Other · DOL Form 5500 · 2022

Mountain Area Health Education Center, Inc. Retirement Plan

Data updated 2026-07-24

$54M
Total assets
936
Participants
89th
Percentile by assets
$57,877
Avg per participant

Official DOL plan name: Mountain Area Health Education Center, Inc. Retirement Plan · Sponsored by Mountain Area Health Education Center, Inc. · North Carolina · Healthcare & Social Assistance

$54M in assets, 936 participants

Mountain Area Health Education Center, Inc.'s Mountain Area Health Education Center, Inc. Retirement Plan reported $54M in total assets and 936 participants in its 2022 DOL Form 5500 filing, ranking in the 89th 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.

  • 89th percentile by assets (of 139,258 plans)

What the 2022 filing shows

Mountain Area Health Education Center, Inc. Retirement Plan holds $54M for 936 participants - about $57,877 per participant, in the top quartile of all filed plans by assets, down 12.3% over the 2022 plan year.

$54M
total plan assets (2022 EOY)
936
covered participants
89th
percentile by assets (of 139,258 plans)
$57,877
avg assets per participant

The plan reported a net loss of $8M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Industry
Healthcare & Social Assistance

Other · DOL Form 5500 · 2022

What the Filing Says About Mountain Area Health Education Center, Inc. Retirement Plan

Mountain Area Health Education Center, Inc. Retirement Plan is an Other retirement plan sponsored by Mountain Area Health Education Center, Inc., headquartered in North Carolina. According to the U.S. Department of Labor's 2022 Form 5500 filing, the plan reports $54M in total end-of-year assets and covers 936 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 561071426, and the plan has been effective since 1989-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets pulled back noticeably from $62M at the beginning of 2022 to $54M at year-end - down 12.3%. Net assets (after liabilities) closed the year at $54M, with reported net income of -$8M 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.

Across the 3 plan years Mountain Area Health Education Center, Inc. has on file with PlainRetire (2022-2024), sponsor-wide plan assets have moved from $54M to $74M, a gain of 36.2%, while reported participants moved from 936 to 1,099 (+17.4%). The strongest year on file by total sponsor assets was 2024 at $74M; the softest was 2022 at $54M. Year-by-year, sponsor-wide filings show: 2022 - $54M in assets across 1 plan covering 936 participants; 2023 - $68M in assets across 1 plan covering 1,037 participants; 2024 - $74M in assets across 1 plan covering 1,099 participants.

By assets, Mountain Area Health Education Center, Inc. Retirement Plan outranks 89% of the 139,258 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 0.5x the national average plan size of $100M and 730 average participants.

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.

How the percentile is calculated: we count every plan that filed a 2022 Form 5500 with a reported end-of-year asset figure (139,258 plans), rank Mountain Area Health Education Center, Inc. Retirement Plan against all of them by total assets, and report the share of those plans it outranks. A plan reporting no asset figure for the year is excluded from the ranking rather than assumed to be zero.

Financial Summary (2022)

Total Assets (Beginning of Year)$62M
Total Assets (End of Year)$54M
Net Assets (End of Year)$54M
Net Income-$8M
Plan TypeOther
Employer EIN561071426
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Mountain Area Health Education Center, Inc.)

$50M$60M$70M$80M 202220232024 $54.2M $73.8M ▲ +36.2%
Total plan assets by year, all Mountain Area Health Education Center, Inc. 401(k) plans on file
Year Plans Participants Total Assets
2022 1 936 $54M
2023 1 1,037 $68M
2024 1 1,099 $74M

Nearby Other Plans in North Carolina

Peer Other plans, same state, same plan type, ranked by total assets.

Mountain Area Health Education Center, Inc. Retirement Plan vs. nearby Other plans in North Carolina, assets vs. participants

Mountain Area Health Education Center, Inc. Retirement Plan vs. nearby Other plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants Mountain Area Health…The Duke University …Wake Forest Baptist …The Moses H. Cone Me…Wake Forest Universi…Caromont Health, Inc…
Mountain Area Health Education Center, Inc. Retirement Plan vs. nearby Other plans in North Carolina, assets vs. participants

Similar-Sized Other Plans Nationally

Other plans in other states closest to Mountain Area Health Education Center, Inc. Retirement Plan by total assets, not by location.

Frequently Asked Questions

How much money is in the Mountain Area Health Education Center, Inc. Retirement Plan?
As of the 2022 Form 5500 filing, Mountain Area Health Education Center, Inc. Retirement Plan holds $54M in total assets with 936 participants. It is sponsored by Mountain Area Health Education Center, Inc..
What type of plan is Mountain Area Health Education Center, Inc. Retirement Plan?
Mountain Area Health Education Center, Inc. Retirement Plan is an Other plan. It has been effective since 1989-01-01. The plan is filed with the U.S. Department of Labor under EIN 561071426.
Who sponsors the Mountain Area Health Education Center, Inc. Retirement Plan?
Mountain Area Health Education Center, Inc. Retirement Plan is sponsored by Mountain Area Health Education Center, Inc., located in North Carolina. The sponsor's EIN is 561071426 and the plan operates in the Healthcare & Social Assistance industry.
How did Mountain Area Health Education Center, Inc. Retirement Plan perform in 2022?
Mountain Area Health Education Center, Inc. Retirement Plan pulled back noticeably - down 12.3% during 2022, moving from $62M to $54M in total assets. Net income was -$8M.

What this filing means

Ways to act on Mountain Area Health Education Center, Inc. Retirement Plan's numbers.

  • By total assets, Mountain Area Health Education Center, Inc. Retirement Plan ranks in the top quartile of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar Other plans in North Carolina. Compare plans
  • Mountain Area Health Education Center, Inc.'s sponsor-wide assets have grown 36.2% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans
  • An Other plan works differently from other retirement plan types, understand the structural differences before comparing. Compare plan types

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 561071426.

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 U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.

Every figure on PlainRetire is rendered directly from the Department of Labor's Form 5500 annual return filings, no number is typed in by an editor. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-07-24.