Jackson General Hospital Tax Sheltered Annuity Plan
ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.
Sponsored by Community Health Association · West Virginia · Healthcare & Social Assistance
What the 2023 filing shows
Jackson General Hospital Tax Sheltered Annuity Plan holds $4M for N/A participants, down 14.6% over the 2022 plan year.
- $4M
- total plan assets (2022 EOY)
- N/A
- covered participants
- -14.6%
- assets change YoY
The plan reported a net loss of $683K for the year — a single-year figure driven by markets and benefit payments, not a measure of plan health.
What the Filing Says About Jackson General Hospital Tax Sheltered Annuity Plan
Jackson General Hospital Tax Sheltered Annuity Plan is a Profit Sharing retirement plan sponsored by Community Health Association, headquartered in West Virginia. As of the 2022 Form 5500 filing, the plan reports $4M in total end-of-year assets and covers N/A participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 550462730, and the plan has been effective since 1996-09-09. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from $5M at the beginning of 2022 to $4M at year-end — a decline of 14.6%. Net assets (after liabilities) closed the year at $4M, with reported net income of $-683,405 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.
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) | $5M |
| Total Assets (End of Year) | $4M |
| Net Assets (End of Year) | $4M |
| Net Income | $-683,405 |
| Plan Type | Profit Sharing |
| Employer EIN | 550462730 |
| Plan Effective Date | 1996-09-09 |
| Filing Status | FILING RECEIVED |
Nearby Profit Sharing Plans in West Virginia
Peer Profit Sharing plans — same state, same plan type — ranked by total assets.
- West Virginia University Medical Corporation 403(b) Plan $282M · 1,761
- Camc Health System, Inc. Retirement Savings Plan $228M · N/A
- Local Union 317 Electrical Pension Plan $160M · 744
- University Physicians and Surgeons, Inc. Retirement Plan $149M · 2,263
- St. Mary's Medical Center 403(b) Plan $148M · 3,579
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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 550462730.
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.
Read our methodology — how this data is sourced, computed, and verified.