Other · DOL Form 5500 · 2022

West Alabama Mental Health Board, Inc. Retirement Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
91
Participants Small participant base
35th
Percentile by assets National rank
$23,592
Avg per participant Low balance/head
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Official DOL plan name: West Alabama Mental Health Board, Inc. 403(b) Plan · Sponsored by West Alabama Mental Health Board, Inc. · Alabama · Healthcare & Social Assistance

$2M in assets, 91 participants

West Alabama Mental Health Board, Inc.'s West Alabama Mental Health Board, Inc. 403(b) Plan reported $2M in total assets and 91 participants in its 2022 DOL Form 5500 filing, ranking in the 35th 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.

  • #7,313 in Healthcare & Social Assistance (20,060 peers)

West Alabama Mental Health Board, Inc. multi-year trail

West Alabama Mental Health Board, Inc.'s plans moved +35.2% in assets from 2022 to 2024; this filing shows West Alabama Mental Health Board, Inc. 403(b) Plan at $2M / 91 participants.

#7,313
in Healthcare & Social Assistance (20,060 peers)
-12.5%
assets change YoY

The plan reported a net loss of $305K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

West Alabama Mental Health Board, Inc. 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

West Alabama Mental Health Board, Inc. 403(b) Plan vs every filed plan by assets

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

$2,146,865 35th percentile higher than 35% 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

West Alabama Mental Health Board, Inc. 403(b) Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. West Alabama Mental Health Board, Inc. 403(b) Plan is a small filing (91 participants) on this national headcount ladder.

DOL schedule card

Filing strip 630588645 · West Alabama Mental Health Board, Inc. PY 2022 · Other

West Alabama Mental Health Board, Inc. 403(b) Plan · $2M · 91 · 35th

  • IND $2M
  • EOY 91
  • 5500 35th
  • ASSETS Other
  • PCT near 403(b) Thrift Plan for Land of Lincoln Goodwill Industries, Inc.
  • EIN ind #7313

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 →

West Alabama Mental Health Board, Inc. 403(b) Plan in the asset neighbourhood

West Alabama Mental Health Board, Inc. 403(b) PlanWest Alabama Mental Health B…$2M403(b) Thrift Plan for Land of Lincoln Goodwill Industries, Inc.403(b) Thrift Plan for Land …$2MOparc 403(b) Retirement Plan$2MHolland Christian Home Association 403(b) Retirement PlanHolland Christian Home Assoc…$2MSussex County Senior Services Retirement PlanSussex County Senior Service…$2M
End-of-year total assets ($M) among West Alabama Mental Health Board, Inc. 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

West Alabama Mental Health Board, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All West Alabama Mental Health Board, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 35.242085552654686% vs 2022
2024 filing year
$2M$2.5M$3M 202220232024 $2.15M $2.9M ▲ +34.9%
Year Plans Participants Total Assets
2022 1 91 $2M
2023 1 83 $3M
2024 1 91 $3M

West Alabama Mental Health Board, Inc. filing trail (2022)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$305K
Employer EIN630588645
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Alabama

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

West Alabama Mental Health Board, Inc. 403(b) Plan vs. nearby Other plans in Alabama, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -0.500.511.5 Total assets ($B) Participants West Alabama Mental Health Board, Inc. 403(b) Plan, Total assets ($B): 0.002146865 · Participants: 91West Alabama Mental Health Board, Inc. 403(b) PlanUniversity 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
West Alabama Mental Health Board, Inc. 403(b) Plan vs. nearby Other plans in Alabama, assets vs. participants

West Alabama Mental Health Board, Inc. 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Alabama, the nearest Other by assets is 403(b) Thrift Plan for Land of Lincoln Goodwill Industries, Inc. in IL ($2M); by covered participants it is Sandia Preparatory School Defined Contribution Retirement Plan in NM (91 participants). Same-state nearby plans are listed separately above.

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 West Alabama Mental Health Board, Inc. 403(b) Plan assets move in 2022?
West Alabama Mental Health Board, Inc. 403(b) Plan pulled back noticeably - down 12.5% during 2022, from $2M to $2M. Reported net income was -$305K.
How have West Alabama Mental Health Board, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), West Alabama Mental Health Board, Inc.'s sponsor-wide assets grew 35.2%, from $2M to $3M.
Which Other plans are similar in size to West Alabama Mental Health Board, Inc. 403(b) Plan?
Among Other plans in other states, the closest by assets is 403(b) Thrift Plan for Land of Lincoln Goodwill Industries, Inc. in IL ($2M, 314 participants).
Which Other plans cover a similar participant headcount to West Alabama Mental Health Board, Inc. 403(b) Plan?
Among Other plans in other states, the closest by covered participants is Sandia Preparatory School Defined Contribution Retirement Plan in NM (91 participants, $20M in assets).