Other · DOL Form 5500 · 2023
University of Alabama Health Services Foundation, P.C. Retirement Plan
Data updated 2026-08-25
- $1.4B
- Total assets Very large vs avg
- 4,563
- Participants Above avg headcount
- 99th
- Percentile by assets National rank
- $300,088
- Avg per participant High balance/head
Official DOL plan name: University of Alabama Health Services Foundation P.C. 403(b) Retirement Annuity Plan · Sponsored by University of Alabama Health Services Foundation, P.C. · Alabama · Healthcare & Social Assistance
$1.4B in assets, 4,563 participants
University of Alabama Health Services Foundation, P.C.'s University of Alabama Health Services Foundation P.C. 403(b) Retirement Annuity Plan reported $1.4B in total assets and 4,563 participants in its 2023 DOL Form 5500 filing, ranking in the 99th 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.
- #17,533 in Healthcare & Social Assistance (17,684 peers)
Coverage in Alabama
University of Alabama Health Services Foundation P.C. 403(b) Retirement Annuity Plan covers 4,563 participants in Alabama, 13x the typical Alabama plan (state average ~360 per filing). Assets: $1.4B.
- #17,533
- in Healthcare & Social Assistance (17,684 peers)
- +17.7%
- assets growth YoY
- 14×
- vs typical plan assets (national mean)
University of Alabama Health Services Foundation P.C. 403(b) Retirement Annuity Plan's outsized position by total assets
University of Alabama Health Services Foundation P.C. 403(b) Retirement Annuity Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$1,369,303,126 Top 1% higher than 99% 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
University of Alabama Health Services Foundation P.C. 403(b) Retirement Annuity 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. University of Alabama Health Services Foundation P.C. 403(b) Retirement Annuity Plan lands in the large band (4,563 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- University of Alabama Health Services Foundation P.C. 403(b) Retirement Annuity Plan reported net income rose from -$186M in the plan year 2022 filing to $206M in the plan year 2023 filing.
- University of Alabama Health Services Foundation P.C. 403(b) Retirement Annuity Plan end-of-year assets rose from $1.2B in the plan year 2022 filing to $1.4B in the plan year 2023 filing.
- University of Alabama Health Services Foundation P.C. 403(b) Retirement Annuity Plan reported participants rose from 4,400 in the plan year 2022 filing to 4,563 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 630649108 · University of Alabama Health Services Foundation, P.C. PY 2023 · Other
University of Alabama Health Services Foundation P.C. 403(b) Retirement Annuity Plan · $1.4B · 4,563 · 99th
- PCT $1.4B
- EIN 4,563
- RANK 99th
- PHOTO Other
- IND near The Children's Hospital Corporation Tax-Deferred Annuity Plan
- EOY ind #17533
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 →
University of Alabama Health Services Foundation P.C. 403(b) Retirement Annuity Plan in the asset neighbourhood
Alabama filing particulars
| Total Assets (Beginning of Year) | $1.2B |
|---|---|
| Net Assets (End of Year) | $1.4B |
| Net Income | $206M |
| Employer EIN | 630649108 |
| Plan Effective Date | 1976-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (University of Alabama Health Services Foundation, P.C.)
Sponsor-wide plan assets over time
All University of Alabama Health Services Foundation, P.C. plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.6B 35.03276659886933% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 4,409 | $1.2B |
| 2023 | 2 | 4,571 | $1.4B |
| 2024 | 2 | 4,822 | $1.6B |
Nearby Other Plans in Alabama
Peer Other plans, same state, same plan type, ranked by total assets.
- 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
- Plumbers & Pipefitters Local 760 Savings and Investment Plan $58M · 1,319
University of Alabama Health Services Foundation P.C. 403(b) Retirement Annuity Plan's out-of-state Other peers by assets and headcount
Outside Alabama, the nearest Other by assets is The Children's Hospital Corporation Tax-Deferred Annuity Plan in MA ($1.4B); by covered participants it is Mainegeneral Health 403(b) Retirement Plan in ME (4,570 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($1.4B here).
- The Children's Hospital Corporation Tax-Deferred Annuity Plan (MA) $1.4B · 14,199
- Dartmouth Health 403(b) Plan (NH) $1.4B · 10,995
- St. John's University Defined Contribution Retirement Plan (NY) $1.4B · 3,335
- Hawai'i Pacific Health 403(b) Savings Plan (HI) $1.3B · 7,137
Similar participant headcount
Nearest other-state filings by covered participants (4,563 participants); asset peers above are excluded.
- Mainegeneral Health 403(b) Retirement Plan (ME) 4,570 · 7 off
- Torrance Health Association 403(b) Plan (CA) 4,609 · 46 off
- Freeman Employee Savings Plan (MO) 4,515 · 48 off
- Nicklaus Children's Health System Retirement Plan (FL) 4,481 · 82 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.