Plan Ledger DOL Form 5500 · updated monthly

Uab Medicine Enterprise403(b)

UAB HEALTH SYSTEM 403(B) RETIREMENT PLAN · BIRMINGHAM, AL · plan year 2025

Reported admin expense ratio · 2025
0.16%

Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works

Uab Medicine Enterprise reported $171,608 in plan administrative expenses for 2025: 0.16% of average plan assets, above the peer median. Employer contributions averaged $7,096 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 3 years on file its reported administrative ratio fell from 0.20% to 0.16%. The plan sits in the $50M–$250M size bracket, benchmarked here against 605 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 62nd-largest of 902 plans among Alabama employers on file, and the 920th of 11,911 in health care & social assistance. In 2025, the employer put in $1.06 for every $1.00 employees contributed themselves; active participation has grown from 542 to 745 since 2022.

Plan summary
Net assets, end of year$122,330,191
Participants with balances957
Active participants745
Employer contributions$5,286,453
Employee contributions$5,000,262
Employer contribution per active participant$7,096
Average account balance$127,827
Benefits paid to participants$4,615,214
Plan auditUnmodified (clean) audit opinion
Plan history4
Yearassets · accounts · employer contribution
2025$122.3M · 957 accts · $5.3M emplr
2024$98.8M · 880 accts · $4.5M emplr
2023$87.4M · 787 accts · $4.2M emplr
2022$68.0M · 748 accts · $3.9M emplr
Administrative expenses, itemized · 2025
Recordkeeping & contract admin$75,209
Investment management$96,399
Total administrative$171,608
Employer contributions to the Uab Medicine Enterprise plan · 2025
Employer contribution per active participant$7,096
Median for plans this size$4,093
2025$7,096 per active participant
2024$6,800 per active participant
2023$7,493 per active participant
2022$7,110 per active participant

Uab Medicine Enterprise's 2025 employer contribution ran above the $4,093 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20252
TIAA · Recordkeeping · Pension consulting$75,209
JOHNSON STERLING, INC · Investment advisory (plan)$96,399

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year3
2025TIAA
2024TIAA
2023TIAA

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history4
2025$171,608 · 0.16%
2024$141,679 · 0.15%
2023$104,150 · 0.13%
2022$138,922 · 0.20%
Same employer
Similar plansHealth Care & Social Assistance · Alabama
Rehab Employee Services, LLC AL$208.6M · 0.30%
Nhs Management, LLC AL$97.2M · 0.18%
Premier Medical Group, Inc. AL$83.3M · 0.19%

Why are you looking at this plan?

Compare

Source: U.S. Department of Labor, Form 5500 series, EIN 631182994 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.