Other · DOL Form 5500 · 2023
Health Services, Inc. Retirement Plan
Data updated 2026-08-25
- $5M
- Total assets Small plan by assets
- 272
- Participants Below avg headcount
- 43rd
- Percentile by assets National rank
- $17,386
- Avg per participant Low balance/head
Official DOL plan name: 403(b) Thrift Plan of Health Services, Inc. · Sponsored by Health Services, Inc. · Alabama · Healthcare & Social Assistance
$5M in assets, 272 participants
Health Services, Inc.'s 403(b) Thrift Plan of Health Services, Inc. reported $5M in total assets and 272 participants in its 2023 DOL Form 5500 filing, ranking in the 43rd 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.
- #8,289 in Healthcare & Social Assistance (17,684 peers)
Health Services, Inc. multi-year trail
Health Services, Inc.'s plans moved +28.3% in assets from 2022 to 2024; this filing shows 403(b) Thrift Plan of Health Services, Inc. at $5M / 272 participants.
- #8,289
- in Healthcare & Social Assistance (17,684 peers)
- +50.3%
- assets growth YoY
403(b) Thrift Plan of Health Services, Inc.'s mid-pack asset rank among Healthcare & Social Assistance and all filers
403(b) Thrift Plan of Health Services, Inc. vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$4,729,114 43rd percentile higher than 43% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
403(b) Thrift Plan of Health Services, Inc. among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. 403(b) Thrift Plan of Health Services, Inc. sits mid-pack in the medium band (272 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- 403(b) Thrift Plan of Health Services, Inc. reported net income rose from -$53K in the plan year 2022 filing to $2M in the plan year 2023 filing.
- 403(b) Thrift Plan of Health Services, Inc. end-of-year assets rose from $3M in the plan year 2022 filing to $5M in the plan year 2023 filing.
- 403(b) Thrift Plan of Health Services, Inc. reported participants rose from 267 in the plan year 2022 filing to 272 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 630568762 · Health Services, Inc. PY 2023 · Other
403(b) Thrift Plan of Health Services, Inc. · $5M · 272 · 43rd
- TYPE $5M
- TYPE 272
- TYPE 43rd
- TYPE Other
- TYPE near 403(b) Thrift Plan for Employees of Coastal Hospice
- TYPE ind #8289
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 →
403(b) Thrift Plan of Health Services, Inc. in the asset neighbourhood
Health Services, Inc. multi-year asset trail
Sponsor-wide plan assets over time
All Health Services, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $6M 28.269380713370445% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 521 | $5M |
| 2023 | 1 | 272 | $5M |
| 2024 | 1 | 293 | $6M |
Health Services, Inc. filing trail (2023)
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | $2M |
| Employer EIN | 630568762 |
| Plan Effective Date | 2013-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Alabama
Peer Other plans, same state, same plan type, ranked by total assets.
- University of Alabama Health Services Foundation P.C. 403(b) Retirement Annuity Plan $1.4B · 4,563
- Drummond Company, Inc. Savings Plan for Salaried Employees $119M · 451
- Samford University 403(b) Salary Deferral and Defined Contribution Plan $108M · 1,619
- Uab Medicine Enterprise 403(b) Retirement Plan $87M · 543
- Birmingham-Southern College Defined Contribution and Tax Deferred Annuity Plan $85M · 464
403(b) Thrift Plan of Health Services, Inc.'s out-of-state Other peers by assets and headcount
Outside Alabama, the nearest Other by assets is 403(b) Thrift Plan for Employees of Coastal Hospice in MD ($5M); by covered participants it is Memorial Community Health Inc. Tax Deferred Annuity Plan in NE (272 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($5M here).
Similar participant headcount
Nearest other-state filings by covered participants (272 participants); asset peers above are excluded.
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.