401(k)
2024 plan-year 401(k) DOL Form 5500

Traylor Porter Health Care Management, Inc. 401(k) Plan

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Traylor Porter Health Care Management, Inc. · Alabama · Healthcare & Social Assistance

What the 2023 filing shows

Traylor Porter Health Care Management, Inc. 401(k) Plan holds $5M for 307 participants — about $15,645 per participant, up 18.5% over the 2024 plan year.

$5M
total plan assets (2024 EOY)
307
covered participants
$15,645
avg assets per participant
+18.5%
assets growth YoY
Total Assets (2023)
$5M
Participants
307
State
Industry
Healthcare & Social Assistance

What the Filing Says About Traylor Porter Health Care Management, Inc. 401(k) Plan

Traylor Porter Health Care Management, Inc. 401(k) Plan is a 401(k) retirement plan sponsored by Traylor Porter Health Care Management, Inc., headquartered in Alabama. As of the 2024 Form 5500 filing, the plan reports $5M in total end-of-year assets and covers 307 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 264227834, and the plan has been effective since 2016-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $4M at the beginning of 2024 to $5M at year-end — a gain of 18.5%. Net assets (after liabilities) closed the year at $5M, with reported net income of $750K driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$4M
Total Assets (End of Year)$5M
Net Assets (End of Year)$5M
Net Income$750K
Plan Type401(k)
Employer EIN264227834
Plan Effective Date2016-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Traylor Porter Health Care Management, Inc.)

Year Plans Participants Total Assets
2022 1 301 $3M
2023 1 256 $4M
2024 1 307 $5M

Nearby 401(k) Plans in Alabama

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Frequently Asked Questions

How much money is in the Traylor Porter Health Care Management, Inc. 401(k) Plan?
As of the 2024 Form 5500 filing, Traylor Porter Health Care Management, Inc. 401(k) Plan holds $5M in total assets with 307 participants. It is sponsored by Traylor Porter Health Care Management, Inc..
What type of plan is Traylor Porter Health Care Management, Inc. 401(k) Plan?
Traylor Porter Health Care Management, Inc. 401(k) Plan is a 401(k) plan. It has been effective since 2016-01-01. The plan is filed with the U.S. Department of Labor under EIN 264227834.
Who sponsors the Traylor Porter Health Care Management, Inc. 401(k) Plan?
Traylor Porter Health Care Management, Inc. 401(k) Plan is sponsored by Traylor Porter Health Care Management, Inc., located in Alabama. The sponsor's EIN is 264227834 and the plan operates in the Healthcare & Social Assistance industry.
How did Traylor Porter Health Care Management, Inc. 401(k) Plan perform in 2024?
Traylor Porter Health Care Management, Inc. 401(k) Plan grew by 18.5% during 2024, moving from $4M to $5M in total assets. Net income was $750K.
Where can I find official filings for Traylor Porter Health Care Management, Inc. 401(k) Plan?
Official Form 5500 filings for Traylor Porter Health Care Management, Inc. 401(k) Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 264227834 or plan name at efast.dol.gov.
How does Traylor Porter Health Care Management, Inc. 401(k) Plan compare to other plans?
You can compare Traylor Porter Health Care Management, Inc. 401(k) Plan against other 401(k) plans on the plan type page, or view plans in Alabama on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 264227834.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.