Other · DOL Form 5500 · 2022

Whatley Health Services, Inc. Retirement Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
159
Participants Small participant base
40th
Percentile by assets National rank
$18,711
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: Section 403(b) Retirement Plan Whatley Health Services, Inc. · Sponsored by Whatley Health Services, Inc. · Alabama · Healthcare & Social Assistance

$3M in assets, 159 participants

Whatley Health Services, Inc.'s Section 403(b) Retirement Plan Whatley Health Services, Inc. reported $3M in total assets and 159 participants in its 2022 DOL Form 5500 filing, ranking in the 40th 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.

  • #8,768 in Healthcare & Social Assistance (20,060 peers)

Coverage in Alabama

Section 403(b) Retirement Plan Whatley Health Services, Inc. covers 159 participants in Alabama, about 44% of the average Alabama filer (state average ~360 per filing). Assets: $3M.

#8,768
in Healthcare & Social Assistance (20,060 peers)
-9.5%
assets change YoY

The plan reported a net loss of $313K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Section 403(b) Retirement Plan Whatley Health Services, Inc.'s mid-pack asset rank among Healthcare & Social Assistance and all filers

Section 403(b) Retirement Plan Whatley Health Services, Inc. vs every filed plan by assets

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

$2,974,986 40th percentile higher than 40% 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

Section 403(b) Retirement Plan Whatley 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. Section 403(b) Retirement Plan Whatley Health Services, Inc. sits mid-pack in the medium band (159 participants).

DOL schedule card

Filing strip 630727781 · Whatley Health Services, Inc. PY 2022 · Other

Section 403(b) Retirement Plan Whatley Health Services, Inc. · $3M · 159 · 40th

  • RANK $3M
  • RANK 159
  • RANK 40th
  • RANK Other
  • RANK near Donalsonville Hospital, Inc. 403(b) Plan
  • RANK ind #8768

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 →

Section 403(b) Retirement Plan Whatley Health Services, Inc. in the asset neighbourhood

Donalsonville Hospital, Inc. 403(b) PlanDonalsonville Hospital, Inc.…$3MVista Maria 403(b) Retirement PlanVista Maria 403(b) Retiremen…$3MSection 403(b) Retirement Plan Whatley Health Services, Inc.Section 403(b) Retirement Pl…$3MJohn Harbut Serp$3MTrinity Youth Services 403(b) PlanTrinity Youth Services 403(b…$3M
End-of-year total assets ($M) among Section 403(b) Retirement Plan Whatley Health Services, Inc. and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Alabama filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income-$313K
Employer EIN630727781
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Alabama

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

Section 403(b) Retirement Plan Whatley Health Services, Inc. vs. nearby Other plans in Alabama, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -0.500.511.5 Total assets ($B) Participants Section 403(b) Retirement Plan Whatley Health Services, Inc., Total assets ($B): 0.002974986 · Participants: 159Section 403(b) Retirement Plan Whatley Health Services, Inc.University 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
Section 403(b) Retirement Plan Whatley Health Services, Inc. vs. nearby Other plans in Alabama, assets vs. participants
Compare Section 403(b) Retirement Plan Whatley Health Services, Inc. side-by-side with 3 peers →

Section 403(b) Retirement Plan Whatley Health Services, Inc.'s out-of-state Other peers by assets and headcount

Outside Alabama, the nearest Other by assets is Donalsonville Hospital, Inc. 403(b) Plan in GA ($3M); by covered participants it is North, Inc. Employee Savings Plan in PA (159 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 (159 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 Section 403(b) Retirement Plan Whatley Health Services, Inc. assets move in 2022? ▼
Section 403(b) Retirement Plan Whatley Health Services, Inc. pulled back noticeably - down 9.5% during 2022, from $3M to $3M. Reported net income was -$313K.
Which Other plans are similar in size to Section 403(b) Retirement Plan Whatley Health Services, Inc.? ▼
Among Other plans in other states, the closest by assets is Donalsonville Hospital, Inc. 403(b) Plan in GA ($3M, 344 participants).
Which Other plans cover a similar participant headcount to Section 403(b) Retirement Plan Whatley Health Services, Inc.? ▼
Among Other plans in other states, the closest by covered participants is North, Inc. Employee Savings Plan in PA (159 participants, $2M 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 630727781.

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.