401(k) · DOL Form 5500 · 2022
Southern Medical Health Systems, Inc. 401(k) Plan
Data updated 2026-08-25
- $63M
- Total assets Below avg plan size
- 1,126
- Participants Near avg headcount
- 90th
- Percentile by assets National rank
- $56,353
- Avg per participant Low balance/head
Official DOL plan name: Southern Medical Health Systems, Inc. Employees' Retirement Savings Plan · Sponsored by Southern Medical Health Systems, Inc. · Alabama · Healthcare & Social Assistance
$63M in assets, 1,126 participants
Southern Medical Health Systems, Inc.'s Southern Medical Health Systems, Inc. Employees' Retirement Savings Plan reported $63M in total assets and 1,126 participants in its 2022 DOL Form 5500 filing, ranking in the 90th 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.
- #18,325 in Healthcare & Social Assistance (20,060 peers)
Coverage in Alabama
Southern Medical Health Systems, Inc. Employees' Retirement Savings Plan covers 1,126 participants in Alabama, 3.1x the typical Alabama plan (state average ~360 per filing). Assets: $63M.
- #18,325
- in Healthcare & Social Assistance (20,060 peers)
- -20.4%
- assets change YoY
- 0.6×
- vs typical plan assets (national mean)
The plan reported a net loss of $16M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Southern Medical Health Systems, Inc. Employees' Retirement Savings Plan's outsized position by total assets
Southern Medical Health Systems, Inc. Employees' Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$63,453,108 Top 10% higher than 90% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Southern Medical Health Systems, Inc. Employees' Retirement Savings Plan's large-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Southern Medical Health Systems, Inc. Employees' Retirement Savings Plan lands in the large band (1,126 participants).
Plan-year Form 5500 strip
Filing strip 630885975 · Southern Medical Health Systems, Inc. PY 2022 · 401(k)
Southern Medical Health Systems, Inc. Employees' Retirement Savings Plan · $63M · 1,126 · 90th
- VS-ST $63M
- VS-ST 1,126
- VS-ST 90th
- VS-ST 401(k)
- VS-ST near Sunstar Americas, Inc. 401(k) Retirement Savings Plan
- VS-ST ind #18325
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 →
Southern Medical Health Systems, Inc. Employees' Retirement Savings Plan in the asset neighbourhood
Alabama filing particulars
| Total Assets (Beginning of Year) | $80M |
|---|---|
| Net Assets (End of Year) | $63M |
| Net Income | -$16M |
| Employer EIN | 630885975 |
| Plan Effective Date | 1986-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Southern Medical Health Systems, Inc.)
Sponsor-wide plan assets over time
All Southern Medical Health Systems, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $72M 13.704666759585676% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,126 | $63M |
| 2023 | 1 | 1,483 | $68M |
| 2024 | 1 | 1,447 | $72M |
Nearby 401(k) Plans in Alabama
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Regions Financial Corporation 401(k) Plan $2.5B · 20,809
- Encompass Health Corporation Retirement Investment Plan $1.2B · 26,602
- Hexagon Employee Retirement Savings Plan $1.2B · 4,237
- Vulcan 401(k) Plan $1.1B · 8,489
- Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan $930M · 4,593
Southern Medical Health Systems, Inc. Employees' Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Alabama, the nearest 401(k) by assets is Sunstar Americas, Inc. 401(k) Retirement Savings Plan in IL ($63M); by covered participants it is Thrift Plan for Employees of the American Bar Association and Affiliates in IL (1,126 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($63M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,126 participants); asset peers above are excluded.
- Thrift Plan for Employees of the American Bar Association and Affiliates (IL) 1,126 · 0 off
- The Savings Plan (401(k)) of Mitsubishi International Corporation (NY) 1,126 · 0 off
- American Hockey League/Professional Hockey Players Association 401(k) Plan () 1,126 · 0 off
- Ameresco, Inc. 401(k) Plan (MA) 1,126 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.