Other · DOL Form 5500 · 2023

West Alabama Mental Health Board, Inc. Retirement Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
83
Participants Small participant base
33rd
Percentile by assets National rank
$30,214
Avg per participant Low balance/head
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Official DOL plan name: West Alabama Mental Health Board, Inc. 403(b) Plan · Sponsored by West Alabama Mental Health Board, Inc. · Alabama · Healthcare & Social Assistance

$3M in assets, 83 participants

West Alabama Mental Health Board, Inc.'s West Alabama Mental Health Board, Inc. 403(b) Plan reported $3M in total assets and 83 participants in its 2023 DOL Form 5500 filing, ranking in the 33rd 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.

  • #5,833 in Healthcare & Social Assistance (17,684 peers)

West Alabama Mental Health Board, Inc. multi-year trail

West Alabama Mental Health Board, Inc.'s plans moved +35.2% in assets from 2022 to 2024; this filing shows West Alabama Mental Health Board, Inc. 403(b) Plan at $3M / 83 participants.

#5,833
in Healthcare & Social Assistance (17,684 peers)
+16.8%
assets growth YoY

West Alabama Mental Health Board, Inc. 403(b) Plan among the smaller filed plans by assets

West Alabama Mental Health Board, Inc. 403(b) Plan vs every filed plan by assets

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

$2,507,778 33rd percentile higher than 33% 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

West Alabama Mental Health Board, Inc. 403(b) Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. West Alabama Mental Health Board, Inc. 403(b) Plan is a small filing (83 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • West Alabama Mental Health Board, Inc. 403(b) Plan reported net income rose from -$305K in the plan year 2022 filing to $361K in the plan year 2023 filing.
  • West Alabama Mental Health Board, Inc. 403(b) Plan end-of-year assets rose from $2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • West Alabama Mental Health Board, Inc. 403(b) Plan reported participants fell from 91 in the plan year 2022 filing to 83 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 630588645 · West Alabama Mental Health Board, Inc. PY 2023 · Other

West Alabama Mental Health Board, Inc. 403(b) Plan · $3M · 83 · 33rd

  • RANK $3M
  • PHOTO 83
  • IND 33rd
  • EOY Other
  • 5500 near The Corporate Source, Inc. 403(b) Plan
  • ASSETS ind #5833

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 →

West Alabama Mental Health Board, Inc. 403(b) Plan in the asset neighbourhood

Tax Deferred Annuity Plan of Postgraduate Center for Mental HealthTax Deferred Annuity Plan of…$3MLulac Head Start, Inc. 403(b) Retirement PlanLulac Head Start, Inc. 403(b…$3MSage Memorial Hospital Tax Sheltered AnnuitySage Memorial Hospital Tax S…$3MWest Alabama Mental Health Board, Inc. 403(b) PlanWest Alabama Mental Health B…$3MThe Corporate Source, Inc. 403(b) PlanThe Corporate Source, Inc. 4…$3M
End-of-year total assets ($M) among West Alabama Mental Health Board, Inc. 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

West Alabama Mental Health Board, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All West Alabama Mental Health Board, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 35.242085552654686% vs 2022
2024 filing year
$2M$2.5M$3M 202220232024 $2.15M $2.9M ▲ +34.9%
Year Plans Participants Total Assets
2022 1 91 $2M
2023 1 83 $3M
2024 1 91 $3M

West Alabama Mental Health Board, Inc. filing trail (2023)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$361K
Employer EIN630588645
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Alabama

Peer Other plans, same state, same plan type, ranked by total assets.

West Alabama Mental Health Board, Inc. 403(b) Plan vs. nearby Other plans in Alabama, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -0.500.511.5 Total assets ($B) Participants West Alabama Mental Health Board, Inc. 403(b) Plan, Total assets ($B): 0.002507778 · Participants: 83West Alabama Mental Health Board, Inc. 403(b) PlanUniversity of Alabama Health Services Foundation P.C. 403(b) Retirement Annuity Plan, Total assets ($B): 1.369303126 · Participants: 4563University of Alabama Health Services Foundation P.C. 403(b) Retirement Annuity PlanDrummond Company, Inc. Savings Plan for Salaried Employees, Total assets ($B): 0.119179693 · Participants: 451Drummond Company, Inc. Savings Plan for Salaried EmployeesSamford University 403(b) Salary Deferral and Defined Contribution Plan, Total assets ($B): 0.108027518 · Participants: 1619Samford University 403(b) Salary Deferral and Defined Contribution PlanUab Medicine Enterprise 403(b) Retirement Plan, Total assets ($B): 0.08743911 · Participants: 543Uab Medicine Enterprise 403(b) Retirement PlanBirmingham-Southern College Defined Contribution and Tax Deferred Annuity Plan, Total assets ($B): 0.084866155 · Participants: 464Birmingham-Southern College Defined Contribution and Tax Deferred Annuity Plan
West Alabama Mental Health Board, Inc. 403(b) Plan vs. nearby Other plans in Alabama, assets vs. participants
Compare West Alabama Mental Health Board, Inc. 403(b) Plan side-by-side with 3 peers →

West Alabama Mental Health Board, Inc. 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Alabama, the nearest Other by assets is The Corporate Source, Inc. 403(b) Plan in NY ($3M); by covered participants it is United Way of Greater Cincinnati 403(b) Plan in OH (83 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (83 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 West Alabama Mental Health Board, Inc. 403(b) Plan assets move in 2023? ▼
West Alabama Mental Health Board, Inc. 403(b) Plan grew sharply - up 16.8% during 2023, from $2M to $3M. Reported net income was $361K.
How have West Alabama Mental Health Board, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), West Alabama Mental Health Board, Inc.'s sponsor-wide assets grew 35.2%, from $2M to $3M.
Which Other plans are similar in size to West Alabama Mental Health Board, Inc. 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is The Corporate Source, Inc. 403(b) Plan in NY ($3M, 198 participants).
Which Other plans cover a similar participant headcount to West Alabama Mental Health Board, Inc. 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is United Way of Greater Cincinnati 403(b) Plan in OH (83 participants, $9M 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 630588645.

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.