Money Purchase · DOL Form 5500 · 2023
Appalachian Regional Healthcare System Money Purchase Plan
Data updated 2026-08-25
- $12M
- Total assets Small plan by assets
- 245
- Participants Below avg headcount
- 62nd
- Percentile by assets National rank
- $48,414
- Avg per participant Low balance/head
Official DOL plan name: Appalachian Regional Healthcare System Frozen Retirement Savings Plan · Sponsored by Appalachian Regional Healthcare System · North Carolina · Healthcare & Social Assistance
$12M in assets, 245 participants
Appalachian Regional Healthcare System's Appalachian Regional Healthcare System Frozen Retirement Savings Plan reported $12M in total assets and 245 participants in its 2023 DOL Form 5500 filing, ranking in the 62nd 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.
- #11,979 in Healthcare & Social Assistance (17,684 peers)
Coverage in North Carolina
Appalachian Regional Healthcare System Frozen Retirement Savings Plan covers 245 participants in North Carolina, about 30% of the average North Carolina filer (state average ~819 per filing). Assets: $12M.
- #11,979
- in Healthcare & Social Assistance (17,684 peers)
- +5.0%
- assets growth YoY
Appalachian Regional Healthcare System Frozen Retirement Savings Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Appalachian Regional Healthcare System Frozen Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$11,861,518 Top 38% higher than 62% 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 Frozen Retirement Savings Plan among mid-size filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Appalachian Regional Healthcare System Frozen Retirement Savings Plan sits mid-pack in the medium band (245 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Appalachian Regional Healthcare System Frozen Retirement Savings Plan reported net income rose from -$374K in the plan year 2022 filing to $564K in the plan year 2023 filing.
- Appalachian Regional Healthcare System Frozen Retirement Savings Plan reported participants fell from 267 in the plan year 2022 filing to 245 in the plan year 2023 filing.
- Appalachian Regional Healthcare System Frozen Retirement Savings Plan end-of-year assets rose from $11M in the plan year 2022 filing to $12M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 201067022 · Appalachian Regional Healthcare System PY 2023 · Money Purchase
Appalachian Regional Healthcare System Frozen Retirement Savings Plan · $12M · 245 · 62nd
- NET $12M
- BOOK 245
- VS-ST 62nd
- BOY Money Purchase
- SCH near Asbestos Workers Local 84 Annuity Plan
- EBSA ind #11979
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 Frozen Retirement Savings Plan in the asset neighbourhood
North Carolina filing particulars
| Total Assets (Beginning of Year) | $11M |
|---|---|
| Net Assets (End of Year) | $12M |
| Net Income | $564K |
| Employer EIN | 201067022 |
| Plan Effective Date | 1972-11-01 |
| 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 Money Purchase Plans in North Carolina
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
- Money Purchase Pension Plan of Wake Forest University Health Sciences $504M · 2,131
- Fhi 360 Employees' Pension Plan $231M · 1,409
- New England Life Insurance Company Agents' Retirement Plan and Trust $88M · N/A
- Oup USA Defined Contribution Retirement Plan $76M · 370
- Carteret County General Hospital Money Purchase Pension Plan $55M · 896
Appalachian Regional Healthcare System Frozen Retirement Savings Plan's out-of-state Money Purchase peers by assets and headcount
Outside North Carolina, the nearest Money Purchase by assets is Asbestos Workers Local 84 Annuity Plan in IN ($12M); by covered participants it is Hamamatsu Corporation Money Purchase Plan in NJ (246 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 (245 participants); asset peers above are excluded.
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.