Other · DOL Form 5500 · 2023
Southeast Alabama Rural Health Associates Retirement Plan
Data updated 2026-08-25
- $8M
- Total assets Small plan by assets
- 138
- Participants Small participant base
- 54th
- Percentile by assets National rank
- $57,786
- Avg per participant Low balance/head
Official DOL plan name: Southeast Alabama Rural Health Associates 403(b) Plan · Sponsored by Southeast Alabama Rural Health Associates · Alabama · Other Services
$8M in assets, 138 participants
Southeast Alabama Rural Health Associates's Southeast Alabama Rural Health Associates 403(b) Plan reported $8M in total assets and 138 participants in its 2023 DOL Form 5500 filing, ranking in the 54th 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.
- #5,733 in Other Services (7,857 peers)
Coverage in Alabama
Southeast Alabama Rural Health Associates 403(b) Plan covers 138 participants in Alabama, about 38% of the average Alabama filer (state average ~360 per filing). Assets: $8M.
- #5,733
- in Other Services (7,857 peers)
- +28.1%
- assets growth YoY
Southeast Alabama Rural Health Associates 403(b) Plan's mid-pack asset rank among Other Services and all filers
Southeast Alabama Rural Health Associates 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$7,974,453 Top 46% higher than 54% 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
Southeast Alabama Rural Health Associates 403(b) 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. Southeast Alabama Rural Health Associates 403(b) Plan sits mid-pack in the medium band (138 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Southeast Alabama Rural Health Associates 403(b) Plan reported net income rose from -$468K in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Southeast Alabama Rural Health Associates 403(b) Plan end-of-year assets rose from $6M in the plan year 2022 filing to $8M in the plan year 2023 filing.
- Southeast Alabama Rural Health Associates 403(b) Plan reported participants fell from 159 in the plan year 2022 filing to 138 in the plan year 2023 filing.
DOL schedule card
Filing strip 631178135 · Southeast Alabama Rural Health Associates PY 2023 · Other
Southeast Alabama Rural Health Associates 403(b) Plan · $8M · 138 · 54th
- 5500 $8M
- ASSETS 138
- PCT 54th
- EIN Other
- RANK near Amber Charter School 403(b) DC Plan
- PHOTO ind #5733
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 Other Services retirement plans → · Plans in Alabama →
Southeast Alabama Rural Health Associates 403(b) Plan in the asset neighbourhood
Alabama filing particulars
| Total Assets (Beginning of Year) | $6M |
|---|---|
| Net Assets (End of Year) | $8M |
| Net Income | $2M |
| Employer EIN | 631178135 |
| Plan Effective Date | 1997-01-08 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Southeast Alabama Rural Health Associates)
Sponsor-wide plan assets over time
All Southeast Alabama Rural Health Associates plans reported in each filing year
- Latest sponsor-wide plan assets
- $10M 53.223228864132246% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 159 | $6M |
| 2023 | 1 | 138 | $8M |
| 2024 | 1 | 136 | $10M |
Nearby Other Plans in Alabama
Peer Other plans, same state, same plan type, ranked by total assets.
- University of Alabama Health Services Foundation P.C. 403(b) Retirement Annuity Plan $1.4B · 4,563
- Drummond Company, Inc. Savings Plan for Salaried Employees $119M · 451
- Samford University 403(b) Salary Deferral and Defined Contribution Plan $108M · 1,619
- Uab Medicine Enterprise 403(b) Retirement Plan $87M · 543
- Birmingham-Southern College Defined Contribution and Tax Deferred Annuity Plan $85M · 464
Southeast Alabama Rural Health Associates 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Alabama, the nearest Other by assets is Amber Charter School 403(b) DC Plan in NY ($8M); by covered participants it is Hospice of Southern Maine Retirement Savings Plan in ME (138 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($8M here).
Similar participant headcount
Nearest other-state filings by covered participants (138 participants); asset peers above are excluded.
- Hospice of Southern Maine Retirement Savings Plan (ME) 138 · 0 off
- New York College of Podiatric Medicine 403(b) Tda Plan (NY) 138 · 0 off
- USA Hockey, Inc. 403(b) Plan (CO) 138 · 0 off
- Community Action Wayne/Medina Retirement Savings Plan (OH) 138 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.