Money Purchase · DOL Form 5500 · 2024
Appalachian Regional Healthcare System Money Purchase Plan
Data updated 2026-08-25
- $10M
- Total assets Small plan by assets
- 236
- Participants Below avg headcount
- 56th
- Percentile by assets National rank
- $42,702
- Avg per participant Low balance/head
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.
- #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.
- #10,391
- in Healthcare & Social Assistance (16,916 peers)
- -15.0%
- assets change YoY
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.
Appalachian Regional Healthcare System Frozen Retirement Savings Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Appalachian Regional Healthcare System Frozen Retirement Savings Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$10,077,661 Top 44% higher than 56% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Appalachian Regional Healthcare System Frozen Retirement Savings Plan among mid-size filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Appalachian Regional Healthcare System Frozen Retirement Savings Plan sits mid-pack in the medium band (236 participants).
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.
EBSA filing schedule strip
Filing strip 201067022 · Appalachian Regional Healthcare System PY 2024 · Money Purchase
Appalachian Regional Healthcare System Frozen Retirement Savings Plan · $10M · 236 · 56th
- PHOTO $10M
- IND 236
- EOY 56th
- 5500 Money Purchase
- ASSETS near Bayou La Batre Area Health Development Board, Inc. Mpp
- PCT ind #10391
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 →
Appalachian Regional Healthcare System Frozen Retirement Savings Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Appalachian Regional Healthcare System plans reported in each filing year
- Latest sponsor-wide plan assets
- $122M 10.959644745469209% vs 2022
- 2024 filing year
| 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.
- 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
Appalachian Regional Healthcare System Frozen Retirement Savings Plan's out-of-state Money Purchase peers by assets and headcount
Outside North Carolina, the nearest Money Purchase by assets is Bayou La Batre Area Health Development Board, Inc. Mpp in AL ($10M); by covered participants it is Summit Country Day School Employee's Pension Plan in OH (236 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($10M here).
Similar participant headcount
Nearest other-state filings by covered participants (236 participants); asset peers above are excluded.
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.