HUNTSVILLE REHABILITATION FOUNDATION RETIREMENT PLAN
ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.
HUNTSVILLE REHABILITATION FOUNDATION
This Profit Sharing plan holds $206K in total assets and serves N/A participants as of 2022. It is sponsored by HUNTSVILLE REHABILITATION FOUNDATION in Alabama. The plan reported a net loss of $548K for the year.
What the Filing Says About HUNTSVILLE REHABILITATION FOUNDATION RETIREMENT PLAN
HUNTSVILLE REHABILITATION FOUNDATION RETIREMENT PLAN is a Profit Sharing retirement plan sponsored by HUNTSVILLE REHABILITATION FOUNDATION, headquartered in Alabama. As of the 2022 Form 5500 filing, the plan reports $206K in total end-of-year assets and covers N/A participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 237450941, and the plan has been effective since 2009-01-01. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from $754K at the beginning of 2022 to $206K at year-end — a decline of 72.7%. Net assets (after liabilities) closed the year at $206K, with reported net income of $-548,104 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
Financial Summary (2023)
| Total Assets (Beginning of Year) | $754K |
| Total Assets (End of Year) | $206K |
| Net Assets (End of Year) | $206K |
| Net Income | $-548,104 |
| Plan Type | Profit Sharing |
| Employer EIN | 237450941 |
| Plan Effective Date | 2009-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (HUNTSVILLE REHABILITATION FOUNDATION)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 1,467 | $2M |
| 2023 | 1 | 707 | $2M |
| 2024 | 1 | 772 | $2M |
Nearby Profit Sharing Plans in Alabama
Peer Profit Sharing plans — same state, same plan type — ranked by total assets.
- UNIVERSITY OF ALABAMA HEALTH SERVICES FOUNDATION P.C. 403(B) RETIREMENT ANNUITY PLAN $1.4B · 4,563
- PROTECTIVE LIFE CORPORATION 401(K) PLAN $594M · 3,703
- ADTRAN, INC. 401(K) RETIREMENT PLAN $369M · 1,043
- HYUNDAI MOTOR MANUFACTURING ALABAMA, LLC 401(K) PLAN $280M · 3,738
- DRUMMOND COMPANY, INC. SAVINGS PLAN FOR SALARIED EMPLOYEES $119M · 451
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Frequently Asked Questions
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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.
Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology — how this data is sourced, computed, and verified.