Other · DOL Form 5500 · 2024

Basel Refai M.D. P.C. Retirement Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
12
Participants Small participant base
30th
Percentile by assets National rank
$169,965
Avg per participant Above avg balance/head
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Official DOL plan name: Basel Refai, M.D., P.C. New Comparability 401(k) Psp · Sponsored by Basel Refai M.D. P.C. · Alabama · Healthcare & Social Assistance

$2M in assets, 12 participants

Basel Refai M.D. P.C.'s Basel Refai, M.D., P.C. New Comparability 401(k) Psp reported $2M in total assets and 12 participants in its 2024 DOL Form 5500 filing, ranking in the 30th 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.

  • #4,715 in Healthcare & Social Assistance (16,916 peers)

Basel Refai M.D. P.C. multi-year trail

Basel Refai M.D. P.C.'s plans moved +44.1% in assets from 2022 to 2024; this filing shows Basel Refai, M.D., P.C. New Comparability 401(k) Psp at $2M / 12 participants.

#4,715
in Healthcare & Social Assistance (16,916 peers)
+17.3%
assets growth YoY

Basel Refai, M.D., P.C. New Comparability 401(k) Psp among the smaller filed plans by assets

Basel Refai, M.D., P.C. New Comparability 401(k) Psp vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$2,039,580 30th percentile higher than 30% of 123,620 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 2024

Basel Refai, M.D., P.C. New Comparability 401(k) Psp among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Basel Refai, M.D., P.C. New Comparability 401(k) Psp is a small filing (12 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Basel Refai, M.D., P.C. New Comparability 401(k) Psp end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Basel Refai, M.D., P.C. New Comparability 401(k) Psp reported net income fell from $323K in the plan year 2023 filing to $301K in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 631263961 · Basel Refai M.D. P.C. PY 2024 · Other

Basel Refai, M.D., P.C. New Comparability 401(k) Psp · $2M · 12 · 30th

  • BOOK $2M
  • BOOK 12
  • BOOK 30th
  • BOOK Other
  • BOOK near Ozark Opportunities Inc. 403b Plan
  • BOOK ind #4715

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 →

Basel Refai, M.D., P.C. New Comparability 401(k) Psp in the asset neighbourhood

Grid Alternatives, Inc. 403(b) PlanGrid Alternatives, Inc. 403(…$2MNorthpointe Christian School 403(b) PlanNorthpointe Christian School…$2MPelican Educational Foundation Inc. Retirement PlanPelican Educational Foundati…$2MBasel Refai, M.D., P.C. New Comparability 401(k) PspBasel Refai, M.D., P.C. New …$2MOzark Opportunities Inc. 403b PlanOzark Opportunities Inc. 403…$2M
End-of-year total assets ($M) among Basel Refai, M.D., P.C. New Comparability 401(k) Psp and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

Basel Refai M.D. P.C. multi-year asset trail

Sponsor-wide plan assets over time

All Basel Refai M.D. P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 44.10275794583023% vs 2022
2024 filing year
$1.2M$1.4M$1.6M$1.8M$2M$2.2M 202220232024 $1.42M $2.04M ▲ +43.7%
Year Plans Participants Total Assets
2022 1 14 $1M
2023 1 12 $2M
2024 1 12 $2M

Basel Refai M.D. P.C. filing trail (2024)

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$301K
Employer EIN631263961
Plan Effective Date2004-12-31
Filing StatusFILING RECEIVED

Nearby Other Plans in Alabama

Peer Other plans, same state, same plan type, ranked by total assets.

Basel Refai, M.D., P.C. New Comparability 401(k) Psp vs. nearby Other plans in Alabama, assets vs. participants Scatter plot of 6 data points. -20000200040006000 -0.500.511.52 Total assets ($B) Participants Basel Refai, M.D., P.C. New Comparability 401(k) Psp, Total assets ($B): 0.00203958 · Participants: 12Basel Refai, M.D., P.C. New Comparability 401(k) PspUniversity of Alabama Health Services Foundation P.C. 403(b) Retirement Annuity Plan, Total assets ($B): 1.575132187 · Participants: 4817University of Alabama Health Services Foundation P.C. 403(b) Retirement Annuity PlanSamford University 403(b) Salary Deferral and Defined Contribution Plan, Total assets ($B): 0.127048729 · Participants: 1431Samford University 403(b) Salary Deferral and Defined Contribution PlanDrummond Company, Inc. Savings Plan for Salaried Employees, Total assets ($B): 0.125546344 · Participants: 469Drummond Company, Inc. Savings Plan for Salaried EmployeesUab Medicine Enterprise 403(b) Retirement Plan, Total assets ($B): 0.098793998 · Participants: 574Uab Medicine Enterprise 403(b) Retirement PlanPlumbers & Pipefitters Local 760 Savings and Investment Plan, Total assets ($B): 0.068174463 · Participants: 1343Plumbers & Pipefitters Local 760 Savings and Investment Plan
Basel Refai, M.D., P.C. New Comparability 401(k) Psp vs. nearby Other plans in Alabama, assets vs. participants
Compare Basel Refai, M.D., P.C. New Comparability 401(k) Psp side-by-side with 3 peers →

Basel Refai, M.D., P.C. New Comparability 401(k) Psp's out-of-state Other peers by assets and headcount

Outside Alabama, the nearest Other by assets is Ozark Opportunities Inc. 403b Plan in AR ($2M); by covered participants it is Center for Aquatic Sciences 401(k) Plan in NJ (12 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (12 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Basel Refai, M.D., P.C. New Comparability 401(k) Psp assets move in 2024? ▼
Basel Refai, M.D., P.C. New Comparability 401(k) Psp grew sharply - up 17.3% during 2024, from $2M to $2M. Reported net income was $301K.
How have Basel Refai M.D. P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Basel Refai M.D. P.C.'s sponsor-wide assets grew 44.1%, from $1M to $2M.
Which Other plans are similar in size to Basel Refai, M.D., P.C. New Comparability 401(k) Psp? ▼
Among Other plans in other states, the closest by assets is Ozark Opportunities Inc. 403b Plan in AR ($2M, 95 participants).
Which Other plans cover a similar participant headcount to Basel Refai, M.D., P.C. New Comparability 401(k) Psp? ▼
Among Other plans in other states, the closest by covered participants is Center for Aquatic Sciences 401(k) Plan in NJ (12 participants, $3M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 631263961.

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.