Profit Sharing · DOL Form 5500 · 2024
Alivia Care, Inc. Profit Sharing Plan
Data updated 2026-08-25
- $47M
- Total assets Below avg plan size
- 1,192
- Participants Near avg headcount
- 83rd
- Percentile by assets National rank
- $39,548
- Avg per participant Low balance/head
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 83rd 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.
- #14,509 in Healthcare & Social Assistance (16,916 peers)
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.
- #14,509
- in Healthcare & Social Assistance (16,916 peers)
- +11.0%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
Alivia Care, Inc. 403(b) Retirement Plan's outsized position by total assets
Alivia Care, Inc. 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$47,140,754 Top 17% higher than 83% 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
Alivia Care, Inc. 403(b) Retirement Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Alivia Care, Inc. 403(b) Retirement Plan lands in the large band (1,192 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- 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.
Form 5500 schedule snapshot
Filing strip 844695341 · Alivia Care, Inc. PY 2024 · Profit Sharing
Alivia Care, Inc. 403(b) Retirement Plan · $47M · 1,192 · 83rd
- EIN $47M
- EIN 1,192
- EIN 83rd
- EIN Profit Sharing
- EIN near Chicago and North Western Railway Company Profit Sharing and Retirement Savings Program
- EIN ind #14509
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 Florida →
Alivia Care, Inc. 403(b) Retirement Plan in the asset neighbourhood
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.)
Sponsor-wide plan assets over time
All Alivia Care, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $47M 33.711446464114935% vs 2022
- 2024 filing year
| 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.
- Retirement Wealth Builder Plan of Pwc $5.7B · 45,185
- Raymond James Financial, Inc. & Affiliates Profit Sharing Plan $1.3B · 16,046
- Shands Health Care Matched Savings Account 401(a) $487M · 10,470
- Orlando Health, Inc. Retirement Savings Plan 401a $458M · 27,976
- American Maritime Officers Defined Contribution Plan $357M · 4,201
Alivia Care, Inc. 403(b) Retirement Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Florida, the nearest Profit Sharing by assets is Chicago and North Western Railway Company Profit Sharing and Retirement Savings Program in NE ($47M); by covered participants it is Niagara Falls Memorial Medical Center Sponsored 403(b) Plan in NY (1,192 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($47M here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (1,192 participants); asset peers above are excluded.
- Niagara Falls Memorial Medical Center Sponsored 403(b) Plan (NY) 1,192 · 0 off
- IBEW Local 712 Profit Sharing Plan (PA) 1,194 · 2 off
- Pipe Trades Pension of Montana (WA) 1,194 · 2 off
- All Heart Home Care Agency, Inc. 401(k) Plan (NY) 1,188 · 4 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.