401(k) · DOL Form 5500 · 2023

Marshall-Jackson Mental Health Board, Inc. 401(k) Plan

Data updated 2026-08-25

$6M
Total assets Small plan by assets
116
Participants Small participant base
47th
Percentile by assets National rank
$49,134
Avg per participant Low balance/head
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Official DOL plan name: Marshall-Jackson Mental Health Board 401(k) Retirement Plan · Sponsored by Marshall-Jackson Mental Health Board, Inc. · Alabama · Healthcare & Social Assistance

$6M in assets, 116 participants

Marshall-Jackson Mental Health Board, Inc.'s Marshall-Jackson Mental Health Board 401(k) Retirement Plan reported $6M in total assets and 116 participants in its 2023 DOL Form 5500 filing, ranking in the 47th 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.

  • #9,094 in Healthcare & Social Assistance (17,684 peers)

Coverage in Alabama

Marshall-Jackson Mental Health Board 401(k) Retirement Plan covers 116 participants in Alabama, about 32% of the average Alabama filer (state average ~360 per filing). Assets: $6M.

#9,094
in Healthcare & Social Assistance (17,684 peers)
+12.6%
assets growth YoY

Marshall-Jackson Mental Health Board 401(k) Retirement Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Marshall-Jackson Mental Health Board 401(k) Retirement Plan vs every filed plan by assets

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

$5,699,560 47th percentile higher than 47% 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

Marshall-Jackson Mental Health Board 401(k) Retirement 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. Marshall-Jackson Mental Health Board 401(k) Retirement Plan sits mid-pack in the medium band (116 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Marshall-Jackson Mental Health Board 401(k) Retirement Plan reported net income rose from $266K in the plan year 2022 filing to $638K in the plan year 2023 filing.
  • Marshall-Jackson Mental Health Board 401(k) Retirement Plan end-of-year assets rose from $5M in the plan year 2022 filing to $6M in the plan year 2023 filing.
  • Marshall-Jackson Mental Health Board 401(k) Retirement Plan reported participants rose from 104 in the plan year 2022 filing to 116 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 630638946 · Marshall-Jackson Mental Health Board, Inc. PY 2023 · 401(k)

Marshall-Jackson Mental Health Board 401(k) Retirement Plan · $6M · 116 · 47th

  • EIN $6M
  • RANK 116
  • PHOTO 47th
  • IND 401(k)
  • EOY near Chernoff Sales Retirement Plan
  • 5500 ind #9094

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 →

Marshall-Jackson Mental Health Board 401(k) Retirement Plan in the asset neighbourhood

Marshall-Jackson Mental Health Board 401(k) Retirement PlanMarshall-Jackson Mental Heal…$6MChernoff Sales Retirement PlanChernoff Sales Retirement Pl…$6MClaims Service Bureau of New York, Inc. Employees' Profit Sharing PlanClaims Service Bureau of New…$6M403(b) Thrift Plan for Employees of Rural Resources Community Action403(b) Thrift Plan for Emplo…$6MEgerman Law Group, LLP 401(k) Profit Sharing PlanEgerman Law Group, LLP 401(k…$6M
End-of-year total assets ($M) among Marshall-Jackson Mental Health Board 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Alabama filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$6M
Net Income$638K
Employer EIN630638946
Plan Effective Date1984-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Marshall-Jackson Mental Health Board, Inc.)

Sponsor-wide plan assets over time

All Marshall-Jackson Mental Health Board, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$6M 18.561227120646514% vs 2022
2024 filing year
$4.5M$5M$5.5M$6M$6.5M 202220232024 $5.06M $6M ▲ +18.6%
Year Plans Participants Total Assets
2022 1 104 $5M
2023 1 116 $6M
2024 1 125 $6M

Nearby 401(k) Plans in Alabama

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

Marshall-Jackson Mental Health Board 401(k) Retirement Plan vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -10123 Total assets ($B) Participants Marshall-Jackson Mental Health Board 401(k) Retirement Plan, Total assets ($B): 0.00569956 · Participants: 116Marshall-Jackson Mental Health Board 401(k) Retirement 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
Marshall-Jackson Mental Health Board 401(k) Retirement Plan vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare Marshall-Jackson Mental Health Board 401(k) Retirement Plan side-by-side with 3 peers →

Marshall-Jackson Mental Health Board 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Alabama, the nearest 401(k) by assets is Chernoff Sales Retirement Plan in FL ($6M); by covered participants it is Commonwealth Electrical Technologies, Inc. 401(k) Plan in MA (116 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (116 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 Marshall-Jackson Mental Health Board 401(k) Retirement Plan assets move in 2023? ▼
Marshall-Jackson Mental Health Board 401(k) Retirement Plan grew at a solid clip - up 12.6% during 2023, from $5M to $6M. Reported net income was $638K.
How have Marshall-Jackson Mental Health Board, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Marshall-Jackson Mental Health Board, Inc.'s sponsor-wide assets grew 18.6%, from $5M to $6M.
Which 401(k) plans are similar in size to Marshall-Jackson Mental Health Board 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Chernoff Sales Retirement Plan in FL ($6M, 19 participants).
Which 401(k) plans cover a similar participant headcount to Marshall-Jackson Mental Health Board 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Commonwealth Electrical Technologies, Inc. 401(k) Plan in MA (116 participants, N/A 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 630638946.

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.