401(k) · DOL Form 5500 · 2022
Simon Williamson Clinic, P.C. 401(k) Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 85
- Participants Small participant base
- 57th
- Percentile by assets National rank
- $78,673
- Avg per participant Below avg balance/head
Official DOL plan name: Simon Williamson Clinic, P. C. 401(k) Profit Sharing Plan · Sponsored by Simon Williamson Clinic, P.C. · Alabama · Healthcare & Social Assistance
$7M in assets, 85 participants
Simon Williamson Clinic, P.C.'s Simon Williamson Clinic, P. C. 401(k) Profit Sharing Plan reported $7M in total assets and 85 participants in its 2022 DOL Form 5500 filing, ranking in the 57th 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.
- #12,544 in Healthcare & Social Assistance (20,060 peers)
2022 asset change
Simon Williamson Clinic, P. C. 401(k) Profit Sharing Plan contracted severely 71.1% in 2022 ($23M → $7M) for 85 participants.
- #12,544
- in Healthcare & Social Assistance (20,060 peers)
- -71.1%
- assets change YoY
The plan reported a net loss of $16M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Simon Williamson Clinic, P. C. 401(k) Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Simon Williamson Clinic, P. C. 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$6,687,176 Top 43% higher than 57% 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
Simon Williamson Clinic, P. C. 401(k) Profit Sharing 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. Simon Williamson Clinic, P. C. 401(k) Profit Sharing Plan is a small filing (85 participants) on this national headcount ladder.
Plan-year Form 5500 strip
Filing strip 630693892 · Simon Williamson Clinic, P.C. PY 2022 · 401(k)
Simon Williamson Clinic, P. C. 401(k) Profit Sharing Plan · $7M · 85 · 57th
- ASSETS $7M
- PCT 85
- EIN 57th
- RANK 401(k)
- PHOTO near The Contractors Retirement Plan
- IND ind #12544
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 →
Simon Williamson Clinic, P. C. 401(k) Profit Sharing Plan in the asset neighbourhood
2022 asset-move particulars
| Total Assets (Beginning of Year) | $23M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | -$16M |
| Employer EIN | 630693892 |
| Plan Effective Date | 1999-09-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Alabama
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Regions Financial Corporation 401(k) Plan $2.5B · 20,809
- Encompass Health Corporation Retirement Investment Plan $1.2B · 26,602
- Hexagon Employee Retirement Savings Plan $1.2B · 4,237
- Vulcan 401(k) Plan $1.1B · 8,489
- Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan $930M · 4,593
Simon Williamson Clinic, P. C. 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Alabama, the nearest 401(k) by assets is The Contractors Retirement Plan in PA ($7M); by covered participants it is Perfect World North America Corporation 401(k) Plan in CA (85 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
Similar participant headcount
Nearest other-state filings by covered participants (85 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.