Profit Sharing · DOL Form 5500 · 2024

Alivia Health Management, LLC Profit Sharing Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
542
Participants Below avg headcount
39th
Percentile by assets National rank
$7,720
Avg per participant Low balance/head
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Official DOL plan name: Alivia Health Investment & Retirement Plan · Sponsored by Alivia Health Management, LLC · Puerto Rico · Retail Trade

$4M in assets, 542 participants

Alivia Health Management, LLC's Alivia Health Investment & Retirement Plan reported $4M in total assets and 542 participants in its 2024 DOL Form 5500 filing, ranking in the 39th 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.

  • #4,021 in Retail Trade (8,048 peers)

Coverage in Puerto Rico

Alivia Health Investment & Retirement Plan covers 542 participants in Puerto Rico, 6.1x the typical Puerto Rico plan (state average ~89 per filing). Assets: $4M.

#4,021
in Retail Trade (8,048 peers)
+64.3%
assets growth YoY

Alivia Health Investment & Retirement Plan's mid-pack asset rank among Retail Trade and all filers

Alivia Health Investment & Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$4,184,463 39th percentile higher than 39% of 123,620 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 2024

Alivia Health Investment & Retirement Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Alivia Health Investment & Retirement Plan sits mid-pack in the medium band (542 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Alivia Health Investment & Retirement Plan end-of-year assets rose from $3M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • Alivia Health Investment & Retirement Plan reported net income rose from $1M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Alivia Health Investment & Retirement Plan reported participants rose from 507 in the plan year 2023 filing to 542 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 660859095 · Alivia Health Management, LLC PY 2024 · Profit Sharing

Alivia Health Investment & Retirement Plan · $4M · 542 · 39th

  • VS-ST $4M
  • VS-ST 542
  • VS-ST 39th
  • VS-ST Profit Sharing
  • VS-ST near Glenn E. Ostriker Md Profit Sharing Plan
  • VS-ST ind #4021

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 Retail Trade retirement plans → · Plans in Puerto Rico →

Alivia Health Investment & Retirement Plan in the asset neighbourhood

Glenn E. Ostriker Md Profit Sharing PlanGlenn E. Ostriker Md Profit …$4MAlivia Health Investment & Retirement PlanAlivia Health Investment & R…$4MApicha Community Health Center 403(b) Retirement Savings PlanApicha Community Health Cent…$4MThe Aleph Center, P.L.L.C. Profit Sharing PlanThe Aleph Center, P.L.L.C. P…$4MPaley Commercial Real Estate, Inc. 401(k) Profit Sharing PlanPaley Commercial Real Estate…$4M
End-of-year total assets ($M) among Alivia Health Investment & Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Puerto Rico filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$2M
Employer EIN660859095
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Alivia Health Management, LLC)

Sponsor-wide plan assets over time

All Alivia Health Management, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$4M 261.31577265874466% vs 2022
2024 filing year
$0M$1M$2M$3M$4M$5M 202220232024 $1.16M $4.18M ▲ +260.3%
Year Plans Participants Total Assets
2022 1 458 $1M
2023 1 507 $3M
2024 1 542 $4M

Nearby Profit Sharing Plans in Puerto Rico

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

Alivia Health Investment & Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants Scatter plot of 6 data points. 0200040006000800010000 -20002004006008001000 Total assets ($M) Participants Alivia Health Investment & Retirement Plan, Total assets ($M): 4.184463 · Participants: 542Alivia Health Investment & Retirement PlanPopular, Inc. Pr Savings and Investment Plan, Total assets ($M): 818.605332 · Participants: 8332Popular, Inc. Pr Savings and Investment PlanThe Retirement and Savings Plan for Amgen Manufacturing Limited LLC, Total assets ($M): 779.532675 · Participants: 2608The Retirement and Savings Plan for Amgen Manufacturing Limited LLCAbbvie Puerto Rico Savings Plan, Total assets ($M): 560.135241 · Participants: 1349Abbvie Puerto Rico Savings PlanThe Savings Plan for Lilly Affiliate Employees in Puerto Rico, Total assets ($M): 519.253084 · Participants: 1140The Savings Plan for Lilly Affiliate Employees in Puerto RicoHewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation Plan, Total assets ($M): 228.453278 · Participants: 758Hewlett Packard Enterprise Puerto Rico Tax Saving Capital Accumulation Plan
Alivia Health Investment & Retirement Plan vs. nearby Profit Sharing plans in Puerto Rico, assets vs. participants
Compare Alivia Health Investment & Retirement Plan side-by-side with 3 peers →

Alivia Health Investment & Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Puerto Rico, the nearest Profit Sharing by assets is Glenn E. Ostriker Md Profit Sharing Plan in CT ($4M); by covered participants it is Wilson Tool International, Inc. Profit Sharing Plan in MN (541 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (542 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.

Frequently Asked Questions

How did Alivia Health Investment & Retirement Plan assets move in 2024? ▼
Alivia Health Investment & Retirement Plan surged - up 64.3% during 2024, from $3M to $4M. Reported net income was $2M.
How have Alivia Health Management, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Alivia Health Management, LLC's sponsor-wide assets grew 261.3%, from $1M to $4M.
Which Profit Sharing plans are similar in size to Alivia Health Investment & Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Glenn E. Ostriker Md Profit Sharing Plan in CT ($4M, 4 participants).
Which Profit Sharing plans cover a similar participant headcount to Alivia Health Investment & Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Wilson Tool International, Inc. Profit Sharing Plan in MN (541 participants, $150M in assets).

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 660859095.

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.