401(k) · DOL Form 5500 · 2024

Southeastern Psychiatric Management 401(k) Plan

Data updated 2026-08-25

$3M
Total assets Small plan by assets
173
Participants Small participant base
33rd
Percentile by assets National rank
$15,841
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Spm Qualified 401(k) Plan · Sponsored by Southeastern Psychiatric Management · Alabama · Healthcare & Social Assistance

$3M in assets, 173 participants

Southeastern Psychiatric Management's Spm Qualified 401(k) Plan reported $3M in total assets and 173 participants in its 2024 DOL Form 5500 filing, ranking in the 33rd 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.

  • #5,532 in Healthcare & Social Assistance (16,916 peers)

Coverage in Alabama

Spm Qualified 401(k) Plan covers 173 participants in Alabama, about 48% of the average Alabama filer (state average ~360 per filing). Assets: $3M.

#5,532
in Healthcare & Social Assistance (16,916 peers)
+22.4%
assets growth YoY

Spm Qualified 401(k) Plan among the smaller filed plans by assets

Spm Qualified 401(k) Plan vs every filed plan by assets

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

$2,740,536 33rd percentile higher than 33% 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

Spm Qualified 401(k) 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. Spm Qualified 401(k) Plan sits mid-pack in the medium band (173 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Spm Qualified 401(k) Plan end-of-year assets rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Spm Qualified 401(k) Plan reported net income rose from $469K in the plan year 2023 filing to $502K in the plan year 2024 filing.
  • Spm Qualified 401(k) Plan reported participants rose from 167 in the plan year 2023 filing to 173 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 631050236 · Southeastern Psychiatric Management PY 2024 · 401(k)

Spm Qualified 401(k) Plan · $3M · 173 · 33rd

  • PART $3M
  • PART 173
  • PART 33rd
  • PART 401(k)
  • PART near Jvm Mechanical, Inc. 401(k) Profit Sharing Plan
  • PART ind #5532

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 →

Spm Qualified 401(k) Plan in the asset neighbourhood

Spm Qualified 401(k) Plan$3MJvm Mechanical, Inc. 401(k) Profit Sharing PlanJvm Mechanical, Inc. 401(k) …$3MKalamazoo County State Bank 401(k) Profit Sharing PlanKalamazoo County State Bank …$3MNicolaus Nut Company Inc 401(k) Profit Sharing PlanNicolaus Nut Company Inc 401…$3MMolnar Roofing, Inc. 401(k) PlanMolnar Roofing, Inc. 401(k) …$3M
End-of-year total assets ($M) among Spm Qualified 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Alabama filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$3M
Net Income$502K
Employer EIN631050236
Plan Effective Date2000-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Southeastern Psychiatric Management)

Sponsor-wide plan assets over time

All Southeastern Psychiatric Management plans reported in each filing year

Latest sponsor-wide plan assets
$3M 22.41766007333796% vs 2023
2024 filing year
$2M$2.2M$2.4M$2.6M$2.8M 20232024 $2.24M $2.74M ▲ +22.3%
Year Plans Participants Total Assets
2023 1 167 $2M
2024 1 173 $3M

Nearby 401(k) Plans in Alabama

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

Spm Qualified 401(k) Plan vs. nearby 401(k) plans in Alabama, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -101234 Total assets ($B) Participants Spm Qualified 401(k) Plan, Total assets ($B): 0.002740536 · Participants: 173Spm Qualified 401(k) 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
Spm Qualified 401(k) Plan vs. nearby 401(k) plans in Alabama, assets vs. participants
Compare Spm Qualified 401(k) Plan side-by-side with 3 peers →

Spm Qualified 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside Alabama, the nearest 401(k) by assets is Jvm Mechanical, Inc. 401(k) Profit Sharing Plan in TX ($3M); by covered participants it is Gray & Skyler Electric Companies 401(k) Plan in CA (173 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (173 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 Spm Qualified 401(k) Plan assets move in 2024? ▼
Spm Qualified 401(k) Plan grew sharply - up 22.4% during 2024, from $2M to $3M. Reported net income was $502K.
How have Southeastern Psychiatric Management plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Southeastern Psychiatric Management's sponsor-wide assets grew 22.4%, from $2M to $3M.
Which 401(k) plans are similar in size to Spm Qualified 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Jvm Mechanical, Inc. 401(k) Profit Sharing Plan in TX ($3M, 7 participants).
Which 401(k) plans cover a similar participant headcount to Spm Qualified 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Gray & Skyler Electric Companies 401(k) Plan in CA (173 participants, $8M 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 631050236.

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.