Other · DOL Form 5500 · 2023

Au Health System, Inc. Retirement Plan

Data updated 2026-08-25

$326M
Total assets Above avg plan size
4,820
Participants Above avg headcount
96th
Percentile by assets National rank
$67,617
Avg per participant Below avg balance/head
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Official DOL plan name: Au Health System, Inc. 403(b) Retirement Savings Plan · Sponsored by Au Health System, Inc. · Georgia · Healthcare & Social Assistance

$326M in assets, 4,820 participants

Au Health System, Inc.'s Au Health System, Inc. 403(b) Retirement Savings Plan reported $326M in total assets and 4,820 participants in its 2023 DOL Form 5500 filing, ranking in the 96th 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.

  • #17,094 in Healthcare & Social Assistance (17,684 peers)

Coverage in Georgia

Au Health System, Inc. 403(b) Retirement Savings Plan covers 4,820 participants in Georgia, 4.4x the typical Georgia plan (state average ~1,096 per filing). Assets: $326M.

#17,094
in Healthcare & Social Assistance (17,684 peers)
+16.9%
assets growth YoY
3.3×
vs typical plan assets (national mean)

Au Health System, Inc. 403(b) Retirement Savings Plan's outsized position by total assets

Au Health System, Inc. 403(b) Retirement Savings Plan vs every filed plan by assets

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

$325,912,447 Top 4% higher than 96% 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

Au Health System, Inc. 403(b) Retirement Savings 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. Au Health System, Inc. 403(b) Retirement Savings Plan lands in the large band (4,820 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Au Health System, Inc. 403(b) Retirement Savings Plan reported net income rose from -$25M in the plan year 2022 filing to $47M in the plan year 2023 filing.
  • Au Health System, Inc. 403(b) Retirement Savings Plan end-of-year assets rose from $279M in the plan year 2022 filing to $326M in the plan year 2023 filing.
  • Au Health System, Inc. 403(b) Retirement Savings Plan reported participants rose from 4,392 in the plan year 2022 filing to 4,820 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 272999718 · Au Health System, Inc. PY 2023 · Other

Au Health System, Inc. 403(b) Retirement Savings Plan · $326M · 4,820 · 96th

  • NET $326M
  • BOOK 4,820
  • VS-ST 96th
  • BOY Other
  • SCH near Furman University Defined Contribution and Tax Deferred Annuity Retirement Plan
  • EBSA ind #17094

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 Georgia →

Au Health System, Inc. 403(b) Retirement Savings Plan in the asset neighbourhood

St. Lawrence University 403(b) Retirement PlanSt. Lawrence University 403(…$329MElectricians Annuity Plan - IBEW Local 456Electricians Annuity Plan - …$328MAu Health System, Inc. 403(b) Retirement Savings PlanAu Health System, Inc. 403(b…$326MFurman University Defined Contribution and Tax Deferred Annuity Retirement PlanFurman University Defined Co…$325MMary Washington Healthcare 403(b) PlanMary Washington Healthcare 4…$323M
End-of-year total assets ($M) among Au Health System, Inc. 403(b) Retirement Savings Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2023.

Georgia filing particulars

Total Assets (Beginning of Year)$279M
Net Assets (End of Year)$326M
Net Income$47M
Employer EIN272999718
Plan Effective Date2000-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Au Health System, Inc.)

Sponsor-wide plan assets over time

All Au Health System, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$113M 91.56318815409115% vs 2022
2024 filing year
$0B$0.5B$1B$1.5B 202220232024 $1.34B $0.11B ▼ -91.8%
Year Plans Participants Total Assets
2022 8 31,339 $1.3B
2023 2 7,313 $446M
2024 2 6,576 $113M

Nearby Other Plans in Georgia

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

Au Health System, Inc. 403(b) Retirement Savings Plan vs. nearby Other plans in Georgia, assets vs. participants Scatter plot of 6 data points. 0100002000030000 00.511.522.5 Total assets ($B) Participants Au Health System, Inc. 403(b) Retirement Savings Plan, Total assets ($B): 0.325912447 · Participants: 4820Au Health System, Inc. 403(b) Retirement Savings PlanWellstar Health System, Inc. Supplemental Retirement Savings Plan, Total assets ($B): 2.089701173 · Participants: 24573Wellstar Health System, Inc. Supplemental Retirement Savings PlanNorthside Hospital 403(b) Retirement Plan, Total assets ($B): 1.509498689 · Participants: 26208Northside Hospital 403(b) Retirement PlanChildrens Healthcare of Atlanta Inc Share Plan, Total assets ($B): 1.264668844 · Participants: 13019Childrens Healthcare of Atlanta Inc Share PlanIBEW Local 613 Defined Contribution Pension Plan, Total assets ($B): 0.670715896 · Participants: 4358IBEW Local 613 Defined Contribution Pension PlanMercer University Defined Contribution Retirement Plan, Total assets ($B): 0.514404788 · Participants: 1898Mercer University Defined Contribution Retirement Plan
Au Health System, Inc. 403(b) Retirement Savings Plan vs. nearby Other plans in Georgia, assets vs. participants

Au Health System, Inc. 403(b) Retirement Savings Plan's out-of-state Other peers by assets and headcount

Outside Georgia, the nearest Other by assets is Furman University Defined Contribution and Tax Deferred Annuity Retirement Plan in SC ($325M); by covered participants it is Arkansas Children's Retirement Plan in AR (4,803 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4,820 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 Au Health System, Inc. 403(b) Retirement Savings Plan assets move in 2023?
Au Health System, Inc. 403(b) Retirement Savings Plan grew sharply - up 16.9% during 2023, from $279M to $326M. Reported net income was $47M.
How have Au Health System, Inc. plan assets changed over time?
Across 3 plan years on file (2022-2024), Au Health System, Inc.'s sponsor-wide assets declined 91.6%, from $1.3B to $113M.
Where does Au Health System, Inc. 403(b) Retirement Savings Plan rank by assets among Form 5500 filers?
Au Health System, Inc. 403(b) Retirement Savings Plan ranks in the 96th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which Other plans are similar in size to Au Health System, Inc. 403(b) Retirement Savings Plan?
Among Other plans in other states, the closest by assets is Furman University Defined Contribution and Tax Deferred Annuity Retirement Plan in SC ($325M, 1,710 participants).
Which Other plans cover a similar participant headcount to Au Health System, Inc. 403(b) Retirement Savings Plan?
Among Other plans in other states, the closest by covered participants is Arkansas Children's Retirement Plan in AR (4,803 participants, $392M in assets).