401(k) · DOL Form 5500 · 2023
Pulmonary Associates of the Southeast, P.C. 401(k) Plan
Data updated 2026-08-25
- $3M
- Total assets Small plan by assets
- 35
- Participants Small participant base
- 37th
- Percentile by assets National rank
- $96,614
- Avg per participant Below avg balance/head
Official DOL plan name: Pulmonary Associates of the Southeast 401(k) Profit Sharing Plan · Sponsored by Pulmonary Associates of the Southeast, P.C. · Alabama · Healthcare & Social Assistance
$3M in assets, 35 participants
Pulmonary Associates of the Southeast, P.C.'s Pulmonary Associates of the Southeast 401(k) Profit Sharing Plan reported $3M in total assets and 35 participants in its 2023 DOL Form 5500 filing, ranking in the 37th 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.
- #6,932 in Healthcare & Social Assistance (17,684 peers)
2023 asset change
Pulmonary Associates of the Southeast 401(k) Profit Sharing Plan pulled back noticeably 10.3% in 2023 ($4M → $3M) for 35 participants.
- #6,932
- in Healthcare & Social Assistance (17,684 peers)
- -10.3%
- assets change YoY
The plan reported a net loss of $388K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Pulmonary Associates of the Southeast 401(k) Profit Sharing Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Pulmonary Associates of the Southeast 401(k) Profit Sharing Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$3,381,475 37th percentile higher than 37% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Pulmonary Associates of the Southeast 401(k) Profit Sharing Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Pulmonary Associates of the Southeast 401(k) Profit Sharing Plan is a small filing (35 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Pulmonary Associates of the Southeast 401(k) Profit Sharing Plan reported net income rose from -$1M in the plan year 2022 filing to -$388K in the plan year 2023 filing.
- Pulmonary Associates of the Southeast 401(k) Profit Sharing Plan reported participants fell from 43 in the plan year 2022 filing to 35 in the plan year 2023 filing.
- Pulmonary Associates of the Southeast 401(k) Profit Sharing Plan end-of-year assets fell from $4M in the plan year 2022 filing to $3M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 630854645 · Pulmonary Associates of the Southeast, P.C. PY 2023 · 401(k)
Pulmonary Associates of the Southeast 401(k) Profit Sharing Plan · $3M · 35 · 37th
- IND $3M
- IND 35
- IND 37th
- IND 401(k)
- IND near 403(b) Thrift Plan for Employees of Sojourner Family Peace Center, Inc.
- IND ind #6932
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 →
Pulmonary Associates of the Southeast 401(k) Profit Sharing Plan in the asset neighbourhood
Pulmonary Associates of the Southeast, P.C. years around the 2023 move
Sponsor-wide plan assets over time
All Pulmonary Associates of the Southeast, P.C. plans reported in each filing year
- Latest sponsor-wide plan assets
- $3M 9.891274820241602% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 43 | $4M |
| 2023 | 1 | 35 | $3M |
| 2024 | 1 | 28 | $3M |
2023 asset-move particulars
| Total Assets (Beginning of Year) | $4M |
|---|---|
| Net Assets (End of Year) | $3M |
| Net Income | -$388K |
| Employer EIN | 630854645 |
| Plan Effective Date | 1984-10-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Alabama
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Regions Financial Corporation 401(k) Plan $2.9B · 20,733
- Encompass Health Corporation 401(k) Retirement Plan $1.5B · 24,565
- Hexagon Employee Retirement Savings Plan $1.5B · 4,618
- Vulcan 401(k) Plan $1.4B · 9,487
- Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan $1.1B · N/A
Pulmonary Associates of the Southeast 401(k) Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount
Outside Alabama, the nearest 401(k) by assets is 403(b) Thrift Plan for Employees of Sojourner Family Peace Center, Inc. in WI ($3M); by covered participants it is Little - Morris, LLP Profit Sharing Plan in ID (35 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3M here).
Similar participant headcount
Nearest other-state filings by covered participants (35 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.