401(k) · DOL Form 5500 · 2022

Huntsville Rehabilitation Foundation 401(k) Plan

Data updated 2026-08-25

$193K
Total assets Small plan by assets
746
Participants Near avg headcount
10th
Percentile by assets National rank
$258
Avg per participant Low balance/head
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Official DOL plan name: Phoenix 401(k) Plan · Sponsored by Huntsville Rehabilitation Foundation · Alabama · Healthcare & Social Assistance

$193K in assets, 746 participants

Huntsville Rehabilitation Foundation's Phoenix 401(k) Plan reported $193K in total assets and 746 participants in its 2022 DOL Form 5500 filing, ranking in the 10th 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.

  • #1,406 in Healthcare & Social Assistance (20,060 peers)

Coverage in Alabama

Phoenix 401(k) Plan covers 746 participants in Alabama, 2.1x the typical Alabama plan (state average ~360 per filing). Assets: $193K.

#1,406
in Healthcare & Social Assistance (20,060 peers)
$193K
reported net income

Phoenix 401(k) Plan among the smaller filed plans by assets

Phoenix 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$192,666 10th percentile higher than 10% of 139,123 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 2022

Phoenix 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Phoenix 401(k) Plan sits mid-pack in the medium band (746 participants).

EBSA filing schedule strip

Filing strip 237450941 · Huntsville Rehabilitation Foundation PY 2022 · 401(k)

Phoenix 401(k) Plan · $193K · 746 · 10th

  • PCT $193K
  • PCT 746
  • PCT 10th
  • PCT 401(k)
  • PCT near Carolinas Football Club 401(k) Plan
  • PCT ind #1406

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 Alabama →

Phoenix 401(k) Plan in the asset neighbourhood

Phoenix 401(k) Plan$193KCarolinas Football Club 401(k) PlanCarolinas Football Club 401(…$193KYoucode Corp. 401(k) Plan$193KSjm Premier Medical Group LLC 401(k) Profit Sharing Plan & TrustSjm Premier Medical Group LL…$193KIawl Ventures , Inc. 401(k) Profit Sharing PlanIawl Ventures , Inc. 401(k) …$193K
End-of-year total assets ($M) among Phoenix 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Alabama filing particulars

Total Assets (Beginning of Year)N/A
Net Assets (End of Year)$193K
Net Income$193K
Employer EIN237450941
Plan Effective Date2019-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Huntsville Rehabilitation Foundation)

Sponsor-wide plan assets over time

All Huntsville Rehabilitation Foundation plans reported in each filing year

Latest sponsor-wide plan assets
$2M 29.855637089154342% vs 2022
2024 filing year
$1.8M$2M$2.2M$2.4M$2.6M 202220232024 $1.91M $2.48M ▲ +29.8%
Year Plans Participants Total Assets
2022 3 1,467 $2M
2023 1 707 $2M
2024 1 772 $2M

Nearby 401(k) Plans in Alabama

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Phoenix 401(k) Plan vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants Phoenix 401(k) Plan, Total assets ($B): 0.000192666 · Participants: 746Phoenix 401(k) PlanRegions Financial Corporation 401(k) Plan, Total assets ($B): 2.473693723 · Participants: 20809Regions Financial Corporation 401(k) PlanEncompass Health Corporation Retirement Investment Plan, Total assets ($B): 1.247463658 · Participants: 26602Encompass Health Corporation Retirement Investment PlanHexagon Employee Retirement Savings Plan, Total assets ($B): 1.211223713 · Participants: 4237Hexagon Employee Retirement Savings PlanVulcan 401(k) Plan, Total assets ($B): 1.148537747 · Participants: 8489Vulcan 401(k) PlanMercedes-Benz U.S. International, Inc. Retirement and Savings Plan, Total assets ($B): 0.930385246 · Participants: 4593Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan
Phoenix 401(k) Plan vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare Phoenix 401(k) Plan side-by-side with 3 peers →

Phoenix 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Alabama, the nearest 401(k) by assets is Carolinas Football Club 401(k) Plan in NC ($193K); by covered participants it is Saul Ewing Arnstein & Lehr Retirement Plan in PA (746 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (746 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How have Huntsville Rehabilitation Foundation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Huntsville Rehabilitation Foundation's sponsor-wide assets grew 29.9%, from $2M to $2M.
Where does Phoenix 401(k) Plan rank by assets among Form 5500 filers? ▼
Phoenix 401(k) Plan ranks in the 10th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the smaller plans by assets on file).
Which 401(k) plans are similar in size to Phoenix 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Carolinas Football Club 401(k) Plan in NC ($193K, 100 participants).
Which 401(k) plans cover a similar participant headcount to Phoenix 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Saul Ewing Arnstein & Lehr Retirement Plan in PA (746 participants, $368M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 237450941.

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.