Profit Sharing · DOL Form 5500 · 2022

Alabama Educational Foundation and Indian Springs School Profit Sharing Plan

Data updated 2026-08-25

$14M
Total assets Small plan by assets
106
Participants Small participant base
71st
Percentile by assets National rank
$132,101
Avg per participant Near avg balance/head
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Official DOL plan name: Indian Springs School Retirement Plan · Sponsored by Alabama Educational Foundation and Indian Springs School · Alabama · Other Services

$14M in assets, 106 participants

Alabama Educational Foundation and Indian Springs School's Indian Springs School Retirement Plan reported $14M in total assets and 106 participants in its 2022 DOL Form 5500 filing, ranking in the 71st 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.

  • #7,025 in Other Services (8,398 peers)

Coverage in Alabama

Indian Springs School Retirement Plan covers 106 participants in Alabama, about 29% of the average Alabama filer (state average ~360 per filing). Assets: $14M.

#7,025
in Other Services (8,398 peers)
-17.1%
assets change YoY

The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Indian Springs School Retirement Plan's outsized position by total assets

Indian Springs School Retirement Plan vs every filed plan by assets

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

$14,002,751 Top 29% higher than 71% 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

Indian Springs School Retirement 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. Indian Springs School Retirement Plan sits mid-pack in the medium band (106 participants).

Form 5500 schedule snapshot

Filing strip 630319832 · Alabama Educational Foundation and Indian Springs School PY 2022 · Profit Sharing

Indian Springs School Retirement Plan · $14M · 106 · 71st

  • VS-ST $14M
  • BOY 106
  • SCH 71st
  • EBSA Profit Sharing
  • PART near Valley Home Care, Inc. Defined Contribution Pension Plan
  • TYPE ind #7025

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 Other Services retirement plans → · Plans in Alabama →

Indian Springs School Retirement Plan in the asset neighbourhood

Martin Friedman, C.P.a., P.C. Profit Sharing PlanMartin Friedman, C.P.a., P.C…$14MIndian Springs School Retirement PlanIndian Springs School Retire…$14MValley Home Care, Inc. Defined Contribution Pension PlanValley Home Care, Inc. Defin…$14MS.W. Management LLC Profit Sharing PlanS.W. Management LLC Profit S…$14MRwl Management, Inc. Employee's Profit Sharing PlanRwl Management, Inc. Employe…$14M
End-of-year total assets ($M) among Indian Springs School Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2022.

Alabama filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$14M
Net Income-$3M
Employer EIN630319832
Plan Effective Date1952-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Alabama Educational Foundation and Indian Springs School)

Sponsor-wide plan assets over time

All Alabama Educational Foundation and Indian Springs School plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2023 filing year
$0M$5M$10M$15M$20M 20222023 $14M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 106 $14M
2023 1 107 N/A

Nearby Profit Sharing Plans in Alabama

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

Indian Springs School Retirement Plan vs. nearby Profit Sharing plans in Alabama, assets vs. participants Scatter plot of 6 data points. -10000100020003000 10203040 Total assets ($M) Participants Indian Springs School Retirement Plan, Total assets ($M): 14.002751 · Participants: 106Indian Springs School Retirement PlanThe Health Care Authority for Baptist Health Matching Dollar Plan, Total assets ($M): 37.57775 · Participants: 2454The Health Care Authority for Baptist Health Matching Dollar PlanPathology Associates, P.C. Profit Sharing Plan and Trust, Total assets ($M): 27.274054 · Participants: 41Pathology Associates, P.C. Profit Sharing Plan and TrustRadiology Associates of Dothan, P.a. Profit Sharing Plan, Total assets ($M): 21.937645 · Participants: 14Radiology Associates of Dothan, P.a. Profit Sharing PlanAuto Investment, Inc. 401(k) Plan, Total assets ($M): 20.397344 · Participants: 362Auto Investment, Inc. 401(k) PlanAerie Aerospace 401(k) Profit Sharing Plan, Total assets ($M): 16.433569 · Participants: 246Aerie Aerospace 401(k) Profit Sharing Plan
Indian Springs School Retirement Plan vs. nearby Profit Sharing plans in Alabama, assets vs. participants
Compare Indian Springs School Retirement Plan side-by-side with 3 peers →

Indian Springs School Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Alabama, the nearest Profit Sharing by assets is Valley Home Care, Inc. Defined Contribution Pension Plan in NJ ($14M); by covered participants it is Zabar's & Co., Inc. Profit Sharing Plan and Trust in NY (106 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (106 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 Indian Springs School Retirement Plan assets move in 2022? ▼
Indian Springs School Retirement Plan declined sharply - down 17.1% during 2022, from $17M to $14M. Reported net income was -$3M.
Which Profit Sharing plans are similar in size to Indian Springs School Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by assets is Valley Home Care, Inc. Defined Contribution Pension Plan in NJ ($14M, 91 participants).
Which Profit Sharing plans cover a similar participant headcount to Indian Springs School Retirement Plan? ▼
Among Profit Sharing plans in other states, the closest by covered participants is Zabar's & Co., Inc. Profit Sharing Plan and Trust in NY (106 participants, $10M 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 630319832.

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.