Defined Benefit (Pension) · DOL Form 5500 · 2022
University of Alabama Health Services Foundation, P.C. Pension Plan
Data updated 2026-08-25
- $20M
- Total assets Small plan by assets
- 9
- Participants Small participant base
- 77th
- Percentile by assets National rank
- $2.2M
- Avg per participant High balance/head
Official DOL plan name: University of Alabama Health Services Foundation, P.C. Retirement Plan for Select Employees · Sponsored by University of Alabama Health Services Foundation, P.C. · Alabama · Educational Services
$20M in assets, 9 participants
University of Alabama Health Services Foundation, P.C.'s University of Alabama Health Services Foundation, P.C. Retirement Plan for Select Employees reported $20M in total assets and 9 participants in its 2022 DOL Form 5500 filing, ranking in the 77th 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.
- #2,447 in Educational Services (4,024 peers)
Where University of Alabama Health Services Foundation, P.C. Retirement Plan for Select Employees sits by assets
University of Alabama Health Services Foundation, P.C. Retirement Plan for Select Employees sits in the top quartile of all filed plans by assets, $20M for 9 participants (~$2.2M/participant), down 16.5% in 2022.
- #2,447
- in Educational Services (4,024 peers)
- -16.5%
- assets change YoY
- 0.2×
- vs typical plan assets (national mean)
The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
University of Alabama Health Services Foundation, P.C. Retirement Plan for Select Employees's outsized position by total assets
University of Alabama Health Services Foundation, P.C. Retirement Plan for Select Employees vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$19,755,734 Top 23% higher than 77% 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
University of Alabama Health Services Foundation, P.C. Retirement Plan for Select Employees among micro filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. University of Alabama Health Services Foundation, P.C. Retirement Plan for Select Employees is a micro filing (9 participants), the leftmost band.
Form 5500 schedule snapshot
Filing strip 630649108 · University of Alabama Health Services Foundation, P.C. PY 2022 · Defined Benefit (Pension)
University of Alabama Health Services Foundation, P.C. Retirement Plan for Select Employees · $20M · 9 · 77th
- VS-ST $20M
- VS-ST 9
- VS-ST 77th
- VS-ST Defined Benefit (Pension)
- VS-ST near Atapco Pension Plan
- VS-ST ind #2447
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 Educational Services retirement plans → · Plans in Alabama →
University of Alabama Health Services Foundation, P.C. Retirement Plan for Select Employees in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $24M |
|---|---|
| Net Assets (End of Year) | $20M |
| Net Income | -$4M |
| Employer EIN | 630649108 |
| Plan Effective Date | 2005-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (University of Alabama Health Services Foundation, P.C.)
Sponsor-wide plan assets over time
All University of Alabama Health Services Foundation, P.C. plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.6B 35.03276659886933% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 4,409 | $1.2B |
| 2023 | 2 | 4,571 | $1.4B |
| 2024 | 2 | 4,822 | $1.6B |
Nearby Defined Benefit (Pension) Plans in Alabama
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Regions Financial Corporation Retirement Plan $1.2B · 309
- Regions Financial Corporation Retirement Plan for Associates $700M · 2,672
- Blue Cross and Blue Shield of Alabama Retirement Plan $655M · 2,154
- Vulcan Materials Company Pension Plan $503M · 879
- American Cast Iron Pipe Company Pension Plan $432M · 869
University of Alabama Health Services Foundation, P.C. Retirement Plan for Select Employees's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Alabama, the nearest Defined Benefit (Pension) by assets is Atapco Pension Plan in MD ($20M); by covered participants it is Teamsters Union Local 970 Pension Plan for Metal-Matic, Inc. in MN (9 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($20M here).
Similar participant headcount
Nearest other-state filings by covered participants (9 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.