401(k) · DOL Form 5500 · 2023
Pulmonary Medicine Associates, PC 401(k) Plan
Data updated 2026-08-25
- $1M
- Total assets Small plan by assets
- 11
- Participants Small participant base
- 26th
- Percentile by assets National rank
- $119,347
- Avg per participant Near avg balance/head
Official DOL plan name: Pulmonary Medicine Associates, PC 401(k) Profit Sharing Plan · Sponsored by Pulmonary Medicine Associates, PC · Alabama · Healthcare & Social Assistance
$1M in assets, 11 participants
Pulmonary Medicine Associates, PC's Pulmonary Medicine Associates, PC 401(k) Profit Sharing Plan reported $1M in total assets and 11 participants in its 2023 DOL Form 5500 filing, ranking in the 26th 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.
- #3,991 in Healthcare & Social Assistance (17,684 peers)
Pulmonary Medicine Associates, PC multi-year trail
Pulmonary Medicine Associates, PC's plans moved -70.7% in assets from 2022 to 2023; this filing shows Pulmonary Medicine Associates, PC 401(k) Profit Sharing Plan at $1M / 11 participants.
- #3,991
- in Healthcare & Social Assistance (17,684 peers)
- -70.7%
- assets change YoY
The plan reported a net loss of $3M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Pulmonary Medicine Associates, PC 401(k) Profit Sharing Plan among the smaller filed plans by assets
Pulmonary Medicine Associates, PC 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,312,821 26th percentile higher than 26% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Pulmonary Medicine Associates, PC 401(k) Profit Sharing Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pulmonary Medicine Associates, PC 401(k) Profit Sharing Plan is a small filing (11 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Pulmonary Medicine Associates, PC 401(k) Profit Sharing Plan reported net income fell from -$678K in the plan year 2022 filing to -$3M in the plan year 2023 filing.
- Pulmonary Medicine Associates, PC 401(k) Profit Sharing Plan end-of-year assets fell from $4M in the plan year 2022 filing to $1M in the plan year 2023 filing.
- Pulmonary Medicine Associates, PC 401(k) Profit Sharing Plan reported participants rose from 10 in the plan year 2022 filing to 11 in the plan year 2023 filing.
DOL schedule card
Filing strip 631133604 · Pulmonary Medicine Associates, PC PY 2023 · 401(k)
Pulmonary Medicine Associates, PC 401(k) Profit Sharing Plan · $1M · 11 · 26th
- EBSA $1M
- EBSA 11
- EBSA 26th
- EBSA 401(k)
- EBSA near Buckhead Sports Medicine Profit Sharing Plan
- EBSA ind #3991
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 →
Pulmonary Medicine Associates, PC 401(k) Profit Sharing Plan in the asset neighbourhood
Pulmonary Medicine Associates, PC multi-year asset trail
Sponsor-wide plan assets over time
All Pulmonary Medicine Associates, PC plans reported in each filing year
- Latest sponsor-wide plan assets
- $1M 70.70960469977491% vs 2022
- 2023 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 10 | $4M |
| 2023 | 2 | 22 | $1M |
Pulmonary Medicine Associates, PC filing trail (2023)
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $1M |
| Net Income | -$3M |
| Employer EIN | 631133604 |
| Plan Effective Date | 1995-02-05 |
| 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 $2.9B · 20,733
- Encompass Health Corporation 401(k) Retirement Plan $1.5B · 24,565
- Hexagon Employee Retirement Savings Plan $1.5B · 4,618
- Vulcan 401(k) Plan $1.4B · 9,487
- Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan $1.1B · N/A
Pulmonary Medicine Associates, PC 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 Buckhead Sports Medicine Profit Sharing Plan in GA ($1M); by covered participants it is True Colors International, Inc. Retirement Plan in CA (11 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1M here).
Similar participant headcount
Nearest other-state filings by covered participants (11 participants); asset peers above are excluded.
- True Colors International, Inc. Retirement Plan (CA) 11 · 0 off
- Fresno Neon Sign Co., Inc. 401(k) Profit Sharing Plan (CA) 11 · 0 off
- Bg Logistics, Inc. 401(k) Plan (FL) 11 · 0 off
- Martin J. Gross Profit Sharing Plan (NJ) 11 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.