401(k) · DOL Form 5500 · 2023

Bradford Health Services 401(k) Plan

Data updated 2026-08-25

$11M
Total assets Small plan by assets
567
Participants Below avg headcount
60th
Percentile by assets National rank
$18,852
Avg per participant Low balance/head
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Official DOL plan name: Bradford Health Services 401(k) Profit Sharing Pla · Sponsored by Bradford Health Services · Alabama · Healthcare & Social Assistance

$11M in assets, 567 participants

Bradford Health Services's Bradford Health Services 401(k) Profit Sharing Pla reported $11M in total assets and 567 participants in its 2023 DOL Form 5500 filing, ranking in the 60th 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.

  • #11,593 in Healthcare & Social Assistance (17,684 peers)

Bradford Health Services multi-year trail

Bradford Health Services's plans moved +13.7% in assets from 2022 to 2024; this filing shows Bradford Health Services 401(k) Profit Sharing Pla at $11M / 567 participants.

#11,593
in Healthcare & Social Assistance (17,684 peers)
+3.8%
assets growth YoY

Bradford Health Services 401(k) Profit Sharing Pla's mid-pack asset rank among Healthcare & Social Assistance and all filers

Bradford Health Services 401(k) Profit Sharing Pla vs every filed plan by assets

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

$10,688,806 Top 40% higher than 60% 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

Bradford Health Services 401(k) Profit Sharing Pla 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. Bradford Health Services 401(k) Profit Sharing Pla sits mid-pack in the medium band (567 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Bradford Health Services 401(k) Profit Sharing Pla reported net income rose from -$967K in the plan year 2022 filing to $392K in the plan year 2023 filing.
  • Bradford Health Services 401(k) Profit Sharing Pla reported participants rose from 469 in the plan year 2022 filing to 567 in the plan year 2023 filing.
  • Bradford Health Services 401(k) Profit Sharing Pla end-of-year assets rose from $10M in the plan year 2022 filing to $11M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 631198286 · Bradford Health Services PY 2023 · 401(k)

Bradford Health Services 401(k) Profit Sharing Pla · $11M · 567 · 60th

  • BOOK $11M
  • VS-ST 567
  • BOY 60th
  • SCH 401(k)
  • EBSA near Wheelhouse Credit Union 401(k) Plan
  • PART ind #11593

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 →

Bradford Health Services 401(k) Profit Sharing Pla in the asset neighbourhood

Bradford Health Services 401(k) Profit Sharing PlaBradford Health Services 401…$11MWheelhouse Credit Union 401(k) PlanWheelhouse Credit Union 401(…$11MGladly Software, Inc. Retirement TrustGladly Software, Inc. Retire…$11MEast Bay Restaurant Supply, Inc. 401(k) Profit Sharing PlanEast Bay Restaurant Supply, …$11MOperation Par 401(k) Savings PlanOperation Par 401(k) Savings…$11M
End-of-year total assets ($M) among Bradford Health Services 401(k) Profit Sharing Pla and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Bradford Health Services multi-year asset trail

Sponsor-wide plan assets over time

All Bradford Health Services plans reported in each filing year

Latest sponsor-wide plan assets
$12M 13.652629173416972% vs 2022
2024 filing year
$10M$10.5M$11M$11.5M$12M 202220232024 $10.3M $11.7M ▲ +13.6%
Year Plans Participants Total Assets
2022 1 469 $10M
2023 1 567 $11M
2024 1 539 $12M

Bradford Health Services filing trail (2023)

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$11M
Net Income$392K
Employer EIN631198286
Plan Effective Date1998-11-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Alabama

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

Bradford Health Services 401(k) Profit Sharing Pla vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants Bradford Health Services 401(k) Profit Sharing Pla, Total assets ($B): 0.010688806 · Participants: 567Bradford Health Services 401(k) Profit Sharing PlaRegions 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
Bradford Health Services 401(k) Profit Sharing Pla vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare Bradford Health Services 401(k) Profit Sharing Pla side-by-side with 3 peers →

Bradford Health Services 401(k) Profit Sharing Pla's out-of-state 401(k) peers by assets and headcount

Outside Alabama, the nearest 401(k) by assets is Wheelhouse Credit Union 401(k) Plan in CA ($11M); by covered participants it is Van Eerden Savings and Retirement Plan in MI (567 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (567 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 Bradford Health Services 401(k) Profit Sharing Pla assets move in 2023? ▼
Bradford Health Services 401(k) Profit Sharing Pla edged up modestly - up 3.8% during 2023, from $10M to $11M. Reported net income was $392K.
How have Bradford Health Services plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Bradford Health Services's sponsor-wide assets grew 13.7%, from $10M to $12M.
Which 401(k) plans are similar in size to Bradford Health Services 401(k) Profit Sharing Pla? ▼
Among 401(k) plans in other states, the closest by assets is Wheelhouse Credit Union 401(k) Plan in CA ($11M, 85 participants).
Which 401(k) plans cover a similar participant headcount to Bradford Health Services 401(k) Profit Sharing Pla? ▼
Among 401(k) plans in other states, the closest by covered participants is Van Eerden Savings and Retirement Plan in MI (567 participants, $34M 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 631198286.

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.