Other · DOL Form 5500 · 2022

Basel Refai M.D. P.C. Retirement Plan

Data updated 2026-08-25

$1M
Total assets Small plan by assets
14
Participants Small participant base
29th
Percentile by assets National rank
$101,098
Avg per participant Below avg balance/head
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Official DOL plan name: Basel Refai, M.D., P.C. New Comparability 401(k) P · Sponsored by Basel Refai M.D. P.C. · Alabama · Healthcare & Social Assistance

$1M in assets, 14 participants

Basel Refai M.D. P.C.'s Basel Refai, M.D., P.C. New Comparability 401(k) P reported $1M in total assets and 14 participants in its 2022 DOL Form 5500 filing, ranking in the 29th 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.

  • #5,579 in Healthcare & Social Assistance (20,060 peers)

Basel Refai M.D. P.C. multi-year trail

Basel Refai M.D. P.C.'s plans moved +44.1% in assets from 2022 to 2024; this filing shows Basel Refai, M.D., P.C. New Comparability 401(k) P at $1M / 14 participants.

#5,579
in Healthcare & Social Assistance (20,060 peers)
-7.8%
assets change YoY

The plan reported a net loss of $119K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Basel Refai, M.D., P.C. New Comparability 401(k) P among the smaller filed plans by assets

Basel Refai, M.D., P.C. New Comparability 401(k) P vs every filed plan by assets

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

$1,415,365 29th percentile higher than 29% 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

Basel Refai, M.D., P.C. New Comparability 401(k) P among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Basel Refai, M.D., P.C. New Comparability 401(k) P is a small filing (14 participants) on this national headcount ladder.

Form 5500 schedule snapshot

Filing strip 631263961 · Basel Refai M.D. P.C. PY 2022 · Other

Basel Refai, M.D., P.C. New Comparability 401(k) P · $1M · 14 · 29th

  • NET $1M
  • BOOK 14
  • VS-ST 29th
  • BOY Other
  • SCH near Oic of South Florida, Inc. 403(b) Plan
  • EBSA ind #5579

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 →

Basel Refai, M.D., P.C. New Comparability 401(k) P in the asset neighbourhood

Basel Refai, M.D., P.C. New Comparability 401(k) PBasel Refai, M.D., P.C. New …$1MOic of South Florida, Inc. 403(b) PlanOic of South Florida, Inc. 4…$1M403(b) Thrift Plan of Marshall-Starke Development Center, Inc.403(b) Thrift Plan of Marsha…$1MKceoc Community Action Partnership 403b PlanKceoc Community Action Partn…$1MSenior Resource Association 403(b) PlanSenior Resource Association …$1M
End-of-year total assets ($M) among Basel Refai, M.D., P.C. New Comparability 401(k) P and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Basel Refai M.D. P.C. multi-year asset trail

Sponsor-wide plan assets over time

All Basel Refai M.D. P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 44.10275794583023% vs 2022
2024 filing year
$1.2M$1.4M$1.6M$1.8M$2M$2.2M 202220232024 $1.42M $2.04M ▲ +43.7%
Year Plans Participants Total Assets
2022 1 14 $1M
2023 1 12 $2M
2024 1 12 $2M

Basel Refai M.D. P.C. filing trail (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$1M
Net Income-$119K
Employer EIN631263961
Plan Effective Date2004-12-31
Filing StatusFILING RECEIVED

Nearby Other Plans in Alabama

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

Basel Refai, M.D., P.C. New Comparability 401(k) P vs. nearby Other plans in Alabama, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -0.500.511.5 Total assets ($B) Participants Basel Refai, M.D., P.C. New Comparability 401(k) P, Total assets ($B): 0.001415365 · Participants: 14Basel Refai, M.D., P.C. New Comparability 401(k) PUniversity 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
Basel Refai, M.D., P.C. New Comparability 401(k) P vs. nearby Other plans in Alabama, assets vs. participants
Compare Basel Refai, M.D., P.C. New Comparability 401(k) P side-by-side with 3 peers →

Basel Refai, M.D., P.C. New Comparability 401(k) P's out-of-state Other peers by assets and headcount

Outside Alabama, the nearest Other by assets is Oic of South Florida, Inc. 403(b) Plan in FL ($1M); by covered participants it is Brunswick Harley Davidson, Inc Profit Sharing Plan in NY (14 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (14 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 Basel Refai, M.D., P.C. New Comparability 401(k) P assets move in 2022? ▼
Basel Refai, M.D., P.C. New Comparability 401(k) P pulled back noticeably - down 7.8% during 2022, from $2M to $1M. Reported net income was -$119K.
How have Basel Refai M.D. P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Basel Refai M.D. P.C.'s sponsor-wide assets grew 44.1%, from $1M to $2M.
Which Other plans are similar in size to Basel Refai, M.D., P.C. New Comparability 401(k) P? ▼
Among Other plans in other states, the closest by assets is Oic of South Florida, Inc. 403(b) Plan in FL ($1M, 88 participants).
Which Other plans cover a similar participant headcount to Basel Refai, M.D., P.C. New Comparability 401(k) P? ▼
Among Other plans in other states, the closest by covered participants is Brunswick Harley Davidson, Inc Profit Sharing Plan in NY (14 participants, $2M in assets).

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 631263961.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.