Other · DOL Form 5500 · 2022

Rural Health Group, Inc. Retirement Plan

Data updated 2026-08-25

$12M
Total assets Small plan by assets
322
Participants Below avg headcount
68th
Percentile by assets National rank
$35,729
Avg per participant Low balance/head
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Official DOL plan name: Rural Health Group, Inc. Tax Deferred Annuity Plan · Sponsored by Rural Health Group, Inc. · North Carolina · Healthcare & Social Assistance

$12M in assets, 322 participants

Rural Health Group, Inc.'s Rural Health Group, Inc. Tax Deferred Annuity Plan reported $12M in total assets and 322 participants in its 2022 DOL Form 5500 filing, ranking in the 68th 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.

  • #14,614 in Healthcare & Social Assistance (20,060 peers)

Coverage in North Carolina

Rural Health Group, Inc. Tax Deferred Annuity Plan covers 322 participants in North Carolina, about 39% of the average North Carolina filer (state average ~819 per filing). Assets: $12M.

#14,614
in Healthcare & Social Assistance (20,060 peers)
-15.2%
assets change YoY

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Rural Health Group, Inc. Tax Deferred Annuity Plan's outsized position by total assets

Rural Health Group, Inc. Tax Deferred Annuity Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$11,504,614 Top 32% higher than 68% of 139,123 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 2022

Rural Health Group, Inc. Tax Deferred Annuity Plan among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Rural Health Group, Inc. Tax Deferred Annuity Plan sits mid-pack in the medium band (322 participants).

EBSA filing schedule strip

Filing strip 581640184 · Rural Health Group, Inc. PY 2022 · Other

Rural Health Group, Inc. Tax Deferred Annuity Plan · $12M · 322 · 68th

  • PHOTO $12M
  • IND 322
  • EOY 68th
  • 5500 Other
  • ASSETS near The Sholom Community Alliance Tax Sheltered Annuity Plan
  • PCT ind #14614

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 North Carolina →

Rural Health Group, Inc. Tax Deferred Annuity Plan in the asset neighbourhood

Bvcaa, Inc. Retirement Plan$12MThe Sholom Community Alliance Tax Sheltered Annuity PlanThe Sholom Community Allianc…$12MJannus, Inc. Retirement Plan$12MRural Health Group, Inc. Tax Deferred Annuity PlanRural Health Group, Inc. Tax…$12MAvance, Inc. 403(b) Plan$11M
End-of-year total assets ($M) among Rural Health Group, Inc. Tax Deferred Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

North Carolina filing particulars

Total Assets (Beginning of Year)$14M
Net Assets (End of Year)$12M
Net Income-$2M
Employer EIN581640184
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Rural Health Group, Inc.)

Sponsor-wide plan assets over time

All Rural Health Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$13M 13.882673508211575% vs 2022
2024 filing year
$11M$11.5M$12M$12.5M$13M$13.5M 202220232024 $11.5M $13.1M ▲ +13.9%
Year Plans Participants Total Assets
2022 1 322 $12M
2023 1 351 $13M
2024 1 350 $13M

Nearby Other Plans in North Carolina

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

Rural Health Group, Inc. Tax Deferred Annuity Plan vs. nearby Other plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants Rural Health Group, Inc. Tax Deferred Annuity Plan, Total assets ($B): 0.011504614 · Participants: 322Rural Health Group, Inc. Tax Deferred Annuity PlanThe Duke University Faculty and Staff Retirement Plan, Total assets ($B): 7.562740816 · Participants: 43924The Duke University Faculty and Staff Retirement PlanWake Forest Baptist Medical Center 403(b) Retirement Savings Plan, Total assets ($B): 2.676072314 · Participants: 20031Wake Forest Baptist Medical Center 403(b) Retirement Savings PlanThe Moses H. Cone Memorial Hospital Voluntary Savings Plan, Total assets ($B): 1.233882537 · Participants: 13292The Moses H. Cone Memorial Hospital Voluntary Savings PlanWake Forest University Retirement Plan, Total assets ($B): 0.686528413 · Participants: 2632Wake Forest University Retirement PlanCaromont Health, Inc. Retirement Savings Plan, Total assets ($B): 0.374675935 · Participants: 4211Caromont Health, Inc. Retirement Savings Plan
Rural Health Group, Inc. Tax Deferred Annuity Plan vs. nearby Other plans in North Carolina, assets vs. participants
Compare Rural Health Group, Inc. Tax Deferred Annuity Plan side-by-side with 3 peers →

Rural Health Group, Inc. Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount

Outside North Carolina, the nearest Other by assets is The Sholom Community Alliance Tax Sheltered Annuity Plan in MN ($12M); by covered participants it is Opportunities Unlimited Employee Savings and Retirement Plan in NY (322 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($12M here).

Similar participant headcount

Nearest other-state filings by covered participants (322 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Rural Health Group, Inc. Tax Deferred Annuity Plan assets move in 2022? ▼
Rural Health Group, Inc. Tax Deferred Annuity Plan declined sharply - down 15.2% during 2022, from $14M to $12M. Reported net income was -$2M.
How have Rural Health Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rural Health Group, Inc.'s sponsor-wide assets grew 13.9%, from $12M to $13M.
Which Other plans are similar in size to Rural Health Group, Inc. Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by assets is The Sholom Community Alliance Tax Sheltered Annuity Plan in MN ($12M, 521 participants).
Which Other plans cover a similar participant headcount to Rural Health Group, Inc. Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is Opportunities Unlimited Employee Savings and Retirement Plan in NY (322 participants, N/A in assets).

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 581640184.

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.