401(k) · DOL Form 5500 · 2023

Alabama Heart Care, LLC 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
8
Participants Small participant base
31st
Percentile by assets National rank
$254,908
Avg per participant Above avg balance/head
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Official DOL plan name: Alabama Heart Care, LLC 401(k) Profit Sharing Plan · Sponsored by Alabama Heart Care, LLC · Alabama · Healthcare & Social Assistance

$2M in assets, 8 participants

Alabama Heart Care, LLC's Alabama Heart Care, LLC 401(k) Profit Sharing Plan reported $2M in total assets and 8 participants in its 2023 DOL Form 5500 filing, ranking in the 31st 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.

  • #5,184 in Healthcare & Social Assistance (17,684 peers)

Alabama Heart Care, LLC multi-year trail

Alabama Heart Care, LLC's plans moved +66.6% in assets from 2022 to 2024; this filing shows Alabama Heart Care, LLC 401(k) Profit Sharing Plan at $2M / 8 participants.

#5,184
in Healthcare & Social Assistance (17,684 peers)
+31.3%
assets growth YoY

Alabama Heart Care, LLC 401(k) Profit Sharing Plan among the smaller filed plans by assets

Alabama Heart Care, LLC 401(k) Profit Sharing Plan vs every filed plan by assets

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

$2,039,263 31st percentile higher than 31% 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

Alabama Heart Care, LLC 401(k) Profit Sharing 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. Alabama Heart Care, LLC 401(k) Profit Sharing Plan is a micro filing (8 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Alabama Heart Care, LLC 401(k) Profit Sharing Plan reported net income rose from -$189K in the plan year 2022 filing to $486K in the plan year 2023 filing.
  • Alabama Heart Care, LLC 401(k) Profit Sharing Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Alabama Heart Care, LLC 401(k) Profit Sharing Plan reported participants rose from 7 in the plan year 2022 filing to 8 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 263420908 · Alabama Heart Care, LLC PY 2023 · 401(k)

Alabama Heart Care, LLC 401(k) Profit Sharing Plan · $2M · 8 · 31st

  • BOOK $2M
  • BOOK 8
  • BOOK 31st
  • BOOK 401(k)
  • BOOK near Mmm Consumer Brands 401(k) Retirement Plan and Trust
  • BOOK ind #5184

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 →

Alabama Heart Care, LLC 401(k) Profit Sharing Plan in the asset neighbourhood

Alabama Heart Care, LLC 401(k) Profit Sharing PlanAlabama Heart Care, LLC 401(…$2MMmm Consumer Brands 401(k) Retirement Plan and TrustMmm Consumer Brands 401(k) R…$2MKids Are First 401(k) Plan$2MLefors Energy Services, Inc. 401(k) PlanLefors Energy Services, Inc.…$2MGmr Management LLC 401(k) Profit Sharing Plan & TrustGmr Management LLC 401(k) Pr…$2M
End-of-year total assets ($M) among Alabama Heart Care, LLC 401(k) Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Alabama Heart Care, LLC multi-year asset trail

Sponsor-wide plan assets over time

All Alabama Heart Care, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$3M 66.56992894670263% vs 2022
2024 filing year
$1M$1.5M$2M$2.5M$3M 202220232024 $1.55M $2.59M ▲ +67.1%
Year Plans Participants Total Assets
2022 1 7 $2M
2023 1 8 $2M
2024 1 5 $3M

Alabama Heart Care, LLC filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$486K
Employer EIN263420908
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Alabama

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Alabama Heart Care, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants Alabama Heart Care, LLC 401(k) Profit Sharing Plan, Total assets ($B): 0.002039263 · Participants: 8Alabama Heart Care, LLC 401(k) Profit Sharing PlanRegions Financial Corporation 401(k) Plan, Total assets ($B): 2.854553916 · Participants: 20733Regions Financial Corporation 401(k) PlanEncompass Health Corporation 401(k) Retirement Plan, Total assets ($B): 1.49327201 · Participants: 24565Encompass Health Corporation 401(k) Retirement PlanHexagon Employee Retirement Savings Plan, Total assets ($B): 1.479278219 · Participants: 4618Hexagon Employee Retirement Savings PlanVulcan 401(k) Plan, Total assets ($B): 1.361024189 · Participants: 9487Vulcan 401(k) PlanMercedes-Benz U.S. International, Inc. Retirement and Savings Plan, Total assets ($B): 1.090263356 · Participants: 0Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan
Alabama Heart Care, LLC 401(k) Profit Sharing Plan vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare Alabama Heart Care, LLC 401(k) Profit Sharing Plan side-by-side with 3 peers →

Alabama Heart Care, LLC 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 Mmm Consumer Brands 401(k) Retirement Plan and Trust in NY ($2M); by covered participants it is Burke Optometry, Inc. 401(k) Plan in CA (8 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (8 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 Alabama Heart Care, LLC 401(k) Profit Sharing Plan assets move in 2023? ▼
Alabama Heart Care, LLC 401(k) Profit Sharing Plan surged - up 31.3% during 2023, from $2M to $2M. Reported net income was $486K.
How have Alabama Heart Care, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Alabama Heart Care, LLC's sponsor-wide assets grew 66.6%, from $2M to $3M.
Which 401(k) plans are similar in size to Alabama Heart Care, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Mmm Consumer Brands 401(k) Retirement Plan and Trust in NY ($2M, 364 participants).
Which 401(k) plans cover a similar participant headcount to Alabama Heart Care, LLC 401(k) Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Burke Optometry, Inc. 401(k) Plan in CA (8 participants, $263K in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 263420908.

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.