Other · DOL Form 5500 · 2022
Health Services, Inc. Retirement Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 267
- Participants Below avg headcount
- 41st
- Percentile by assets National rank
- $11,786
- Avg per participant Low balance/head
Official DOL plan name: 403(b) Thrift Plan of Health Services, Inc. · Sponsored by Health Services, Inc. · Alabama · Healthcare & Social Assistance
$3M in assets, 267 participants
Health Services, Inc.'s 403(b) Thrift Plan of Health Services, Inc. reported $3M in total assets and 267 participants in its 2022 DOL Form 5500 filing, ranking in the 41st 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.
- #9,059 in Healthcare & Social Assistance (20,060 peers)
Health Services, Inc. multi-year trail
Health Services, Inc.'s plans moved +28.3% in assets from 2022 to 2024; this filing shows 403(b) Thrift Plan of Health Services, Inc. at $3M / 267 participants.
- #9,059
- in Healthcare & Social Assistance (20,060 peers)
- -1.7%
- assets change YoY
The plan reported a net loss of $53K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
403(b) Thrift Plan of Health Services, Inc.'s mid-pack asset rank among Healthcare & Social Assistance and all filers
403(b) Thrift Plan of Health Services, Inc. vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$3,146,887 41st percentile higher than 41% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
403(b) Thrift Plan of Health Services, Inc. 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. 403(b) Thrift Plan of Health Services, Inc. sits mid-pack in the medium band (267 participants).
Form 5500 schedule snapshot
Filing strip 630568762 · Health Services, Inc. PY 2022 · Other
403(b) Thrift Plan of Health Services, Inc. · $3M · 267 · 41st
- 5500 $3M
- 5500 267
- 5500 41st
- 5500 Other
- 5500 near Kansas City Care Clinic Retirement Plan
- 5500 ind #9059
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 →
403(b) Thrift Plan of Health Services, Inc. in the asset neighbourhood
Health Services, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Health Services, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 28.269380713370445% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 521 | $5M |
| 2023 | 1 | 272 | $5M |
| 2024 | 1 | 293 | $6M |
Health Services, Inc. filing trail (2022)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | -$53K |
| Employer EIN | 630568762 |
| Plan Effective Date | 2013-01-01 |
| Filing Status | FILING RECEIVED |
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 $1.2B · 4,400
- 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
403(b) Thrift Plan of Health Services, Inc.'s out-of-state Other peers by assets and headcount
Outside Alabama, the nearest Other by assets is Kansas City Care Clinic Retirement Plan in MO ($3M); by covered participants it is Belmont Abbey College Retirement Plan in NC (267 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (267 participants); asset peers above are excluded.
- Belmont Abbey College Retirement Plan (NC) 267 · 0 off
- The Prison Fellowship Ministries 403(b) Retirement Plan (VA) 267 · 0 off
- The Viscardi Center, Inc. Defined Contribution Plan (NY) 267 · 0 off
- Albuquerque Academy Retirement Plan (NM) 267 · 0 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.