Other · DOL Form 5500 · 2023
The Infirmary Health System, Inc. Retirement Plan
Data updated 2026-08-25
- $15M
- Total assets Small plan by assets
- 333
- Participants Below avg headcount
- 67th
- Percentile by assets National rank
- $43,756
- Avg per participant Low balance/head
Official DOL plan name: The Infirmary 403(b) Plan · Sponsored by The Infirmary Health System, Inc. · Alabama · Healthcare & Social Assistance
$15M in assets, 333 participants
The Infirmary Health System, Inc.'s The Infirmary 403(b) Plan reported $15M in total assets and 333 participants in its 2023 DOL Form 5500 filing, ranking in the 67th 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.
- #12,675 in Healthcare & Social Assistance (17,684 peers)
The Infirmary Health System, Inc. multi-year trail
The Infirmary Health System, Inc.'s plans moved +28.7% in assets from 2022 to 2024; this filing shows The Infirmary 403(b) Plan at $15M / 333 participants.
- #12,675
- in Healthcare & Social Assistance (17,684 peers)
- +3.5%
- assets growth YoY
The Infirmary 403(b) Plan's outsized position by total assets
The Infirmary 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$14,570,607 Top 33% higher than 67% 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
The Infirmary 403(b) 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. The Infirmary 403(b) Plan sits mid-pack in the medium band (333 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Infirmary 403(b) Plan reported net income rose from -$5M in the plan year 2022 filing to $490K in the plan year 2023 filing.
- The Infirmary 403(b) Plan end-of-year assets rose from $14M in the plan year 2022 filing to $15M in the plan year 2023 filing.
DOL schedule card
Filing strip 630841123 · The Infirmary Health System, Inc. PY 2023 · Other
The Infirmary 403(b) Plan · $15M · 333 · 67th
- SCH $15M
- SCH 333
- SCH 67th
- SCH Other
- SCH near Falcons Landing 403(b) Plan
- SCH ind #12675
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 403(b) Plan in the asset neighbourhood
The Infirmary Health System, Inc. multi-year asset trail
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
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 4 | 7,919 | $301M |
| 2023 | 2 | 5,994 | $350M |
| 2024 | 2 | 6,089 | $388M |
The Infirmary Health System, Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $14M |
|---|---|
| Net Assets (End of Year) | $15M |
| Net Income | $490K |
| Employer EIN | 630841123 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
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
- Uab Medicine Enterprise 403(b) Retirement Plan $87M · 543
- Birmingham-Southern College Defined Contribution and Tax Deferred Annuity Plan $85M · 464
The Infirmary 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Alabama, the nearest Other by assets is Falcons Landing 403(b) Plan in VA ($15M); by covered participants it is Big Sandy Health Care, Inc Tax Deferred Annuity Plan in KY (333 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($15M here).
- Falcons Landing 403(b) Plan (VA) $15M · 316
- 401(k) Profit Sharing Plan for Employees of Alphapointe (MO) $15M · 327
- Step, Inc. 403(b) Plan (PA) $15M · 253
- Wahiawa General Hospital Retirement Savings Plan (HI) $15M · 513
Similar participant headcount
Nearest other-state filings by covered participants (333 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.