401(k) · DOL Form 5500 · 2023

Southeastern Psychiatric Management 401(k) Plan

Data updated 2026-08-25

$2M
Total assets Small plan by assets
167
Participants Small participant base
32nd
Percentile by assets National rank
$13,405
Avg per participant Low balance/head
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Official DOL plan name: Spm Qualified 401(k) Plan · Sponsored by Southeastern Psychiatric Management · Alabama · Healthcare & Social Assistance

$2M in assets, 167 participants

Southeastern Psychiatric Management's Spm Qualified 401(k) Plan reported $2M in total assets and 167 participants in its 2023 DOL Form 5500 filing, ranking in the 32nd 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.

  • #5,480 in Healthcare & Social Assistance (17,684 peers)

Coverage in Alabama

Spm Qualified 401(k) Plan covers 167 participants in Alabama, about 46% of the average Alabama filer (state average ~360 per filing). Assets: $2M.

#5,480
in Healthcare & Social Assistance (17,684 peers)
+26.5%
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 2023 · DOL Form 5500

$2,238,677 32nd percentile higher than 32% of 127,068 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 2023

Spm Qualified 401(k) Plan among mid-size filed plans by headcount

Plan-year 2023 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 (167 participants).

EBSA filing schedule strip

Filing strip 631050236 · Southeastern Psychiatric Management PY 2023 · 401(k)

Spm Qualified 401(k) Plan · $2M · 167 · 32nd

  • BOY $2M
  • SCH 167
  • EBSA 32nd
  • PART 401(k)
  • TYPE near Erlich Foods International, a General Partnership 401(k) Plan
  • NET ind #5480

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$2MErlich Foods International, a General Partnership 401(k) PlanErlich Foods International, …$2MCentral Maine Healthcare Corporation 401(k) PlanCentral Maine Healthcare Cor…$2MCastoro Capital Inc. 401(k) PlanCastoro Capital Inc. 401(k) …$2MCentral Moloney, Inc. Hourly Employees 401(k) PlanCentral Moloney, Inc. Hourly…$2M
End-of-year total assets ($M) among Spm Qualified 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Alabama filing particulars

Total Assets (Beginning of Year)$2M
Net Assets (End of Year)$2M
Net Income$469K
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. -100000100002000030000 -10123 Total assets ($B) Participants Spm Qualified 401(k) Plan, Total assets ($B): 0.002238677 · Participants: 167Spm Qualified 401(k) PlanRegions Financial Corporation 401(k) Plan, Total assets ($B): 2.854553916 · Participants: 20733Regions Financial Corporation 401(k) PlanEncompass Health Corporation 401(k) Retirement Plan, Total assets ($B): 1.49327201 · Participants: 24565Encompass Health Corporation 401(k) Retirement PlanHexagon Employee Retirement Savings Plan, Total assets ($B): 1.479278219 · Participants: 4618Hexagon Employee Retirement Savings PlanVulcan 401(k) Plan, Total assets ($B): 1.361024189 · Participants: 9487Vulcan 401(k) PlanMercedes-Benz U.S. International, Inc. Retirement and Savings Plan, Total assets ($B): 1.090263356 · Participants: 0Mercedes-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 Erlich Foods International, a General Partnership 401(k) Plan in CA ($2M); by covered participants it is Cleveland Hardware and Forging Co. Profit Sharing in WI (167 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (167 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. 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 2023? ▼
Spm Qualified 401(k) Plan grew sharply - up 26.5% during 2023, from $2M to $2M. Reported net income was $469K.
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 Erlich Foods International, a General Partnership 401(k) Plan in CA ($2M, 5 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 Cleveland Hardware and Forging Co. Profit Sharing in WI (167 participants, $8M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

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.