401(k) · DOL Form 5500 · 2023

Montgomery Pediatric Associates 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
23
Participants Small participant base
44th
Percentile by assets National rank
$214,276
Avg per participant Above avg balance/head
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Official DOL plan name: Montgomery Pediatric Associates 401(k) Plan · Sponsored by Montgomery Pediatric Associates · Alabama · Healthcare & Social Assistance

$5M in assets, 23 participants

Montgomery Pediatric Associates's Montgomery Pediatric Associates 401(k) Plan reported $5M in total assets and 23 participants in its 2023 DOL Form 5500 filing, ranking in the 44th 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.

  • #8,482 in Healthcare & Social Assistance (17,684 peers)

Montgomery Pediatric Associates multi-year trail

Montgomery Pediatric Associates's plans moved +67.5% in assets from 2022 to 2024; this filing shows Montgomery Pediatric Associates 401(k) Plan at $5M / 23 participants.

#8,482
in Healthcare & Social Assistance (17,684 peers)
+32.3%
assets growth YoY

Montgomery Pediatric Associates 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Montgomery Pediatric Associates 401(k) Plan vs every filed plan by assets

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

$4,928,350 44th percentile higher than 44% 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

Montgomery Pediatric Associates 401(k) 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. Montgomery Pediatric Associates 401(k) Plan is a small filing (23 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Montgomery Pediatric Associates 401(k) Plan reported net income rose from -$1M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Montgomery Pediatric Associates 401(k) Plan end-of-year assets rose from $4M in the plan year 2022 filing to $5M in the plan year 2023 filing.
  • Montgomery Pediatric Associates 401(k) Plan reported participants rose from 22 in the plan year 2022 filing to 23 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 630589386 · Montgomery Pediatric Associates PY 2023 · 401(k)

Montgomery Pediatric Associates 401(k) Plan · $5M · 23 · 44th

  • EOY $5M
  • 5500 23
  • ASSETS 44th
  • PCT 401(k)
  • EIN near The Harper Company 401(k) Plan
  • RANK ind #8482

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 →

Montgomery Pediatric Associates 401(k) Plan in the asset neighbourhood

Montgomery Pediatric Associates 401(k) PlanMontgomery Pediatric Associa…$5MThe Harper Company 401(k) PlanThe Harper Company 401(k) Pl…$5MBest Energy Services, Inc.$5MAutomotive Dealer Management, Inc. 401(k) PlanAutomotive Dealer Management…$5MTriangle Credit Union 401(k) Savings PlanTriangle Credit Union 401(k)…$5M
End-of-year total assets ($M) among Montgomery Pediatric Associates 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Montgomery Pediatric Associates multi-year asset trail

Sponsor-wide plan assets over time

All Montgomery Pediatric Associates plans reported in each filing year

Latest sponsor-wide plan assets
$6M 67.47225481798141% vs 2022
2024 filing year
$3M$4M$5M$6M$7M 202220232024 $3.72M $6.24M ▲ +67.7%
Year Plans Participants Total Assets
2022 1 22 $4M
2023 1 23 $5M
2024 1 24 $6M

Montgomery Pediatric Associates filing trail (2023)

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$1M
Employer EIN630589386
Plan Effective Date1984-07-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Alabama

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

Montgomery Pediatric Associates 401(k) Plan vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants Montgomery Pediatric Associates 401(k) Plan, Total assets ($B): 0.00492835 · Participants: 23Montgomery Pediatric Associates 401(k) 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
Montgomery Pediatric Associates 401(k) Plan vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare Montgomery Pediatric Associates 401(k) Plan side-by-side with 3 peers →

Montgomery Pediatric Associates 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Alabama, the nearest 401(k) by assets is The Harper Company 401(k) Plan in KY ($5M); by covered participants it is Tri J Packaging, Inc. Retirement Plan in GA (23 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($5M here).

Similar participant headcount

Nearest other-state filings by covered participants (23 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 Montgomery Pediatric Associates 401(k) Plan assets move in 2023? ▼
Montgomery Pediatric Associates 401(k) Plan surged - up 32.3% during 2023, from $4M to $5M. Reported net income was $1M.
How have Montgomery Pediatric Associates plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Montgomery Pediatric Associates's sponsor-wide assets grew 67.5%, from $4M to $6M.
Which 401(k) plans are similar in size to Montgomery Pediatric Associates 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Harper Company 401(k) Plan in KY ($5M, 50 participants).
Which 401(k) plans cover a similar participant headcount to Montgomery Pediatric Associates 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Tri J Packaging, Inc. Retirement Plan in GA (23 participants, N/A 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 630589386.

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.