Other · DOL Form 5500 · 2022

VIVALON Retirement Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
175
Participants Small participant base
29th
Percentile by assets National rank
$7,939
Avg per participant Low balance/head
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Official DOL plan name: Vivalon 403(b) Plan · Sponsored by VIVALON · California · Healthcare & Social Assistance

$1M in assets, 175 participants

VIVALON's Vivalon 403(b) Plan reported $1M in total assets and 175 participants in its 2022 DOL Form 5500 filing, ranking in the 29th 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.

  • #5,490 in Healthcare & Social Assistance (20,060 peers)

Coverage in California

Vivalon 403(b) Plan covers 175 participants in California, about 28% of the average California filer (state average ~630 per filing). Assets: $1M.

#5,490
in Healthcare & Social Assistance (20,060 peers)
+22.9%
assets growth YoY

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

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

End-of-year total assets · plan year 2022 · DOL Form 5500

$1,389,375 29th percentile higher than 29% of 139,123 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 2022

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

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Vivalon 403(b) Plan sits mid-pack in the medium band (175 participants).

Plan-year Form 5500 strip

Filing strip 941422463 · VIVALON PY 2022 · Other

Vivalon 403(b) Plan · $1M · 175 · 29th

  • PART $1M
  • PART 175
  • PART 29th
  • PART Other
  • PART near Catholic Charities of Shiawassee and Genesee Counties 403(b) Retirement Plan
  • PART ind #5490

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 403(b) Plan in the asset neighbourhood

Smw Engineering Group, Inc. 401(k) PlanSmw Engineering Group, Inc. …$1MVivalon 403(b) Plan$1MCatholic Charities of Shiawassee and Genesee Counties 403(b) Retirement PlanCatholic Charities of Shiawa…$1MThe Arc of Fayette County 403(b) PlanThe Arc of Fayette County 40…$1MPelican Educational Foundation Inc. Retirement PlanPelican Educational Foundati…$1M
End-of-year total assets ($M) among Vivalon 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$1M
Net Income$259K
Employer EIN941422463
Plan Effective Date2003-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (VIVALON)

Sponsor-wide plan assets over time

All VIVALON 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 403(b) Plan vs. nearby Other plans in California, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -50510 Total assets ($B) Participants Vivalon 403(b) Plan, Total assets ($B): 0.001389375 · Participants: 175Vivalon 403(b) PlanStanford Contributory Retirement Plan, Total assets ($B): 9.38573656 · Participants: 22514Stanford Contributory Retirement PlanSutter Health 403(b) Savings Plan, Total assets ($B): 5.320318331 · Participants: 48591Sutter Health 403(b) Savings PlanStanford Health Care Retirement Savings Plan, Total assets ($B): 4.535728964 · Participants: 20237Stanford Health Care Retirement Savings PlanCaltech Base Retirement Plan, Total assets ($B): 4.200375781 · Participants: 9827Caltech Base Retirement PlanUniversity of Southern California Tax-Deferred Annuity Plan, Total assets ($B): 3.677071678 · Participants: 22632University of Southern California Tax-Deferred Annuity Plan
Vivalon 403(b) Plan vs. nearby Other plans in California, assets vs. participants

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

Outside California, the nearest Other by assets is Catholic Charities of Shiawassee and Genesee Counties 403(b) Retirement Plan in MI ($1M); by covered participants it is Kentucky Country Day School 403(b) DC Plan in KY (175 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (175 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Vivalon 403(b) Plan assets move in 2022?
Vivalon 403(b) Plan grew sharply - up 22.9% during 2022, from $1M to $1M. Reported net income was $259K.
How have VIVALON plan assets changed over time?
Across 2 plan years on file (2022-2024), VIVALON's sponsor-wide assets declined 18.7%, from $1M to $1M.
Which Other plans are similar in size to Vivalon 403(b) Plan?
Among Other plans in other states, the closest by assets is Catholic Charities of Shiawassee and Genesee Counties 403(b) Retirement Plan in MI ($1M, 96 participants).
Which Other plans cover a similar participant headcount to Vivalon 403(b) Plan?
Among Other plans in other states, the closest by covered participants is Kentucky Country Day School 403(b) DC Plan in KY (175 participants, $38M in assets).