401(k) · DOL Form 5500 · 2023

The Infirmary Health System, Inc. 401(k) Plan

Data updated 2026-08-25

$336M
Total assets Above avg plan size
5,661
Participants Above avg headcount
96th
Percentile by assets National rank
$59,273
Avg per participant Low balance/head
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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.

  • #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.

#17,112
in Healthcare & Social Assistance (17,684 peers)
+17.6%
assets growth YoY
3.4×
vs typical plan assets (national mean)

The Infirmary 401(k) Plan's outsized position by total assets

The Infirmary 401(k) Plan vs every filed plan by assets

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

$335,541,880 Top 4% higher than 96% 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

The Infirmary 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Infirmary 401(k) Plan lands in the large band (5,661 participants).

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.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 630841123 · The Infirmary Health System, Inc. PY 2023 · 401(k)

The Infirmary 401(k) Plan · $336M · 5,661 · 96th

  • TYPE $336M
  • TYPE 5,661
  • TYPE 96th
  • TYPE 401(k)
  • TYPE near Group Management Services, Inc. 401(k) Profit Sharing Plan & Trust
  • TYPE ind #17112

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 →

The Infirmary 401(k) Plan in the asset neighbourhood

Sub-Zero Group/Wolf Employees' Profit Sharing and 401(k) Savings PlanSub-Zero Group/Wolf Employee…$336MInfineum Savings Plan$336MAllison Transmission Employee Retirement Savings PlanAllison Transmission Employe…$336MGroup Management Services, Inc. 401(k) Profit Sharing Plan & TrustGroup Management Services, I…$336MThe Infirmary 401(k) Plan$336M
End-of-year total assets ($M) among The Infirmary 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Alabama filing particulars

Total Assets (Beginning of Year)$285M
Net Assets (End of Year)$336M
Net Income$50M
Employer EIN630841123
Plan Effective Date1994-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Infirmary Health System, Inc.)

Sponsor-wide plan assets over time

All The Infirmary Health System, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$388M 28.716203552989665% vs 2022
2024 filing year
$250M$300M$350M$400M 202220232024 $301M $388M ▲ +28.7%
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 Scatter plot of 6 data points. -100000100002000030000 0123 Total assets ($B) Participants The Infirmary 401(k) Plan, Total assets ($B): 0.33554188 · Participants: 5661The Infirmary 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
The Infirmary 401(k) Plan vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare The Infirmary 401(k) Plan side-by-side with 3 peers →

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's out-of-state 401(k) peers by assets and headcount

Outside Alabama, the nearest 401(k) by assets is Group Management Services, Inc. 401(k) Profit Sharing Plan & Trust in OH ($336M); by covered participants it is Helena Agri-Enterprises, LLC Savings Plan in TN (5,662 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (5,661 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 The Infirmary 401(k) Plan assets move in 2023? ▼
The Infirmary 401(k) Plan grew sharply - up 17.6% during 2023, from $285M to $336M. Reported net income was $50M.
How have The Infirmary Health System, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Infirmary Health System, Inc.'s sponsor-wide assets grew 28.7%, from $301M to $388M.
Where does The Infirmary 401(k) Plan rank by assets among Form 5500 filers? ▼
The Infirmary 401(k) Plan ranks in the 96th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to The Infirmary 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Group Management Services, Inc. 401(k) Profit Sharing Plan & Trust in OH ($336M, 11,054 participants).
Which 401(k) plans cover a similar participant headcount to The Infirmary 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Helena Agri-Enterprises, LLC Savings Plan in TN (5,662 participants, $595M 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 630841123.

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.