401(k) · DOL Form 5500 · 2024
Infirmary Health System, Inc. 401(k) Plan
Data updated 2026-08-25
- $372M
- Total assets Above avg plan size
- 5,771
- Participants Above avg headcount
- 96th
- Percentile by assets National rank
- $64,502
- Avg per participant Low balance/head
Official DOL plan name: The Infirmary 401(k) Plan · Sponsored by Infirmary Health System, Inc. · Alabama · Healthcare & Social Assistance
$372M in assets, 5,771 participants
Infirmary Health System, Inc.'s The Infirmary 401(k) Plan reported $372M in total assets and 5,771 participants in its 2024 DOL Form 5500 filing, ranking in the 96th 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.
- #16,337 in Healthcare & Social Assistance (16,916 peers)
Coverage in Alabama
The Infirmary 401(k) Plan covers 5,771 participants in Alabama, 16x the typical Alabama plan (state average ~360 per filing). Assets: $372M.
- #16,337
- in Healthcare & Social Assistance (16,916 peers)
- +10.9%
- assets growth YoY
- 3.7×
- vs typical plan assets (national mean)
The Infirmary 401(k) Plan's outsized position by total assets
The Infirmary 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$372,242,420 Top 4% higher than 96% 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 401(k) Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Infirmary 401(k) Plan lands in the large band (5,771 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Infirmary 401(k) Plan reported net income fell from $50M in the plan year 2023 filing to $37M in the plan year 2024 filing.
- The Infirmary 401(k) Plan end-of-year assets rose from $336M in the plan year 2023 filing to $372M in the plan year 2024 filing.
- The Infirmary 401(k) Plan reported participants rose from 5,661 in the plan year 2023 filing to 5,771 in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 630841123 · Infirmary Health System, Inc. PY 2024 · 401(k)
The Infirmary 401(k) Plan · $372M · 5,771 · 96th
- EBSA $372M
- EBSA 5,771
- EBSA 96th
- EBSA 401(k)
- EBSA near Carepoint Health, LLC 401(k) Profit Sharing Plan
- EBSA ind #16337
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 401(k) Plan in the asset neighbourhood
Alabama filing particulars
| Total Assets (Beginning of Year) | $336M |
|---|---|
| Net Assets (End of Year) | $372M |
| Net Income | $37M |
| Employer EIN | 630841123 |
| Plan Effective Date | 1994-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Infirmary Health System, Inc.)
Sponsor-wide plan assets over time
All 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 |
Nearby 401(k) Plans in Alabama
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Regions Financial Corporation 401(k) Plan $3.2B · 20,783
- Encompass Health Corporation 401(k) Retirement Plan $1.7B · 29,454
- Hexagon Employee Retirement Savings Plan $1.7B · 4,638
- Vulcan 401(k) Plan $1.5B · 8,628
- Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan $1.2B · 6,167
Scale composition for The Infirmary 401(k) Plan
The Infirmary 401(k) Plan reports $372M in end-of-year assets across 5,771 participants (0.003% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $64,502 per participant (47% of the national average assets-per-participant) . Net income for plan year 2024 was $37M.
This plan identity (EIN 630841123, plan #003) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $285M to $372M (+30.4%) while covered participants moved from 5,409 to 5,771 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 5,409 | $285M | Open filing |
| 2023 | 5,661 | $336M | Open filing |
| 2024 · index core | 5,771 | $372M | This page |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Infirmary Health System Pension Plan (Defined Benefit (Pension), $2M, 2,175 participants)
The Infirmary 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Alabama, the nearest 401(k) by assets is Carepoint Health, LLC 401(k) Profit Sharing Plan in CO ($372M); by covered participants it is Acts Retirement - Life Communities, Inc. Retirement Savings Plan - 401(k) in PA (5,772 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($372M here).
- Carepoint Health, LLC 401(k) Profit Sharing Plan (CO) $372M · 848
- Vitalmd 401(k) Plan (FL) $372M · 2,622
- Ati Retirement Plan (TX) $373M · 2,546
- Primo Retirement Savings Plan (FL) $372M · 5,750
Similar participant headcount
Nearest other-state filings by covered participants (5,771 participants); asset peers above are excluded.
- Acts Retirement - Life Communities, Inc. Retirement Savings Plan - 401(k) (PA) 5,772 · 1 off
- Dealer Tire LLC 401(k) Savings Plan (OH) 5,767 · 4 off
- Ruan Employees' 401(k) Savings Plan (IA) 5,776 · 5 off
- Colgate-Palmolive Company Employees Savings & Investment Plan (NY) 5,766 · 5 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.