Other · DOL Form 5500 · 2023

International Aids Vaccine Initiative, Inc. Retirement Plan

Data updated 2026-08-25

$67M
Total assets Below avg plan size
246
Participants Below avg headcount
88th
Percentile by assets National rank
$272,148
Avg per participant High balance/head
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Official DOL plan name: Iavi 403(b) Retirement Plan · Sponsored by International Aids Vaccine Initiative, Inc. · New York · Other Services

$67M in assets, 246 participants

International Aids Vaccine Initiative, Inc.'s Iavi 403(b) Retirement Plan reported $67M in total assets and 246 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.

  • #7,479 in Other Services (7,857 peers)

Coverage in New York

Iavi 403(b) Retirement Plan covers 246 participants in New York, about 31% of the average New York filer (state average ~798 per filing). Assets: $67M.

#7,479
in Other Services (7,857 peers)
+13.3%
assets growth YoY
0.7×
vs typical plan assets (national mean)

Iavi 403(b) Retirement Plan's outsized position by total assets

Iavi 403(b) Retirement Plan vs every filed plan by assets

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

$66,948,334 Top 12% higher than 88% 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 403(b) 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 403(b) Retirement Plan sits mid-pack in the medium band (246 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Iavi 403(b) Retirement Plan reported net income rose from -$9M in the plan year 2022 filing to $8M in the plan year 2023 filing.
  • Iavi 403(b) Retirement Plan reported participants rose from 170 in the plan year 2022 filing to 246 in the plan year 2023 filing.
  • Iavi 403(b) Retirement Plan end-of-year assets rose from $59M in the plan year 2022 filing to $67M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

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

Iavi 403(b) Retirement Plan · $67M · 246 · 88th

  • TYPE $67M
  • NET 246
  • BOOK 88th
  • VS-ST Other
  • BOY near Concord Academy Defined Contribution and Tax-Deferred Annuity Plan
  • SCH ind #7479

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 403(b) Retirement Plan in the asset neighbourhood

Sansum Clinic Match Plan$67MConcord Academy Defined Contribution and Tax-Deferred Annuity PlanConcord Academy Defined Cont…$67MIavi 403(b) Retirement Plan$67MLasell University 403(b) Plan$67MGolden Gate Regional Center 403(b) PlanGolden Gate Regional Center …$67M
End-of-year total assets ($M) among Iavi 403(b) Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

New York filing particulars

Total Assets (Beginning of Year)$59M
Net Assets (End of Year)$67M
Net Income$8M
Employer EIN133870223
Plan Effective Date1996-12-31
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 Other Plans in New York

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

Iavi 403(b) Retirement Plan vs. nearby Other plans in New York, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Iavi 403(b) Retirement Plan, Total assets ($B): 0.066948334 · Participants: 246Iavi 403(b) Retirement PlanNorthwell Health 403(b) Plan, Total assets ($B): 9.888143307 · Participants: 48676Northwell Health 403(b) PlanThe Mount Sinai Medical Center 403(b) Retirement Plan, Total assets ($B): 8.498597037 · Participants: 30241The Mount Sinai Medical Center 403(b) Retirement PlanUniversity of Rochester Retirement Program, Total assets ($B): 7.214339559 · Participants: 28970University of Rochester Retirement ProgramMemorial Sloan Kettering Cancer Center Retirement Savings Plan, Total assets ($B): 5.59380214 · Participants: 22855Memorial Sloan Kettering Cancer Center Retirement Savings PlanRetirement Plan for Officers of Columbia University, Total assets ($B): 5.026291682 · Participants: 14407Retirement Plan for Officers of Columbia University
Iavi 403(b) Retirement Plan vs. nearby Other plans in New York, assets vs. participants
Compare Iavi 403(b) Retirement Plan side-by-side with 3 peers →

Iavi 403(b) Retirement Plan's out-of-state Other peers by assets and headcount

Outside New York, the nearest Other by assets is Concord Academy Defined Contribution and Tax-Deferred Annuity Plan in MA ($67M); by covered participants it is Pana Community Hospital Employees' Tax Deferred Annuity Plan in IL (246 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($67M here).

Similar participant headcount

Nearest other-state filings by covered participants (246 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 403(b) Retirement Plan assets move in 2023? ▼
Iavi 403(b) Retirement Plan grew at a solid clip - up 13.3% during 2023, from $59M to $67M. Reported net income was $8M.
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.
Where does Iavi 403(b) Retirement Plan rank by assets among Form 5500 filers? ▼
Iavi 403(b) Retirement Plan ranks in the 88th 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 Other plans are similar in size to Iavi 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Concord Academy Defined Contribution and Tax-Deferred Annuity Plan in MA ($67M, 254 participants).
Which Other plans cover a similar participant headcount to Iavi 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Pana Community Hospital Employees' Tax Deferred Annuity Plan in IL (246 participants, $23M 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.