Alliance for Aging retirement plan: assets, participants and fees
What Alliance for Aging's retirement plan plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Mutual of America Investment Corp | Schedule C ↗ |
| Plan type and status | Retirement · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 942 defined-contribution plans in other services with 100 to 499 participants.
| Alliance for Aging: employer contribution per participant | $2,897 | |
| Peer median | $1,890 |
| Alliance for Aging: average balance | $72,437 | |
| Peer median | $56,033 |
| Alliance for Aging: admin expenses ÷ assets | 0.02% | |
| Peer median | 0.37% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $6.8M at the end of plan year 2021 to $9.4M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 130 | $9.4M | $377K | $2,897 | 0.02% | Not published | Form 5500 ↗ |
| 2024 | 123 | $8.1M | $384K | $3,282 | 0.02% | Not published | Form 5500 ↗ |
| 2023 | 116 | $6.8M | $333K | $2,945 | 0.01% | Not published | Form 5500 ↗ |
| 2022 | 127 | $5.8M | $273K | $2,234 | 0.02% | Not published | 5500-SF ↗ |
| 2021 | 116 | $6.8M | $264K | $2,359 | 0.01% | Not published | 5500-SF ↗ |
Common questions
Does Alliance for Aging match 401(k) contributions?
The match terms for the Safe-Harbor 401(k) Profit Sharing Plan for Employees of Alliance for Aging, Inc. have not been published from its filing yet. The plan year 2025 filing reports $377K in employer contributions, about $2,897 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Alliance for Aging 401(k) match vested?
The vesting schedule for the Safe-Harbor 401(k) Profit Sharing Plan for Employees of Alliance for Aging, Inc. is not in the data published so far. Your Summary Plan Description states it.
Who manages the Alliance for Aging 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Mutual of America Investment Corp. The plan administrator is Alliance for Aging, Inc..
I left Alliance for Aging. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Alliance for Aging, Inc., (305) 670-6500) or the recordkeeper, Mutual of America Investment Corp. The Alliance for Aging old 401(k) page lists the contacts from every plan filing. Find an old Alliance for Aging 401(k)
Data from the public Form 5500 annual reports Alliance for Aging filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Alliance for Aging. Not financial advice. Report a correction · Methodology