Other · DOL Form 5500 · 2022
University of Alabama Health Services Foundation, P.C. Retirement Plan
Data updated 2026-08-11
- $1.2B
- Total assets
- 4,400
- Participants
- 99th
- Percentile by assets
- $264,356
- Avg per participant
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.
- 99th percentile by assets (of 139,126 plans)
- #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.
- $1.2B
- total plan assets (2022 EOY)
- 4,400
- covered participants
- 99th
- percentile by assets (of 139,126 plans)
- $264,356
- avg assets per participant
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.
Participants vs Alabama filers
In Alabama, the average filing covers about 360 participants across 1,591 plans. University of Alabama Health Services Foundation P.C. 403(b) Retirement Annuity Plan reports 4,400 participants - 12x that state average ($1.2B EOY assets).
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.)
| 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.
University of Alabama Health Services Foundation P.C. 403(b) Retirement Annuity Plan vs. nearby Other plans in Alabama, assets vs. participants
- 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
Similar-Sized Other Plans Nationally
Other plans in other states closest to University of Alabama Health Services Foundation P.C. 403(b) Retirement Annuity Plan by total assets, not by location.
- 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
Frequently Asked Questions
How did University of Alabama Health Services Foundation P.C. 403(b) Retirement Annuity Plan assets move in 2022? ▼
How have University of Alabama Health Services Foundation, P.C. plan assets changed over time? ▼
Where does University of Alabama Health Services Foundation P.C. 403(b) Retirement Annuity Plan rank by assets among Form 5500 filers? ▼
Which Other plans are similar in size to University of Alabama Health Services Foundation P.C. 403(b) Retirement Annuity Plan? ▼
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Filing takeaways
Ways to act on University of Alabama Health Services Foundation P.C. 403(b) Retirement Annuity Plan's numbers.
- By total assets, University of Alabama Health Services Foundation P.C. 403(b) Retirement Annuity Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Alabama. Compare plans
- University of Alabama Health Services Foundation, P.C.'s sponsor-wide assets have grown 35.0% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans