Other · DOL Form 5500 · 2022

Jackson Hospital and Clinic, Inc. Retirement Plan

Data updated 2026-08-25

$47M
Total assets Below avg plan size
1,566
Participants Near avg headcount
88th
Percentile by assets National rank
$30,298
Avg per participant Low balance/head
PlainRetire home → About this data

Official DOL plan name: Jackson Hospital and Clinic, Inc. 403b Plan · Sponsored by Jackson Hospital and Clinic, Inc. · Alabama · Healthcare & Social Assistance

$47M in assets, 1,566 participants

Jackson Hospital and Clinic, Inc.'s Jackson Hospital and Clinic, Inc. 403b Plan reported $47M in total assets and 1,566 participants in its 2022 DOL Form 5500 filing, ranking in the 88th 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.

  • #17,952 in Healthcare & Social Assistance (20,060 peers)

Coverage in Alabama

Jackson Hospital and Clinic, Inc. 403b Plan covers 1,566 participants in Alabama, 4.4x the typical Alabama plan (state average ~360 per filing). Assets: $47M.

#17,952
in Healthcare & Social Assistance (20,060 peers)
-7.1%
assets change YoY
0.5×
vs typical plan assets (national mean)

The plan reported a net loss of $4M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Jackson Hospital and Clinic, Inc. 403b Plan's outsized position by total assets

Jackson Hospital and Clinic, Inc. 403b Plan vs every filed plan by assets

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

$47,447,124 Top 12% higher than 88% 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

Jackson Hospital and Clinic, Inc. 403b Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Jackson Hospital and Clinic, Inc. 403b Plan lands in the large band (1,566 participants).

Form 5500 schedule snapshot

Filing strip 636001820 · Jackson Hospital and Clinic, Inc. PY 2022 · Other

Jackson Hospital and Clinic, Inc. 403b Plan · $47M · 1,566 · 88th

  • BOOK $47M
  • BOOK 1,566
  • BOOK 88th
  • BOOK Other
  • BOOK near Rfe/Rl, Inc. US Retirement Savings Plan
  • BOOK ind #17952

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 →

Jackson Hospital and Clinic, Inc. 403b Plan in the asset neighbourhood

Henry Viscardi School Defined Contribution PlanHenry Viscardi School Define…$48MLetourneau University 403(b) Annuity PlanLetourneau University 403(b)…$48MJackson Hospital and Clinic, Inc. 403b PlanJackson Hospital and Clinic,…$47MRfe/Rl, Inc. US Retirement Savings PlanRfe/Rl, Inc. US Retirement S…$47MRavenscroft School Retirement PlanRavenscroft School Retiremen…$47M
End-of-year total assets ($M) among Jackson Hospital and Clinic, Inc. 403b Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Alabama filing particulars

Total Assets (Beginning of Year)$51M
Net Assets (End of Year)$47M
Net Income-$4M
Employer EIN636001820
Plan Effective Date2007-05-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Alabama

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

Jackson Hospital and Clinic, Inc. 403b Plan vs. nearby Other plans in Alabama, assets vs. participants Scatter plot of 6 data points. 010002000300040005000 -0.500.511.5 Total assets ($B) Participants Jackson Hospital and Clinic, Inc. 403b Plan, Total assets ($B): 0.047447124 · Participants: 1566Jackson Hospital and Clinic, Inc. 403b PlanUniversity of Alabama Health Services Foundation P.C. 403(b) Retirement Annuity Plan, Total assets ($B): 1.163166856 · Participants: 4400University of Alabama Health Services Foundation P.C. 403(b) Retirement Annuity PlanDrummond Company, Inc. Savings Plan for Salaried Employees, Total assets ($B): 0.10538525 · Participants: 451Drummond Company, Inc. Savings Plan for Salaried EmployeesSamford University 403(b) Salary Deferral and Defined Contribution Plan, Total assets ($B): 0.090578583 · Participants: 1760Samford University 403(b) Salary Deferral and Defined Contribution PlanBirmingham Southern College Defined Contribution and Tax Deferred Annuity Plan, Total assets ($B): 0.086964874 · Participants: 349Birmingham Southern College Defined Contribution and Tax Deferred Annuity PlanUab Health System 403(b) Retirement Plan, Total assets ($B): 0.067991852 · Participants: 500Uab Health System 403(b) Retirement Plan
Jackson Hospital and Clinic, Inc. 403b Plan vs. nearby Other plans in Alabama, assets vs. participants
Compare Jackson Hospital and Clinic, Inc. 403b Plan side-by-side with 3 peers →

Jackson Hospital and Clinic, Inc. 403b Plan's out-of-state Other peers by assets and headcount

Outside Alabama, the nearest Other by assets is Rfe/Rl, Inc. US Retirement Savings Plan in DC ($47M); by covered participants it is Acmc System Savings Investment Plan in OH (1,568 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($47M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,566 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 Jackson Hospital and Clinic, Inc. 403b Plan assets move in 2022? ▼
Jackson Hospital and Clinic, Inc. 403b Plan pulled back noticeably - down 7.1% during 2022, from $51M to $47M. Reported net income was -$4M.
Where does Jackson Hospital and Clinic, Inc. 403b Plan rank by assets among Form 5500 filers? ▼
Jackson Hospital and Clinic, Inc. 403b Plan ranks in the 88th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Other plans are similar in size to Jackson Hospital and Clinic, Inc. 403b Plan? ▼
Among Other plans in other states, the closest by assets is Rfe/Rl, Inc. US Retirement Savings Plan in DC ($47M, 223 participants).
Which Other plans cover a similar participant headcount to Jackson Hospital and Clinic, Inc. 403b Plan? ▼
Among Other plans in other states, the closest by covered participants is Acmc System Savings Investment Plan in OH (1,568 participants, $79M 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 636001820.

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.