Other
2023 plan-year Other DOL Form 5500

Southeast Alabama Rural Health Associates 403(b) Plan

ERISA Form 5500 plan record drawn from DOL EBSA β€” verify with linked source filings below.

Sponsored by Southeast Alabama Rural Health Associates Β· Alabama Β· Other Services

What the 2023 filing shows

Southeast Alabama Rural Health Associates 403(b) Plan holds $8M for 138 participants - about $57,786 per participant, up 28.1% over the 2023 plan year.

$8M
total plan assets (2023 EOY)
138
covered participants
$57,786
avg assets per participant
+28.1%
assets growth YoY
Total Assets (2023)
$8M
Participants
138
State
Industry
Other Services

What the Filing Says About Southeast Alabama Rural Health Associates 403(b) Plan

Southeast Alabama Rural Health Associates 403(b) Plan is a Other retirement plan sponsored by Southeast Alabama Rural Health Associates, headquartered in Alabama. As of the 2023 Form 5500 filing, the plan reports $8M in total end-of-year assets and covers 138 participants across the Other Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 631178135, and the plan has been effective since 1997-01-08. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $6M at the beginning of 2023 to $8M at year-end β€” a gain of 28.1%. Net assets (after liabilities) closed the year at $8M, with reported net income of $2M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows β€” a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$6M
Total Assets (End of Year)$8M
Net Assets (End of Year)$8M
Net Income$2M
Plan TypeOther
Employer EIN631178135
Plan Effective Date1997-01-08
Filing StatusFILING RECEIVED

Sponsor Plan History (Southeast Alabama Rural Health Associates)

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 β€” same state, same plan type β€” ranked by total assets.

Frequently Asked Questions

How much money is in the Southeast Alabama Rural Health Associates 403(b) Plan?
As of the 2023 Form 5500 filing, Southeast Alabama Rural Health Associates 403(b) Plan holds $8M in total assets with 138 participants. It is sponsored by Southeast Alabama Rural Health Associates.
What type of plan is Southeast Alabama Rural Health Associates 403(b) Plan?
Southeast Alabama Rural Health Associates 403(b) Plan is a Other plan. It has been effective since 1997-01-08. The plan is filed with the U.S. Department of Labor under EIN 631178135.
Who sponsors the Southeast Alabama Rural Health Associates 403(b) Plan?
Southeast Alabama Rural Health Associates 403(b) Plan is sponsored by Southeast Alabama Rural Health Associates, located in Alabama. The sponsor's EIN is 631178135 and the plan operates in the Other Services industry.
How did Southeast Alabama Rural Health Associates 403(b) Plan perform in 2023?
Southeast Alabama Rural Health Associates 403(b) Plan grew by 28.1% during 2023, moving from $6M to $8M in total assets. Net income was $2M.
Where can I find official filings for Southeast Alabama Rural Health Associates 403(b) Plan?
Official Form 5500 filings for Southeast Alabama Rural Health Associates 403(b) Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 631178135 or plan name at efast.dol.gov.
How does Southeast Alabama Rural Health Associates 403(b) Plan compare to other plans?
You can compare Southeast Alabama Rural Health Associates 403(b) Plan against other Other plans on the plan type page, or view plans in Alabama on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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) β€” original filing retrieval by EIN 631178135.

Reference: IRS Publication 560 β€” Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B β€” Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.