401(k) · DOL Form 5500 · 2024

S.B.J.S., P.C. 401(k) Plan

Data updated 2026-08-25

$42M
Total assets Below avg plan size
120
Participants Small participant base
82nd
Percentile by assets National rank
$350,244
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: S.B.J.S., P.C. Profit Sharing Plan · Sponsored by S.B.J.S., P.C. · Alabama · Healthcare & Social Assistance

$42M in assets, 120 participants

S.B.J.S., P.C.'s S.B.J.S., P.C. Profit Sharing Plan reported $42M in total assets and 120 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.

  • #14,312 in Healthcare & Social Assistance (16,916 peers)

Coverage in Alabama

S.B.J.S., P.C. Profit Sharing Plan covers 120 participants in Alabama, about 33% of the average Alabama filer (state average ~360 per filing). Assets: $42M.

#14,312
in Healthcare & Social Assistance (16,916 peers)
+14.2%
assets growth YoY
0.4×
vs typical plan assets (national mean)

S.B.J.S., P.C. Profit Sharing Plan's outsized position by total assets

S.B.J.S., P.C. Profit Sharing Plan vs every filed plan by assets

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

$42,029,282 Top 18% higher than 82% 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

S.B.J.S., P.C. Profit Sharing 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. S.B.J.S., P.C. Profit Sharing Plan sits mid-pack in the medium band (120 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • S.B.J.S., P.C. Profit Sharing Plan reported net income rose from $2M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • S.B.J.S., P.C. Profit Sharing Plan end-of-year assets rose from $37M in the plan year 2023 filing to $42M in the plan year 2024 filing.
  • S.B.J.S., P.C. Profit Sharing Plan reported participants rose from 118 in the plan year 2023 filing to 120 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 200870135 · S.B.J.S., P.C. PY 2024 · 401(k)

S.B.J.S., P.C. Profit Sharing Plan · $42M · 120 · 82nd

  • EBSA $42M
  • EBSA 120
  • EBSA 82nd
  • EBSA 401(k)
  • EBSA near Techcxo LLC 401(k) Profit Sharing Plan
  • EBSA ind #14312

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 →

S.B.J.S., P.C. Profit Sharing Plan in the asset neighbourhood

S.B.J.S., P.C. Profit Sharing PlanS.B.J.S., P.C. Profit Sharin…$42MTechcxo LLC 401(k) Profit Sharing PlanTechcxo LLC 401(k) Profit Sh…$42MEdsa Employee Savings and Profit Sharing PlanEdsa Employee Savings and Pr…$42MJenoptik North America 401(k) PlanJenoptik North America 401(k…$42MHuntington Foundation Medical Group 401(k) PlanHuntington Foundation Medica…$42M
End-of-year total assets ($M) among S.B.J.S., P.C. Profit Sharing Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Alabama filing particulars

Total Assets (Beginning of Year)$37M
Net Assets (End of Year)$42M
Net Income$5M
Employer EIN200870135
Plan Effective Date1995-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (S.B.J.S., P.C.)

Sponsor-wide plan assets over time

All S.B.J.S., P.C. plans reported in each filing year

Latest sponsor-wide plan assets
$42M 19.7074701614136% vs 2022
2024 filing year
$30M$35M$40M$45M 202220232024 $35.1M $42M ▲ +19.7%
Year Plans Participants Total Assets
2022 1 123 $35M
2023 1 118 $37M
2024 1 120 $42M

Nearby 401(k) Plans in Alabama

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

S.B.J.S., P.C. Profit Sharing Plan vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -101234 Total assets ($B) Participants S.B.J.S., P.C. Profit Sharing Plan, Total assets ($B): 0.042029282 · Participants: 120S.B.J.S., P.C. Profit Sharing 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
S.B.J.S., P.C. Profit Sharing Plan vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare S.B.J.S., P.C. Profit Sharing Plan side-by-side with 3 peers →

S.B.J.S., P.C. Profit Sharing Plan's out-of-state 401(k) peers by assets and headcount

Outside Alabama, the nearest 401(k) by assets is Techcxo LLC 401(k) Profit Sharing Plan in GA ($42M); by covered participants it is Dlmc, Inc. Dba Kamaaina Health Services 401(k) Retirement Plan in HI (120 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (120 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 S.B.J.S., P.C. Profit Sharing Plan assets move in 2024? ▼
S.B.J.S., P.C. Profit Sharing Plan grew at a solid clip - up 14.2% during 2024, from $37M to $42M. Reported net income was $5M.
How have S.B.J.S., P.C. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), S.B.J.S., P.C.'s sponsor-wide assets grew 19.7%, from $35M to $42M.
Where does S.B.J.S., P.C. Profit Sharing Plan rank by assets among Form 5500 filers? ▼
S.B.J.S., P.C. Profit Sharing 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 S.B.J.S., P.C. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Techcxo LLC 401(k) Profit Sharing Plan in GA ($42M, 200 participants).
Which 401(k) plans cover a similar participant headcount to S.B.J.S., P.C. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Dlmc, Inc. Dba Kamaaina Health Services 401(k) Retirement Plan in HI (120 participants, $738K 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 200870135.

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.