Profit Sharing
2022 plan-year Profit Sharing DOL Form 5500

AU MEDICAL CENTER, INC. 403(B) RETIREMENT SAVINGS PLAN

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

AU HEALTH SYSTEM, INC.

This Profit Sharing plan holds $174M in total assets and serves 3,392 participants as of 2022. It is sponsored by AU HEALTH SYSTEM, INC. in Georgia. The plan reported positive net income of $26M for the year.

Total Assets (2023)
$174M
Participants
3,392
State
Industry
Healthcare & Social Assistance

What the Filing Says About AU MEDICAL CENTER, INC. 403(B) RETIREMENT SAVINGS PLAN

AU MEDICAL CENTER, INC. 403(B) RETIREMENT SAVINGS PLAN is a Profit Sharing retirement plan sponsored by AU HEALTH SYSTEM, INC., headquartered in Georgia. As of the 2022 Form 5500 filing, the plan reports $174M in total end-of-year assets and covers 3,392 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 272999718, and the plan has been effective since 2000-07-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $148M at the beginning of 2022 to $174M at year-end — a gain of 17.5%. Net assets (after liabilities) closed the year at $174M, with reported net income of $26M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$148M
Total Assets (End of Year)$174M
Net Assets (End of Year)$174M
Net Income$26M
Plan TypeProfit Sharing
Employer EIN272999718
Plan Effective Date2000-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (AU HEALTH SYSTEM, INC.)

Year Plans Participants Total Assets
2022 8 31,339 $1.3B
2023 2 7,313 $446M
2024 2 6,576 $113M

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Frequently Asked Questions

How much money is in the AU MEDICAL CENTER, INC. 403(B) RETIREMENT SAVINGS PLAN?
As of the 2022 Form 5500 filing, AU MEDICAL CENTER, INC. 403(B) RETIREMENT SAVINGS PLAN holds $174M in total assets with 3,392 participants. It is sponsored by AU HEALTH SYSTEM, INC..
What type of plan is AU MEDICAL CENTER, INC. 403(B) RETIREMENT SAVINGS PLAN?
AU MEDICAL CENTER, INC. 403(B) RETIREMENT SAVINGS PLAN is a Profit Sharing plan. It has been effective since 2000-07-01. The plan is filed with the U.S. Department of Labor under EIN 272999718.
Who sponsors the AU MEDICAL CENTER, INC. 403(B) RETIREMENT SAVINGS PLAN?
AU MEDICAL CENTER, INC. 403(B) RETIREMENT SAVINGS PLAN is sponsored by AU HEALTH SYSTEM, INC., located in Georgia. The sponsor's EIN is 272999718 and the plan operates in the Healthcare & Social Assistance industry.
How did AU MEDICAL CENTER, INC. 403(B) RETIREMENT SAVINGS PLAN perform in 2022?
AU MEDICAL CENTER, INC. 403(B) RETIREMENT SAVINGS PLAN grew by 17.5% during 2022, moving from $148M to $174M in total assets. Net income was $26M.
Where can I find official filings for AU MEDICAL CENTER, INC. 403(B) RETIREMENT SAVINGS PLAN?
Official Form 5500 filings for AU MEDICAL CENTER, INC. 403(B) RETIREMENT SAVINGS PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 272999718 or plan name at efast.dol.gov.
How does AU MEDICAL CENTER, INC. 403(B) RETIREMENT SAVINGS PLAN compare to other plans?
You can compare AU MEDICAL CENTER, INC. 403(B) RETIREMENT SAVINGS PLAN against other Profit Sharing plans on the plan type page, or view plans in Georgia on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

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Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 272999718.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.