401(k) · DOL Form 5500 · 2022

Alabama Medical Group P.C. 401(k) Plan

Data updated 2026-08-25

$17M
Total assets Small plan by assets
156
Participants Small participant base
75th
Percentile by assets National rank
$112,038
Avg per participant Below avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Alabama Medical Group 401(k) Psp · Sponsored by Alabama Medical Group P.C. · Alabama · Healthcare & Social Assistance

$17M in assets, 156 participants

Alabama Medical Group P.C.'s Alabama Medical Group 401(k) Psp reported $17M in total assets and 156 participants in its 2022 DOL Form 5500 filing, ranking in the 75th 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.

  • #15,906 in Healthcare & Social Assistance (20,060 peers)

Coverage in Alabama

Alabama Medical Group 401(k) Psp covers 156 participants in Alabama, about 43% of the average Alabama filer (state average ~360 per filing). Assets: $17M.

#15,906
in Healthcare & Social Assistance (20,060 peers)
-11.6%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Alabama Medical Group 401(k) Psp's outsized position by total assets

Alabama Medical Group 401(k) Psp vs every filed plan by assets

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

$17,477,952 Top 25% higher than 75% 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

Alabama Medical Group 401(k) Psp 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. Alabama Medical Group 401(k) Psp sits mid-pack in the medium band (156 participants).

Form 5500 schedule snapshot

Filing strip 202208207 · Alabama Medical Group P.C. PY 2022 · 401(k)

Alabama Medical Group 401(k) Psp · $17M · 156 · 75th

  • EIN $17M
  • RANK 156
  • PHOTO 75th
  • IND 401(k)
  • EOY near Tweet-Garot Mechanical, Inc. 401(k) Plan
  • 5500 ind #15906

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 →

Alabama Medical Group 401(k) Psp in the asset neighbourhood

Alabama Medical Group 401(k) PspAlabama Medical Group 401(k)…$17MTweet-Garot Mechanical, Inc. 401(k) PlanTweet-Garot Mechanical, Inc.…$17MRoane General Hospital 401(k) Profit Sharing PlanRoane General Hospital 401(k…$17MPort Washington State Bank Employees' Profit Sharing Retirement PlanPort Washington State Bank E…$17MSt. Luke's Cataract and Laser Institute 401(k) PlanSt. Luke's Cataract and Lase…$17M
End-of-year total assets ($M) among Alabama Medical Group 401(k) Psp and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Alabama filing particulars

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$17M
Net Income-$2M
Employer EIN202208207
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Alabama Medical Group P.C.)

Sponsor-wide plan assets over time

All Alabama Medical Group P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$24M 36.24440094583164% vs 2022
2024 filing year
$16M$18M$20M$22M$24M$26M 202220232024 $17.5M $23.8M ▲ +36.2%
Year Plans Participants Total Assets
2022 1 156 $17M
2023 1 163 $21M
2024 1 159 $24M

Nearby 401(k) Plans in Alabama

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

Alabama Medical Group 401(k) Psp vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants Alabama Medical Group 401(k) Psp, Total assets ($B): 0.017477952 · Participants: 156Alabama Medical Group 401(k) PspRegions 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
Alabama Medical Group 401(k) Psp vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare Alabama Medical Group 401(k) Psp side-by-side with 3 peers →

Alabama Medical Group 401(k) Psp's out-of-state 401(k) peers by assets and headcount

Outside Alabama, the nearest 401(k) by assets is Tweet-Garot Mechanical, Inc. 401(k) Plan in WI ($17M); by covered participants it is Sms Transportation Services, Inc. 401(k) Profit Sharing Plan and Trust in CA (156 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (156 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 Alabama Medical Group 401(k) Psp assets move in 2022? ▼
Alabama Medical Group 401(k) Psp pulled back noticeably - down 11.6% during 2022, from $20M to $17M. Reported net income was -$2M.
How have Alabama Medical Group P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Alabama Medical Group P.C.'s sponsor-wide assets grew 36.2%, from $17M to $24M.
Where does Alabama Medical Group 401(k) Psp rank by assets among Form 5500 filers? ▼
Alabama Medical Group 401(k) Psp ranks in the 75th 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 Alabama Medical Group 401(k) Psp? ▼
Among 401(k) plans in other states, the closest by assets is Tweet-Garot Mechanical, Inc. 401(k) Plan in WI ($17M, 94 participants).
Which 401(k) plans cover a similar participant headcount to Alabama Medical Group 401(k) Psp? ▼
Among 401(k) plans in other states, the closest by covered participants is Sms Transportation Services, Inc. 401(k) Profit Sharing Plan and Trust in CA (156 participants, $90K 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 202208207.

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.