Defined Benefit (Pension)
2023 plan-year Defined Benefit (Pension) DOL Form 5500

Appalachian Regional Healthcare, Inc. Administrative Retirement Plan

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

Sponsored by Appalachian Regional Healthcare, Inc. · Kentucky · Healthcare & Social Assistance

What the 2023 filing shows

Appalachian Regional Healthcare, Inc. Administrative Retirement Plan holds $52M for 140 participants — about $369,465 per participant, up 3.3% over the 2023 plan year.

$52M
total plan assets (2023 EOY)
140
covered participants
$369,465
avg assets per participant
+3.3%
assets growth YoY
Total Assets (2023)
$52M
Participants
140
State
Industry
Healthcare & Social Assistance

What the Filing Says About Appalachian Regional Healthcare, Inc. Administrative Retirement Plan

Appalachian Regional Healthcare, Inc. Administrative Retirement Plan is a Defined Benefit (Pension) retirement plan sponsored by Appalachian Regional Healthcare, Inc., headquartered in Kentucky. As of the 2023 Form 5500 filing, the plan reports $52M in total end-of-year assets and covers 140 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 520795508, and the plan has been effective since 1986-07-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $50M at the beginning of 2023 to $52M at year-end — a gain of 3.3%. Net assets (after liabilities) closed the year at $52M, with reported net income of $2M 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)$50M
Total Assets (End of Year)$52M
Net Assets (End of Year)$52M
Net Income$2M
Plan TypeDefined Benefit (Pension)
Employer EIN520795508
Plan Effective Date1986-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Appalachian Regional Healthcare, Inc.)

Year Plans Participants Total Assets
2022 5 6,485 $493M
2023 5 7,985 $516M
2024 2 6,355 $220M

Nearby Defined Benefit (Pension) Plans in Kentucky

Peer Defined Benefit (Pension) plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the Appalachian Regional Healthcare, Inc. Administrative Retirement Plan?
As of the 2023 Form 5500 filing, Appalachian Regional Healthcare, Inc. Administrative Retirement Plan holds $52M in total assets with 140 participants. It is sponsored by Appalachian Regional Healthcare, Inc..
What type of plan is Appalachian Regional Healthcare, Inc. Administrative Retirement Plan?
Appalachian Regional Healthcare, Inc. Administrative Retirement Plan is a Defined Benefit (Pension) plan. It has been effective since 1986-07-01. The plan is filed with the U.S. Department of Labor under EIN 520795508.
Who sponsors the Appalachian Regional Healthcare, Inc. Administrative Retirement Plan?
Appalachian Regional Healthcare, Inc. Administrative Retirement Plan is sponsored by Appalachian Regional Healthcare, Inc., located in Kentucky. The sponsor's EIN is 520795508 and the plan operates in the Healthcare & Social Assistance industry.
How did Appalachian Regional Healthcare, Inc. Administrative Retirement Plan perform in 2023?
Appalachian Regional Healthcare, Inc. Administrative Retirement Plan grew by 3.3% during 2023, moving from $50M to $52M in total assets. Net income was $2M.
Where can I find official filings for Appalachian Regional Healthcare, Inc. Administrative Retirement Plan?
Official Form 5500 filings for Appalachian Regional Healthcare, Inc. Administrative Retirement Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 520795508 or plan name at efast.dol.gov.
How does Appalachian Regional Healthcare, Inc. Administrative Retirement Plan compare to other plans?
You can compare Appalachian Regional Healthcare, Inc. Administrative Retirement Plan against other Defined Benefit (Pension) plans on the plan type page, or view plans in Kentucky on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 520795508.

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 U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.