401(k) · DOL Form 5500 · 2023

Alabama Medical Group P.C. 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
163
Participants Small participant base
74th
Percentile by assets National rank
$130,547
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Alabama Medical Group 401(k) Psp · Sponsored by Alabama Medical Group P.C. · Alabama · Healthcare & Social Assistance

$21M in assets, 163 participants

Alabama Medical Group P.C.'s Alabama Medical Group 401(k) Psp reported $21M in total assets and 163 participants in its 2023 DOL Form 5500 filing, ranking in the 74th 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.

  • #13,788 in Healthcare & Social Assistance (17,684 peers)

Coverage in Alabama

Alabama Medical Group 401(k) Psp covers 163 participants in Alabama, about 45% of the average Alabama filer (state average ~360 per filing). Assets: $21M.

#13,788
in Healthcare & Social Assistance (17,684 peers)
+21.7%
assets growth YoY

Alabama Medical Group 401(k) Psp's outsized position by total assets

Alabama Medical Group 401(k) Psp vs every filed plan by assets

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

$21,279,216 Top 26% higher than 74% 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

Alabama Medical Group 401(k) Psp 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. Alabama Medical Group 401(k) Psp sits mid-pack in the medium band (163 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Alabama Medical Group 401(k) Psp reported net income rose from -$2M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Alabama Medical Group 401(k) Psp end-of-year assets rose from $17M in the plan year 2022 filing to $21M in the plan year 2023 filing.
  • Alabama Medical Group 401(k) Psp reported participants rose from 156 in the plan year 2022 filing to 163 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 202208207 · Alabama Medical Group P.C. PY 2023 · 401(k)

Alabama Medical Group 401(k) Psp · $21M · 163 · 74th

  • NET $21M
  • NET 163
  • NET 74th
  • NET 401(k)
  • NET near The Incoe Corporation Plan
  • NET ind #13788

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 →

Alabama Medical Group 401(k) Psp in the asset neighbourhood

Alabama Medical Group 401(k) PspAlabama Medical Group 401(k)…$21MThe Incoe Corporation Plan$21MR & E Automated Systems, LLC 401(k) Profit Sharing PlanR & E Automated Systems, LLC…$21MErlanger Health System Not for Profit 403(b) Retirement SavingsErlanger Health System Not f…$21MRba Custom Windows 401(k) PlanRba Custom Windows 401(k) Pl…$21M
End-of-year total assets ($M) among Alabama Medical Group 401(k) Psp and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Alabama filing particulars

Total Assets (Beginning of Year)$17M
Net Assets (End of Year)$21M
Net Income$4M
Employer EIN202208207
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Alabama Medical Group P.C.)

Sponsor-wide plan assets over time

All Alabama Medical Group P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$24M 36.24440094583164% vs 2022
2024 filing year
$16M$18M$20M$22M$24M$26M 202220232024 $17.5M $23.8M ▲ +36.2%
Year Plans Participants Total Assets
2022 1 156 $17M
2023 1 163 $21M
2024 1 159 $24M

Nearby 401(k) Plans in Alabama

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

Alabama Medical Group 401(k) Psp vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants Alabama Medical Group 401(k) Psp, Total assets ($B): 0.021279216 · Participants: 163Alabama Medical Group 401(k) PspRegions Financial Corporation 401(k) Plan, Total assets ($B): 2.854553916 · Participants: 20733Regions Financial Corporation 401(k) PlanEncompass Health Corporation 401(k) Retirement Plan, Total assets ($B): 1.49327201 · Participants: 24565Encompass Health Corporation 401(k) Retirement PlanHexagon Employee Retirement Savings Plan, Total assets ($B): 1.479278219 · Participants: 4618Hexagon Employee Retirement Savings PlanVulcan 401(k) Plan, Total assets ($B): 1.361024189 · Participants: 9487Vulcan 401(k) PlanMercedes-Benz U.S. International, Inc. Retirement and Savings Plan, Total assets ($B): 1.090263356 · Participants: 0Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan
Alabama Medical Group 401(k) Psp vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare Alabama Medical Group 401(k) Psp side-by-side with 3 peers →

Alabama Medical Group 401(k) Psp's out-of-state 401(k) peers by assets and headcount

Outside Alabama, the nearest 401(k) by assets is The Incoe Corporation Plan in MI ($21M); by covered participants it is Vvc of Texas LLC 401 (K) Profit Sharing Plan & Trust in TX (163 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (163 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 Alabama Medical Group 401(k) Psp assets move in 2023? ▼
Alabama Medical Group 401(k) Psp grew sharply - up 21.7% during 2023, from $17M to $21M. Reported net income was $4M.
How have Alabama Medical Group P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Alabama Medical Group P.C.'s sponsor-wide assets grew 36.2%, from $17M to $24M.
Which 401(k) plans are similar in size to Alabama Medical Group 401(k) Psp? ▼
Among 401(k) plans in other states, the closest by assets is The Incoe Corporation Plan in MI ($21M, 176 participants).
Which 401(k) plans cover a similar participant headcount to Alabama Medical Group 401(k) Psp? ▼
Among 401(k) plans in other states, the closest by covered participants is Vvc of Texas LLC 401 (K) Profit Sharing Plan & Trust in TX (163 participants, $491K 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 202208207.

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.