401(k) · DOL Form 5500 · 2022

Birmingham Hematology & Oncology Associates, LLC 401(k) Plan

Data updated 2026-08-25

$37M
Total assets Below avg plan size
233
Participants Below avg headcount
85th
Percentile by assets National rank
$159,457
Avg per participant Above avg balance/head
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Official DOL plan name: Birmingham Hematology & Oncology Associates, LLC 401(k) Plan · Sponsored by Birmingham Hematology & Oncology Associates, LLC · Alabama · Healthcare & Social Assistance

$37M in assets, 233 participants

Birmingham Hematology & Oncology Associates, LLC's Birmingham Hematology & Oncology Associates, LLC 401(k) Plan reported $37M in total assets and 233 participants in its 2022 DOL Form 5500 filing, ranking in the 85th 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.

  • #17,556 in Healthcare & Social Assistance (20,060 peers)

Where Birmingham Hematology & Oncology Associates, LLC 401(k) Plan sits by assets

Birmingham Hematology & Oncology Associates, LLC 401(k) Plan sits in the top quartile of all filed plans by assets, $37M for 233 participants (~$159,457/participant), down 11.5% in 2022.

#17,556
in Healthcare & Social Assistance (20,060 peers)
-11.5%
assets change YoY
0.4×
vs typical plan assets (national mean)

The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Birmingham Hematology & Oncology Associates, LLC 401(k) Plan's outsized position by total assets

Birmingham Hematology & Oncology Associates, LLC 401(k) Plan vs every filed plan by assets

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

$37,153,414 Top 15% higher than 85% 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

Birmingham Hematology & Oncology Associates, LLC 401(k) Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Birmingham Hematology & Oncology Associates, LLC 401(k) Plan sits mid-pack in the medium band (233 participants).

Published 5500 schedule card

Filing strip 522170293 · Birmingham Hematology & Oncology Associates, LLC PY 2022 · 401(k)

Birmingham Hematology & Oncology Associates, LLC 401(k) Plan · $37M · 233 · 85th

  • 5500 $37M
  • ASSETS 233
  • PCT 85th
  • EIN 401(k)
  • RANK near Quilling, Selander, Lownds, Winslett & Moser, P.C. Retirement Plan and Trust
  • PHOTO ind #17556

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 →

Birmingham Hematology & Oncology Associates, LLC 401(k) Plan in the asset neighbourhood

Birmingham Hematology & Oncology Associates, LLC 401(k) PlanBirmingham Hematology & Onco…$37MQuilling, Selander, Lownds, Winslett & Moser, P.C. Retirement Plan and TrustQuilling, Selander, Lownds, …$37MInterplex Industries, Inc. 401(k) PlanInterplex Industries, Inc. 4…$37MItu Absorbtech Retirement PlanItu Absorbtech Retirement Pl…$37ME.a. Sween Company Employee Retirement PlanE.a. Sween Company Employee …$37M
End-of-year total assets ($M) among Birmingham Hematology & Oncology Associates, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$42M
Net Assets (End of Year)$37M
Net Income-$5M
Employer EIN522170293
Plan Effective Date1999-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Birmingham Hematology & Oncology Associates, LLC)

Sponsor-wide plan assets over time

All Birmingham Hematology & Oncology Associates, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$43M 16.104651917048592% vs 2022
2024 filing year
$36M$38M$40M$42M$44M 202220232024 $37.2M $43.1M ▲ +16.1%
Year Plans Participants Total Assets
2022 1 233 $37M
2023 1 248 $37M
2024 1 238 $43M

Nearby 401(k) Plans in Alabama

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Birmingham Hematology & Oncology Associates, LLC 401(k) Plan vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants Birmingham Hematology & Oncology Associates, LLC 401(k) Plan, Total assets ($B): 0.037153414 · Participants: 233Birmingham Hematology & Oncology Associates, LLC 401(k) PlanRegions Financial Corporation 401(k) Plan, Total assets ($B): 2.473693723 · Participants: 20809Regions Financial Corporation 401(k) PlanEncompass Health Corporation Retirement Investment Plan, Total assets ($B): 1.247463658 · Participants: 26602Encompass Health Corporation Retirement Investment PlanHexagon Employee Retirement Savings Plan, Total assets ($B): 1.211223713 · Participants: 4237Hexagon Employee Retirement Savings PlanVulcan 401(k) Plan, Total assets ($B): 1.148537747 · Participants: 8489Vulcan 401(k) PlanMercedes-Benz U.S. International, Inc. Retirement and Savings Plan, Total assets ($B): 0.930385246 · Participants: 4593Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan
Birmingham Hematology & Oncology Associates, LLC 401(k) Plan vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare Birmingham Hematology & Oncology Associates, LLC 401(k) Plan side-by-side with 3 peers →

Birmingham Hematology & Oncology Associates, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Alabama, the nearest 401(k) by assets is Quilling, Selander, Lownds, Winslett & Moser, P.C. Retirement Plan and Trust in TX ($37M); by covered participants it is Oak Ridge 401(k) Plan in IN (233 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (233 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 Birmingham Hematology & Oncology Associates, LLC 401(k) Plan assets move in 2022? ▼
Birmingham Hematology & Oncology Associates, LLC 401(k) Plan pulled back noticeably - down 11.5% during 2022, from $42M to $37M. Reported net income was -$5M.
How have Birmingham Hematology & Oncology Associates, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Birmingham Hematology & Oncology Associates, LLC's sponsor-wide assets grew 16.1%, from $37M to $43M.
Where does Birmingham Hematology & Oncology Associates, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Birmingham Hematology & Oncology Associates, LLC 401(k) Plan ranks in the 85th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Birmingham Hematology & Oncology Associates, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Quilling, Selander, Lownds, Winslett & Moser, P.C. Retirement Plan and Trust in TX ($37M, 100 participants).
Which 401(k) plans cover a similar participant headcount to Birmingham Hematology & Oncology Associates, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Oak Ridge 401(k) Plan in IN (233 participants, $7M 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 522170293.

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.