401(k) · DOL Form 5500 · 2024

Infirmary Health System, Inc. 401(k) Plan

Data updated 2026-08-11

$372M
Total assets
5,771
Participants
96th
Percentile by assets
$64,502
Avg per participant
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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.

  • 96th percentile by assets (of 123,622 plans)
  • #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.

$372M
total plan assets (2024 EOY)
5,771
covered participants
96th
percentile by assets (of 123,622 plans)
$64,502
avg assets per participant

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.

See the national 2023→2024 release diff →

Participants vs Alabama filers

In Alabama, the average filing covers about 360 participants across 1,591 plans. The Infirmary 401(k) Plan reports 5,771 participants - 16x that state average ($372M EOY assets).

Alabama filing particulars

Total Assets (Beginning of Year)$336M
Net Assets (End of Year)$372M
Net Income$37M
Employer EIN630841123
Plan Effective Date1994-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Infirmary Health System, Inc.)

$250M$300M$350M$400M 202220232024 $301M $388M ▲ +28.7%
Total plan assets by year, all Infirmary Health System, Inc. plans on file
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.

The Infirmary 401(k) Plan vs. nearby 401(k) plans in Alabama, assets vs. participants

The Infirmary 401(k) Plan vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. 010000200003000040000 01234 Total assets ($B) Participants The Infirmary 401(k)…Regions Financial Co…Encompass Health Cor…Hexagon Employee Ret…Vulcan 401(k) PlanMercedes-Benz U.S. I…
The Infirmary 401(k) Plan vs. nearby 401(k) plans in Alabama, assets vs. participants

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:

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to The Infirmary 401(k) Plan by total assets, not by location.

Frequently Asked Questions

How did The Infirmary 401(k) Plan assets move in 2024?
The Infirmary 401(k) Plan grew at a solid clip - up 10.9% during 2024, from $336M to $372M. Reported net income was $37M.
How have Infirmary Health System, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Infirmary Health System, Inc.'s sponsor-wide assets grew 28.7%, from $301M to $388M.
Where does The Infirmary 401(k) Plan rank by assets among Form 5500 filers?
The Infirmary 401(k) Plan ranks in the 96th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to The Infirmary 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Carepoint Health, LLC 401(k) Profit Sharing Plan in CO ($372M, 848 participants).

Filing takeaways

Ways to act on The Infirmary 401(k) Plan's numbers.