401(k) · DOL Form 5500 · 2023

Birmingham Hematology & Oncology Associates, LLC 401(k) Plan

Data updated 2026-08-25

$37M
Total assets Below avg plan size: 248
Participants Below avg headcount: 82nd
Percentile by assets National rank: $150,912
Avg per participant Above avg balance/head

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Official DOL plan name: Birmingham Hematology & Oncology Associates, LLC 401(k) Plan · Sponsored by Birmingham Hematology & Oncology Associates, LLC · Alabama · Healthcare & Social Assistance

$37M in assets, 248 participants

Birmingham Hematology & Oncology Associates, LLC's Birmingham Hematology & Oncology Associates, LLC 401(k) Plan reported $37M in total assets and 248 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd 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.

#15,013 in Healthcare & Social Assistance (17,684 peers)

Where Birmingham Hematology & Oncology Associates, LLC 401(k) Plan sits by assets

Birmingham Hematology & Oncology Associates, LLC 401(k) Plan sits in the top quartile of all filed plans by assets, $37M for 248 participants (~$150,912/participant), up 0.7% in 2023.

#15,013
in Healthcare & Social Assistance (17,684 peers): +0.7%
assets growth YoY: 0.4×
vs typical plan assets (national mean)

Birmingham Hematology & Oncology Associates, LLC 401(k) Plan's outsized position by total assets

Birmingham Hematology & Oncology Associates, LLC 401(k) Plan vs every filed plan by assets

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

$37,426,114 Top 18% higher than 82% 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

Birmingham Hematology & Oncology Associates, LLC 401(k) 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. Birmingham Hematology & Oncology Associates, LLC 401(k) Plan sits mid-pack in the medium band (248 participants).

Micro (1-10) 35,718 filings (27%) Small (11-100) 27,089 filings (21%) Medium (101-1,000) 55,445 filings (43%) Large (1,001-10,000) 10,273 filings (8%) Mega (10,000+) 1,374 filings (1%)

Birmingham Hematology & Oncology Associates, LLC 401(k) Plan reported net income rose from -$5M in the plan year 2022 filing to $273K in the plan year 2023 filing.
Birmingham Hematology & Oncology Associates, LLC 401(k) Plan reported participants rose from 233 in the plan year 2022 filing to 248 in the plan year 2023 filing.
Birmingham Hematology & Oncology Associates, LLC 401(k) Plan end-of-year assets rose from $37M in the plan year 2022 filing to $37M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 522170293 · Birmingham Hematology & Oncology Associates, LLC PY 2023 · 401(k)

Birmingham Hematology & Oncology Associates, LLC 401(k) Plan · $37M · 248 · 82nd

IND $37M
EOY 248
5500 82nd
ASSETS 401(k)
PCT near Cementation USA, Inc. 401(k) Plan
EIN ind #15013

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 →

End-of-year total assets ($M) among Birmingham Hematology & Oncology Associates, LLC 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)	$37M
Net Assets (End of Year)	$37M
Net Income	$273K
Employer EIN	522170293
Plan Effective Date	1999-08-01
Filing Status	FILING RECEIVED

Sponsor Plan History (Birmingham Hematology & Oncology Associates, LLC)

Latest sponsor-wide plan assets: $43M 16.104651917048592% vs 2022; 2024 filing year

Year	Plans	Participants	Total Assets
2022	1	233	$37M
2023	1	248	$37M
2024	1	238	$43M

Nearby 401(k) Plans in Alabama

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

Birmingham Hematology & Oncology Associates, LLC 401(k) Plan vs. nearby 401(k) plans in Alabama, assets vs. participants

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

Compare Birmingham Hematology & Oncology Associates, LLC 401(k) Plan side-by-side with 3 peers →

Birmingham Hematology & Oncology Associates, LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Alabama, the nearest 401(k) by assets is Cementation USA, Inc. 401(k) Plan in UT ($37M); by covered participants it is Teal's Management Group, Inc. 401(k) Plan in MN (248 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($37M here).

Cementation USA, Inc. 401(k) Plan (UT) $37M · 490
Dansko Holdings, Inc. Retirement Plan (PA) $37M · 114
Allied Printing Services, Incorporated 401(k) Retirement Savings Plan (CT) $37M · 364
Vector Resources, Inc. 401(k) Plan (CA) $37M · 287

Similar participant headcount

Nearest other-state filings by covered participants (248 participants); asset peers above are excluded.

Teal's Management Group, Inc. 401(k) Plan (MN) 248 · 0 off
Exotic Rubber & Plastics Corp. 401(k) Plan (MI) 248 · 0 off
Good Samaritan Hospital Association 401(k) Plan (ND) 248 · 0 off
Coastal Vineyard Services, Inc 401(k) Plan (CA) 248 · 0 off

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 Birmingham Hematology & Oncology Associates, LLC 401(k) Plan assets move in 2023? ▼

Birmingham Hematology & Oncology Associates, LLC 401(k) Plan held essentially flat - up 0.7% during 2023, from $37M to $37M. Reported net income was $273K.

How have Birmingham Hematology & Oncology Associates, LLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Birmingham Hematology & Oncology Associates, LLC's sponsor-wide assets grew 16.1%, from $37M to $43M.

Where does Birmingham Hematology & Oncology Associates, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼

Birmingham Hematology & Oncology Associates, LLC 401(k) Plan ranks in the 82nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).

Which 401(k) plans are similar in size to Birmingham Hematology & Oncology Associates, LLC 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by assets is Cementation USA, Inc. 401(k) Plan in UT ($37M, 490 participants).

Which 401(k) plans cover a similar participant headcount to Birmingham Hematology & Oncology Associates, LLC 401(k) Plan? ▼

Among 401(k) plans in other states, the closest by covered participants is Teal's Management Group, Inc. 401(k) Plan in MN (248 participants, $5M 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 522170293.