Profit Sharing · DOL Form 5500 · 2023

Mobile Fleet Specialists of Birmingham Inc. Profit Sharing Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
12
Participants Small participant base
32nd
Percentile by assets National rank
$190,619
Avg per participant Above avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Mobile Fleet Specialists of Birmingham Inc Retirement Plan · Sponsored by Mobile Fleet Specialists of Birmingham Inc. · Alabama · Manufacturing

$2M in assets, 12 participants

Mobile Fleet Specialists of Birmingham Inc.'s Mobile Fleet Specialists of Birmingham Inc Retirement Plan reported $2M in total assets and 12 participants in its 2023 DOL Form 5500 filing, ranking in the 32nd 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.

  • #3,023 in Manufacturing (18,722 peers)

Mobile Fleet Specialists of Birmingham Inc. multi-year trail

Mobile Fleet Specialists of Birmingham Inc.'s plans moved -54.1% in assets from 2022 to 2024; this filing shows Mobile Fleet Specialists of Birmingham Inc Retirement Plan at $2M / 12 participants.

#3,023
in Manufacturing (18,722 peers)
-4.0%
assets change YoY

The plan reported a net loss of $96K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Mobile Fleet Specialists of Birmingham Inc Retirement Plan among the smaller filed plans by assets

Mobile Fleet Specialists of Birmingham Inc Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$2,287,424 32nd percentile higher than 32% of 127,068 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 2023

Mobile Fleet Specialists of Birmingham Inc Retirement 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. Mobile Fleet Specialists of Birmingham Inc Retirement Plan is a small filing (12 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Mobile Fleet Specialists of Birmingham Inc Retirement Plan reported net income fell from $1M in the plan year 2022 filing to -$96K in the plan year 2023 filing.
  • Mobile Fleet Specialists of Birmingham Inc Retirement Plan reported participants rose from 6 in the plan year 2022 filing to 12 in the plan year 2023 filing.
  • Mobile Fleet Specialists of Birmingham Inc Retirement Plan end-of-year assets fell from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 822007353 · Mobile Fleet Specialists of Birmingham Inc. PY 2023 · Profit Sharing

Mobile Fleet Specialists of Birmingham Inc Retirement Plan · $2M · 12 · 32nd

  • IND $2M
  • IND 12
  • IND 32nd
  • IND Profit Sharing
  • IND near Grd Retirement Plan
  • IND ind #3023

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 Manufacturing retirement plans → · Plans in Alabama →

Mobile Fleet Specialists of Birmingham Inc Retirement Plan in the asset neighbourhood

Mobile Fleet Specialists of Birmingham Inc Retirement PlanMobile Fleet Specialists of …$2MGrd Retirement Plan$2MStruve and Laporte Funeral Home Profit Sharing PlanStruve and Laporte Funeral H…$2MLink Homecare, LLC Retirement Plan and TrustLink Homecare, LLC Retiremen…$2MRiver City Sales & Marketing, Inc Psp & TrustRiver City Sales & Marketing…$2M
End-of-year total assets ($M) among Mobile Fleet Specialists of Birmingham Inc Retirement Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2023.

Mobile Fleet Specialists of Birmingham Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Mobile Fleet Specialists of Birmingham Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 54.116737793326664% vs 2022
2024 filing year
$0.5M$1M$1.5M$2M$2.5M$3M 202220232024 $2.38M $1.09M ▼ -54.2%
Year Plans Participants Total Assets
2022 1 6 $2M
2023 1 12 $2M
2024 1 10 $1M

Mobile Fleet Specialists of Birmingham Inc. filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income-$96K
Employer EIN822007353
Plan Effective Date2017-06-22
Filing StatusFILING RECEIVED

Nearby Profit Sharing Plans in Alabama

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

Mobile Fleet Specialists of Birmingham Inc Retirement Plan vs. nearby Profit Sharing plans in Alabama, assets vs. participants Scatter plot of 6 data points. -50005001000150020002500 01020304050 Total assets ($M) Participants Mobile Fleet Specialists of Birmingham Inc Retirement Plan, Total assets ($M): 2.287424 · Participants: 12Mobile Fleet Specialists of Birmingham Inc Retirement PlanThe Health Care Authority for Baptist Health Matching Dollar Plan, Total assets ($M): 44.503015 · Participants: 2207The Health Care Authority for Baptist Health Matching Dollar PlanPathology Associates, P.C. Profit Sharing Plan and Trust, Total assets ($M): 33.014269 · Participants: 42Pathology Associates, P.C. Profit Sharing Plan and TrustRadiology Associates of Dothan, P.a. Profit Sharing Plan, Total assets ($M): 27.308429 · Participants: 16Radiology Associates of Dothan, P.a. Profit Sharing PlanAuto Investment, Inc. 401(k) Plan, Total assets ($M): 23.866265 · Participants: 392Auto Investment, Inc. 401(k) PlanSouthlake Orthopaedics Sports Medicine & Spine Center Profit Sharing Plan, Total assets ($M): 15.424017 · Participants: 103Southlake Orthopaedics Sports Medicine & Spine Center Profit Sharing Plan
Mobile Fleet Specialists of Birmingham Inc Retirement Plan vs. nearby Profit Sharing plans in Alabama, assets vs. participants

Mobile Fleet Specialists of Birmingham Inc Retirement Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Alabama, the nearest Profit Sharing by assets is Grd Retirement Plan in PR ($2M); by covered participants it is Watering Lane Ventures, Inc. Profit Sharing Plan in NH (12 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (12 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Mobile Fleet Specialists of Birmingham Inc Retirement Plan assets move in 2023?
Mobile Fleet Specialists of Birmingham Inc Retirement Plan edged down modestly - down 4.0% during 2023, from $2M to $2M. Reported net income was -$96K.
How have Mobile Fleet Specialists of Birmingham Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Mobile Fleet Specialists of Birmingham Inc.'s sponsor-wide assets declined 54.1%, from $2M to $1M.
Which Profit Sharing plans are similar in size to Mobile Fleet Specialists of Birmingham Inc Retirement Plan?
Among Profit Sharing plans in other states, the closest by assets is Grd Retirement Plan in PR ($2M, 3 participants).
Which Profit Sharing plans cover a similar participant headcount to Mobile Fleet Specialists of Birmingham Inc Retirement Plan?
Among Profit Sharing plans in other states, the closest by covered participants is Watering Lane Ventures, Inc. Profit Sharing Plan in NH (12 participants, $389K in assets).