401(k) · DOL Form 5500 · 2023

Med-South, Inc. 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
298
Participants Below avg headcount
36th
Percentile by assets National rank
$10,386
Avg per participant Low balance/head
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Official DOL plan name: Med-South, Inc. 401(k) Savings Plan · Sponsored by Med-South, Inc. · Alabama · Retail Trade

$3M in assets, 298 participants

Med-South, Inc.'s Med-South, Inc. 401(k) Savings Plan reported $3M in total assets and 298 participants in its 2023 DOL Form 5500 filing, ranking in the 36th 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.

  • #4,006 in Retail Trade (8,414 peers)

Med-South, Inc. multi-year trail

Med-South, Inc.'s plans moved +72.2% in assets from 2022 to 2024; this filing shows Med-South, Inc. 401(k) Savings Plan at $3M / 298 participants.

#4,006
in Retail Trade (8,414 peers)
+35.1%
assets growth YoY

Med-South, Inc. 401(k) Savings Plan's mid-pack asset rank among Retail Trade and all filers

Med-South, Inc. 401(k) Savings Plan vs every filed plan by assets

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

$3,095,158 36th percentile higher than 36% 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

Med-South, Inc. 401(k) Savings Plan 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. Med-South, Inc. 401(k) Savings Plan sits mid-pack in the medium band (298 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Med-South, Inc. 401(k) Savings Plan reported net income rose from -$3K in the plan year 2022 filing to $805K in the plan year 2023 filing.
  • Med-South, Inc. 401(k) Savings Plan end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Med-South, Inc. 401(k) Savings Plan reported participants rose from 283 in the plan year 2022 filing to 298 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 630714407 · Med-South, Inc. PY 2023 · 401(k)

Med-South, Inc. 401(k) Savings Plan · $3M · 298 · 36th

  • BOY $3M
  • BOY 298
  • BOY 36th
  • BOY 401(k)
  • BOY near Business Talent Group LLC 401(k) Profit Sharing Plan & Trust
  • BOY ind #4006

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 Retail Trade retirement plans → · Plans in Alabama →

Med-South, Inc. 401(k) Savings Plan in the asset neighbourhood

Med-South, Inc. 401(k) Savings PlanMed-South, Inc. 401(k) Savin…$3MBusiness Talent Group LLC 401(k) Profit Sharing Plan & TrustBusiness Talent Group LLC 40…$3MPerrett's Profit Sharing Plan$3MThe Law Offices of Dale S. Wilson 401(k) PlanThe Law Offices of Dale S. W…$3MThe Lagasse Group LLC 401(k) Profit Sharing Plan & TrustThe Lagasse Group LLC 401(k)…$3M
End-of-year total assets ($M) among Med-South, Inc. 401(k) Savings Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Med-South, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Med-South, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$4M 72.24996910948428% vs 2022
2024 filing year
$2M$2.5M$3M$3.5M$4M$4.5M 202220232024 $2.29M $3.95M ▲ +72.5%
Year Plans Participants Total Assets
2022 1 283 $2M
2023 1 298 $3M
2024 1 297 $4M

Med-South, Inc. filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$805K
Employer EIN630714407
Plan Effective Date1994-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Alabama

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

Med-South, Inc. 401(k) Savings Plan vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants Med-South, Inc. 401(k) Savings Plan, Total assets ($B): 0.003095158 · Participants: 298Med-South, Inc. 401(k) Savings PlanRegions 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
Med-South, Inc. 401(k) Savings Plan vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare Med-South, Inc. 401(k) Savings Plan side-by-side with 3 peers →

Med-South, Inc. 401(k) Savings Plan's out-of-state 401(k) peers by assets and headcount

Outside Alabama, the nearest 401(k) by assets is Business Talent Group LLC 401(k) Profit Sharing Plan & Trust in IL ($3M); by covered participants it is Silvertip Completion Services in TX (298 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (298 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 Med-South, Inc. 401(k) Savings Plan assets move in 2023? ▼
Med-South, Inc. 401(k) Savings Plan surged - up 35.1% during 2023, from $2M to $3M. Reported net income was $805K.
How have Med-South, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Med-South, Inc.'s sponsor-wide assets grew 72.2%, from $2M to $4M.
Which 401(k) plans are similar in size to Med-South, Inc. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by assets is Business Talent Group LLC 401(k) Profit Sharing Plan & Trust in IL ($3M, 43 participants).
Which 401(k) plans cover a similar participant headcount to Med-South, Inc. 401(k) Savings Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Silvertip Completion Services in TX (298 participants, N/A 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 630714407.

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.