401(k)
2023 plan-year 401(k) DOL Form 5500

AU HEALTH SYSTEMS, INC. 401(A) RETIREMENT SAVINGS PLAN

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

AU HEALTH SYSTEM, INC.

This 401(k) plan holds $120M in total assets and serves 2,493 participants as of 2023. It is sponsored by AU HEALTH SYSTEM, INC. in Georgia. The plan reported positive net income of $6M for the year.

Total Assets (2023)
$120M
Participants
2,493
State
Industry
Healthcare & Social Assistance

What the Filing Says About AU HEALTH SYSTEMS, INC. 401(A) RETIREMENT SAVINGS PLAN

AU HEALTH SYSTEMS, INC. 401(A) RETIREMENT SAVINGS PLAN is a 401(k) retirement plan sponsored by AU HEALTH SYSTEM, INC., headquartered in Georgia. As of the 2023 Form 5500 filing, the plan reports $120M in total end-of-year assets and covers 2,493 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 272999718, and the plan has been effective since 2000-07-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $115M at the beginning of 2023 to $120M at year-end — a gain of 5.1%. Net assets (after liabilities) closed the year at $120M, with reported net income of $6M 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)$115M
Total Assets (End of Year)$120M
Net Assets (End of Year)$120M
Net Income$6M
Plan Type401(k)
Employer EIN272999718
Plan Effective Date2000-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (AU HEALTH SYSTEM, INC.)

Year Plans Participants Total Assets
2022 8 31,339 $1.3B
2023 2 7,313 $446M
2024 2 6,576 $113M

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Frequently Asked Questions

How much money is in the AU HEALTH SYSTEMS, INC. 401(A) RETIREMENT SAVINGS PLAN?
As of the 2023 Form 5500 filing, AU HEALTH SYSTEMS, INC. 401(A) RETIREMENT SAVINGS PLAN holds $120M in total assets with 2,493 participants. It is sponsored by AU HEALTH SYSTEM, INC..
What type of plan is AU HEALTH SYSTEMS, INC. 401(A) RETIREMENT SAVINGS PLAN?
AU HEALTH SYSTEMS, INC. 401(A) RETIREMENT SAVINGS PLAN is a 401(k) plan. It has been effective since 2000-07-01. The plan is filed with the U.S. Department of Labor under EIN 272999718.
Who sponsors the AU HEALTH SYSTEMS, INC. 401(A) RETIREMENT SAVINGS PLAN?
AU HEALTH SYSTEMS, INC. 401(A) RETIREMENT SAVINGS PLAN is sponsored by AU HEALTH SYSTEM, INC., located in Georgia. The sponsor's EIN is 272999718 and the plan operates in the Healthcare & Social Assistance industry.
How did AU HEALTH SYSTEMS, INC. 401(A) RETIREMENT SAVINGS PLAN perform in 2023?
AU HEALTH SYSTEMS, INC. 401(A) RETIREMENT SAVINGS PLAN grew by 5.1% during 2023, moving from $115M to $120M in total assets. Net income was $6M.
Where can I find official filings for AU HEALTH SYSTEMS, INC. 401(A) RETIREMENT SAVINGS PLAN?
Official Form 5500 filings for AU HEALTH SYSTEMS, INC. 401(A) RETIREMENT SAVINGS PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 272999718 or plan name at efast.dol.gov.
How does AU HEALTH SYSTEMS, INC. 401(A) RETIREMENT SAVINGS PLAN compare to other plans?
You can compare AU HEALTH SYSTEMS, INC. 401(A) RETIREMENT SAVINGS PLAN against other 401(k) plans on the plan type page, or view plans in Georgia on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

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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 272999718.

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 official public datasets. See our methodology for details.