Money Purchase · DOL Form 5500 · 2024
Appalachian Regional Healthcare System Money Purchase Plan
Data updated 2026-08-11
- $10M
- Total assets
- 236
- Participants
- 56th
- Percentile by assets
- $42,702
- Avg per participant
Official DOL plan name: Appalachian Regional Healthcare System Frozen Retirement Savings Plan · Sponsored by Appalachian Regional Healthcare System · North Carolina · Healthcare & Social Assistance
$10M in assets, 236 participants
Appalachian Regional Healthcare System's Appalachian Regional Healthcare System Frozen Retirement Savings Plan reported $10M in total assets and 236 participants in its 2024 DOL Form 5500 filing, ranking in the 56th 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.
- 56th percentile by assets (of 123,622 plans)
- #10,391 in Healthcare & Social Assistance (16,916 peers)
Coverage in North Carolina
Appalachian Regional Healthcare System Frozen Retirement Savings Plan covers 236 participants in North Carolina, about 29% of the average North Carolina filer (state average ~819 per filing). Assets: $10M.
- $10M
- total plan assets (2024 EOY)
- 236
- covered participants
- 56th
- percentile by assets (of 123,622 plans)
- $42,702
- avg assets per participant
The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Appalachian Regional Healthcare System Frozen Retirement Savings Plan reported net income fell from $564K in the plan year 2023 filing to -$2M in the plan year 2024 filing.
- Appalachian Regional Healthcare System Frozen Retirement Savings Plan end-of-year assets fell from $12M in the plan year 2023 filing to $10M in the plan year 2024 filing.
- Appalachian Regional Healthcare System Frozen Retirement Savings Plan reported participants fell from 245 in the plan year 2023 filing to 236 in the plan year 2024 filing.
Participants vs North Carolina filers
In North Carolina, the average filing covers about 819 participants across 3,515 plans. Appalachian Regional Healthcare System Frozen Retirement Savings Plan reports 236 participants - about 29% of that state average ($10M EOY assets).
North Carolina filing particulars
| Total Assets (Beginning of Year) | $12M |
|---|---|
| Net Assets (End of Year) | $10M |
| Net Income | -$2M |
| Employer EIN | 201067022 |
| Plan Effective Date | 1972-11-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Appalachian Regional Healthcare System)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 1,861 | $110M |
| 2023 | 2 | 1,853 | $118M |
| 2024 | 2 | 1,814 | $122M |
Nearby Money Purchase Plans in North Carolina
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Appalachian Regional Healthcare System Frozen Retirement Savings Plan vs. nearby Money Purchase plans in North Carolina, assets vs. participants
- Money Purchase Pension Plan of Wake Forest University Health Sciences $522M · 1,997
- Fhi 360 Employees' Pension Plan $258M · 1,192
- New England Life Insurance Company Agents' Retirement Plan and Trust $85M · N/A
- Carteret County General Hospital Money Purchase Pension Plan $58M · 905
- Goodwill Industries of Northwest North Carolina, Inc. Money Purchase Plan $23M · 663
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Appalachian Regional Healthcare System Frozen Retirement Savings Plan by total assets, not by location.
Frequently Asked Questions
How did Appalachian Regional Healthcare System Frozen Retirement Savings Plan assets move in 2024? ▼
How have Appalachian Regional Healthcare System plan assets changed over time? ▼
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Next read for Appalachian Regional Healthcare System F…
Filing takeaways
Ways to act on Appalachian Regional Healthcare System Frozen Retirement Savings Plan's numbers.
- By total assets, Appalachian Regional Healthcare System Frozen Retirement Savings Plan ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in North Carolina. Compare plans
- Appalachian Regional Healthcare System's sponsor-wide assets have grown 11.0% since 2022 across 3 plan years on file. More Healthcare & Social Assistance plans