Other · DOL Form 5500 · 2024
Alliance for Aging, Inc. Retirement Plan
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 71
- Participants Small participant base
- 51st
- Percentile by assets National rank
- $114,333
- Avg per participant Below avg balance/head
Official DOL plan name: Safe-Harbor 401(K Profit Sharing Plan for Employees of Alliance for Aging, Inc. · Sponsored by Alliance for Aging, Inc. · Florida · Other Services
$8M in assets, 71 participants
Alliance for Aging, Inc.'s Safe-Harbor 401(K Profit Sharing Plan for Employees of Alliance for Aging, Inc. reported $8M in total assets and 71 participants in its 2024 DOL Form 5500 filing, ranking in the 51st 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.
- #5,513 in Other Services (7,719 peers)
Other Services sector rank
Within Other Services, Safe-Harbor 401(K Profit Sharing Plan for Employees of Alliance for Aging, Inc. ranks #5,513 of 7,719 2024 filers by assets (247% of the sector average)-$8M for 71 participants.
- #5,513
- in Other Services (7,719 peers)
- +18.8%
- assets growth YoY
Safe-Harbor 401(K Profit Sharing Plan for Employees of Alliance for Aging, Inc.'s mid-pack asset rank among Other Services and all filers
Safe-Harbor 401(K Profit Sharing Plan for Employees of Alliance for Aging, Inc. vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$8,117,678 Top 49% higher than 51% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Safe-Harbor 401(K Profit Sharing Plan for Employees of Alliance for Aging, Inc. among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Safe-Harbor 401(K Profit Sharing Plan for Employees of Alliance for Aging, Inc. is a small filing (71 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Safe-Harbor 401(K Profit Sharing Plan for Employees of Alliance for Aging, Inc. reported net income rose from $1M in the plan year 2023 filing to $1M in the plan year 2024 filing.
- Safe-Harbor 401(K Profit Sharing Plan for Employees of Alliance for Aging, Inc. end-of-year assets rose from $7M in the plan year 2023 filing to $8M in the plan year 2024 filing.
- Safe-Harbor 401(K Profit Sharing Plan for Employees of Alliance for Aging, Inc. reported participants fell from 81 in the plan year 2023 filing to 71 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 650101947 · Alliance for Aging, Inc. PY 2024 · Other
Safe-Harbor 401(K Profit Sharing Plan for Employees of Alliance for Aging, Inc. · $8M · 71 · 51st
- 5500 $8M
- 5500 71
- 5500 51st
- 5500 Other
- 5500 near Pathways Behavioral Services, Inc. Internal Revenue Code Section 403(b)
- 5500 ind #5513
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 Florida →
Safe-Harbor 401(K Profit Sharing Plan for Employees of Alliance for Aging, Inc. in the asset neighbourhood
Other Services filing particulars
| Total Assets (Beginning of Year) | $7M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | $1M |
| Employer EIN | 650101947 |
| Plan Effective Date | 2015-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Alliance for Aging, Inc.)
Sponsor-wide plan assets over time
All Alliance for Aging, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $8M 18.788201074638327% vs 2023
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2023 | 1 | 81 | $7M |
| 2024 | 1 | 71 | $8M |
Nearby Other Plans in Florida
Peer Other plans, same state, same plan type, ranked by total assets.
- Baptist Health South Florida, Inc. 403(b) Employee Retirement Plan $2.7B · 26,141
- University of Miami Retirement Savings Plan $2.1B · 12,711
- Orlando Health Retirement Savings Plan 403b $1.9B · 27,987
- The Nemours Foundation Section 403(b) Plan $1.3B · 9,064
- Lee Health System 403(b) Retirement Plan $1.3B · 16,909
Safe-Harbor 401(K Profit Sharing Plan for Employees of Alliance for Aging, Inc.'s out-of-state Other peers by assets and headcount
Outside Florida, the nearest Other by assets is Pathways Behavioral Services, Inc. Internal Revenue Code Section 403(b) in IA ($8M); by covered participants it is University Corporation for Advanced Internet Development Tda Plan in MI (71 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
- Pathways Behavioral Services, Inc. Internal Revenue Code Section 403(b) (IA) $8M · 108
- The Chrysler Museum Tda & Retirement Plan Combined (VA) $8M · 81
- Jewish Community Centers of Greater Boston, Inc. 403(b) Retirement Plan (MA) $8M · 362
- The Lakeview Employees' Tax Deferred Annuity Plan (MN) $8M · 76
Similar participant headcount
Nearest other-state filings by covered participants (71 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.