Other · DOL Form 5500 · 2023
Uab Medicine Enterprise Retirement Plan
Data updated 2026-08-25
- $87M
- Total assets Below avg plan size
- 543
- Participants Below avg headcount
- 90th
- Percentile by assets National rank
- $161,030
- Avg per participant Above avg balance/head
Official DOL plan name: Uab Medicine Enterprise 403(b) Retirement Plan · Sponsored by Uab Medicine Enterprise · Alabama · Healthcare & Social Assistance
$87M in assets, 543 participants
Uab Medicine Enterprise's Uab Medicine Enterprise 403(b) Retirement Plan reported $87M in total assets and 543 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.
- #16,198 in Healthcare & Social Assistance (17,684 peers)
Where Uab Medicine Enterprise 403(b) Retirement Plan sits by assets
Uab Medicine Enterprise 403(b) Retirement Plan sits in the top 10% of all filed plans by assets, $87M for 543 participants (~$161,030/participant), up 28.6% in 2023.
- #16,198
- in Healthcare & Social Assistance (17,684 peers)
- +28.6%
- assets growth YoY
- 0.9×
- vs typical plan assets (national mean)
Uab Medicine Enterprise 403(b) Retirement Plan's outsized position by total assets
Uab Medicine Enterprise 403(b) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$87,439,110 Top 10% higher than 90% 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
Uab Medicine Enterprise 403(b) Retirement Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Uab Medicine Enterprise 403(b) Retirement Plan sits mid-pack in the medium band (543 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Uab Medicine Enterprise 403(b) Retirement Plan reported net income rose from -$5M in the plan year 2022 filing to $19M in the plan year 2023 filing.
- Uab Medicine Enterprise 403(b) Retirement Plan end-of-year assets rose from $68M in the plan year 2022 filing to $87M in the plan year 2023 filing.
- Uab Medicine Enterprise 403(b) Retirement Plan reported participants rose from 500 in the plan year 2022 filing to 543 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 631182994 · Uab Medicine Enterprise PY 2023 · Other
Uab Medicine Enterprise 403(b) Retirement Plan · $87M · 543 · 90th
- PART $87M
- TYPE 543
- NET 90th
- BOOK Other
- VS-ST near Virginia Hospital Center 403(b) Plan
- BOY ind #16198
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 →
Uab Medicine Enterprise 403(b) Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $68M |
|---|---|
| Net Assets (End of Year) | $87M |
| Net Income | $19M |
| Employer EIN | 631182994 |
| Plan Effective Date | 2001-11-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Uab Medicine Enterprise)
Sponsor-wide plan assets over time
All Uab Medicine Enterprise plans reported in each filing year
- Latest sponsor-wide plan assets
- $99M 45.302701859040404% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 500 | $68M |
| 2023 | 1 | 543 | $87M |
| 2024 | 1 | 574 | $99M |
Nearby Other Plans in Alabama
Peer Other plans, same state, same plan type, ranked by total assets.
- University of Alabama Health Services Foundation P.C. 403(b) Retirement Annuity Plan $1.4B · 4,563
- Drummond Company, Inc. Savings Plan for Salaried Employees $119M · 451
- Samford University 403(b) Salary Deferral and Defined Contribution Plan $108M · 1,619
- Birmingham-Southern College Defined Contribution and Tax Deferred Annuity Plan $85M · 464
- Plumbers & Pipefitters Local 760 Savings and Investment Plan $58M · 1,319
Uab Medicine Enterprise 403(b) Retirement Plan's out-of-state Other peers by assets and headcount
Outside Alabama, the nearest Other by assets is Virginia Hospital Center 403(b) Plan in VA ($87M); by covered participants it is Section 403(b) Retirement Plan for Audubon Nature Institute, Inc. in LA (543 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($87M here).
Similar participant headcount
Nearest other-state filings by covered participants (543 participants); asset peers above are excluded.
- Section 403(b) Retirement Plan for Audubon Nature Institute, Inc. (LA) 543 · 0 off
- Venture Together, Inc. 403(b) Plan (NY) 542 · 1 off
- Chc Retirement Savings Plan (WA) 542 · 1 off
- Greater Bergen Comm Action Inc. Tsa Plan (NJ) 544 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.