Other · DOL Form 5500 · 2023
Appalachian Regional Healthcare Inc Retirement Plan
Data updated 2026-08-25
- $29M
- Total assets Below avg plan size
- 577
- Participants Below avg headcount
- 79th
- Percentile by assets National rank
- $50,080
- Avg per participant Low balance/head
Official DOL plan name: Appalachian Regional Healthcare, Inc. Voluntary Plan · Sponsored by Appalachian Regional Healthcare Inc · Kentucky · Healthcare & Social Assistance
$29M in assets, 577 participants
Appalachian Regional Healthcare Inc's Appalachian Regional Healthcare, Inc. Voluntary Plan reported $29M in total assets and 577 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.
- #14,490 in Healthcare & Social Assistance (17,684 peers)
Where Appalachian Regional Healthcare, Inc. Voluntary Plan sits by assets
Appalachian Regional Healthcare, Inc. Voluntary Plan sits in the top quartile of all filed plans by assets, $29M for 577 participants (~$50,080/participant), down 3.1% in 2023.
- #14,490
- in Healthcare & Social Assistance (17,684 peers)
- -3.1%
- assets change YoY
- 0.3×
- vs typical plan assets (national mean)
The plan reported a net loss of $912K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Appalachian Regional Healthcare, Inc. Voluntary Plan's outsized position by total assets
Appalachian Regional Healthcare, Inc. Voluntary Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$28,896,017 Top 21% higher than 79% 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. Voluntary 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, Inc. Voluntary Plan sits mid-pack in the medium band (577 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Appalachian Regional Healthcare, Inc. Voluntary Plan reported net income fell from $735K in the plan year 2022 filing to -$912K in the plan year 2023 filing.
- Appalachian Regional Healthcare, Inc. Voluntary Plan reported participants fell from 605 in the plan year 2022 filing to 577 in the plan year 2023 filing.
- Appalachian Regional Healthcare, Inc. Voluntary Plan end-of-year assets fell from $30M in the plan year 2022 filing to $29M in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 520795508 · Appalachian Regional Healthcare Inc PY 2023 · Other
Appalachian Regional Healthcare, Inc. Voluntary Plan · $29M · 577 · 79th
- PCT $29M
- PCT 577
- PCT 79th
- PCT Other
- PCT near American Friends of the Hebrew University 403(b) DC and 403(b) Tda Plan
- PCT ind #14490
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. Voluntary Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $30M |
|---|---|
| Net Assets (End of Year) | $29M |
| Net Income | -$912K |
| Employer EIN | 520795508 |
| Plan Effective Date | 1986-01-01 |
| 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
Appalachian Regional Healthcare, Inc. Voluntary Plan's out-of-state Other peers by assets and headcount
Outside Kentucky, the nearest Other by assets is American Friends of the Hebrew University 403(b) DC and 403(b) Tda Plan in NY ($29M); by covered participants it is Marymount University Defined Contribution Retirement Plan in VA (577 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($29M here).
Similar participant headcount
Nearest other-state filings by covered participants (577 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.