401(k) · DOL Form 5500 · 2023

Integrated Behavioral Health 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
124
Participants Small participant base
37th
Percentile by assets National rank
$27,145
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Integrated Behavioral Health 401(k) Plan · Sponsored by Integrated Behavioral Health · Alabama · Healthcare & Social Assistance

$3M in assets, 124 participants

Integrated Behavioral Health's Integrated Behavioral Health 401(k) Plan reported $3M in total assets and 124 participants in its 2023 DOL Form 5500 filing, ranking in the 37th 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.

  • #6,909 in Healthcare & Social Assistance (17,684 peers)

Coverage in Alabama

Integrated Behavioral Health 401(k) Plan covers 124 participants in Alabama, about 34% of the average Alabama filer (state average ~360 per filing). Assets: $3M.

#6,909
in Healthcare & Social Assistance (17,684 peers)
+32.9%
assets growth YoY

Integrated Behavioral Health 401(k) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Integrated Behavioral Health 401(k) Plan vs every filed plan by assets

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

$3,366,003 37th percentile higher than 37% 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

Integrated Behavioral Health 401(k) 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. Integrated Behavioral Health 401(k) Plan sits mid-pack in the medium band (124 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Integrated Behavioral Health 401(k) Plan reported net income rose from $214K in the plan year 2022 filing to $833K in the plan year 2023 filing.
  • Integrated Behavioral Health 401(k) Plan end-of-year assets rose from $3M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • Integrated Behavioral Health 401(k) Plan reported participants rose from 100 in the plan year 2022 filing to 124 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 462336113 · Integrated Behavioral Health PY 2023 · 401(k)

Integrated Behavioral Health 401(k) Plan · $3M · 124 · 37th

  • BOOK $3M
  • VS-ST 124
  • BOY 37th
  • SCH 401(k)
  • EBSA near Richard Design Services, Inc. Field & Craft Regular 401(k) Plan
  • PART ind #6909

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 →

Integrated Behavioral Health 401(k) Plan in the asset neighbourhood

Integrated Behavioral Health 401(k) PlanIntegrated Behavioral Health…$3MRichard Design Services, Inc. Field & Craft Regular 401(k) PlanRichard Design Services, Inc…$3MJuvo Plus Inc. 401(k) Plan$3MSimonds Machinery Company 401(k) Profit Sharing Plan & TrustSimonds Machinery Company 40…$3MThe Company 401(k) Plan$3M
End-of-year total assets ($M) among Integrated Behavioral Health 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Alabama filing particulars

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$833K
Employer EIN462336113
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Integrated Behavioral Health)

Sponsor-wide plan assets over time

All Integrated Behavioral Health plans reported in each filing year

Latest sponsor-wide plan assets
$5M 79.99426069547424% vs 2022
2024 filing year
$2M$3M$4M$5M 202220232024 $2.53M $4.56M ▲ +80.2%
Year Plans Participants Total Assets
2022 1 100 $3M
2023 1 124 $3M
2024 1 155 $5M

Nearby 401(k) Plans in Alabama

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

Integrated Behavioral Health 401(k) Plan vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants Integrated Behavioral Health 401(k) Plan, Total assets ($B): 0.003366003 · Participants: 124Integrated Behavioral Health 401(k) 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
Integrated Behavioral Health 401(k) Plan vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare Integrated Behavioral Health 401(k) Plan side-by-side with 3 peers →

Integrated Behavioral Health 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Alabama, the nearest 401(k) by assets is Richard Design Services, Inc. Field & Craft Regular 401(k) Plan in TX ($3M); by covered participants it is F.L. Chamberlain School Retirement Plan in MA (124 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (124 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 Integrated Behavioral Health 401(k) Plan assets move in 2023? ▼
Integrated Behavioral Health 401(k) Plan surged - up 32.9% during 2023, from $3M to $3M. Reported net income was $833K.
How have Integrated Behavioral Health plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Integrated Behavioral Health's sponsor-wide assets grew 80.0%, from $3M to $5M.
Which 401(k) plans are similar in size to Integrated Behavioral Health 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Richard Design Services, Inc. Field & Craft Regular 401(k) Plan in TX ($3M, 987 participants).
Which 401(k) plans cover a similar participant headcount to Integrated Behavioral Health 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is F.L. Chamberlain School Retirement Plan in MA (124 participants, $1M 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 462336113.

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.