Other · DOL Form 5500 · 2023

Create Birmingham Retirement Plan

Data updated 2026-08-25

$125K
Total assets Small plan by assets
3
Participants Small participant base
8th
Percentile by assets National rank
$41,810
Avg per participant Low balance/head
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Official DOL plan name: Create Birmingham 403(b) Plan · Sponsored by Create Birmingham · Alabama · Other Services

$125K in assets, 3 participants

Create Birmingham's Create Birmingham 403(b) Plan reported $125K in total assets and 3 participants in its 2023 DOL Form 5500 filing, ranking in the 8th 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.

  • #1,276 in Other Services (7,857 peers)

Create Birmingham multi-year trail

Create Birmingham's plans moved +85.2% in assets from 2022 to 2024; this filing shows Create Birmingham 403(b) Plan at $125K / 3 participants.

#1,276
in Other Services (7,857 peers)
+43.7%
assets growth YoY

Create Birmingham 403(b) Plan among the smaller filed plans by assets

Create Birmingham 403(b) Plan vs every filed plan by assets

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

$125,430 8th percentile higher than 8% 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

Create Birmingham 403(b) Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Create Birmingham 403(b) Plan is a micro filing (3 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Create Birmingham 403(b) Plan reported net income rose from $8K in the plan year 2022 filing to $38K in the plan year 2023 filing.
  • Create Birmingham 403(b) Plan end-of-year assets rose from $87K in the plan year 2022 filing to $125K in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 841631034 · Create Birmingham PY 2023 · Other

Create Birmingham 403(b) Plan · $125K · 3 · 8th

  • EIN $125K
  • RANK 3
  • PHOTO 8th
  • IND Other
  • EOY near Eastern Niagara Hospital 403(b) Retirement Plan
  • 5500 ind #1276

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 Other Services retirement plans → · Plans in Alabama →

Create Birmingham 403(b) Plan in the asset neighbourhood

Create Birmingham 403(b) Plan$125KEastern Niagara Hospital 403(b) Retirement PlanEastern Niagara Hospital 403…$127KJobs for Progress Inc of Tucson Pension PlanJobs for Progress Inc of Tuc…$129KFriar's Club, Inc. Employee Pension PlanFriar's Club, Inc. Employee …$129KThe Affordable Housing Group$122K
End-of-year total assets ($M) among Create Birmingham 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Create Birmingham multi-year asset trail

Sponsor-wide plan assets over time

All Create Birmingham plans reported in each filing year

Latest sponsor-wide plan assets
$162K 85.17496134242025% vs 2022
2024 filing year
$0.05M$0.1M$0.15M$0.2M 202220232024 $0.09M $0.16M ▲ +77.8%
Year Plans Participants Total Assets
2022 1 3 $87K
2023 1 3 $125K
2024 1 5 $162K

Create Birmingham filing trail (2023)

Total Assets (Beginning of Year)$87K
Net Assets (End of Year)$125K
Net Income$38K
Employer EIN841631034
Plan Effective Date2005-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Alabama

Peer Other plans, same state, same plan type, ranked by total assets.

Create Birmingham 403(b) Plan vs. nearby Other plans in Alabama, assets vs. participants Scatter plot of 6 data points. -20000200040006000 -0.500.511.5 Total assets ($B) Participants Create Birmingham 403(b) Plan, Total assets ($B): 0.00012543 · Participants: 3Create Birmingham 403(b) PlanUniversity of Alabama Health Services Foundation P.C. 403(b) Retirement Annuity Plan, Total assets ($B): 1.369303126 · Participants: 4563University of Alabama Health Services Foundation P.C. 403(b) Retirement Annuity PlanDrummond Company, Inc. Savings Plan for Salaried Employees, Total assets ($B): 0.119179693 · Participants: 451Drummond Company, Inc. Savings Plan for Salaried EmployeesSamford University 403(b) Salary Deferral and Defined Contribution Plan, Total assets ($B): 0.108027518 · Participants: 1619Samford University 403(b) Salary Deferral and Defined Contribution PlanUab Medicine Enterprise 403(b) Retirement Plan, Total assets ($B): 0.08743911 · Participants: 543Uab Medicine Enterprise 403(b) Retirement PlanBirmingham-Southern College Defined Contribution and Tax Deferred Annuity Plan, Total assets ($B): 0.084866155 · Participants: 464Birmingham-Southern College Defined Contribution and Tax Deferred Annuity Plan
Create Birmingham 403(b) Plan vs. nearby Other plans in Alabama, assets vs. participants
Compare Create Birmingham 403(b) Plan side-by-side with 3 peers →

Create Birmingham 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Alabama, the nearest Other by assets is Eastern Niagara Hospital 403(b) Retirement Plan in NY ($127K); by covered participants it is Single K in IL (3 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($125K here).

Similar participant headcount

Nearest other-state filings by covered participants (3 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 Create Birmingham 403(b) Plan assets move in 2023? ▼
Create Birmingham 403(b) Plan surged - up 43.7% during 2023, from $87K to $125K. Reported net income was $38K.
How have Create Birmingham plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Create Birmingham's sponsor-wide assets grew 85.2%, from $87K to $162K.
Where does Create Birmingham 403(b) Plan rank by assets among Form 5500 filers? ▼
Create Birmingham 403(b) Plan ranks in the 8th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Other plans are similar in size to Create Birmingham 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is Eastern Niagara Hospital 403(b) Retirement Plan in NY ($127K, 85 participants).
Which Other plans cover a similar participant headcount to Create Birmingham 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is Single K in IL (3 participants, $311K 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 841631034.

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.