Defined Benefit (Pension) · DOL Form 5500 · 2024
University of Alabama Health Services Foundation, P.C. Pension Plan
Data updated 2026-08-25
- $22M
- Total assets Small plan by assets
- 5
- Participants Small participant base
- 72nd
- Percentile by assets National rank
- $4.4M
- Avg per participant High balance/head
Official DOL plan name: University of Alabama Health Services Foundation, P.C. Retirement Plan for Select Employees · Sponsored by University of Alabama Health Services Foundation, P.C. · Alabama · Educational Services
$22M in assets, 5 participants
University of Alabama Health Services Foundation, P.C.'s University of Alabama Health Services Foundation, P.C. Retirement Plan for Select Employees reported $22M in total assets and 5 participants in its 2024 DOL Form 5500 filing, ranking in the 72nd 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.
- #2,015 in Educational Services (3,638 peers)
University of Alabama Health Services Foundation, P.C. multi-year trail
University of Alabama Health Services Foundation, P.C.'s plans moved +35.0% in assets from 2022 to 2024; this filing shows University of Alabama Health Services Foundation, P.C. Retirement Plan for Select Employees at $22M / 5 participants.
- #2,015
- in Educational Services (3,638 peers)
- +1.8%
- assets growth YoY
University of Alabama Health Services Foundation, P.C. Retirement Plan for Select Employees's outsized position by total assets
University of Alabama Health Services Foundation, P.C. Retirement Plan for Select Employees vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$22,200,913 Top 28% higher than 72% 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
University of Alabama Health Services Foundation, P.C. Retirement Plan for Select Employees among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. University of Alabama Health Services Foundation, P.C. Retirement Plan for Select Employees is a micro filing (5 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- University of Alabama Health Services Foundation, P.C. Retirement Plan for Select Employees reported net income fell from $2M in the plan year 2023 filing to $392K in the plan year 2024 filing.
- University of Alabama Health Services Foundation, P.C. Retirement Plan for Select Employees reported participants fell from 8 in the plan year 2023 filing to 5 in the plan year 2024 filing.
- University of Alabama Health Services Foundation, P.C. Retirement Plan for Select Employees end-of-year assets rose from $22M in the plan year 2023 filing to $22M in the plan year 2024 filing.
Published 5500 schedule card
Filing strip 630649108 · University of Alabama Health Services Foundation, P.C. PY 2024 · Defined Benefit (Pension)
University of Alabama Health Services Foundation, P.C. Retirement Plan for Select Employees · $22M · 5 · 72nd
- IND $22M
- EOY 5
- 5500 72nd
- ASSETS Defined Benefit (Pension)
- PCT near Pension Plan for Employees of Drs Naval Power Systems, Inc.
- EIN ind #2015
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 Educational Services retirement plans → · Plans in Alabama →
University of Alabama Health Services Foundation, P.C. Retirement Plan for Select Employees in the asset neighbourhood
University of Alabama Health Services Foundation, P.C. multi-year asset trail
Sponsor-wide plan assets over time
All University of Alabama Health Services Foundation, P.C. plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.6B 35.03276659886933% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 4,409 | $1.2B |
| 2023 | 2 | 4,571 | $1.4B |
| 2024 | 2 | 4,822 | $1.6B |
University of Alabama Health Services Foundation, P.C. filing trail (2024)
| Total Assets (Beginning of Year) | $22M |
|---|---|
| Net Assets (End of Year) | $22M |
| Net Income | $392K |
| Employer EIN | 630649108 |
| Plan Effective Date | 2005-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Defined Benefit (Pension) Plans in Alabama
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Regions Financial Corporation Retirement Plan $1.2B · 282
- Blue Cross and Blue Shield of Alabama Retirement Plan $712M · 1,955
- Regions Financial Corporation Retirement Plan for Associates $708M · 2,240
- Retail, Wholesale & Department Store International Union and Industry Pension Fund $619M · 1,556
- Vulcan Materials Company Pension Plan $471M · 740
University of Alabama Health Services Foundation, P.C. Retirement Plan for Select Employees's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Alabama, the nearest Defined Benefit (Pension) by assets is Pension Plan for Employees of Drs Naval Power Systems, Inc. in VA ($22M); by covered participants it is Alan Tajerstein Pension Plan in NY (5 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($22M here).
Similar participant headcount
Nearest other-state filings by covered participants (5 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.