Other · DOL Form 5500 · 2023
Appalachian Regional Healthcare, Inc. Retirement Plan
Data updated 2026-08-25
- $160M
- Total assets Near avg plan size
- 5,921
- Participants Above avg headcount
- 94th
- Percentile by assets National rank
- $26,947
- Avg per participant Low balance/head
Official DOL plan name: Appalachian Regional Healthcare, Inc. Thrift Plan · Sponsored by Appalachian Regional Healthcare, Inc. · Kentucky · Healthcare & Social Assistance
$160M in assets, 5,921 participants
Appalachian Regional Healthcare, Inc.'s Appalachian Regional Healthcare, Inc. Thrift Plan reported $160M in total assets and 5,921 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.
- #16,728 in Healthcare & Social Assistance (17,684 peers)
Coverage in Kentucky
Appalachian Regional Healthcare, Inc. Thrift Plan covers 5,921 participants in Kentucky, 9.2x the typical Kentucky plan (state average ~647 per filing). Assets: $160M.
- #16,728
- in Healthcare & Social Assistance (17,684 peers)
- +7.5%
- assets growth YoY
- 1.6×
- vs typical plan assets (national mean)
Appalachian Regional Healthcare, Inc. Thrift Plan's outsized position by total assets
Appalachian Regional Healthcare, Inc. Thrift Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$159,551,102 Top 6% higher than 94% 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, Inc. Thrift 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, Inc. Thrift Plan lands in the large band (5,921 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Appalachian Regional Healthcare, Inc. Thrift Plan reported net income fell from $24M in the plan year 2022 filing to $11M in the plan year 2023 filing.
- Appalachian Regional Healthcare, Inc. Thrift Plan reported participants rose from 4,334 in the plan year 2022 filing to 5,921 in the plan year 2023 filing.
- Appalachian Regional Healthcare, Inc. Thrift Plan end-of-year assets rose from $148M in the plan year 2022 filing to $160M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 520795508 · Appalachian Regional Healthcare, Inc. PY 2023 · Other
Appalachian Regional Healthcare, Inc. Thrift Plan · $160M · 5,921 · 94th
- EIN $160M
- EIN 5,921
- EIN 94th
- EIN Other
- EIN near Florida Tech Retirement Plan
- EIN ind #16728
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 Kentucky →
Appalachian Regional Healthcare, Inc. Thrift Plan in the asset neighbourhood
Kentucky filing particulars
| Total Assets (Beginning of Year) | $148M |
|---|---|
| Net Assets (End of Year) | $160M |
| Net Income | $11M |
| Employer EIN | 520795508 |
| Plan Effective Date | 2008-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Appalachian Regional Healthcare, Inc.)
Sponsor-wide plan assets over time
All Appalachian Regional Healthcare, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $563M 14.2883673039873% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 5 | 6,485 | $493M |
| 2023 | 5 | 7,985 | $516M |
| 2024 | 5 | 7,705 | $563M |
Nearby Other Plans in Kentucky
Peer Other plans, same state, same plan type, ranked by total assets.
- Norton Healthcare 403(b) Retirement Savings Plan $1.9B · 20,109
- Baptist Health Thrift Plan $1.1B · 790
- Electrical Workers Local 369 Retirement Fund $488M · 3,313
- Emh Retirement Savings Plan $179M · 1,706
- Owensboro Health 403(b) Safe Harbor Plan $169M · 3,768
Scale composition for Appalachian Regional Healthcare, Inc. Thrift Plan
Appalachian Regional Healthcare, Inc. Thrift Plan reports $160M in end-of-year assets across 5,921 participants (0.001% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.006% of 93,925,755 covered participants) - about $26,947 per participant (19% of the national average assets-per-participant) . Net income for plan year 2023 was $11M.
This plan identity (EIN 520795508, plan #004) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $148M to $191M (+28.5%) while covered participants moved from 4,334 to 5,919 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 4,334 | $148M | Open filing |
| 2023 | 5,921 | $160M | This page |
| 2024 · index core | 5,919 | $191M | Open filing |
The same sponsor also keeps 3 other index-core plans on PlainRetire:
- Appalachian Regional Healthcare, Inc. Thrift Plan (Other, $191M, 5,919 participants)
- Appalachian Regional Healthcare, Inc. Pension Plan (Defined Benefit (Pension), $166M, 855 participants)
- Appalachian Regional Healthcare, Inc. Retirement Plan (Defined Benefit (Pension), $124M, 373 participants)
Appalachian Regional Healthcare, Inc. Thrift Plan's out-of-state Other peers by assets and headcount
Outside Kentucky, the nearest Other by assets is Florida Tech Retirement Plan in FL ($160M); by covered participants it is Luminis Health Retirement Plan in MD (5,911 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($160M here).
- Florida Tech Retirement Plan (FL) $160M · 1,291
- Hamline University 403(b) Retirement Plan (MN) $160M · 432
- Bank Street College of Education Defined Contribution Plan (NY) $160M · 537
- Local Union 317 Electrical Pension Plan (WV) $160M · 744
Similar participant headcount
Nearest other-state filings by covered participants (5,921 participants); asset peers above are excluded.
- Luminis Health Retirement Plan (MD) 5,911 · 10 off
- Luminis Health Retirement Plan (Employer Contributions) (MD) 5,951 · 30 off
- Roper St. Francis Healthcare 403(b) Plan (SC) 5,979 · 58 off
- Umms Voluntary 403(b) Plan (MD) 5,847 · 74 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.