401(k) · DOL Form 5500 · 2022

Marshall-Jackson Mental Health Board, Inc. 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
104
Participants Small participant base
51st
Percentile by assets National rank
$48,669
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Marshall-Jackson Mental Health Board 401(k) Retirement Plan · Sponsored by Marshall-Jackson Mental Health Board, Inc. · Alabama · Healthcare & Social Assistance

$5M in assets, 104 participants

Marshall-Jackson Mental Health Board, Inc.'s Marshall-Jackson Mental Health Board 401(k) Retirement Plan reported $5M in total assets and 104 participants in its 2022 DOL Form 5500 filing, ranking in the 51st 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.

  • #11,328 in Healthcare & Social Assistance (20,060 peers)

Coverage in Alabama

Marshall-Jackson Mental Health Board 401(k) Retirement Plan covers 104 participants in Alabama, about 29% of the average Alabama filer (state average ~360 per filing). Assets: $5M.

#11,328
in Healthcare & Social Assistance (20,060 peers)
+5.5%
assets growth YoY

Marshall-Jackson Mental Health Board 401(k) Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Marshall-Jackson Mental Health Board 401(k) Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$5,061,605 Top 49% higher than 51% of 139,123 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 2022

Marshall-Jackson Mental Health Board 401(k) Retirement Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Marshall-Jackson Mental Health Board 401(k) Retirement Plan sits mid-pack in the medium band (104 participants).

Plan-year Form 5500 strip

Filing strip 630638946 · Marshall-Jackson Mental Health Board, Inc. PY 2022 · 401(k)

Marshall-Jackson Mental Health Board 401(k) Retirement Plan · $5M · 104 · 51st

  • EBSA $5M
  • PART 104
  • TYPE 51st
  • NET 401(k)
  • BOOK near Bridges Law Firm Employees' Profit Sharing Plan
  • VS-ST ind #11328

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 →

Marshall-Jackson Mental Health Board 401(k) Retirement Plan in the asset neighbourhood

Marshall-Jackson Mental Health Board 401(k) Retirement PlanMarshall-Jackson Mental Heal…$5MBridges Law Firm Employees' Profit Sharing PlanBridges Law Firm Employees' …$5MCns Acquisition Corp Retirement PlanCns Acquisition Corp Retirem…$5MAlyeska Resort Operations Limited Partnership 401(k)Alyeska Resort Operations Li…$5MC.C. Creations, Ltd. Retirement Savings PlanC.C. Creations, Ltd. Retirem…$5M
End-of-year total assets ($M) among Marshall-Jackson Mental Health Board 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Alabama filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$5M
Net Income$266K
Employer EIN630638946
Plan Effective Date1984-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Marshall-Jackson Mental Health Board, Inc.)

Sponsor-wide plan assets over time

All Marshall-Jackson Mental Health Board, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 18.561227120646514% vs 2022
2024 filing year
$4.5M$5M$5.5M$6M$6.5M 202220232024 $5.06M $6M ▲ +18.6%
Year Plans Participants Total Assets
2022 1 104 $5M
2023 1 116 $6M
2024 1 125 $6M

Nearby 401(k) Plans in Alabama

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Marshall-Jackson Mental Health Board 401(k) Retirement Plan vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants Marshall-Jackson Mental Health Board 401(k) Retirement Plan, Total assets ($B): 0.005061605 · Participants: 104Marshall-Jackson Mental Health Board 401(k) Retirement PlanRegions Financial Corporation 401(k) Plan, Total assets ($B): 2.473693723 · Participants: 20809Regions Financial Corporation 401(k) PlanEncompass Health Corporation Retirement Investment Plan, Total assets ($B): 1.247463658 · Participants: 26602Encompass Health Corporation Retirement Investment PlanHexagon Employee Retirement Savings Plan, Total assets ($B): 1.211223713 · Participants: 4237Hexagon Employee Retirement Savings PlanVulcan 401(k) Plan, Total assets ($B): 1.148537747 · Participants: 8489Vulcan 401(k) PlanMercedes-Benz U.S. International, Inc. Retirement and Savings Plan, Total assets ($B): 0.930385246 · Participants: 4593Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan
Marshall-Jackson Mental Health Board 401(k) Retirement Plan vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare Marshall-Jackson Mental Health Board 401(k) Retirement Plan side-by-side with 3 peers →

Marshall-Jackson Mental Health Board 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Alabama, the nearest 401(k) by assets is Bridges Law Firm Employees' Profit Sharing Plan in AR ($5M); by covered participants it is First City Credit Union 401(k) Plan in CA (104 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (104 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Marshall-Jackson Mental Health Board 401(k) Retirement Plan assets move in 2022? ▼
Marshall-Jackson Mental Health Board 401(k) Retirement Plan grew at a solid clip - up 5.5% during 2022, from $5M to $5M. Reported net income was $266K.
How have Marshall-Jackson Mental Health Board, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Marshall-Jackson Mental Health Board, Inc.'s sponsor-wide assets grew 18.6%, from $5M to $6M.
Which 401(k) plans are similar in size to Marshall-Jackson Mental Health Board 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Bridges Law Firm Employees' Profit Sharing Plan in AR ($5M, 9 participants).
Which 401(k) plans cover a similar participant headcount to Marshall-Jackson Mental Health Board 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is First City Credit Union 401(k) Plan in CA (104 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 630638946.

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.