Profit Sharing · DOL Form 5500 · 2024
The Health Care Authority for Baptist Health, an Aff of Uab Hlth Systm Profit Sharing Plan
Data updated 2026-08-25
- $49M
- Total assets Below avg plan size
- 2,217
- Participants Above avg headcount
- 84th
- Percentile by assets National rank
- $22,097
- Avg per participant Low balance/head
Official DOL plan name: The Health Care Authority for Baptist Health Matching Dollar Plan · Sponsored by The Health Care Authority for Baptist Health, an Aff of Uab Hlth Systm · Alabama · Healthcare & Social Assistance
$49M in assets, 2,217 participants
The Health Care Authority for Baptist Health, an Aff of Uab Hlth Systm's The Health Care Authority for Baptist Health Matching Dollar Plan reported $49M in total assets and 2,217 participants in its 2024 DOL Form 5500 filing, ranking in the 84th 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.
- #14,576 in Healthcare & Social Assistance (16,916 peers)
Coverage in Alabama
The Health Care Authority for Baptist Health Matching Dollar Plan covers 2,217 participants in Alabama, 6.2x the typical Alabama plan (state average ~360 per filing). Assets: $49M.
- #14,576
- in Healthcare & Social Assistance (16,916 peers)
- +10.1%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
The Health Care Authority for Baptist Health Matching Dollar Plan's outsized position by total assets
The Health Care Authority for Baptist Health Matching Dollar Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$48,988,463 Top 16% higher than 84% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
The Health Care Authority for Baptist Health Matching Dollar Plan's large-plan peer group by participant headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Health Care Authority for Baptist Health Matching Dollar Plan lands in the large band (2,217 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- The Health Care Authority for Baptist Health Matching Dollar Plan reported net income fell from $7M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- The Health Care Authority for Baptist Health Matching Dollar Plan end-of-year assets rose from $45M in the plan year 2023 filing to $49M in the plan year 2024 filing.
- The Health Care Authority for Baptist Health Matching Dollar Plan reported participants rose from 2,207 in the plan year 2023 filing to 2,217 in the plan year 2024 filing.
DOL schedule card
Filing strip 203204949 · The Health Care Authority for Baptist Health, an Aff of Uab Hlth Systm PY 2024 · Profit Sharing
The Health Care Authority for Baptist Health Matching Dollar Plan · $49M · 2,217 · 84th
- VS-ST $49M
- BOY 2,217
- SCH 84th
- EBSA Profit Sharing
- PART near Arcare Retirement Plan
- TYPE ind #14576
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 →
The Health Care Authority for Baptist Health Matching Dollar Plan in the asset neighbourhood
Alabama filing particulars
| Total Assets (Beginning of Year) | $45M |
|---|---|
| Net Assets (End of Year) | $49M |
| Net Income | $4M |
| Employer EIN | 203204949 |
| Plan Effective Date | 1998-09-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (The Health Care Authority for Baptist Health, an Aff of Uab Hlth Systm)
Sponsor-wide plan assets over time
All The Health Care Authority for Baptist Health, an Aff of Uab Hlth Systm plans reported in each filing year
- Latest sponsor-wide plan assets
- $49M 30.36560996866497% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,454 | $38M |
| 2023 | 1 | 2,207 | $45M |
| 2024 | 1 | 2,217 | $49M |
Nearby Profit Sharing Plans in Alabama
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Ewtn 403(b) Retirement Savings Plan $41M · 468
- Pathology Associates, P.C. Profit Sharing Plan and Trust $35M · 40
- Radiology Associates of Dothan, P.a. Profit Sharing Plan $28M · 16
- Auto Investment, Inc. 401(k) Plan $27M · 401
- Southlake Orthopaedics Sports Medicine & Spine Center Profit Sharing Plan $16M · 105
The Health Care Authority for Baptist Health Matching Dollar Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Alabama, the nearest Profit Sharing by assets is Arcare Retirement Plan in AR ($49M); by covered participants it is Hawaii Electricians Annuity Plan in HI (2,222 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($49M here).
- Arcare Retirement Plan (AR) $49M · 1,309
- 403(b) Thrift Plan of Community Health Care (WA) $49M · 575
- Knox Community Hospital Employees Retirement Plan (OH) $49M · 1,369
- Haleon Puerto Rico 401(k) Plan (NJ) $49M · 912
Similar participant headcount
Nearest other-state filings by covered participants (2,217 participants); asset peers above are excluded.
- Hawaii Electricians Annuity Plan (HI) 2,222 · 5 off
- Bricklayers & Allied Craftsmen Local 2 Annuity Fund (NY) 2,226 · 9 off
- Greenwich Hospital Retirement and Savings Plan (CT) 2,233 · 16 off
- National Church Residences 3-4-5 401(a) Retirement Plan (OH) 2,241 · 24 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.