Other · DOL Form 5500 · 2022
University of Alabama Health Services Foundation, P.C. Retirement Plan
Data updated 2026-08-25
- $1.2B
- Total assets Very large vs avg
- 4,400
- Participants Above avg headcount
- 99th
- Percentile by assets National rank
- $264,356
- Avg per participant High balance/head
Official DOL plan name: University of Alabama Health Services Foundation P.C. 403(b) Retirement Annuity Plan · Sponsored by University of Alabama Health Services Foundation, P.C. · Alabama · Healthcare & Social Assistance
$1.2B in assets, 4,400 participants
University of Alabama Health Services Foundation, P.C.'s University of Alabama Health Services Foundation P.C. 403(b) Retirement Annuity Plan reported $1.2B in total assets and 4,400 participants in its 2022 DOL Form 5500 filing, ranking in the 99th 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.
- #19,912 in Healthcare & Social Assistance (20,060 peers)
Coverage in Alabama
University of Alabama Health Services Foundation P.C. 403(b) Retirement Annuity Plan covers 4,400 participants in Alabama, 12x the typical Alabama plan (state average ~360 per filing). Assets: $1.2B.
- #19,912
- in Healthcare & Social Assistance (20,060 peers)
- -13.8%
- assets change YoY
- 12×
- vs typical plan assets (national mean)
The plan reported a net loss of $186M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
University of Alabama Health Services Foundation P.C. 403(b) Retirement Annuity Plan's outsized position by total assets
University of Alabama Health Services Foundation P.C. 403(b) Retirement Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$1,163,166,856 Top 1% higher than 99% 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
University of Alabama Health Services Foundation P.C. 403(b) Retirement Annuity 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. University of Alabama Health Services Foundation P.C. 403(b) Retirement Annuity Plan lands in the large band (4,400 participants).
EBSA filing schedule strip
Filing strip 630649108 · University of Alabama Health Services Foundation, P.C. PY 2022 · Other
University of Alabama Health Services Foundation P.C. 403(b) Retirement Annuity Plan · $1.2B · 4,400 · 99th
- BOOK $1.2B
- VS-ST 4,400
- BOY 99th
- SCH Other
- EBSA near Rwjbarnabas Health 403(b) Savings Plan
- PART ind #19912
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 →
University of Alabama Health Services Foundation P.C. 403(b) Retirement Annuity Plan in the asset neighbourhood
Alabama filing particulars
| Total Assets (Beginning of Year) | $1.3B |
|---|---|
| Net Assets (End of Year) | $1.2B |
| Net Income | -$186M |
| Employer EIN | 630649108 |
| Plan Effective Date | 1976-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (University of Alabama Health Services Foundation, P.C.)
Sponsor-wide plan assets over time
All University of Alabama Health Services Foundation, P.C. plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.6B 35.03276659886933% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 4,409 | $1.2B |
| 2023 | 2 | 4,571 | $1.4B |
| 2024 | 2 | 4,822 | $1.6B |
Nearby Other Plans in Alabama
Peer Other plans, same state, same plan type, ranked by total assets.
- Drummond Company, Inc. Savings Plan for Salaried Employees $105M · 451
- Samford University 403(b) Salary Deferral and Defined Contribution Plan $91M · 1,760
- Birmingham Southern College Defined Contribution and Tax Deferred Annuity Plan $87M · 349
- Uab Health System 403(b) Retirement Plan $68M · 500
- Plumbers & Pipefitters Local 760 Savings and Investment Plan $50M · 1,300
University of Alabama Health Services Foundation P.C. 403(b) Retirement Annuity Plan's out-of-state Other peers by assets and headcount
Outside Alabama, the nearest Other by assets is Rwjbarnabas Health 403(b) Savings Plan in NJ ($1.2B); by covered participants it is Akron Children's Hospital Retirement Security Plan in OH (4,393 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.2B here).
- Rwjbarnabas Health 403(b) Savings Plan (NJ) $1.2B · 29,563
- American University Defined Contribution Retirement Plan (DC) $1.1B · 2,632
- Weill Cornell Medical College Tax Deferred Annuity Plan (NY) $1.1B · 5,061
- Fred Hutchinson Cancer Center Retirement Savings Plan (WA) $1.1B · 4,435
Similar participant headcount
Nearest other-state filings by covered participants (4,400 participants); asset peers above are excluded.
- Akron Children's Hospital Retirement Security Plan (OH) 4,393 · 7 off
- Billings Clinic 403b Plan (MT) 4,393 · 7 off
- Au Health System, Inc. 403(b) Retirement Savings Plan (GA) 4,392 · 8 off
- Arkansas Children's Retirement Plan (AR) 4,382 · 18 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.