Profit Sharing · DOL Form 5500 · 2024

Alivia Care, Inc. Profit Sharing Plan

Data updated 2026-07-24

$47M
Total assets: 1,192
Participants: 84th
Percentile by assets: $39,548
Avg per participant

Official DOL plan name: Alivia Care, Inc. 403(b) Retirement Plan · Sponsored by Alivia Care, Inc. · Florida · Healthcare & Social Assistance

$47M in assets, 1,192 participants

Alivia Care, Inc.'s Alivia Care, Inc. 403(b) Retirement Plan reported $47M in total assets and 1,192 participants in its 2024 DOL Form 5500 filing, ranking in the 84th 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.

84th percentile by assets (of 116,472 plans)

Where Alivia Care, Inc. 403(b) Retirement Plan sits by assets

Alivia Care, Inc. 403(b) Retirement Plan sits in the top quartile of all filed plans by assets, $47M for 1,192 participants (~$39,548/participant), up 11.0% in 2024.

$47M
total plan assets (2024 EOY): 1,192
covered participants: 84th
percentile by assets (of 116,472 plans): $39,548
avg assets per participant

Alivia Care, Inc. 403(b) Retirement Plan reported net income fell from $7M in the plan year 2023 filing to $5M in the plan year 2024 filing.
Alivia Care, Inc. 403(b) Retirement Plan end-of-year assets rose from $42M in the plan year 2023 filing to $47M in the plan year 2024 filing.
Alivia Care, Inc. 403(b) Retirement Plan reported participants rose from 1,154 in the plan year 2023 filing to 1,192 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State

Florida

Industry

Healthcare & Social Assistance

Alivia Care, Inc. 403(b) Retirement Plan vs the 2024 asset distribution

By assets, Alivia Care, Inc. 403(b) Retirement Plan outranks 84% of the 116,472 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.5x the national average plan size of $100M (730 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)	$42M
Net Assets (End of Year)	$47M
Net Income	$5M
Employer EIN	844695341
Plan Effective Date	1993-10-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Alivia Care, Inc.)

Total plan assets by year, all Alivia Care, Inc. plans on file

Year	Plans	Participants	Total Assets
2022	1	1,089	$35M
2023	1	1,154	$42M
2024	1	1,192	$47M

Nearby Profit Sharing Plans in Florida

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

Alivia Care, Inc. 403(b) Retirement Plan vs. nearby Profit Sharing plans in Florida, assets vs. participants

Shands Health Care Matched Savings Account 401(a) $487M · 10,470
Orlando Health, Inc. Retirement Savings Plan 401a $458M · 27,976
Lakeland Regional Medical Center Retirement Plan Trust $189M · 5,019
Plumbers & Steamfitters 72 Defined Contrib Fund $162M · 3,631
Brooks Rehabilitation 403(b) Retirement Plan $123M · 957

Compare Alivia Care, Inc. 403(b) Retirement Plan side-by-side with 3 peers →

Similar-Sized Profit Sharing Plans Nationally

Profit Sharing plans in other states closest to Alivia Care, Inc. 403(b) Retirement Plan by total assets, not by location.

Chicago and North Western Railway Company Profit Sharing and Retirement Savings Program (NE) $47M · 6
Pioneer Human Services 403(b) Plan (WA) $47M · 693
United Food and Commercial Workers Local 1500 Annuity Plan (NY) $47M · 6,996
Philadelphia Federal Credit Union Capital Accumulation Plan (PA) $47M · 263

Frequently Asked Questions

How did Alivia Care, Inc. 403(b) Retirement Plan assets move in 2024? ▼

Alivia Care, Inc. 403(b) Retirement Plan grew at a solid clip - up 11.0% during 2024, from $42M to $47M. Reported net income was $5M.

How have Alivia Care, Inc. plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Alivia Care, Inc.'s sponsor-wide assets grew 33.7%, from $35M to $47M.

Where does Alivia Care, Inc. 403(b) Retirement Plan rank by assets among Form 5500 filers? ▼

Alivia Care, Inc. 403(b) Retirement Plan ranks in the 84th percentile by end-of-year assets among 116,472 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).

Which Profit Sharing plans are similar in size to Alivia Care, Inc. 403(b) Retirement Plan? ▼

Among Profit Sharing plans in other states, the closest by assets is Chicago and North Western Railway Company Profit Sharing and Retirement Savings Program in NE ($47M, 6 participants).

Next read for Alivia Care, Inc. 403(b) Retirement Plan

Scale reading

Ways to act on Alivia Care, Inc. 403(b) Retirement Plan's numbers.

By total assets, Alivia Care, Inc. 403(b) Retirement Plan ranks in the top quartile of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Profit Sharing plans in Florida. Compare plans
Alivia Care, Inc.'s sponsor-wide assets have grown 33.7% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 844695341.

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.