Other · DOL Form 5500 · 2024
Create Birmingham Retirement Plan
Data updated 2026-08-25
- $162K
- Total assets Small plan by assets
- 5
- Participants Small participant base
- 9th
- Percentile by assets National rank
- $32,333
- Avg per participant Low balance/head
Official DOL plan name: Create Birmingham 403(b) Plan · Sponsored by Create Birmingham · Alabama · Other Services
$162K in assets, 5 participants
Create Birmingham's Create Birmingham 403(b) Plan reported $162K in total assets and 5 participants in its 2024 DOL Form 5500 filing, ranking in the 9th 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.
- #1,496 in Other Services (7,719 peers)
Create Birmingham multi-year trail
Create Birmingham's plans moved +85.2% in assets from 2022 to 2024; this filing shows Create Birmingham 403(b) Plan at $162K / 5 participants.
- #1,496
- in Other Services (7,719 peers)
- +28.9%
- assets growth YoY
Create Birmingham 403(b) Plan among the smaller filed plans by assets
Create Birmingham 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$161,667 9th percentile higher than 9% 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
Create Birmingham 403(b) Plan among micro filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Create Birmingham 403(b) Plan is a micro filing (5 participants), the leftmost band.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Create Birmingham 403(b) Plan reported participants rose from 3 in the plan year 2023 filing to 5 in the plan year 2024 filing.
- Create Birmingham 403(b) Plan end-of-year assets rose from $125K in the plan year 2023 filing to $162K in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 841631034 · Create Birmingham PY 2024 · Other
Create Birmingham 403(b) Plan · $162K · 5 · 9th
- BOY $162K
- SCH 5
- EBSA 9th
- PART Other
- TYPE near Tce 401(k)
- NET ind #1496
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 Other Services retirement plans → · Plans in Alabama →
Create Birmingham 403(b) Plan in the asset neighbourhood
Create Birmingham multi-year asset trail
Sponsor-wide plan assets over time
All Create Birmingham plans reported in each filing year
- Latest sponsor-wide plan assets
- $162K 85.17496134242025% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 3 | $87K |
| 2023 | 1 | 3 | $125K |
| 2024 | 1 | 5 | $162K |
Create Birmingham filing trail (2024)
| Total Assets (Beginning of Year) | $125K |
|---|---|
| Net Assets (End of Year) | $162K |
| Net Income | $36K |
| Employer EIN | 841631034 |
| Plan Effective Date | 2005-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Other Plans in Alabama
Peer Other plans, same state, same plan type, ranked by total assets.
- University of Alabama Health Services Foundation P.C. 403(b) Retirement Annuity Plan $1.6B · 4,817
- Samford University 403(b) Salary Deferral and Defined Contribution Plan $127M · 1,431
- Drummond Company, Inc. Savings Plan for Salaried Employees $126M · 469
- Uab Medicine Enterprise 403(b) Retirement Plan $99M · 574
- Plumbers & Pipefitters Local 760 Savings and Investment Plan $68M · 1,343
Create Birmingham 403(b) Plan's out-of-state Other peers by assets and headcount
Outside Alabama, the nearest Other by assets is Tce 401(k) in MA ($163K); by covered participants it is 403(b) Paln Rfa Retirement Plan in MN (5 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($162K here).
- Tce 401(k) (MA) $163K · N/A
- Ohio South Youth Soccer Association 403(b) Plan (OH) $159K · 4
- Lawrence Kleger Tennis Inc. Pension Plan (NY) $156K · 1
- Kansas City Christian School Retirement Plan (KS) $169K · 60
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.