | $7M |
| Employer EIN | 844695341 |
| Plan Effective Date | 1993-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Alivia Care, Inc.)
| 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
- Retirement Wealth Builder Plan of Pwc $4.9B · 44,753
- Raymond James Financial, Inc. & Affiliates Profit Sharing Plan $1.2B · 15,503
- Orlando Health, Inc. Retirement Savings Plan 401a $441M · 26,077
- Shands Health Care Matched Savings Account 401(a) $421M · 9,825
- American Maritime Officers Defined Contribution Plan $314M · 4,371
Similar-Sized Profit Sharing Plans Nationally
Profit Sharing plans in other states closest to Alivia Care, Inc. 403(b) Retirement Plan by total assets, not by location.
- Blue Bell Creameries, Inc. Employee Stock Ownership Plan (TX) $43M · 3,885
- Paul, Weiss, Rifkind, Wharton & Garrison LLP Defined Contribution Retirement Plan (NY) $42M · 845
- Oregon Research Institute 403(b) Retirement Savings Plan (OR) $42M · 91
- Interlochen Center for the Arts Retirement Plan (MI) $42M · 372
Frequently Asked Questions
How did Alivia Care, Inc. 403(b) Retirement Plan assets move in 2023? ▼
How have Alivia Care, Inc. plan assets changed over time? ▼
Where does Alivia Care, Inc. 403(b) Retirement Plan rank by assets among Form 5500 filers? ▼
Which Profit Sharing plans are similar in size to Alivia Care, Inc. 403(b) Retirement Plan? ▼
Next read for Alivia Care, Inc. 403(b) Retirement Plan
Scale reading
Ways to act on Alivia Care, Inc. 403(b) Retirement Plan's numbers.
- By total assets, Alivia Care, Inc. 403(b) Retirement Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Profit Sharing plans in Florida. Compare plans
- Alivia Care, Inc.'s sponsor-wide assets have grown 33.7% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans