Profit Sharing
2023 plan-year Profit Sharing DOL Form 5500

Moab Valley Healthcare, Inc. Retirement Plan

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

Sponsored by Moab Valley Healthcare, Inc. · Utah · Healthcare & Social Assistance

What the 2023 filing shows

Moab Valley Healthcare, Inc. Retirement Plan holds $21M for 279 participants — about $75,965 per participant, up 30.8% over the 2023 plan year.

$21M
total plan assets (2023 EOY)
279
covered participants
$75,965
avg assets per participant
+30.8%
assets growth YoY
Total Assets (2023)
$21M
Participants
279
State
Industry
Healthcare & Social Assistance

What the Filing Says About Moab Valley Healthcare, Inc. Retirement Plan

Moab Valley Healthcare, Inc. Retirement Plan is a Profit Sharing retirement plan sponsored by Moab Valley Healthcare, Inc., headquartered in Utah. As of the 2023 Form 5500 filing, the plan reports $21M in total end-of-year assets and covers 279 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 870543342, and the plan has been effective since 1996-07-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $16M at the beginning of 2023 to $21M at year-end — a gain of 30.8%. Net assets (after liabilities) closed the year at $21M, with reported net income of $5M 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)$16M
Total Assets (End of Year)$21M
Net Assets (End of Year)$21M
Net Income$5M
Plan TypeProfit Sharing
Employer EIN870543342
Plan Effective Date1996-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Moab Valley Healthcare, Inc.)

Year Plans Participants Total Assets
2022 1 271 $16M
2023 1 279 $21M
2024 1 302 $25M

Nearby Profit Sharing Plans in Utah

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Frequently Asked Questions

How much money is in the Moab Valley Healthcare, Inc. Retirement Plan?
As of the 2023 Form 5500 filing, Moab Valley Healthcare, Inc. Retirement Plan holds $21M in total assets with 279 participants. It is sponsored by Moab Valley Healthcare, Inc..
What type of plan is Moab Valley Healthcare, Inc. Retirement Plan?
Moab Valley Healthcare, Inc. Retirement Plan is a Profit Sharing plan. It has been effective since 1996-07-01. The plan is filed with the U.S. Department of Labor under EIN 870543342.
Who sponsors the Moab Valley Healthcare, Inc. Retirement Plan?
Moab Valley Healthcare, Inc. Retirement Plan is sponsored by Moab Valley Healthcare, Inc., located in Utah. The sponsor's EIN is 870543342 and the plan operates in the Healthcare & Social Assistance industry.
How did Moab Valley Healthcare, Inc. Retirement Plan perform in 2023?
Moab Valley Healthcare, Inc. Retirement Plan grew by 30.8% during 2023, moving from $16M to $21M in total assets. Net income was $5M.
Where can I find official filings for Moab Valley Healthcare, Inc. Retirement Plan?
Official Form 5500 filings for Moab Valley Healthcare, Inc. Retirement Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 870543342 or plan name at efast.dol.gov.
How does Moab Valley Healthcare, Inc. Retirement Plan compare to other plans?
You can compare Moab Valley Healthcare, Inc. Retirement Plan against other Profit Sharing plans on the plan type page, or view plans in Utah 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 870543342.

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.