401(k) · DOL Form 5500 · 2023
The Infirmary Health System, Inc. 401(k) Plan
Data updated 2026-08-11
- $336M
- Total assets
- 5,661
- Participants
- 96th
- Percentile by assets
- $59,273
- Avg per participant
Official DOL plan name: The Infirmary 401(k) Plan · Sponsored by The Infirmary Health System, Inc. · Alabama · Healthcare & Social Assistance
$336M in assets, 5,661 participants
The Infirmary Health System, Inc.'s The Infirmary 401(k) Plan reported $336M in total assets and 5,661 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.
- 96th percentile by assets (of 127,072 plans)
- #17,112 in Healthcare & Social Assistance (17,684 peers)
Coverage in Alabama
The Infirmary 401(k) Plan covers 5,661 participants in Alabama, 16x the typical Alabama plan (state average ~360 per filing). Assets: $336M.
- $336M
- total plan assets (2023 EOY)
- 5,661
- covered participants
- 96th
- percentile by assets (of 127,072 plans)
- $59,273
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Infirmary 401(k) Plan reported net income rose from -$47M in the plan year 2022 filing to $50M in the plan year 2023 filing.
- The Infirmary 401(k) Plan end-of-year assets rose from $285M in the plan year 2022 filing to $336M in the plan year 2023 filing.
- The Infirmary 401(k) Plan reported participants rose from 5,409 in the plan year 2022 filing to 5,661 in the plan year 2023 filing.
Participants vs Alabama filers
In Alabama, the average filing covers about 360 participants across 1,591 plans. The Infirmary 401(k) Plan reports 5,661 participants - 16x that state average ($336M EOY assets).
Alabama filing particulars
| Total Assets (Beginning of Year) | $285M |
|---|---|
| Net Assets (End of Year) | $336M |
| Net Income | $50M |
| Employer EIN | 630841123 |
| Plan Effective Date | 1994-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Infirmary Health System, Inc.)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 4 | 7,919 | $301M |
| 2023 | 2 | 5,994 | $350M |
| 2024 | 2 | 6,089 | $388M |
Nearby 401(k) Plans in Alabama
Peer 401(k) plans, same state, same plan type, ranked by total assets.
The Infirmary 401(k) Plan vs. nearby 401(k) plans in Alabama, assets vs. participants
- 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
Scale composition for The Infirmary 401(k) Plan
The Infirmary 401(k) Plan reports $336M in end-of-year assets across 5,661 participants (0.003% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $59,273 per participant (43% of the national average assets-per-participant) . Net income for plan year 2023 was $50M.
This plan identity (EIN 630841123, plan #003) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $285M to $372M (+30.4%) while covered participants moved from 5,409 to 5,771 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 5,409 | $285M | Open filing |
| 2023 | 5,661 | $336M | This page |
| 2024 · index core | 5,771 | $372M | Open filing |
The same sponsor also keeps 2 other index-core plans on PlainRetire:
- The Infirmary 401(k) Plan (401(k), $372M, 5,771 participants)
- Infirmary Health System Pension Plan (Defined Benefit (Pension), $2M, 2,175 participants)
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to The Infirmary 401(k) Plan by total assets, not by location.
- Group Management Services, Inc. 401(k) Profit Sharing Plan & Trust (OH) $336M · 11,054
- Allison Transmission Employee Retirement Savings Plan (IN) $336M · 1,566
- Infineum Savings Plan (NJ) $336M · 523
- Sub-Zero Group/Wolf Employees' Profit Sharing and 401(k) Savings Plan (WI) $336M · 1,339
Frequently Asked Questions
How did The Infirmary 401(k) Plan assets move in 2023? ▼
How have The Infirmary Health System, Inc. plan assets changed over time? ▼
Where does The Infirmary 401(k) Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to The Infirmary 401(k) Plan? ▼
Next read for The Infirmary 401(k) Plan
Filing takeaways
Ways to act on The Infirmary 401(k) Plan's numbers.
- By total assets, The Infirmary 401(k) Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in Alabama. Compare plans
- The Infirmary Health System, Inc.'s sponsor-wide assets have grown 28.7% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans