Other · DOL Form 5500 · 2024

West Alabama Mental Health Board, Inc. Retirement Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
91
Participants Small participant base
34th
Percentile by assets National rank
$31,906
Avg per participant Low balance/head
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Official DOL plan name: West Alabama Mental Health Board, Inc. 403(b) Plan · Sponsored by West Alabama Mental Health Board, Inc. · Alabama · Healthcare & Social Assistance

$3M in assets, 91 participants

West Alabama Mental Health Board, Inc.'s West Alabama Mental Health Board, Inc. 403(b) Plan reported $3M in total assets and 91 participants in its 2024 DOL Form 5500 filing, ranking in the 34th 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.

  • #5,709 in Healthcare & Social Assistance (16,916 peers)

West Alabama Mental Health Board, Inc. multi-year trail

West Alabama Mental Health Board, Inc.'s plans moved +35.2% in assets from 2022 to 2024; this filing shows West Alabama Mental Health Board, Inc. 403(b) Plan at $3M / 91 participants.

#5,709
in Healthcare & Social Assistance (16,916 peers)
+15.8%
assets growth YoY

West Alabama Mental Health Board, Inc. 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

West Alabama Mental Health Board, Inc. 403(b) Plan vs every filed plan by assets

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

$2,903,465 34th percentile higher than 34% 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

West Alabama Mental Health Board, Inc. 403(b) Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. West Alabama Mental Health Board, Inc. 403(b) Plan is a small filing (91 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • West Alabama Mental Health Board, Inc. 403(b) Plan end-of-year assets rose from $3M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • West Alabama Mental Health Board, Inc. 403(b) Plan reported participants rose from 83 in the plan year 2023 filing to 91 in the plan year 2024 filing.
  • West Alabama Mental Health Board, Inc. 403(b) Plan reported net income rose from $361K in the plan year 2023 filing to $396K in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 630588645 · West Alabama Mental Health Board, Inc. PY 2024 · Other

West Alabama Mental Health Board, Inc. 403(b) Plan · $3M · 91 · 34th

  • NET $3M
  • NET 91
  • NET 34th
  • NET Other
  • NET near Victor C Neumann Association Tax Deferred Annuity Plan
  • NET ind #5709

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 →

West Alabama Mental Health Board, Inc. 403(b) Plan in the asset neighbourhood

Victor C Neumann Association Tax Deferred Annuity PlanVictor C Neumann Association…$3MPreucil School of Music 403(b) Tda PlanPreucil School of Music 403(…$3MWest Alabama Mental Health Board, Inc. 403(b) PlanWest Alabama Mental Health B…$3MWelcome House Inc. 403b Plan$3MGrid Alternatives, Inc. 403(b) PlanGrid Alternatives, Inc. 403(…$3M
End-of-year total assets ($M) among West Alabama Mental Health Board, Inc. 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2024.

West Alabama Mental Health Board, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All West Alabama Mental Health Board, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$3M 35.242085552654686% vs 2022
2024 filing year
$2M$2.5M$3M 202220232024 $2.15M $2.9M ▲ +34.9%
Year Plans Participants Total Assets
2022 1 91 $2M
2023 1 83 $3M
2024 1 91 $3M

West Alabama Mental Health Board, Inc. filing trail (2024)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$3M
Net Income$396K
Employer EIN630588645
Plan Effective Date2007-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Alabama

Peer Other plans, same state, same plan type, ranked by total assets.

West Alabama Mental Health Board, Inc. 403(b) Plan vs. nearby Other plans in Alabama, assets vs. participants Scatter plot of 6 data points. -20000200040006000 -0.500.511.52 Total assets ($B) Participants West Alabama Mental Health Board, Inc. 403(b) Plan, Total assets ($B): 0.002903465 · Participants: 91West Alabama Mental Health Board, Inc. 403(b) PlanUniversity of Alabama Health Services Foundation P.C. 403(b) Retirement Annuity Plan, Total assets ($B): 1.575132187 · Participants: 4817University of Alabama Health Services Foundation P.C. 403(b) Retirement Annuity PlanSamford University 403(b) Salary Deferral and Defined Contribution Plan, Total assets ($B): 0.127048729 · Participants: 1431Samford University 403(b) Salary Deferral and Defined Contribution PlanDrummond Company, Inc. Savings Plan for Salaried Employees, Total assets ($B): 0.125546344 · Participants: 469Drummond Company, Inc. Savings Plan for Salaried EmployeesUab Medicine Enterprise 403(b) Retirement Plan, Total assets ($B): 0.098793998 · Participants: 574Uab Medicine Enterprise 403(b) Retirement PlanPlumbers & Pipefitters Local 760 Savings and Investment Plan, Total assets ($B): 0.068174463 · Participants: 1343Plumbers & Pipefitters Local 760 Savings and Investment Plan
West Alabama Mental Health Board, Inc. 403(b) Plan vs. nearby Other plans in Alabama, assets vs. participants

West Alabama Mental Health Board, Inc. 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Alabama, the nearest Other by assets is Victor C Neumann Association Tax Deferred Annuity Plan in IL ($3M); by covered participants it is The College Preparatory School 403(b) Defined Contribution Plan in CA (91 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (91 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 West Alabama Mental Health Board, Inc. 403(b) Plan assets move in 2024?
West Alabama Mental Health Board, Inc. 403(b) Plan grew sharply - up 15.8% during 2024, from $3M to $3M. Reported net income was $396K.
How have West Alabama Mental Health Board, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), West Alabama Mental Health Board, Inc.'s sponsor-wide assets grew 35.2%, from $2M to $3M.
Which Other plans are similar in size to West Alabama Mental Health Board, Inc. 403(b) Plan?
Among Other plans in other states, the closest by assets is Victor C Neumann Association Tax Deferred Annuity Plan in IL ($3M, N/A participants).
Which Other plans cover a similar participant headcount to West Alabama Mental Health Board, Inc. 403(b) Plan?
Among Other plans in other states, the closest by covered participants is The College Preparatory School 403(b) Defined Contribution Plan in CA (91 participants, $50M in assets).