401(k) · DOL Form 5500 · 2024
Southern Medical Health Systems, Inc. 401(k) Plan
Data updated 2026-08-25
- $72M
- Total assets Below avg plan size
- 1,447
- Participants Near avg headcount
- 88th
- Percentile by assets National rank
- $49,861
- Avg per participant Low balance/head
Official DOL plan name: Southern Medical Health Systems, Inc. Employees' Retirement Savings Plan · Sponsored by Southern Medical Health Systems, Inc. · Alabama · Healthcare & Social Assistance
$72M in assets, 1,447 participants
Southern Medical Health Systems, Inc.'s Southern Medical Health Systems, Inc. Employees' Retirement Savings Plan reported $72M in total assets and 1,447 participants in its 2024 DOL Form 5500 filing, ranking in the 88th 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.
- #15,135 in Healthcare & Social Assistance (16,916 peers)
Coverage in Alabama
Southern Medical Health Systems, Inc. Employees' Retirement Savings Plan covers 1,447 participants in Alabama, 4.0x the typical Alabama plan (state average ~360 per filing). Assets: $72M.
- #15,135
- in Healthcare & Social Assistance (16,916 peers)
- +6.7%
- assets growth YoY
- 0.7×
- vs typical plan assets (national mean)
Southern Medical Health Systems, Inc. Employees' Retirement Savings Plan's outsized position by total assets
Southern Medical Health Systems, Inc. Employees' Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$72,149,145 Top 12% higher than 88% 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
Southern Medical Health Systems, Inc. Employees' Retirement Savings 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. Southern Medical Health Systems, Inc. Employees' Retirement Savings Plan lands in the large band (1,447 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Southern Medical Health Systems, Inc. Employees' Retirement Savings Plan reported net income rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
- Southern Medical Health Systems, Inc. Employees' Retirement Savings Plan end-of-year assets rose from $68M in the plan year 2023 filing to $72M in the plan year 2024 filing.
- Southern Medical Health Systems, Inc. Employees' Retirement Savings Plan reported participants fell from 1,483 in the plan year 2023 filing to 1,447 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 630885975 · Southern Medical Health Systems, Inc. PY 2024 · 401(k)
Southern Medical Health Systems, Inc. Employees' Retirement Savings Plan · $72M · 1,447 · 88th
- VS-ST $72M
- VS-ST 1,447
- VS-ST 88th
- VS-ST 401(k)
- VS-ST near Lincoln Industries 401(k) Retirement Savings Plan
- VS-ST ind #15135
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 →
Southern Medical Health Systems, Inc. Employees' Retirement Savings Plan in the asset neighbourhood
Alabama filing particulars
| Total Assets (Beginning of Year) | $68M |
|---|---|
| Net Assets (End of Year) | $72M |
| Net Income | $5M |
| Employer EIN | 630885975 |
| Plan Effective Date | 1986-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Southern Medical Health Systems, Inc.)
Sponsor-wide plan assets over time
All Southern Medical Health Systems, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $72M 13.704666759585676% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,126 | $63M |
| 2023 | 1 | 1,483 | $68M |
| 2024 | 1 | 1,447 | $72M |
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
Southern Medical Health Systems, Inc. Employees' Retirement Savings Plan's out-of-state 401(k) peers by assets and headcount
Outside Alabama, the nearest 401(k) by assets is Lincoln Industries 401(k) Retirement Savings Plan in NE ($72M); by covered participants it is Catholic Charities of the Diocese of Rochester, Inc. 403(b) Plan in NY (1,447 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($72M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,447 participants); asset peers above are excluded.
- Catholic Charities of the Diocese of Rochester, Inc. 403(b) Plan (NY) 1,447 · 0 off
- Eplica Corporate Services, Inc. 401(k) Plan (CA) 1,447 · 0 off
- Omh Healthedge Holdings, Inc. 401(k) Plan (FL) 1,448 · 1 off
- Bremer 401(k) Plan (MN) 1,446 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.