401(k) · DOL Form 5500 · 2024
Calhoun-Liberty Hospital Assoc 401(k) Plan
Data updated 2026-08-25
- $2M
- Total assets Small plan by assets
- 137
- Participants Small participant base
- 28th
- Percentile by assets National rank
- $12,110
- Avg per participant Low balance/head
Official DOL plan name: Calhoun-Liberty Hospital Assoc 401(k) Profit Sharing Plan & Trust · Sponsored by Calhoun-Liberty Hospital Assoc · Florida · Healthcare & Social Assistance
$2M in assets, 137 participants
Calhoun-Liberty Hospital Assoc's Calhoun-Liberty Hospital Assoc 401(k) Profit Sharing Plan & Trust reported $2M in total assets and 137 participants in its 2024 DOL Form 5500 filing, ranking in the 28th 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.
- #4,196 in Healthcare & Social Assistance (16,916 peers)
Coverage in Florida
Calhoun-Liberty Hospital Assoc 401(k) Profit Sharing Plan & Trust covers 137 participants in Florida, about 22% of the average Florida filer (state average ~628 per filing). Assets: $2M.
- #4,196
- in Healthcare & Social Assistance (16,916 peers)
- $2M
- reported net income
Calhoun-Liberty Hospital Assoc 401(k) Profit Sharing Plan & Trust among the smaller filed plans by assets
Calhoun-Liberty Hospital Assoc 401(k) Profit Sharing Plan & Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$1,659,061 28th percentile higher than 28% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Calhoun-Liberty Hospital Assoc 401(k) Profit Sharing Plan & Trust 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. Calhoun-Liberty Hospital Assoc 401(k) Profit Sharing Plan & Trust sits mid-pack in the medium band (137 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2024
- Calhoun-Liberty Hospital Assoc 401(k) Profit Sharing Plan & Trust reported net income rose from -$47K in the plan year 2022 filing to $2M in the plan year 2024 filing.
- Calhoun-Liberty Hospital Assoc 401(k) Profit Sharing Plan & Trust end-of-year assets rose from $1M in the plan year 2022 filing to $2M in the plan year 2024 filing.
- Calhoun-Liberty Hospital Assoc 401(k) Profit Sharing Plan & Trust reported participants rose from 123 in the plan year 2022 filing to 137 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 593051173 · Calhoun-Liberty Hospital Assoc PY 2024 · 401(k)
Calhoun-Liberty Hospital Assoc 401(k) Profit Sharing Plan & Trust · $2M · 137 · 28th
- EBSA $2M
- PART 137
- TYPE 28th
- NET 401(k)
- BOOK near Jbt Power, Inc 401(k) Plan
- VS-ST ind #4196
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 Florida →
Calhoun-Liberty Hospital Assoc 401(k) Profit Sharing Plan & Trust in the asset neighbourhood
Florida filing particulars
| Total Assets (Beginning of Year) | N/A |
|---|---|
| Net Assets (End of Year) | $2M |
| Net Income | $2M |
| Employer EIN | 593051173 |
| Plan Effective Date | 2007-11-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Calhoun-Liberty Hospital Assoc)
Sponsor-wide plan assets over time
All Calhoun-Liberty Hospital Assoc plans reported in each filing year
- Latest sponsor-wide plan assets
- $2M 12.398242343108933% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 123 | $1M |
| 2024 | 1 | 137 | $2M |
Nearby 401(k) Plans in Florida
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- L3harris Retirement Savings Plan $16.3B · 40,330
- Savings Plan for Employees and Partners of Pwc $13.2B · 51,081
- Adp Totalsource Retirement Savings Plan $9.2B · 310,261
- Publix Super Markets, Inc. 401(k) Smart Plan $8.1B · 197,102
- Nextera Energy, Inc. Employee Retirement Savings Plan $5.5B · 16,678
Calhoun-Liberty Hospital Assoc 401(k) Profit Sharing Plan & Trust's out-of-state 401(k) peers by assets and headcount
Outside Florida, the nearest 401(k) by assets is Jbt Power, Inc 401(k) Plan in AL ($2M); by covered participants it is Ims Logistics 401(k) Employee Retirement Plan in MS (137 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($2M here).
Similar participant headcount
Nearest other-state filings by covered participants (137 participants); asset peers above are excluded.
- Ims Logistics 401(k) Employee Retirement Plan (MS) 137 · 0 off
- Johnstone Supply of Detroit 401(k) Plan (MI) 137 · 0 off
- Maval Industries, LLC 401(k) Plan (OH) 137 · 0 off
- Lloyd Management Retirement Savings Plan (MN) 137 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.