ESOP · DOL Form 5500 · 2023

Fahc, Inc. ESOP

Data updated 2026-08-25

$24M
Total assets Small plan by assets
2,141
Participants Near avg headcount
76th
Percentile by assets National rank
$11,326
Avg per participant Low balance/head
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Official DOL plan name: Ahc Employee Stock Ownership Plan · Sponsored by Fahc, Inc. · Tennessee · Healthcare & Social Assistance

$24M in assets, 2,141 participants

Fahc, Inc.'s Ahc Employee Stock Ownership Plan reported $24M in total assets and 2,141 participants in its 2023 DOL Form 5500 filing, ranking in the 76th 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.

  • #14,101 in Healthcare & Social Assistance (17,684 peers)

Where Ahc Employee Stock Ownership Plan sits by assets

Ahc Employee Stock Ownership Plan sits in the top quartile of all filed plans by assets, $24M for 2,141 participants (~$11,326/participant), down 38.1% in 2023.

#14,101
in Healthcare & Social Assistance (17,684 peers)
-38.1%
assets change YoY
0.2×
vs typical plan assets (national mean)

The plan reported a net loss of $15M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Ahc Employee Stock Ownership Plan's outsized position by total assets

Ahc Employee Stock Ownership Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$24,248,169 Top 24% higher than 76% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Ahc Employee Stock Ownership 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. Ahc Employee Stock Ownership Plan lands in the large band (2,141 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Ahc Employee Stock Ownership Plan reported net income fell from -$500K in the plan year 2022 filing to -$15M in the plan year 2023 filing.
  • Ahc Employee Stock Ownership Plan end-of-year assets fell from $39M in the plan year 2022 filing to $24M in the plan year 2023 filing.
  • Ahc Employee Stock Ownership Plan reported participants fell from 3,097 in the plan year 2022 filing to 2,141 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 862228182 · Fahc, Inc. PY 2023 · ESOP

Ahc Employee Stock Ownership Plan · $24M · 2,141 · 76th

  • TYPE $24M
  • NET 2,141
  • BOOK 76th
  • VS-ST ESOP
  • BOY near The Mosser Group Employee Stock Ownership Plan and Trust
  • SCH ind #14101

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 What is an ESOP? → · Plans in Tennessee →

Ahc Employee Stock Ownership Plan in the asset neighbourhood

Remco, Inc. Employee Stock Ownership PlanRemco, Inc. Employee Stock O…$24MAhc Employee Stock Ownership PlanAhc Employee Stock Ownership…$24MThe Mosser Group Employee Stock Ownership Plan and TrustThe Mosser Group Employee St…$24MNortheast Community Bank Employee Stock Ownership PlanNortheast Community Bank Emp…$24MAuto Custom Carpets, Inc. Employee Stock Ownership PlanAuto Custom Carpets, Inc. Em…$24M
End-of-year total assets ($M) among Ahc Employee Stock Ownership Plan and nearest nationwide ESOP peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$39M
Net Assets (End of Year)$24M
Net Income-$15M
Employer EIN862228182
Plan Effective Date1993-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Fahc, Inc.)

Sponsor-wide plan assets over time

All Fahc, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$47K 99.88040834762593% vs 2022
2024 filing year
$0M$20M$40M$60M 202220232024 $39.2M $0.05M ▼ -99.9%
Year Plans Participants Total Assets
2022 1 3,097 $39M
2023 1 2,141 $24M
2024 1 1,667 $47K

Nearby ESOP Plans in Tennessee

Peer ESOP plans, same state, same plan type, ranked by total assets.

Ahc Employee Stock Ownership Plan vs. nearby ESOP plans in Tennessee, assets vs. participants Scatter plot of 6 data points. 05001000150020002500 0100200300400500 Total assets ($M) Participants Ahc Employee Stock Ownership Plan, Total assets ($M): 24.248169 · Participants: 2141Ahc Employee Stock Ownership PlanBarr Brands International Amended and Restated Employee Stock Ownership Plan, Total assets ($M): 426.710102 · Participants: 401Barr Brands International Amended and Restated Employee Stock Ownership PlanZander Group Holdings, Inc. Employee Stock Ownership Plan, Total assets ($M): 221.11771 · Participants: 190Zander Group Holdings, Inc. Employee Stock Ownership PlanNational Health Corp Leveraged Employee Stock Ownership Plan, Total assets ($M): 144.306423 · Participants: 1470National Health Corp Leveraged Employee Stock Ownership Plan3ls, Inc. Employee Stock Ownership Plan, Total assets ($M): 133.506002 · Participants: 4243ls, Inc. Employee Stock Ownership PlanSmith Seckman Reid, Inc. Employee Stock Ownership Plan, Total assets ($M): 99.459001 · Participants: 483Smith Seckman Reid, Inc. Employee Stock Ownership Plan
Ahc Employee Stock Ownership Plan vs. nearby ESOP plans in Tennessee, assets vs. participants
Compare Ahc Employee Stock Ownership Plan side-by-side with 3 peers →

Ahc Employee Stock Ownership Plan's out-of-state ESOP peers by assets and headcount

Outside Tennessee, the nearest ESOP by assets is The Mosser Group Employee Stock Ownership Plan and Trust in OH ($24M); by covered participants it is Engineering Consulting Svcs, Ltd Employee Stock Ownership Plan in VA (2,097 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,141 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.

Frequently Asked Questions

How did Ahc Employee Stock Ownership Plan assets move in 2023? ▼
Ahc Employee Stock Ownership Plan contracted severely - down 38.1% during 2023, from $39M to $24M. Reported net income was -$15M.
How have Fahc, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Fahc, Inc.'s sponsor-wide assets declined 99.9%, from $39M to $47K.
Where does Ahc Employee Stock Ownership Plan rank by assets among Form 5500 filers? ▼
Ahc Employee Stock Ownership Plan ranks in the 76th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which ESOP plans are similar in size to Ahc Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by assets is The Mosser Group Employee Stock Ownership Plan and Trust in OH ($24M, 113 participants).
Which ESOP plans cover a similar participant headcount to Ahc Employee Stock Ownership Plan? ▼
Among ESOP plans in other states, the closest by covered participants is Engineering Consulting Svcs, Ltd Employee Stock Ownership Plan in VA (2,097 participants, $28M in assets).

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 862228182.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.