Other · DOL Form 5500 · 2024

Vivalon, Inc. Retirement Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
153
Participants Small participant base
24th
Percentile by assets National rank
$7,386
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Vivalon, Inc. 403(b) Plan · Sponsored by Vivalon, Inc. · California · Healthcare & Social Assistance

$1M in assets, 153 participants

Vivalon, Inc.'s Vivalon, Inc. 403(b) Plan reported $1M in total assets and 153 participants in its 2024 DOL Form 5500 filing, ranking in the 24th 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.

  • #3,413 in Healthcare & Social Assistance (16,916 peers)

Coverage in California

Vivalon, Inc. 403(b) Plan covers 153 participants in California, about 24% of the average California filer (state average ~630 per filing). Assets: $1M.

#3,413
in Healthcare & Social Assistance (16,916 peers)
-30.4%
assets change YoY

The plan reported a net loss of $495K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Vivalon, Inc. 403(b) Plan among the smaller filed plans by assets

Vivalon, Inc. 403(b) Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$1,130,060 24th percentile higher than 24% of 123,620 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 2024

Vivalon, Inc. 403(b) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Vivalon, Inc. 403(b) Plan sits mid-pack in the medium band (153 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2024

  • Vivalon, Inc. 403(b) Plan reported net income fell from $259K in the plan year 2022 filing to -$495K in the plan year 2024 filing.
  • Vivalon, Inc. 403(b) Plan end-of-year assets fell from $1M in the plan year 2022 filing to $1M in the plan year 2024 filing.
  • Vivalon, Inc. 403(b) Plan reported participants fell from 175 in the plan year 2022 filing to 153 in the plan year 2024 filing.

See the national 2022→2024 release diff →

Published 5500 schedule card

Filing strip 941422463 · Vivalon, Inc. PY 2024 · Other

Vivalon, Inc. 403(b) Plan · $1M · 153 · 24th

  • NET $1M
  • BOOK 153
  • VS-ST 24th
  • BOY Other
  • SCH near Susan B. Anthony House, the 403(b) DC Plan
  • EBSA ind #3413

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 California →

Vivalon, Inc. 403(b) Plan in the asset neighbourhood

Glenwood Village Care Center Dba Glenwood Retirement Village Tax Deferred Annuity PlanGlenwood Village Care Center…$1MVivalon, Inc. 403(b) Plan$1MSusan B. Anthony House, the 403(b) DC PlanSusan B. Anthony House, the …$1MMid Bronx Senior Citizens Council 403(b) PlanMid Bronx Senior Citizens Co…$1MColorado Humanities 403-B-7 Retirement PlanColorado Humanities 403-B-7 …$1M
End-of-year total assets ($M) among Vivalon, Inc. 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

California filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$1M
Net Income-$495K
Employer EIN941422463
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Vivalon, Inc.)

Sponsor-wide plan assets over time

All Vivalon, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 18.664147548358077% vs 2022
2024 filing year
$1.1M$1.2M$1.3M$1.4M$1.5M 20222024 $1.39M $1.13M ▼ -18.7%
Year Plans Participants Total Assets
2022 1 175 $1M
2024 1 153 $1M

Nearby Other Plans in California

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

Vivalon, Inc. 403(b) Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -5051015 Total assets ($B) Participants Vivalon, Inc. 403(b) Plan, Total assets ($B): 0.00113006 · Participants: 153Vivalon, Inc. 403(b) PlanStanford Contributory Retirement Plan, Total assets ($B): 12.568126014 · Participants: 22753Stanford Contributory Retirement PlanSutter Health 403(b) Savings Plan, Total assets ($B): 7.632419022 · Participants: 54954Sutter Health 403(b) Savings PlanStanford Health Care Retirement Savings Plan, Total assets ($B): 6.931286515 · Participants: 24152Stanford Health Care Retirement Savings PlanCaltech Base Retirement Plan, Total assets ($B): 5.246676378 · Participants: 10970Caltech Base Retirement PlanUniversity of Southern California Tax-Deferred Annuity Plan, Total assets ($B): 4.81831751 · Participants: 20886University of Southern California Tax-Deferred Annuity Plan
Vivalon, Inc. 403(b) Plan vs. nearby Other plans in California, assets vs. participants

Vivalon, Inc. 403(b) Plan's out-of-state Other peers by assets and headcount

Outside California, the nearest Other by assets is Susan B. Anthony House, the 403(b) DC Plan in NY ($1M); by covered participants it is W. M. Keck Observatory 403(b) Retirement Plan in HI (153 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (153 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Vivalon, Inc. 403(b) Plan assets move in 2024?
Vivalon, Inc. 403(b) Plan contracted severely - down 30.4% during 2024, from $2M to $1M. Reported net income was -$495K.
How have Vivalon, Inc. plan assets changed over time?
Across 2 plan years on file (2022-2024), Vivalon, Inc.'s sponsor-wide assets declined 18.7%, from $1M to $1M.
Where does Vivalon, Inc. 403(b) Plan rank by assets among Form 5500 filers?
Vivalon, Inc. 403(b) Plan ranks in the 24th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (among the smaller plans by assets on file).
Which Other plans are similar in size to Vivalon, Inc. 403(b) Plan?
Among Other plans in other states, the closest by assets is Susan B. Anthony House, the 403(b) DC Plan in NY ($1M, 13 participants).
Which Other plans cover a similar participant headcount to Vivalon, Inc. 403(b) Plan?
Among Other plans in other states, the closest by covered participants is W. M. Keck Observatory 403(b) Retirement Plan in HI (153 participants, $81M in assets).