Other · DOL Form 5500 · 2024
The Infirmary Health System, Inc. Retirement Plan
Data updated 2026-08-25
- $15M
- Total assets Small plan by assets
- 318
- Participants Below avg headcount
- 65th
- Percentile by assets National rank
- $48,595
- Avg per participant Low balance/head
Official DOL plan name: The Infirmary 403(b) Plan · Sponsored by The Infirmary Health System, Inc. · Alabama · Healthcare & Social Assistance
$15M in assets, 318 participants
The Infirmary Health System, Inc.'s The Infirmary 403(b) Plan reported $15M in total assets and 318 participants in its 2024 DOL Form 5500 filing, ranking in the 65th 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.
- #11,855 in Healthcare & Social Assistance (16,916 peers)
The Infirmary Health System, Inc. multi-year trail
The Infirmary Health System, Inc.'s plans moved +28.7% in assets from 2022 to 2024; this filing shows The Infirmary 403(b) Plan at $15M / 318 participants.
- #11,855
- in Healthcare & Social Assistance (16,916 peers)
- +6.1%
- assets growth YoY
The Infirmary 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
The Infirmary 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$15,453,362 Top 35% higher than 65% 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
The Infirmary 403(b) 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. The Infirmary 403(b) Plan sits mid-pack in the medium band (318 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Infirmary 403(b) Plan reported net income rose from $490K in the plan year 2023 filing to $883K in the plan year 2024 filing.
- The Infirmary 403(b) Plan end-of-year assets rose from $15M in the plan year 2023 filing to $15M in the plan year 2024 filing.
- The Infirmary 403(b) Plan reported participants fell from 333 in the plan year 2023 filing to 318 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 630841123 · The Infirmary Health System, Inc. PY 2024 · Other
The Infirmary 403(b) Plan · $15M · 318 · 65th
- EIN $15M
- EIN 318
- EIN 65th
- EIN Other
- EIN near Step, Inc. 403(b) Plan
- EIN ind #11855
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 →
The Infirmary 403(b) Plan in the asset neighbourhood
The Infirmary Health System, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All The Infirmary Health System, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $388M 28.716203552989665% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 4 | 7,919 | $301M |
| 2023 | 2 | 5,994 | $350M |
| 2024 | 2 | 6,089 | $388M |
The Infirmary Health System, Inc. filing trail (2024)
| Total Assets (Beginning of Year) | $15M |
|---|---|
| Net Assets (End of Year) | $15M |
| Net Income | $883K |
| Employer EIN | 630841123 |
| Plan Effective Date | 1997-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Alabama
Peer Other plans, same state, same plan type, ranked by total assets.
- University of Alabama Health Services Foundation P.C. 403(b) Retirement Annuity Plan $1.6B · 4,817
- Samford University 403(b) Salary Deferral and Defined Contribution Plan $127M · 1,431
- Drummond Company, Inc. Savings Plan for Salaried Employees $126M · 469
- Uab Medicine Enterprise 403(b) Retirement Plan $99M · 574
- Plumbers & Pipefitters Local 760 Savings and Investment Plan $68M · 1,343
The Infirmary 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Alabama, the nearest Other by assets is Step, Inc. 403(b) Plan in PA ($15M); by covered participants it is Covenant Woods 403b Retirement Savings Plan in VA (318 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($15M here).
- Step, Inc. 403(b) Plan (PA) $15M · 296
- Starfish Family Services, Inc. DC Plan (MI) $15M · 522
- Beaumont Retirement Services, Inc. 403(b) Retirement Savings Plan (PA) $15M · 280
- The Harvey School Retirement Plan (NY) $15M · 98
Similar participant headcount
Nearest other-state filings by covered participants (318 participants); asset peers above are excluded.
- Covenant Woods 403b Retirement Savings Plan (VA) 318 · 0 off
- Retirement Plan of Mille Lacs Health System (MN) 318 · 0 off
- Van Wert County Hospital - Tax Deferred 403(b) Plan (OH) 318 · 0 off
- Uspiritus, Inc. 403(b) Plan (KY) 318 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.