Money Purchase
2023 plan-year Money Purchase DOL Form 5500

Appalachian Regional Healthcare System Frozen Retirement Savings Plan

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

Sponsored by Appalachian Regional Healthcare System · North Carolina · Healthcare & Social Assistance

What the 2023 filing shows

Appalachian Regional Healthcare System Frozen Retirement Savings Plan holds $12M for 245 participants — about $48,414 per participant, up 5.0% over the 2023 plan year.

$12M
total plan assets (2023 EOY)
245
covered participants
$48,414
avg assets per participant
+5.0%
assets growth YoY
Total Assets (2023)
$12M
Participants
245
Industry
Healthcare & Social Assistance

What the Filing Says About Appalachian Regional Healthcare System Frozen Retirement Savings Plan

Appalachian Regional Healthcare System Frozen Retirement Savings Plan is a Money Purchase retirement plan sponsored by Appalachian Regional Healthcare System, headquartered in North Carolina. As of the 2023 Form 5500 filing, the plan reports $12M in total end-of-year assets and covers 245 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 201067022, and the plan has been effective since 1972-11-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $11M at the beginning of 2023 to $12M at year-end — a gain of 5.0%. Net assets (after liabilities) closed the year at $12M, with reported net income of $564K 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)$11M
Total Assets (End of Year)$12M
Net Assets (End of Year)$12M
Net Income$564K
Plan TypeMoney Purchase
Employer EIN201067022
Plan Effective Date1972-11-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Appalachian Regional Healthcare System)

Year Plans Participants Total Assets
2022 2 1,861 $110M
2023 2 1,853 $118M
2024 2 1,814 $122M

Nearby Money Purchase Plans in North Carolina

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Frequently Asked Questions

How much money is in the Appalachian Regional Healthcare System Frozen Retirement Savings Plan?
As of the 2023 Form 5500 filing, Appalachian Regional Healthcare System Frozen Retirement Savings Plan holds $12M in total assets with 245 participants. It is sponsored by Appalachian Regional Healthcare System.
What type of plan is Appalachian Regional Healthcare System Frozen Retirement Savings Plan?
Appalachian Regional Healthcare System Frozen Retirement Savings Plan is a Money Purchase plan. It has been effective since 1972-11-01. The plan is filed with the U.S. Department of Labor under EIN 201067022.
Who sponsors the Appalachian Regional Healthcare System Frozen Retirement Savings Plan?
Appalachian Regional Healthcare System Frozen Retirement Savings Plan is sponsored by Appalachian Regional Healthcare System, located in North Carolina. The sponsor's EIN is 201067022 and the plan operates in the Healthcare & Social Assistance industry.
How did Appalachian Regional Healthcare System Frozen Retirement Savings Plan perform in 2023?
Appalachian Regional Healthcare System Frozen Retirement Savings Plan grew by 5.0% during 2023, moving from $11M to $12M in total assets. Net income was $564K.
Where can I find official filings for Appalachian Regional Healthcare System Frozen Retirement Savings Plan?
Official Form 5500 filings for Appalachian Regional Healthcare System Frozen Retirement Savings Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 201067022 or plan name at efast.dol.gov.
How does Appalachian Regional Healthcare System Frozen Retirement Savings Plan compare to other plans?
You can compare Appalachian Regional Healthcare System Frozen Retirement Savings Plan against other Money Purchase plans on the plan type page, or view plans in North Carolina on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 201067022.

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.