Defined Benefit (Pension) · DOL Form 5500 · 2022

Infirmary Health System, Inc. Pension Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
2,175
Participants Above avg headcount
31st
Percentile by assets National rank
$787
Avg per participant Low balance/head
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Official DOL plan name: Infirmary Health System Pension Plan · Sponsored by Infirmary Health System, Inc. · Alabama · Healthcare & Social Assistance

$2M in assets, 2,175 participants

Infirmary Health System, Inc.'s Infirmary Health System Pension Plan reported $2M in total assets and 2,175 participants in its 2022 DOL Form 5500 filing, ranking in the 31st 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.

  • #6,309 in Healthcare & Social Assistance (20,060 peers)

Coverage in Alabama

Infirmary Health System Pension Plan covers 2,175 participants in Alabama, 6.0x the typical Alabama plan (state average ~360 per filing). Assets: $2M.

#6,309
in Healthcare & Social Assistance (20,060 peers)
-98.6%
assets change YoY

The plan reported a net loss of $120M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Infirmary Health System Pension Plan among the smaller filed plans by assets

Infirmary Health System Pension Plan vs every filed plan by assets

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

$1,711,008 31st percentile higher than 31% 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

Infirmary Health System Pension 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. Infirmary Health System Pension Plan lands in the large band (2,175 participants).

Plan-year Form 5500 strip

Filing strip 630841123 · Infirmary Health System, Inc. PY 2022 · Defined Benefit (Pension)

Infirmary Health System Pension Plan · $2M · 2,175 · 31st

  • PART $2M
  • PART 2,175
  • PART 31st
  • PART Defined Benefit (Pension)
  • PART near Citation-Southern Ductile Casting Company Defined Benefit Plan Fbo Bessemer, Alabama Bargaining Unit Employees
  • PART ind #6309

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 →

Infirmary Health System Pension Plan in the asset neighbourhood

Infirmary Health System Pension PlanInfirmary Health System Pens…$2MCitation-Southern Ductile Casting Company Defined Benefit Plan Fbo Bessemer, Alabama Bargaining Unit EmployeesCitation-Southern Ductile Ca…$2MCreative Product Sourcing, Inc. Defined Benefit Pension PlanCreative Product Sourcing, I…$2MDilip Shah, Md Defined Benefit Pension PlanDilip Shah, Md Defined Benef…$2MAmerican Bright Optoelectronics Corp. Defined Benefit Pension PlanAmerican Bright Optoelectron…$2M
End-of-year total assets ($M) among Infirmary Health System Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Alabama filing particulars

Total Assets (Beginning of Year)$122M
Net Assets (End of Year)$2M
Net Income-$120M
Employer EIN630841123
Plan Effective Date1960-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Infirmary Health System, Inc.)

Sponsor-wide plan assets over time

All 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

Nearby Defined Benefit (Pension) Plans in Alabama

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Infirmary Health System Pension Plan vs. nearby Defined Benefit (Pension) plans in Alabama, assets vs. participants Scatter plot of 6 data points. 0100020003000 -0.500.511.5 Total assets ($B) Participants Infirmary Health System Pension Plan, Total assets ($B): 0.001711008 · Participants: 2175Infirmary Health System Pension PlanRegions Financial Corporation Retirement Plan, Total assets ($B): 1.234102296 · Participants: 309Regions Financial Corporation Retirement PlanRegions Financial Corporation Retirement Plan for Associates, Total assets ($B): 0.700189014 · Participants: 2672Regions Financial Corporation Retirement Plan for AssociatesBlue Cross and Blue Shield of Alabama Retirement Plan, Total assets ($B): 0.655441132 · Participants: 2154Blue Cross and Blue Shield of Alabama Retirement PlanVulcan Materials Company Pension Plan, Total assets ($B): 0.502591014 · Participants: 879Vulcan Materials Company Pension PlanAmerican Cast Iron Pipe Company Pension Plan, Total assets ($B): 0.432303132 · Participants: 869American Cast Iron Pipe Company Pension Plan
Infirmary Health System Pension Plan vs. nearby Defined Benefit (Pension) plans in Alabama, assets vs. participants

Infirmary Health System Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Alabama, the nearest Defined Benefit (Pension) by assets is Citation-Southern Ductile Casting Company Defined Benefit Plan Fbo Bessemer, Alabama Bargaining Unit Employees in MI ($2M); by covered participants it is B. Braun Medical, Inc. Pension Plan in PA (2,173 participants). Same-state nearby plans are listed separately above.

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 Infirmary Health System Pension Plan assets move in 2022? ▼
Infirmary Health System Pension Plan contracted severely - down 98.6% during 2022, from $122M to $2M. Reported net income was -$120M.
How have Infirmary Health System, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Infirmary Health System, Inc.'s sponsor-wide assets grew 28.7%, from $301M to $388M.
Which Defined Benefit (Pension) plans are similar in size to Infirmary Health System Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Citation-Southern Ductile Casting Company Defined Benefit Plan Fbo Bessemer, Alabama Bargaining Unit Employees in MI ($2M, N/A participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Infirmary Health System Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is B. Braun Medical, Inc. Pension Plan in PA (2,173 participants, $102M in assets).