Back to filter
Original filing (PDF)20251013153351NAL0000772323001
PETERSEN NEUROSPINE, PLLC
Form 5500-SF
FILING_RECEIVED
PETERSEN NEUROSPINE DEFINED BENEFIT PLAN
Defined-benefit pension plan
Active participants
4
Accounts w/ balance
—
Plan assets (EOY)
$1.3M
Net assets (EOY)
$1.3M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PETERSEN NEUROSPINE, PLLC.
Plan sponsor
Name
PETERSEN NEUROSPINE, PLLC
EIN
20-5318205
Address
6701 AIRPORT BLVD, D100 · MOBILE, AL · 36608
Phone
(251) 607-6117
Industry
Offices of Physicians· Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
1A · Pay-related DB formula
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Offices of Physicians plans
JERRY H. GRANT, M.D., P.A.
JERRY H. GRANT, M.D., P.A. 401(K) PLAN
$1.3M · 4 participants
TRIAD HEALTH SYSTEMS, INC.
TRIAD HEALTH SYSTEMS, INC. 401(K) RETIREMENT PLAN
$1.3M · 72 participants
MARIE ALIXE KIMA, PA
MARIE ALIXE KIMA, PA CASH BALANCE PLAN
$1.3M · 6 participants
PULMONARY CONSULTANTS OF SOUTHWEST FLORIDA, P.A.
PULMONARY CONSULTANTS OF SOUTHWEST FLORIDA, P.A. 401(K) PROFIT SHARING PLAN AND TRUST
$1.3M · 3 participants
WEST ISLIP MEDICAL CARE, P.C.
WEST ISLIP MEDICAL CARE, P.C. RETIREMENT TRUST (PS)
$1.3M · 3 participants
WYNDHURST FAMILY MEDICINE PC
WYNDHURST FAMILY MEDICINE PC CASH BALANCE PENSION PLAN
$1.3M · 17 participants
Large plans in Alabama
REGIONS FINANCIAL CORPORATION
REGIONS FINANCIAL CORPORATION 401(K) PLAN
$3.2B · 20,137 participants
ENCOMPASS HEALTH CORPORATION
ENCOMPASS HEALTH CORPORATION 401(K) RETIREMENT PLAN
$1.7B · 26,914 participants
INTERGRAPH CORPORATION
HEXAGON EMPLOYEE RETIREMENT SAVINGS PLAN
$1.7B · 4,613 participants
UNIVERSITY OF ALABAMA HEALTH SERVICES FOUNDATION, PC
UNIVERSITY OF ALABAMA HEALTH SERVICES FOUNDATION P.C. 403(B) RETIREMENT ANNUITY PLAN
$1.6B · 5,019 participants
VULCAN MATERIALS COMPANY
VULCAN 401K PLAN
$1.5B · 9,218 participants
MERCEDES-BENZ U.S. INTERNATIONAL, INC.
MERCEDES-BENZ U.S. INTERNATIONAL, INC. RETIREMENT AND SAVINGS PLAN
$1.2B · 6,107 participants
