401(k) · DOL Form 5500 · 2024

Huntsville Rehabilitation Foundation, Inc. 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
772
Participants Near avg headcount
32nd
Percentile by assets National rank
$3,206
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Phoenix 401(k) Plan · Sponsored by Huntsville Rehabilitation Foundation, Inc. · Alabama · Healthcare & Social Assistance

$2M in assets, 772 participants

Huntsville Rehabilitation Foundation, Inc.'s Phoenix 401(k) Plan reported $2M in total assets and 772 participants in its 2024 DOL Form 5500 filing, ranking in the 32nd 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.

  • #5,214 in Healthcare & Social Assistance (16,916 peers)

Coverage in Alabama

Phoenix 401(k) Plan covers 772 participants in Alabama, 2.1x the typical Alabama plan (state average ~360 per filing). Assets: $2M.

#5,214
in Healthcare & Social Assistance (16,916 peers)
+15.4%
assets growth YoY

Phoenix 401(k) Plan among the smaller filed plans by assets

Phoenix 401(k) Plan vs every filed plan by assets

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

$2,475,177 32nd percentile higher than 32% 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

Phoenix 401(k) 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. Phoenix 401(k) Plan sits mid-pack in the medium band (772 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Phoenix 401(k) Plan reported net income fell from $645K in the plan year 2023 filing to $330K in the plan year 2024 filing.
  • Phoenix 401(k) Plan end-of-year assets rose from $2M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • Phoenix 401(k) Plan reported participants rose from 707 in the plan year 2023 filing to 772 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 237450941 · Huntsville Rehabilitation Foundation, Inc. PY 2024 · 401(k)

Phoenix 401(k) Plan · $2M · 772 · 32nd

  • VS-ST $2M
  • BOY 772
  • SCH 32nd
  • EBSA 401(k)
  • PART near Oriental Unlimited Inc 401(k) Profit Sharing Plan & Trust
  • TYPE ind #5214

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 →

Phoenix 401(k) Plan in the asset neighbourhood

Phoenix 401(k) Plan$2MOriental Unlimited Inc 401(k) Profit Sharing Plan & TrustOriental Unlimited Inc 401(k…$2MEym Group, Inc. 401(k) Retirement Savings PlanEym Group, Inc. 401(k) Retir…$2MCherry Painting Company 401(k) Profit Sharing PlanCherry Painting Company 401(…$2MFenley & Bate LLP 401(k) Plan$2M
End-of-year total assets ($M) among Phoenix 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Alabama filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$330K
Employer EIN237450941
Plan Effective Date2019-06-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Huntsville Rehabilitation Foundation, Inc.)

Sponsor-wide plan assets over time

All Huntsville Rehabilitation Foundation, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$2M 29.855637089154342% vs 2022
2024 filing year
$1.8M$2M$2.2M$2.4M$2.6M 202220232024 $1.91M $2.48M ▲ +29.8%
Year Plans Participants Total Assets
2022 3 1,467 $2M
2023 1 707 $2M
2024 1 772 $2M

Nearby 401(k) Plans in Alabama

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

Phoenix 401(k) Plan vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -101234 Total assets ($B) Participants Phoenix 401(k) Plan, Total assets ($B): 0.002475177 · Participants: 772Phoenix 401(k) PlanRegions Financial Corporation 401(k) Plan, Total assets ($B): 3.197489981 · Participants: 20783Regions Financial Corporation 401(k) PlanEncompass Health Corporation 401(k) Retirement Plan, Total assets ($B): 1.722944967 · Participants: 29454Encompass Health Corporation 401(k) Retirement PlanHexagon Employee Retirement Savings Plan, Total assets ($B): 1.651353194 · Participants: 4638Hexagon Employee Retirement Savings PlanVulcan 401(k) Plan, Total assets ($B): 1.472398962 · Participants: 8628Vulcan 401(k) PlanMercedes-Benz U.S. International, Inc. Retirement and Savings Plan, Total assets ($B): 1.234118844 · Participants: 6167Mercedes-Benz U.S. International, Inc. Retirement and Savings Plan
Phoenix 401(k) Plan vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare Phoenix 401(k) Plan side-by-side with 3 peers →

Phoenix 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Alabama, the nearest 401(k) by assets is Oriental Unlimited Inc 401(k) Profit Sharing Plan & Trust in MA ($2M); by covered participants it is Betanxt, Inc. 401(k) Plan in NY (772 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (772 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 Phoenix 401(k) Plan assets move in 2024? ▼
Phoenix 401(k) Plan grew sharply - up 15.4% during 2024, from $2M to $2M. Reported net income was $330K.
How have Huntsville Rehabilitation Foundation, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Huntsville Rehabilitation Foundation, Inc.'s sponsor-wide assets grew 29.9%, from $2M to $2M.
Which 401(k) plans are similar in size to Phoenix 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Oriental Unlimited Inc 401(k) Profit Sharing Plan & Trust in MA ($2M, 6 participants).
Which 401(k) plans cover a similar participant headcount to Phoenix 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Betanxt, Inc. 401(k) Plan in NY (772 participants, $73M 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 237450941.

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.