Other · DOL Form 5500 · 2023
Appalachian Regional Healthcare System Retirement Plan
Data updated 2026-08-25
- $107M
- Total assets Near avg plan size
- 1,608
- Participants Near avg headcount
- 92nd
- Percentile by assets National rank
- $66,281
- Avg per participant Below avg balance/head
Official DOL plan name: Appalachian Regional Healthcare System 403(b) Retirement Savings Plan · Sponsored by Appalachian Regional Healthcare System · North Carolina · Healthcare & Social Assistance
$107M in assets, 1,608 participants
Appalachian Regional Healthcare System's Appalachian Regional Healthcare System 403(b) Retirement Savings Plan reported $107M in total assets and 1,608 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.
- #16,402 in Healthcare & Social Assistance (17,684 peers)
Where Appalachian Regional Healthcare System 403(b) Retirement Savings Plan sits by assets
Appalachian Regional Healthcare System 403(b) Retirement Savings Plan sits in the top 10% of all filed plans by assets, $107M for 1,608 participants (~$66,281/participant), up 7.9% in 2023.
- #16,402
- in Healthcare & Social Assistance (17,684 peers)
- +7.9%
- assets growth YoY
- 1.1×
- vs typical plan assets (national mean)
Appalachian Regional Healthcare System 403(b) Retirement Savings Plan's outsized position by total assets
Appalachian Regional Healthcare System 403(b) Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$106,579,076 Top 8% higher than 92% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
Appalachian Regional Healthcare System 403(b) Retirement Savings Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Appalachian Regional Healthcare System 403(b) Retirement Savings Plan lands in the large band (1,608 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Appalachian Regional Healthcare System 403(b) Retirement Savings Plan reported net income fell from $10M in the plan year 2022 filing to $8M in the plan year 2023 filing.
- Appalachian Regional Healthcare System 403(b) Retirement Savings Plan end-of-year assets rose from $99M in the plan year 2022 filing to $107M in the plan year 2023 filing.
- Appalachian Regional Healthcare System 403(b) Retirement Savings Plan reported participants rose from 1,594 in the plan year 2022 filing to 1,608 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 201067022 · Appalachian Regional Healthcare System PY 2023 · Other
Appalachian Regional Healthcare System 403(b) Retirement Savings Plan · $107M · 1,608 · 92nd
- EBSA $107M
- EBSA 1,608
- EBSA 92nd
- EBSA Other
- EBSA near Texas Association of School Boards, Inc. Retirement Plan
- EBSA ind #16402
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 →
Appalachian Regional Healthcare System 403(b) Retirement Savings Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $99M |
|---|---|
| Net Assets (End of Year) | $107M |
| Net Income | $8M |
| Employer EIN | 201067022 |
| Plan Effective Date | 1991-06-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Appalachian Regional Healthcare System)
Sponsor-wide plan assets over time
All Appalachian Regional Healthcare System plans reported in each filing year
- Latest sponsor-wide plan assets
- $122M 10.959644745469209% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,861 | $110M |
| 2023 | 2 | 1,853 | $118M |
| 2024 | 2 | 1,814 | $122M |
Nearby Other Plans in North Carolina
Peer Other plans, same state, same plan type, ranked by total assets.
- The Duke University Faculty and Staff Retirement Plan $9.0B · 44,809
- Wake Forest Baptist Medical Center 403(b) Retirement Savings Plan $3.2B · 18,961
- The Moses H. Cone Memorial Hospital Voluntary Savings Plan $1.5B · 13,606
- Wake Forest University Retirement Plan $798M · 3,092
- Caromont Health, Inc. Retirement Savings Plan $444M · 4,458
Appalachian Regional Healthcare System 403(b) Retirement Savings Plan's out-of-state Other peers by assets and headcount
Outside North Carolina, the nearest Other by assets is Texas Association of School Boards, Inc. Retirement Plan in TX ($107M); by covered participants it is Retirement and Savings Plan in NY (1,608 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($107M here).
- Texas Association of School Boards, Inc. Retirement Plan (TX) $107M · 482
- Point Park University Defined Contribution Retirement Plan (PA) $106M · 416
- Mcphs University Tax Deferred Annuity Plan (MA) $107M · 1,651
- Southeasthealth Retirement Plan (MO) $106M · 2,248
Similar participant headcount
Nearest other-state filings by covered participants (1,608 participants); asset peers above are excluded.
- Retirement and Savings Plan (NY) 1,608 · 0 off
- The University of Chicago Medical Center Contributory Retirement Plan (IL) 1,610 · 2 off
- Tax Deferred Annuity Program for Employees of Valley Presbyterian Hospital (CA) 1,614 · 6 off
- Mercy Housing, Inc. 403(b) Plan (CO) 1,602 · 6 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.