Other · DOL Form 5500 · 2022

The Infirmary Health System, Inc. Retirement Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
335
Participants Below avg headcount
71st
Percentile by assets National rank
$42,030
Avg per participant Low balance/head
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Official DOL plan name: The Infirmary 403(b) Plan · Sponsored by The Infirmary Health System, Inc. · Alabama · Healthcare & Social Assistance

$14M in assets, 335 participants

The Infirmary Health System, Inc.'s The Infirmary 403(b) Plan reported $14M in total assets and 335 participants in its 2022 DOL Form 5500 filing, ranking in the 71st 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.

  • #15,259 in Healthcare & Social Assistance (20,060 peers)

The Infirmary Health System, Inc. multi-year trail

The Infirmary Health System, Inc.'s plans moved +28.7% in assets from 2022 to 2024; this filing shows The Infirmary 403(b) Plan at $14M / 335 participants.

#15,259
in Healthcare & Social Assistance (20,060 peers)
-24.7%
assets change YoY

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Infirmary 403(b) Plan's outsized position by total assets

The Infirmary 403(b) Plan vs every filed plan by assets

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

$14,080,156 Top 29% higher than 71% 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

The Infirmary 403(b) 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. The Infirmary 403(b) Plan sits mid-pack in the medium band (335 participants).

Form 5500 schedule snapshot

Filing strip 630841123 · The Infirmary Health System, Inc. PY 2022 · Other

The Infirmary 403(b) Plan · $14M · 335 · 71st

  • IND $14M
  • EOY 335
  • 5500 71st
  • ASSETS Other
  • PCT near Gateway School Defined Contribution Retirement Plan
  • EIN ind #15259

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 →

The Infirmary 403(b) Plan in the asset neighbourhood

Cornwall Manor Retirement Community Internal Revenue Code Section 403(b)Cornwall Manor Retirement Co…$14MAbilityfirst Defined Contribution PlanAbilityfirst Defined Contrib…$14MVisions/Services for the Blind and Visually Impaired Retirement PlanVisions/Services for the Bli…$14MThe Infirmary 403(b) Plan$14MGateway School Defined Contribution Retirement PlanGateway School Defined Contr…$14M
End-of-year total assets ($M) among The Infirmary 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

The Infirmary Health System, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All The Infirmary Health System, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$388M 28.716203552989665% vs 2022
2024 filing year
$250M$300M$350M$400M 202220232024 $301M $388M ▲ +28.7%
Year Plans Participants Total Assets
2022 4 7,919 $301M
2023 2 5,994 $350M
2024 2 6,089 $388M

The Infirmary Health System, Inc. filing trail (2022)

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$14M
Net Income-$5M
Employer EIN630841123
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Alabama

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

The Infirmary 403(b) Plan vs. nearby Other plans in Alabama, assets vs. participants Scatter plot of 6 data points. 010002000300040005000 -0.500.511.5 Total assets ($B) Participants The Infirmary 403(b) Plan, Total assets ($B): 0.014080156 · Participants: 335The Infirmary 403(b) PlanUniversity of Alabama Health Services Foundation P.C. 403(b) Retirement Annuity Plan, Total assets ($B): 1.163166856 · Participants: 4400University of Alabama Health Services Foundation P.C. 403(b) Retirement Annuity PlanDrummond Company, Inc. Savings Plan for Salaried Employees, Total assets ($B): 0.10538525 · Participants: 451Drummond Company, Inc. Savings Plan for Salaried EmployeesSamford University 403(b) Salary Deferral and Defined Contribution Plan, Total assets ($B): 0.090578583 · Participants: 1760Samford University 403(b) Salary Deferral and Defined Contribution PlanBirmingham Southern College Defined Contribution and Tax Deferred Annuity Plan, Total assets ($B): 0.086964874 · Participants: 349Birmingham Southern College Defined Contribution and Tax Deferred Annuity PlanUab Health System 403(b) Retirement Plan, Total assets ($B): 0.067991852 · Participants: 500Uab Health System 403(b) Retirement Plan
The Infirmary 403(b) Plan vs. nearby Other plans in Alabama, assets vs. participants

The Infirmary 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Alabama, the nearest Other by assets is Gateway School Defined Contribution Retirement Plan in NY ($14M); by covered participants it is 401(k) Profit Sharing Plan for Employees of Alphapointe in MO (335 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (335 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 did The Infirmary 403(b) Plan assets move in 2022?
The Infirmary 403(b) Plan declined sharply - down 24.7% during 2022, from $19M to $14M. Reported net income was -$5M.
How have The Infirmary Health System, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), The Infirmary Health System, Inc.'s sponsor-wide assets grew 28.7%, from $301M to $388M.
Which Other plans are similar in size to The Infirmary 403(b) Plan?
Among Other plans in other states, the closest by assets is Gateway School Defined Contribution Retirement Plan in NY ($14M, 72 participants).
Which Other plans cover a similar participant headcount to The Infirmary 403(b) Plan?
Among Other plans in other states, the closest by covered participants is 401(k) Profit Sharing Plan for Employees of Alphapointe in MO (335 participants, $13M in assets).