Profit Sharing · DOL Form 5500 · 2023
The Health Care Authority for Baptist Health, an Aff of Uab Hlth Systm Profit Sharing Plan
Data updated 2026-08-25
- $45M
- Total assets Below avg plan size
- 2,207
- Participants Above avg headcount
- 84th
- Percentile by assets National rank
- $20,164
- Avg per participant Low balance/head
Official DOL plan name: The Health Care Authority for Baptist Health Matching Dollar Plan · Sponsored by The Health Care Authority for Baptist Health, an Aff of Uab Hlth Systm · Alabama · Healthcare & Social Assistance
$45M in assets, 2,207 participants
The Health Care Authority for Baptist Health, an Aff of Uab Hlth Systm's The Health Care Authority for Baptist Health Matching Dollar Plan reported $45M in total assets and 2,207 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.
- #15,318 in Healthcare & Social Assistance (17,684 peers)
Coverage in Alabama
The Health Care Authority for Baptist Health Matching Dollar Plan covers 2,207 participants in Alabama, 6.1x the typical Alabama plan (state average ~360 per filing). Assets: $45M.
- #15,318
- in Healthcare & Social Assistance (17,684 peers)
- +18.4%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
The Health Care Authority for Baptist Health Matching Dollar Plan's outsized position by total assets
The Health Care Authority for Baptist Health Matching Dollar Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$44,503,015 Top 16% higher than 84% 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
The Health Care Authority for Baptist Health Matching Dollar Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Health Care Authority for Baptist Health Matching Dollar Plan lands in the large band (2,207 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- The Health Care Authority for Baptist Health Matching Dollar Plan reported net income rose from -$6M in the plan year 2022 filing to $7M in the plan year 2023 filing.
- The Health Care Authority for Baptist Health Matching Dollar Plan end-of-year assets rose from $38M in the plan year 2022 filing to $45M in the plan year 2023 filing.
- The Health Care Authority for Baptist Health Matching Dollar Plan reported participants fell from 2,454 in the plan year 2022 filing to 2,207 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 203204949 · The Health Care Authority for Baptist Health, an Aff of Uab Hlth Systm PY 2023 · Profit Sharing
The Health Care Authority for Baptist Health Matching Dollar Plan · $45M · 2,207 · 84th
- EBSA $45M
- PART 2,207
- TYPE 84th
- NET Profit Sharing
- BOOK near Communication Workers of America, AFL-CIO Local 1170 Retirement Plan
- VS-ST ind #15318
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 →
The Health Care Authority for Baptist Health Matching Dollar Plan in the asset neighbourhood
Alabama filing particulars
| Total Assets (Beginning of Year) | $38M |
|---|---|
| Net Assets (End of Year) | $45M |
| Net Income | $7M |
| Employer EIN | 203204949 |
| Plan Effective Date | 1998-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Health Care Authority for Baptist Health, an Aff of Uab Hlth Systm)
Sponsor-wide plan assets over time
All The Health Care Authority for Baptist Health, an Aff of Uab Hlth Systm plans reported in each filing year
- Latest sponsor-wide plan assets
- $49M 30.36560996866497% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,454 | $38M |
| 2023 | 1 | 2,207 | $45M |
| 2024 | 1 | 2,217 | $49M |
Nearby Profit Sharing Plans in Alabama
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Pathology Associates, P.C. Profit Sharing Plan and Trust $33M · 42
- Radiology Associates of Dothan, P.a. Profit Sharing Plan $27M · 16
- Auto Investment, Inc. 401(k) Plan $24M · 392
- Southlake Orthopaedics Sports Medicine & Spine Center Profit Sharing Plan $15M · 103
- Montgomery Rheumatology Associates, P.a. Profit Sharing Plan $14M · 6
The Health Care Authority for Baptist Health Matching Dollar Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Alabama, the nearest Profit Sharing by assets is Communication Workers of America, AFL-CIO Local 1170 Retirement Plan in NY ($44M); by covered participants it is Medical Card System Savings Plan in PR (2,205 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($45M here).
- Communication Workers of America, AFL-CIO Local 1170 Retirement Plan (NY) $44M · 236
- Miller Electric Company Employees Profit Sharing Plan (FL) $44M · 555
- V. Suarez & Co., Inc. Retirement Plan (PR) $45M · 529
- Empire State Highway Contractors Association, Inc. Retirement Plan for the Employees of Lancaster Development, Inc. (NY) $45M · 108
Similar participant headcount
Nearest other-state filings by covered participants (2,207 participants); asset peers above are excluded.
- Medical Card System Savings Plan (PR) 2,205 · 2 off
- Jefferson University Physician Voluntary 403(b) Tda Plan (PA) 2,211 · 4 off
- Hawaii Electricians Annuity Plan (HI) 2,215 · 8 off
- Southern New Hampshire Medical Center 401(a) Retirement Savings Plus Plan (NH) 2,195 · 12 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.