401(k) · DOL Form 5500 · 2024

Birmingham Hematology & Oncology Associates, LLC 401(k) Plan

Data updated 2026-08-11

$43M
Total assets
238
Participants
82nd
Percentile by assets
$181,247
Avg per participant
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Official DOL plan name: Birmingham Hematology & Oncology Associates, LLC 401(k) Plan · Sponsored by Birmingham Hematology & Oncology Associates, LLC · Alabama · Healthcare & Social Assistance

$43M in assets, 238 participants

Birmingham Hematology & Oncology Associates, LLC's Birmingham Hematology & Oncology Associates, LLC 401(k) Plan reported $43M in total assets and 238 participants in its 2024 DOL Form 5500 filing, ranking in the 82nd 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.

  • 82nd percentile by assets (of 123,622 plans)
  • #14,365 in Healthcare & Social Assistance (16,916 peers)

Where Birmingham Hematology & Oncology Associates, LLC 401(k) Plan sits by assets

Birmingham Hematology & Oncology Associates, LLC 401(k) Plan sits in the top quartile of all filed plans by assets, $43M for 238 participants (~$181,247/participant), up 15.3% in 2024.

$43M
total plan assets (2024 EOY)
238
covered participants
82nd
percentile by assets (of 123,622 plans)
$181,247
avg assets per participant

Where Birmingham Hematology & Oncology Associates, LLC 401(k) Plan sits by total assets

Birmingham Hematology & Oncology Associates, LLC 401(k) Plan vs every filed plan by assets

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

$43,136,842 Top 18% higher than 82% of 123,620 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Birmingham Hematology & Oncology Associates, LLC 401(k) Plan reported net income rose from $273K in the plan year 2023 filing to $6M in the plan year 2024 filing.
  • Birmingham Hematology & Oncology Associates, LLC 401(k) Plan end-of-year assets rose from $37M in the plan year 2023 filing to $43M in the plan year 2024 filing.
  • Birmingham Hematology & Oncology Associates, LLC 401(k) Plan reported participants fell from 248 in the plan year 2023 filing to 238 in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
Alabama
Industry
Healthcare & Social Assistance

Birmingham Hematology & Oncology Associates, LLC 401(k) Plan vs the 2024 asset distribution

By assets, Birmingham Hematology & Oncology Associates, LLC 401(k) Plan outranks 82% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 0.4x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$37M
Net Assets (End of Year)$43M
Net Income$6M
Employer EIN522170293
Plan Effective Date1999-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Birmingham Hematology & Oncology Associates, LLC)

$36M$38M$40M$42M$44M 202220232024 $37.2M $43.1M ▲ +16.1%
Total plan assets by year, all Birmingham Hematology & Oncology Associates, LLC plans on file
Year Plans Participants Total Assets
2022 1 233 $37M
2023 1 248 $37M
2024 1 238 $43M

Nearby 401(k) Plans in Alabama

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

Birmingham Hematology & Oncology Associates, LLC 401(k) Plan vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -101234 Total assets ($B) Participants Birmingham Hematolog…, Total assets ($B): 0.043136842 · Participants: 238Birmingham Hematolog…Regions Financial Co…, Total assets ($B): 3.197489981 · Participants: 20783Regions Financial Co…Encompass Health Cor…, Total assets ($B): 1.722944967 · Participants: 29454Encompass Health Cor…Hexagon Employee Ret…, Total assets ($B): 1.651353194 · Participants: 4638Hexagon Employee Ret…Vulcan 401(k) Plan, Total assets ($B): 1.472398962 · Participants: 8628Vulcan 401(k) PlanMercedes-Benz U.S. I…, Total assets ($B): 1.234118844 · Participants: 6167Mercedes-Benz U.S. I…
Birmingham Hematology & Oncology Associates, LLC 401(k) Plan vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare Birmingham Hematology & Oncology Associa… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Birmingham Hematology & Oncology Associates, LLC 401(k) Plan by total assets, not by location.

Frequently Asked Questions

How did Birmingham Hematology & Oncology Associates, LLC 401(k) Plan assets move in 2024? ▼
Birmingham Hematology & Oncology Associates, LLC 401(k) Plan grew sharply - up 15.3% during 2024, from $37M to $43M. Reported net income was $6M.
How have Birmingham Hematology & Oncology Associates, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Birmingham Hematology & Oncology Associates, LLC's sponsor-wide assets grew 16.1%, from $37M to $43M.
Where does Birmingham Hematology & Oncology Associates, LLC 401(k) Plan rank by assets among Form 5500 filers? ▼
Birmingham Hematology & Oncology Associates, LLC 401(k) Plan ranks in the 82nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to Birmingham Hematology & Oncology Associates, LLC 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Integral Consulting Inc. 401(k) Profit Sharing Plan in CO ($43M, 213 participants).

Next read for Birmingham Hematology & Oncology Associa…

Scale reading

Ways to act on Birmingham Hematology & Oncology Associates, LLC 401(k) Plan's numbers.

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 522170293.

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.