Other · DOL Form 5500 · 2023

American Health Management, Inc. Retirement Plan

Data updated 2026-08-25

$4M
Total assets Small plan by assets
420
Participants Below avg headcount
41st
Percentile by assets National rank
$9,769
Avg per participant Low balance/head
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Official DOL plan name: Employee Benefit Plan of American Health Management, Inc. · Sponsored by American Health Management, Inc. · Kentucky · Healthcare & Social Assistance

$4M in assets, 420 participants

American Health Management, Inc.'s Employee Benefit Plan of American Health Management, Inc. reported $4M in total assets and 420 participants in its 2023 DOL Form 5500 filing, ranking in the 41st 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.

  • #7,706 in Healthcare & Social Assistance (17,684 peers)

American Health Management, Inc. multi-year trail

American Health Management, Inc.'s plans moved +58.0% in assets from 2022 to 2024; this filing shows Employee Benefit Plan of American Health Management, Inc. at $4M / 420 participants.

#7,706
in Healthcare & Social Assistance (17,684 peers)
+27.9%
assets growth YoY

Employee Benefit Plan of American Health Management, Inc.'s mid-pack asset rank among Healthcare & Social Assistance and all filers

Employee Benefit Plan of American Health Management, Inc. vs every filed plan by assets

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

$4,102,806 41st percentile higher than 41% 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

Employee Benefit Plan of American Health Management, Inc. 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. Employee Benefit Plan of American Health Management, Inc. sits mid-pack in the medium band (420 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Employee Benefit Plan of American Health Management, Inc. reported net income rose from -$454K in the plan year 2022 filing to $895K in the plan year 2023 filing.
  • Employee Benefit Plan of American Health Management, Inc. end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • Employee Benefit Plan of American Health Management, Inc. reported participants fell from 502 in the plan year 2022 filing to 420 in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 311541170 · American Health Management, Inc. PY 2023 · Other

Employee Benefit Plan of American Health Management, Inc. · $4M · 420 · 41st

  • VS-ST $4M
  • BOY 420
  • SCH 41st
  • EBSA Other
  • PART near Homesafe 403(b) Retirement Plan
  • TYPE ind #7706

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 →

Employee Benefit Plan of American Health Management, Inc. in the asset neighbourhood

C.C. Young Retirement Plan$4MEmployee Benefit Plan of American Health Management, Inc.Employee Benefit Plan of Ame…$4MHomesafe 403(b) Retirement PlanHomesafe 403(b) Retirement P…$4M403(b) Thrift Plan of Community Action Development Corporation403(b) Thrift Plan of Commun…$4MTortilleria Atotonilco, Inc. Profit Sharing PlanTortilleria Atotonilco, Inc.…$4M
End-of-year total assets ($M) among Employee Benefit Plan of American Health Management, Inc. and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

American Health Management, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All American Health Management, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$5M 58.00333222757917% vs 2022
2024 filing year
$3M$4M$5M$6M 202220232024 $3.21M $5.07M ▲ +57.9%
Year Plans Participants Total Assets
2022 1 502 $3M
2023 1 420 $4M
2024 1 459 $5M

American Health Management, Inc. filing trail (2023)

Total Assets (Beginning of Year)$3M
Net Assets (End of Year)$4M
Net Income$895K
Employer EIN311541170
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in Kentucky

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

Employee Benefit Plan of American Health Management, Inc. vs. nearby Other plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -50000500010000150002000025000 -0.500.511.52 Total assets ($B) Participants Employee Benefit Plan of American Health Management, Inc., Total assets ($B): 0.004102806 · Participants: 420Employee Benefit Plan of American Health Management, Inc.Norton Healthcare 403(b) Retirement Savings Plan, Total assets ($B): 1.901752524 · Participants: 20109Norton Healthcare 403(b) Retirement Savings PlanBaptist Health Thrift Plan, Total assets ($B): 1.121172219 · Participants: 790Baptist Health Thrift PlanElectrical Workers Local 369 Retirement Fund, Total assets ($B): 0.488483498 · Participants: 3313Electrical Workers Local 369 Retirement FundEmh Retirement Savings Plan, Total assets ($B): 0.179483626 · Participants: 1706Emh Retirement Savings PlanOwensboro Health 403(b) Safe Harbor Plan, Total assets ($B): 0.169210034 · Participants: 3768Owensboro Health 403(b) Safe Harbor Plan
Employee Benefit Plan of American Health Management, Inc. vs. nearby Other plans in Kentucky, assets vs. participants
Compare Employee Benefit Plan of American Health Management, Inc. side-by-side with 3 peers →

Employee Benefit Plan of American Health Management, Inc.'s out-of-state Other peers by assets and headcount

Outside Kentucky, the nearest Other by assets is Homesafe 403(b) Retirement Plan in FL ($4M); by covered participants it is Meredith College Retirement Plan in NC (420 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (420 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 Employee Benefit Plan of American Health Management, Inc. assets move in 2023? ▼
Employee Benefit Plan of American Health Management, Inc. grew sharply - up 27.9% during 2023, from $3M to $4M. Reported net income was $895K.
How have American Health Management, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), American Health Management, Inc.'s sponsor-wide assets grew 58.0%, from $3M to $5M.
Which Other plans are similar in size to Employee Benefit Plan of American Health Management, Inc.? ▼
Among Other plans in other states, the closest by assets is Homesafe 403(b) Retirement Plan in FL ($4M, 143 participants).
Which Other plans cover a similar participant headcount to Employee Benefit Plan of American Health Management, Inc.? ▼
Among Other plans in other states, the closest by covered participants is Meredith College Retirement Plan in NC (420 participants, $86M 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 311541170.

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.