401(k) · DOL Form 5500 · 2023
Advanced Internal Medicine, PC 401(k) Plan
Data updated 2026-08-25
- $928K
- Total assets Small plan by assets
- 2
- Participants Small participant base
- 23rd
- Percentile by assets National rank
- $463,901
- Avg per participant High balance/head
Official DOL plan name: Advanced Internal Medicine, PC 401(k) Plan · Sponsored by Advanced Internal Medicine, PC · Alabama · Healthcare & Social Assistance
$928K in assets, 2 participants
Advanced Internal Medicine, PC's Advanced Internal Medicine, PC 401(k) Plan reported $928K in total assets and 2 participants in its 2023 DOL Form 5500 filing, ranking in the 23rd 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.
- #3,304 in Healthcare & Social Assistance (17,684 peers)
Advanced Internal Medicine, PC multi-year trail
Advanced Internal Medicine, PC's plans moved +43.3% in assets from 2022 to 2024; this filing shows Advanced Internal Medicine, PC 401(k) Plan at $928K / 2 participants.
- #3,304
- in Healthcare & Social Assistance (17,684 peers)
- +19.9%
- assets growth YoY
Advanced Internal Medicine, PC 401(k) Plan among the smaller filed plans by assets
Advanced Internal Medicine, PC 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$927,801 23rd percentile higher than 23% 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
Advanced Internal Medicine, PC 401(k) Plan among micro filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Advanced Internal Medicine, PC 401(k) Plan is a micro filing (2 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Advanced Internal Medicine, PC 401(k) Plan reported net income rose from -$172K in the plan year 2022 filing to $154K in the plan year 2023 filing.
- Advanced Internal Medicine, PC 401(k) Plan reported participants fell from 3 in the plan year 2022 filing to 2 in the plan year 2023 filing.
- Advanced Internal Medicine, PC 401(k) Plan end-of-year assets rose from $774K in the plan year 2022 filing to $928K in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 262554734 · Advanced Internal Medicine, PC PY 2023 · 401(k)
Advanced Internal Medicine, PC 401(k) Plan · $928K · 2 · 23rd
- PCT $928K
- EIN 2
- RANK 23rd
- PHOTO 401(k)
- IND near Br3 Enterprises, Inc. 401(k) Plan
- EOY ind #3304
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 →
Advanced Internal Medicine, PC 401(k) Plan in the asset neighbourhood
Advanced Internal Medicine, PC multi-year asset trail
Sponsor-wide plan assets over time
All Advanced Internal Medicine, PC plans reported in each filing year
- Latest sponsor-wide plan assets
- $1M 43.25659870835718% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $774K |
| 2023 | 1 | 2 | $928K |
| 2024 | 1 | 2 | $1M |
Advanced Internal Medicine, PC filing trail (2023)
| Total Assets (Beginning of Year) | $774K |
|---|---|
| Net Assets (End of Year) | $928K |
| Net Income | $154K |
| Employer EIN | 262554734 |
| Plan Effective Date | 2009-01-01 |
| 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 $2.9B · 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
Advanced Internal Medicine, PC 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Alabama, the nearest 401(k) by assets is Br3 Enterprises, Inc. 401(k) Plan in MO ($928K); by covered participants it is Napa Bound Retirement Plan in FL (2 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($928K here).
- Br3 Enterprises, Inc. 401(k) Plan (MO) $928K · 7
- Camargo Enterprises 401(k) (GA) $928K · 1
- Anytable, Inc. 401(k) Profit Sharing Plan (NC) $928K · 3
- Jaffurs Wine Cellars 401(k) Profit Sharing Plan (CA) $928K · 5
Similar participant headcount
Nearest other-state filings by covered participants (2 participants); asset peers above are excluded.
- Napa Bound Retirement Plan (FL) 2 · 0 off
- Gillian Corporation 401(k) Plan (CO) 2 · 0 off
- Javier Beltran LLC 401(k) Plan (DE) 2 · 0 off
- Ideal Financial Group, Inc. 401(k) Profit Sharing Plan (CT) 2 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.