401(k) · DOL Form 5500 · 2022
S.B.J.S., P.C. 401(k) Plan
Data updated 2026-08-11
- $35M
- Total assets
- 123
- Participants
- 85th
- Percentile by assets
- $285,447
- Avg per participant
Official DOL plan name: S.B.J.S., P.C. Profit Sharing Plan · Sponsored by S.B.J.S., P.C. · Alabama · Healthcare & Social Assistance
$35M in assets, 123 participants
S.B.J.S., P.C.'s S.B.J.S., P.C. Profit Sharing Plan reported $35M in total assets and 123 participants in its 2022 DOL Form 5500 filing, ranking in the 85th 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.
- 85th percentile by assets (of 139,126 plans)
- #17,456 in Healthcare & Social Assistance (20,060 peers)
Coverage in Alabama
S.B.J.S., P.C. Profit Sharing Plan covers 123 participants in Alabama, about 34% of the average Alabama filer (state average ~360 per filing). Assets: $35M.
- $35M
- total plan assets (2022 EOY)
- 123
- covered participants
- 85th
- percentile by assets (of 139,126 plans)
- $285,447
- avg assets per participant
The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Where S.B.J.S., P.C. Profit Sharing Plan sits by total assets
S.B.J.S., P.C. Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$35,109,991 Top 15% higher than 85% 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
Participants vs Alabama filers
In Alabama, the average filing covers about 360 participants across 1,591 plans. S.B.J.S., P.C. Profit Sharing Plan reports 123 participants - about 34% of that state average ($35M EOY assets).
Alabama filing particulars
| Total Assets (Beginning of Year) | $42M |
|---|---|
| Net Assets (End of Year) | $35M |
| Net Income | -$7M |
| Employer EIN | 200870135 |
| Plan Effective Date | 1995-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (S.B.J.S., P.C.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 123 | $35M |
| 2023 | 1 | 118 | $37M |
| 2024 | 1 | 120 | $42M |
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
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to S.B.J.S., P.C. Profit Sharing Plan by total assets, not by location.
- Dent Neurologic Group 401(k) Plan (NY) $35M · 423
- Thrive Operations, LLC 401(k) Plan (MA) $35M · 451
- Macias Gini & O'connell LLP 401(k) Profit Sharing Plan (CA) $35M · 390
- Canal Hr, Inc. Qualified Retirement Plan (LA) $35M · 642
Frequently Asked Questions
How did S.B.J.S., P.C. Profit Sharing Plan assets move in 2022? ▼
How have S.B.J.S., P.C. plan assets changed over time? ▼
Where does S.B.J.S., P.C. Profit Sharing Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to S.B.J.S., P.C. Profit Sharing Plan? ▼
Next read for S.B.J.S., P.C. Profit Sharing Plan
Filing takeaways
Ways to act on S.B.J.S., P.C. Profit Sharing Plan's numbers.
- By total assets, S.B.J.S., P.C. Profit Sharing Plan ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Alabama. Compare plans
- S.B.J.S., P.C.'s sponsor-wide assets have grown 19.7% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans