Other · DOL Form 5500 · 2023

Aliviane, Inc Retirement Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
132
Participants Small participant base
49th
Percentile by assets National rank
$48,298
Avg per participant Low balance/head
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Official DOL plan name: Safe-Harbor 401(k) Profit Sharing Plan of Aliviane · Sponsored by Aliviane, Inc · Texas · Healthcare & Social Assistance

$6M in assets, 132 participants

Aliviane, Inc's Safe-Harbor 401(k) Profit Sharing Plan of Aliviane reported $6M in total assets and 132 participants in its 2023 DOL Form 5500 filing, ranking in the 49th 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.

  • #9,582 in Healthcare & Social Assistance (17,684 peers)

Coverage in Texas

Safe-Harbor 401(k) Profit Sharing Plan of Aliviane covers 132 participants in Texas, about 19% of the average Texas filer (state average ~688 per filing). Assets: $6M.

#9,582
in Healthcare & Social Assistance (17,684 peers)
+20.6%
assets growth YoY

Safe-Harbor 401(k) Profit Sharing Plan of Aliviane's mid-pack asset rank among Healthcare & Social Assistance and all filers

Safe-Harbor 401(k) Profit Sharing Plan of Aliviane vs every filed plan by assets

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

$6,375,370 49th percentile higher than 49% 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

Safe-Harbor 401(k) Profit Sharing Plan of Aliviane 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. Safe-Harbor 401(k) Profit Sharing Plan of Aliviane sits mid-pack in the medium band (132 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Safe-Harbor 401(k) Profit Sharing Plan of Aliviane reported net income rose from $546K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Safe-Harbor 401(k) Profit Sharing Plan of Aliviane end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Safe-Harbor 401(k) Profit Sharing Plan of Aliviane reported participants fell from 143 in the plan year 2022 filing to 132 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 741681485 · Aliviane, Inc PY 2023 · Other

Safe-Harbor 401(k) Profit Sharing Plan of Aliviane · $6M · 132 · 49th

  • BOOK $6M
  • VS-ST 132
  • BOY 49th
  • SCH Other
  • EBSA near Philadelphia Education Fund Retirement Plan
  • PART ind #9582

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 Texas →

Safe-Harbor 401(k) Profit Sharing Plan of Aliviane in the asset neighbourhood

The Duke Ellington School of the Arts ProjectThe Duke Ellington School of…$6MNetwork for Teaching Entrepreneurship Inc. 403(b) PlanNetwork for Teaching Entrepr…$6MSafe-Harbor 401(k) Profit Sharing Plan of AlivianeSafe-Harbor 401(k) Profit Sh…$6MPhiladelphia Education Fund Retirement PlanPhiladelphia Education Fund …$6MArarat Home Retirement Plan$6M
End-of-year total assets ($M) among Safe-Harbor 401(k) Profit Sharing Plan of Aliviane and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Texas filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$1M
Employer EIN741681485
Plan Effective Date1984-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Aliviane, Inc)

Sponsor-wide plan assets over time

All Aliviane, Inc plans reported in each filing year

Latest sponsor-wide plan assets
$7M 32.081188991464245% vs 2022
2024 filing year
$5M$6M$7M$8M 202220232024 $5.29M $6.98M ▲ +31.9%
Year Plans Participants Total Assets
2022 1 143 $5M
2023 1 132 $6M
2024 1 185 $7M

Nearby Other Plans in Texas

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

Safe-Harbor 401(k) Profit Sharing Plan of Aliviane vs. nearby Other plans in Texas, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -10123 Total assets ($B) Participants Safe-Harbor 401(k) Profit Sharing Plan of Aliviane, Total assets ($B): 0.00637537 · Participants: 132Safe-Harbor 401(k) Profit Sharing Plan of AlivianeMemorial Hermann Health System Employees' Retirement Savings Plan, Total assets ($B): 2.784471529 · Participants: 30949Memorial Hermann Health System Employees' Retirement Savings PlanThe Tax Sheltered Annuity Plan of the Methodist Hospital, Total assets ($B): 2.483619821 · Participants: 29975The Tax Sheltered Annuity Plan of the Methodist HospitalBaylor College of Medicine Section 403b, Total assets ($B): 1.920721689 · Participants: 12679Baylor College of Medicine Section 403bThe Tax Sheltered Annuity Plan of Texas Children's Hospital, Total assets ($B): 1.837550608 · Participants: 15456The Tax Sheltered Annuity Plan of Texas Children's HospitalSouthwest Research Institute Retirement Plan, Total assets ($B): 1.54942102 · Participants: 2831Southwest Research Institute Retirement Plan
Safe-Harbor 401(k) Profit Sharing Plan of Aliviane vs. nearby Other plans in Texas, assets vs. participants
Compare Safe-Harbor 401(k) Profit Sharing Plan of Aliviane side-by-side with 3 peers →

Safe-Harbor 401(k) Profit Sharing Plan of Aliviane's out-of-state Other peers by assets and headcount

Outside Texas, the nearest Other by assets is Philadelphia Education Fund Retirement Plan in PA ($6M); by covered participants it is Baton Rouge Christian Foundation, Inc. Dba the Dunham School Defined Contribution Plan in LA (132 participants). Same-state nearby plans are listed separately above.

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 Safe-Harbor 401(k) Profit Sharing Plan of Aliviane assets move in 2023? ▼
Safe-Harbor 401(k) Profit Sharing Plan of Aliviane grew sharply - up 20.6% during 2023, from $5M to $6M. Reported net income was $1M.
How have Aliviane, Inc plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Aliviane, Inc's sponsor-wide assets grew 32.1%, from $5M to $7M.
Which Other plans are similar in size to Safe-Harbor 401(k) Profit Sharing Plan of Aliviane? ▼
Among Other plans in other states, the closest by assets is Philadelphia Education Fund Retirement Plan in PA ($6M, 25 participants).
Which Other plans cover a similar participant headcount to Safe-Harbor 401(k) Profit Sharing Plan of Aliviane? ▼
Among Other plans in other states, the closest by covered participants is Baton Rouge Christian Foundation, Inc. Dba the Dunham School Defined Contribution Plan in LA (132 participants, $12M 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 741681485.

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.