Other · DOL Form 5500 · 2024

Uab Medicine Enterprise Retirement Plan

Data updated 2026-08-25

$99M
Total assets Below avg plan size
574
Participants Below avg headcount
90th
Percentile by assets National rank
$172,115
Avg per participant Above avg balance/head
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Official DOL plan name: Uab Medicine Enterprise 403(b) Retirement Plan · Sponsored by Uab Medicine Enterprise · Alabama · Healthcare & Social Assistance

$99M in assets, 574 participants

Uab Medicine Enterprise's Uab Medicine Enterprise 403(b) Retirement Plan reported $99M in total assets and 574 participants in its 2024 DOL Form 5500 filing, ranking in the 90th 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.

  • #15,480 in Healthcare & Social Assistance (16,916 peers)

Where Uab Medicine Enterprise 403(b) Retirement Plan sits by assets

Uab Medicine Enterprise 403(b) Retirement Plan sits in the top 10% of all filed plans by assets, $99M for 574 participants (~$172,115/participant), up 13.0% in 2024.

#15,480
in Healthcare & Social Assistance (16,916 peers)
+13.0%
assets growth YoY
1.0×
vs typical plan assets (national mean)

Uab Medicine Enterprise 403(b) Retirement Plan's outsized position by total assets

Uab Medicine Enterprise 403(b) Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$98,793,998 Top 10% higher than 90% of 123,620 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 2024

Uab Medicine Enterprise 403(b) Retirement Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Uab Medicine Enterprise 403(b) Retirement Plan sits mid-pack in the medium band (574 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Uab Medicine Enterprise 403(b) Retirement Plan reported net income fell from $19M in the plan year 2023 filing to $11M in the plan year 2024 filing.
  • Uab Medicine Enterprise 403(b) Retirement Plan end-of-year assets rose from $87M in the plan year 2023 filing to $99M in the plan year 2024 filing.
  • Uab Medicine Enterprise 403(b) Retirement Plan reported participants rose from 543 in the plan year 2023 filing to 574 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 631182994 · Uab Medicine Enterprise PY 2024 · Other

Uab Medicine Enterprise 403(b) Retirement Plan · $99M · 574 · 90th

  • EIN $99M
  • RANK 574
  • PHOTO 90th
  • IND Other
  • EOY near Achievement First, Inc. 403(b) Plan
  • 5500 ind #15480

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 →

Uab Medicine Enterprise 403(b) Retirement Plan in the asset neighbourhood

Bricklayers Union Local #1 of Missouri Supplemental Pension PlanBricklayers Union Local #1 o…$99MAchievement First, Inc. 403(b) PlanAchievement First, Inc. 403(…$99MUab Medicine Enterprise 403(b) Retirement PlanUab Medicine Enterprise 403(…$99MNational Wildlife Federation Retirement Savings PlanNational Wildlife Federation…$99MTennessee Association of Independent Schools Multiple Employer PlanTennessee Association of Ind…$98M
End-of-year total assets ($M) among Uab Medicine Enterprise 403(b) Retirement Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$87M
Net Assets (End of Year)$99M
Net Income$11M
Employer EIN631182994
Plan Effective Date2001-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Uab Medicine Enterprise)

Sponsor-wide plan assets over time

All Uab Medicine Enterprise plans reported in each filing year

Latest sponsor-wide plan assets
$99M 45.302701859040404% vs 2022
2024 filing year
$60M$70M$80M$90M$100M$110M 202220232024 $68M $98.8M ▲ +45.3%
Year Plans Participants Total Assets
2022 1 500 $68M
2023 1 543 $87M
2024 1 574 $99M

Nearby Other Plans in Alabama

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

Uab Medicine Enterprise 403(b) Retirement Plan vs. nearby Other plans in Alabama, assets vs. participants Scatter plot of 6 data points. -20000200040006000 -0.500.511.52 Total assets ($B) Participants Uab Medicine Enterprise 403(b) Retirement Plan, Total assets ($B): 0.098793998 · Participants: 574Uab Medicine Enterprise 403(b) Retirement PlanUniversity of Alabama Health Services Foundation P.C. 403(b) Retirement Annuity Plan, Total assets ($B): 1.575132187 · Participants: 4817University of Alabama Health Services Foundation P.C. 403(b) Retirement Annuity PlanSamford University 403(b) Salary Deferral and Defined Contribution Plan, Total assets ($B): 0.127048729 · Participants: 1431Samford University 403(b) Salary Deferral and Defined Contribution PlanDrummond Company, Inc. Savings Plan for Salaried Employees, Total assets ($B): 0.125546344 · Participants: 469Drummond Company, Inc. Savings Plan for Salaried EmployeesPlumbers & Pipefitters Local 760 Savings and Investment Plan, Total assets ($B): 0.068174463 · Participants: 1343Plumbers & Pipefitters Local 760 Savings and Investment PlanSpring Hill College Retirement Plan (and Employee Voluntary Tax-Deferred Cont), Total assets ($B): 0.042428085 · Participants: 165Spring Hill College Retirement Plan (and Employee Voluntary Tax-Deferred Cont)
Uab Medicine Enterprise 403(b) Retirement Plan vs. nearby Other plans in Alabama, assets vs. participants
Compare Uab Medicine Enterprise 403(b) Retirement Plan side-by-side with 3 peers →

Uab Medicine Enterprise 403(b) Retirement Plan's out-of-state Other peers by assets and headcount

Outside Alabama, the nearest Other by assets is Achievement First, Inc. 403(b) Plan in CT ($99M); by covered participants it is Childnet, Inc. 403(b) Plan in FL (574 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (574 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Uab Medicine Enterprise 403(b) Retirement Plan assets move in 2024? ▼
Uab Medicine Enterprise 403(b) Retirement Plan grew at a solid clip - up 13.0% during 2024, from $87M to $99M. Reported net income was $11M.
How have Uab Medicine Enterprise plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Uab Medicine Enterprise's sponsor-wide assets grew 45.3%, from $68M to $99M.
Where does Uab Medicine Enterprise 403(b) Retirement Plan rank by assets among Form 5500 filers? ▼
Uab Medicine Enterprise 403(b) Retirement Plan ranks in the 90th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which Other plans are similar in size to Uab Medicine Enterprise 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Achievement First, Inc. 403(b) Plan in CT ($99M, 1,869 participants).
Which Other plans cover a similar participant headcount to Uab Medicine Enterprise 403(b) Retirement Plan? ▼
Among Other plans in other states, the closest by covered participants is Childnet, Inc. 403(b) Plan in FL (574 participants, $29M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 631182994.

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.