Other · DOL Form 5500 · 2023

Basel Refai M.D. P.C. Retirement Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
12
Participants Small participant base
29th
Percentile by assets National rank
$144,888
Avg per participant Above avg balance/head
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Official DOL plan name: Basel Refai, M.D., P.C. New Comparability 401(k) Psp · Sponsored by Basel Refai M.D. P.C. · Alabama · Healthcare & Social Assistance

$2M in assets, 12 participants

Basel Refai M.D. P.C.'s Basel Refai, M.D., P.C. New Comparability 401(k) Psp reported $2M in total assets and 12 participants in its 2023 DOL Form 5500 filing, ranking in the 29th 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.

  • #4,732 in Healthcare & Social Assistance (17,684 peers)

Basel Refai M.D. P.C. multi-year trail

Basel Refai M.D. P.C.'s plans moved +44.1% in assets from 2022 to 2024; this filing shows Basel Refai, M.D., P.C. New Comparability 401(k) Psp at $2M / 12 participants.

#4,732
in Healthcare & Social Assistance (17,684 peers)
+22.8%
assets growth YoY

Basel Refai, M.D., P.C. New Comparability 401(k) Psp among the smaller filed plans by assets

Basel Refai, M.D., P.C. New Comparability 401(k) Psp vs every filed plan by assets

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

$1,738,650 29th percentile higher than 29% 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

Basel Refai, M.D., P.C. New Comparability 401(k) Psp among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Basel Refai, M.D., P.C. New Comparability 401(k) Psp is a small filing (12 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Basel Refai, M.D., P.C. New Comparability 401(k) Psp reported net income rose from -$119K in the plan year 2022 filing to $323K in the plan year 2023 filing.
  • Basel Refai, M.D., P.C. New Comparability 401(k) Psp end-of-year assets rose from $1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Basel Refai, M.D., P.C. New Comparability 401(k) Psp reported participants fell from 14 in the plan year 2022 filing to 12 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 631263961 · Basel Refai M.D. P.C. PY 2023 · Other

Basel Refai, M.D., P.C. New Comparability 401(k) Psp · $2M · 12 · 29th

  • 5500 $2M
  • 5500 12
  • 5500 29th
  • 5500 Other
  • 5500 near Kipp of Jacksonville 403(b) Plan
  • 5500 ind #4732

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 →

Basel Refai, M.D., P.C. New Comparability 401(k) Psp in the asset neighbourhood

The Eagles Nest Foundation, Inc. 403(b) Defined Contribution Retirement PlanThe Eagles Nest Foundation, …$2MBasel Refai, M.D., P.C. New Comparability 401(k) PspBasel Refai, M.D., P.C. New …$2MKipp of Jacksonville 403(b) PlanKipp of Jacksonville 403(b) …$2M403(b) Thrift Plan for Kansas Big Brothers Big Sisters Inc403(b) Thrift Plan for Kansa…$2MWellmont Hawkins County Memorial Hospital Tax Deferred Annuity PlanWellmont Hawkins County Memo…$2M
End-of-year total assets ($M) among Basel Refai, M.D., P.C. New Comparability 401(k) Psp and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Basel Refai M.D. P.C. multi-year asset trail

Sponsor-wide plan assets over time

All Basel Refai M.D. P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 44.10275794583023% vs 2022
2024 filing year
$1.2M$1.4M$1.6M$1.8M$2M$2.2M 202220232024 $1.42M $2.04M ▲ +43.7%
Year Plans Participants Total Assets
2022 1 14 $1M
2023 1 12 $2M
2024 1 12 $2M

Basel Refai M.D. P.C. filing trail (2023)

Total Assets (Beginning of Year)$1M
Net Assets (End of Year)$2M
Net Income$323K
Employer EIN631263961
Plan Effective Date2004-12-31
Filing StatusFILING RECEIVED

Nearby Other Plans in Alabama

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

Basel Refai, M.D., P.C. New Comparability 401(k) Psp vs. nearby Other plans in Alabama, assets vs. participants Scatter plot of 6 data points. -20000200040006000 -0.500.511.5 Total assets ($B) Participants Basel Refai, M.D., P.C. New Comparability 401(k) Psp, Total assets ($B): 0.00173865 · Participants: 12Basel Refai, M.D., P.C. New Comparability 401(k) PspUniversity 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
Basel Refai, M.D., P.C. New Comparability 401(k) Psp vs. nearby Other plans in Alabama, assets vs. participants
Compare Basel Refai, M.D., P.C. New Comparability 401(k) Psp side-by-side with 3 peers →

Basel Refai, M.D., P.C. New Comparability 401(k) Psp's out-of-state Other peers by assets and headcount

Outside Alabama, the nearest Other by assets is Kipp of Jacksonville 403(b) Plan in FL ($2M); by covered participants it is Pomonok Home Services Tax Sheltered Annuity in NY (12 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (12 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 Basel Refai, M.D., P.C. New Comparability 401(k) Psp assets move in 2023? ▼
Basel Refai, M.D., P.C. New Comparability 401(k) Psp grew sharply - up 22.8% during 2023, from $1M to $2M. Reported net income was $323K.
How have Basel Refai M.D. P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Basel Refai M.D. P.C.'s sponsor-wide assets grew 44.1%, from $1M to $2M.
Which Other plans are similar in size to Basel Refai, M.D., P.C. New Comparability 401(k) Psp? ▼
Among Other plans in other states, the closest by assets is Kipp of Jacksonville 403(b) Plan in FL ($2M, 297 participants).
Which Other plans cover a similar participant headcount to Basel Refai, M.D., P.C. New Comparability 401(k) Psp? ▼
Among Other plans in other states, the closest by covered participants is Pomonok Home Services Tax Sheltered Annuity in NY (12 participants, $523K 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 631263961.

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.