Other · DOL Form 5500 · 2023

Rural Health Group, Inc. Retirement Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
351
Participants Below avg headcount
64th
Percentile by assets National rank
$36,496
Avg per participant Low balance/head
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Official DOL plan name: Rural Health Group, Inc. Tax Deferred Annuity Plan · Sponsored by Rural Health Group, Inc. · North Carolina · Healthcare & Social Assistance

$13M in assets, 351 participants

Rural Health Group, Inc.'s Rural Health Group, Inc. Tax Deferred Annuity Plan reported $13M in total assets and 351 participants in its 2023 DOL Form 5500 filing, ranking in the 64th 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.

  • #12,239 in Healthcare & Social Assistance (17,684 peers)

Coverage in North Carolina

Rural Health Group, Inc. Tax Deferred Annuity Plan covers 351 participants in North Carolina, about 43% of the average North Carolina filer (state average ~819 per filing). Assets: $13M.

#12,239
in Healthcare & Social Assistance (17,684 peers)
+11.3%
assets growth YoY

Rural Health Group, Inc. Tax Deferred Annuity Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Rural Health Group, Inc. Tax Deferred Annuity Plan vs every filed plan by assets

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

$12,810,150 Top 36% higher than 64% 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

Rural Health Group, Inc. Tax Deferred Annuity 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. Rural Health Group, Inc. Tax Deferred Annuity Plan sits mid-pack in the medium band (351 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Rural Health Group, Inc. Tax Deferred Annuity Plan reported net income rose from -$2M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Rural Health Group, Inc. Tax Deferred Annuity Plan end-of-year assets rose from $12M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • Rural Health Group, Inc. Tax Deferred Annuity Plan reported participants rose from 322 in the plan year 2022 filing to 351 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 581640184 · Rural Health Group, Inc. PY 2023 · Other

Rural Health Group, Inc. Tax Deferred Annuity Plan · $13M · 351 · 64th

  • NET $13M
  • NET 351
  • NET 64th
  • NET Other
  • NET near Seattle Aquarium Society 403(b) Plan
  • NET ind #12239

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 →

Rural Health Group, Inc. Tax Deferred Annuity Plan in the asset neighbourhood

Near North Montessori School TsaNear North Montessori School…$13MRural Health Group, Inc. Tax Deferred Annuity PlanRural Health Group, Inc. Tax…$13MSeattle Aquarium Society 403(b) PlanSeattle Aquarium Society 403…$13MCordillera and Affiliated Companies 401(k) Deferred Compensation PlanCordillera and Affiliated Co…$13MCovenant Care Retirement Savings PlanCovenant Care Retirement Sav…$13M
End-of-year total assets ($M) among Rural Health Group, Inc. Tax Deferred Annuity Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

North Carolina filing particulars

Total Assets (Beginning of Year)$12M
Net Assets (End of Year)$13M
Net Income$1M
Employer EIN581640184
Plan Effective Date1991-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Rural Health Group, Inc.)

Sponsor-wide plan assets over time

All Rural Health Group, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$13M 13.882673508211575% vs 2022
2024 filing year
$11M$11.5M$12M$12.5M$13M$13.5M 202220232024 $11.5M $13.1M ▲ +13.9%
Year Plans Participants Total Assets
2022 1 322 $12M
2023 1 351 $13M
2024 1 350 $13M

Nearby Other Plans in North Carolina

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

Rural Health Group, Inc. Tax Deferred Annuity Plan vs. nearby Other plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246810 Total assets ($B) Participants Rural Health Group, Inc. Tax Deferred Annuity Plan, Total assets ($B): 0.01281015 · Participants: 351Rural Health Group, Inc. Tax Deferred Annuity PlanThe Duke University Faculty and Staff Retirement Plan, Total assets ($B): 8.950907627 · Participants: 44809The Duke University Faculty and Staff Retirement PlanWake Forest Baptist Medical Center 403(b) Retirement Savings Plan, Total assets ($B): 3.192820786 · Participants: 18961Wake Forest Baptist Medical Center 403(b) Retirement Savings PlanThe Moses H. Cone Memorial Hospital Voluntary Savings Plan, Total assets ($B): 1.459711813 · Participants: 13606The Moses H. Cone Memorial Hospital Voluntary Savings PlanWake Forest University Retirement Plan, Total assets ($B): 0.797846895 · Participants: 3092Wake Forest University Retirement PlanCaromont Health, Inc. Retirement Savings Plan, Total assets ($B): 0.444128487 · Participants: 4458Caromont Health, Inc. Retirement Savings Plan
Rural Health Group, Inc. Tax Deferred Annuity Plan vs. nearby Other plans in North Carolina, assets vs. participants
Compare Rural Health Group, Inc. Tax Deferred Annuity Plan side-by-side with 3 peers →

Rural Health Group, Inc. Tax Deferred Annuity Plan's out-of-state Other peers by assets and headcount

Outside North Carolina, the nearest Other by assets is Seattle Aquarium Society 403(b) Plan in WA ($13M); by covered participants it is Town and Country Retirement Plan in CA (351 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (351 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 Rural Health Group, Inc. Tax Deferred Annuity Plan assets move in 2023? ▼
Rural Health Group, Inc. Tax Deferred Annuity Plan grew at a solid clip - up 11.3% during 2023, from $12M to $13M. Reported net income was $1M.
How have Rural Health Group, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Rural Health Group, Inc.'s sponsor-wide assets grew 13.9%, from $12M to $13M.
Which Other plans are similar in size to Rural Health Group, Inc. Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by assets is Seattle Aquarium Society 403(b) Plan in WA ($13M, 219 participants).
Which Other plans cover a similar participant headcount to Rural Health Group, Inc. Tax Deferred Annuity Plan? ▼
Among Other plans in other states, the closest by covered participants is Town and Country Retirement Plan in CA (351 participants, $7M 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 581640184.

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.