401(k) · DOL Form 5500 · 2024

Birmingham Heart Clinic, PC 401(k) Plan

Data updated 2026-08-25

$19M
Total assets Small plan by assets
112
Participants Small participant base
69th
Percentile by assets National rank
$165,766
Avg per participant Above avg balance/head
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Official DOL plan name: Birmingham Heart Clinic, P. C. Profit Sharing Plan · Sponsored by Birmingham Heart Clinic, PC · Alabama · Healthcare & Social Assistance

$19M in assets, 112 participants

Birmingham Heart Clinic, PC's Birmingham Heart Clinic, P. C. Profit Sharing Plan reported $19M in total assets and 112 participants in its 2024 DOL Form 5500 filing, ranking in the 69th 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.

  • #12,452 in Healthcare & Social Assistance (16,916 peers)

Coverage in Alabama

Birmingham Heart Clinic, P. C. Profit Sharing Plan covers 112 participants in Alabama, about 31% of the average Alabama filer (state average ~360 per filing). Assets: $19M.

#12,452
in Healthcare & Social Assistance (16,916 peers)
-4.5%
assets change YoY

The plan reported a net loss of $876K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Birmingham Heart Clinic, P. C. Profit Sharing Plan's outsized position by total assets

Birmingham Heart Clinic, P. C. Profit Sharing Plan vs every filed plan by assets

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

$18,565,763 Top 31% higher than 69% 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

Birmingham Heart Clinic, 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. Birmingham Heart Clinic, P. C. Profit Sharing Plan sits mid-pack in the medium band (112 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Birmingham Heart Clinic, P. C. Profit Sharing Plan reported net income fell from $3M in the plan year 2023 filing to -$876K in the plan year 2024 filing.
  • Birmingham Heart Clinic, P. C. Profit Sharing Plan reported participants rose from 105 in the plan year 2023 filing to 112 in the plan year 2024 filing.
  • Birmingham Heart Clinic, P. C. Profit Sharing Plan end-of-year assets fell from $19M in the plan year 2023 filing to $19M in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 631119002 · Birmingham Heart Clinic, PC PY 2024 · 401(k)

Birmingham Heart Clinic, P. C. Profit Sharing Plan · $19M · 112 · 69th

  • RANK $19M
  • PHOTO 112
  • IND 69th
  • EOY 401(k)
  • 5500 near Kaye-Smith Enterprises 401(k) Retirement Savings Plan & Trust
  • ASSETS ind #12452

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 →

Birmingham Heart Clinic, P. C. Profit Sharing Plan in the asset neighbourhood

Birmingham Heart Clinic, P. C. Profit Sharing PlanBirmingham Heart Clinic, P. …$19MKaye-Smith Enterprises 401(k) Retirement Savings Plan & TrustKaye-Smith Enterprises 401(k…$19MParents and Children Together 401(k) Retirement Savings PlanParents and Children Togethe…$19MTranscarent, Inc. 401(k) Plan Plan and TrustTranscarent, Inc. 401(k) Pla…$19MKorber Pharma, Inc. Savings PlanKorber Pharma, Inc. Savings …$19M
End-of-year total assets ($M) among Birmingham Heart Clinic, 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)$19M
Net Assets (End of Year)$19M
Net Income-$876K
Employer EIN631119002
Plan Effective Date1994-06-03
Filing StatusFILING RECEIVED

Sponsor Plan History (Birmingham Heart Clinic, PC)

Sponsor-wide plan assets over time

All Birmingham Heart Clinic, PC plans reported in each filing year

Latest sponsor-wide plan assets
$19M 14.040698540443472% vs 2022
2024 filing year
$15M$16M$17M$18M$19M$20M 202220232024 $16.3M $18.6M ▲ +14.1%
Year Plans Participants Total Assets
2022 1 98 $16M
2023 1 105 $19M
2024 1 112 $19M

Nearby 401(k) Plans in Alabama

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

Birmingham Heart Clinic, 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 ($B) Participants Birmingham Heart Clinic, P. C. Profit Sharing Plan, Total assets ($B): 0.018565763 · Participants: 112Birmingham Heart Clinic, 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
Birmingham Heart Clinic, P. C. Profit Sharing Plan vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare Birmingham Heart Clinic, P. C. Profit Sharing Plan side-by-side with 3 peers →

Birmingham Heart Clinic, 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 Kaye-Smith Enterprises 401(k) Retirement Savings Plan & Trust in WA ($19M); by covered participants it is Wiseway LLC 401(k) Profit Sharing Plan in KY (112 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (112 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 Birmingham Heart Clinic, P. C. Profit Sharing Plan assets move in 2024? ▼
Birmingham Heart Clinic, P. C. Profit Sharing Plan edged down modestly - down 4.5% during 2024, from $19M to $19M. Reported net income was -$876K.
How have Birmingham Heart Clinic, PC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Birmingham Heart Clinic, PC's sponsor-wide assets grew 14.0%, from $16M to $19M.
Which 401(k) plans are similar in size to Birmingham Heart Clinic, P. C. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by assets is Kaye-Smith Enterprises 401(k) Retirement Savings Plan & Trust in WA ($19M, 198 participants).
Which 401(k) plans cover a similar participant headcount to Birmingham Heart Clinic, P. C. Profit Sharing Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Wiseway LLC 401(k) Profit Sharing Plan in KY (112 participants, N/A 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 631119002.

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.