401(k) · DOL Form 5500 · 2023

Methodist Homes for the Aging 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
584
Participants Below avg headcount
32nd
Percentile by assets National rank
$3,896
Avg per participant Low balance/head
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Official DOL plan name: Methodist Homes for the Aging 401(k) Retirement Plan · Sponsored by Methodist Homes for the Aging · Alabama · Healthcare & Social Assistance

$2M in assets, 584 participants

Methodist Homes for the Aging's Methodist Homes for the Aging 401(k) Retirement Plan reported $2M in total assets and 584 participants in its 2023 DOL Form 5500 filing, ranking in the 32nd 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.

  • #5,537 in Healthcare & Social Assistance (17,684 peers)

Methodist Homes for the Aging multi-year trail

Methodist Homes for the Aging's plans moved +20.3% in assets from 2022 to 2024; this filing shows Methodist Homes for the Aging 401(k) Retirement Plan at $2M / 584 participants.

#5,537
in Healthcare & Social Assistance (17,684 peers)
+14.1%
assets growth YoY

Methodist Homes for the Aging 401(k) Retirement Plan among the smaller filed plans by assets

Methodist Homes for the Aging 401(k) Retirement Plan vs every filed plan by assets

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

$2,275,315 32nd percentile higher than 32% 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

Methodist Homes for the Aging 401(k) Retirement 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. Methodist Homes for the Aging 401(k) Retirement Plan sits mid-pack in the medium band (584 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Methodist Homes for the Aging 401(k) Retirement Plan reported net income rose from -$145K in the plan year 2022 filing to $280K in the plan year 2023 filing.
  • Methodist Homes for the Aging 401(k) Retirement Plan end-of-year assets rose from $2M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Methodist Homes for the Aging 401(k) Retirement Plan reported participants fell from 614 in the plan year 2022 filing to 584 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 630376518 · Methodist Homes for the Aging PY 2023 · 401(k)

Methodist Homes for the Aging 401(k) Retirement Plan · $2M · 584 · 32nd

  • ASSETS $2M
  • PCT 584
  • EIN 32nd
  • RANK 401(k)
  • PHOTO near Autism Outreach Southern California 401(k) Profit Sharing Plan Trust
  • IND ind #5537

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 →

Methodist Homes for the Aging 401(k) Retirement Plan in the asset neighbourhood

Methodist Homes for the Aging 401(k) Retirement PlanMethodist Homes for the Agin…$2MAutism Outreach Southern California 401(k) Profit Sharing Plan TrustAutism Outreach Southern Cal…$2MAmor Home Care Inc 401(k) PlanAmor Home Care Inc 401(k) Pl…$2MNatural Energy Services Retirement Readiness PlanNatural Energy Services Reti…$2MRainbow Room, LLC 401(k) Compass Retirement PlanRainbow Room, LLC 401(k) Com…$2M
End-of-year total assets ($M) among Methodist Homes for the Aging 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Methodist Homes for the Aging multi-year asset trail

Sponsor-wide plan assets over time

All Methodist Homes for the Aging plans reported in each filing year

Latest sponsor-wide plan assets
$2M 20.261248869649258% vs 2022
2024 filing year
$1.8M$2M$2.2M$2.4M$2.6M 202220232024 $1.99M $2.4M ▲ +20.6%
Year Plans Participants Total Assets
2022 1 614 $2M
2023 1 584 $2M
2024 1 613 $2M

Methodist Homes for the Aging filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$280K
Employer EIN630376518
Plan Effective Date1997-03-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Alabama

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

Methodist Homes for the Aging 401(k) Retirement Plan vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants Methodist Homes for the Aging 401(k) Retirement Plan, Total assets ($B): 0.002275315 · Participants: 584Methodist Homes for the Aging 401(k) Retirement 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
Methodist Homes for the Aging 401(k) Retirement Plan vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare Methodist Homes for the Aging 401(k) Retirement Plan side-by-side with 3 peers →

Methodist Homes for the Aging 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Alabama, the nearest 401(k) by assets is Autism Outreach Southern California 401(k) Profit Sharing Plan Trust in CA ($2M); by covered participants it is Howard Sheppard, LLC 401(k) Plan in GA (584 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (584 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 Methodist Homes for the Aging 401(k) Retirement Plan assets move in 2023? ▼
Methodist Homes for the Aging 401(k) Retirement Plan grew at a solid clip - up 14.1% during 2023, from $2M to $2M. Reported net income was $280K.
How have Methodist Homes for the Aging plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Methodist Homes for the Aging's sponsor-wide assets grew 20.3%, from $2M to $2M.
Which 401(k) plans are similar in size to Methodist Homes for the Aging 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Autism Outreach Southern California 401(k) Profit Sharing Plan Trust in CA ($2M, 379 participants).
Which 401(k) plans cover a similar participant headcount to Methodist Homes for the Aging 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Howard Sheppard, LLC 401(k) Plan in GA (584 participants, $11M 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 630376518.

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.