Defined Benefit (Pension) · DOL Form 5500 · 2023

Appalachian Regional Healthcare, Inc. Pension Plan

Data updated 2026-08-25

$52M
Total assets Below avg plan size
140
Participants Small participant base
86th
Percentile by assets National rank
$369,465
Avg per participant High balance/head
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Official DOL plan name: Appalachian Regional Healthcare, Inc. Administrative Retirement Plan · Sponsored by Appalachian Regional Healthcare, Inc. · Kentucky · Healthcare & Social Assistance

$52M in assets, 140 participants

Appalachian Regional Healthcare, Inc.'s Appalachian Regional Healthcare, Inc. Administrative Retirement Plan reported $52M in total assets and 140 participants in its 2023 DOL Form 5500 filing, ranking in the 86th 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.

  • #15,564 in Healthcare & Social Assistance (17,684 peers)

Coverage in Kentucky

Appalachian Regional Healthcare, Inc. Administrative Retirement Plan covers 140 participants in Kentucky, about 22% of the average Kentucky filer (state average ~647 per filing). Assets: $52M.

#15,564
in Healthcare & Social Assistance (17,684 peers)
+3.3%
assets growth YoY
0.5×
vs typical plan assets (national mean)

Appalachian Regional Healthcare, Inc. Administrative Retirement Plan's outsized position by total assets

Appalachian Regional Healthcare, Inc. Administrative Retirement Plan vs every filed plan by assets

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

$51,725,132 Top 14% higher than 86% 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

Appalachian Regional Healthcare, Inc. Administrative Retirement Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Appalachian Regional Healthcare, Inc. Administrative Retirement Plan sits mid-pack in the medium band (140 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Appalachian Regional Healthcare, Inc. Administrative Retirement Plan reported net income rose from $917K in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Appalachian Regional Healthcare, Inc. Administrative Retirement Plan reported participants fell from 147 in the plan year 2022 filing to 140 in the plan year 2023 filing.
  • Appalachian Regional Healthcare, Inc. Administrative Retirement Plan end-of-year assets rose from $50M in the plan year 2022 filing to $52M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Published 5500 schedule card

Filing strip 520795508 · Appalachian Regional Healthcare, Inc. PY 2023 · Defined Benefit (Pension)

Appalachian Regional Healthcare, Inc. Administrative Retirement Plan · $52M · 140 · 86th

  • NET $52M
  • BOOK 140
  • VS-ST 86th
  • BOY Defined Benefit (Pension)
  • SCH near Pension Plan for Employees of Phipps Houses and Affiliates
  • EBSA ind #15564

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 Kentucky →

Appalachian Regional Healthcare, Inc. Administrative Retirement Plan in the asset neighbourhood

Retirement Plan for the Employees of Blythedale Children's HospitalRetirement Plan for the Empl…$52MSheet Metal Workers' Local No. 40 Pension FundSheet Metal Workers' Local N…$52MAppalachian Regional Healthcare, Inc. Administrative Retirement PlanAppalachian Regional Healthc…$52MPension Plan for Employees of Phipps Houses and AffiliatesPension Plan for Employees o…$52MRetirement Plan for Non Legal Employees of Stb LLPRetirement Plan for Non Lega…$52M
End-of-year total assets ($M) among Appalachian Regional Healthcare, Inc. Administrative Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Kentucky filing particulars

Total Assets (Beginning of Year)$50M
Net Assets (End of Year)$52M
Net Income$2M
Employer EIN520795508
Plan Effective Date1986-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Appalachian Regional Healthcare, Inc.)

Sponsor-wide plan assets over time

All Appalachian Regional Healthcare, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$563M 14.2883673039873% vs 2022
2024 filing year
$450M$500M$550M$600M 202220232024 $493M $563M ▲ +14.3%
Year Plans Participants Total Assets
2022 5 6,485 $493M
2023 5 7,985 $516M
2024 5 7,705 $563M

Nearby Defined Benefit (Pension) Plans in Kentucky

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

Appalachian Regional Healthcare, Inc. Administrative Retirement Plan vs. nearby Defined Benefit (Pension) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -1000010002000300040005000 -0.500.511.5 Total assets ($B) Participants Appalachian Regional Healthcare, Inc. Administrative Retirement Plan, Total assets ($B): 0.051725132 · Participants: 140Appalachian Regional Healthcare, Inc. Administrative Retirement PlanLg&e and Ku Pension Plan, Total assets ($B): 1.112165749 · Participants: 833Lg&e and Ku Pension PlanAshland Hercules Pension Plan, Total assets ($B): 0.984309 · Participants: 70Ashland Hercules Pension PlanYum Brands Retirement Plan, Total assets ($B): 0.734224 · Participants: 3834Yum Brands Retirement PlanBrown-Forman Corporation Salaried Employees Retirement Plan, Total assets ($B): 0.499207588 · Participants: 1160Brown-Forman Corporation Salaried Employees Retirement PlanAshland Hercules Pension Plan II, Total assets ($B): 0.468812 · Participants: 57Ashland Hercules Pension Plan II
Appalachian Regional Healthcare, Inc. Administrative Retirement Plan vs. nearby Defined Benefit (Pension) plans in Kentucky, assets vs. participants
Compare Appalachian Regional Healthcare, Inc. Administrative Retirement Plan side-by-side with 3 peers →

Appalachian Regional Healthcare, Inc. Administrative Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Kentucky, the nearest Defined Benefit (Pension) by assets is Pension Plan for Employees of Phipps Houses and Affiliates in NY ($52M); by covered participants it is The Whiting-Turner Contracting Company Pension Plan in MD (140 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (140 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 Appalachian Regional Healthcare, Inc. Administrative Retirement Plan assets move in 2023? ▼
Appalachian Regional Healthcare, Inc. Administrative Retirement Plan edged up modestly - up 3.3% during 2023, from $50M to $52M. Reported net income was $2M.
How have Appalachian Regional Healthcare, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Appalachian Regional Healthcare, Inc.'s sponsor-wide assets grew 14.3%, from $493M to $563M.
Where does Appalachian Regional Healthcare, Inc. Administrative Retirement Plan rank by assets among Form 5500 filers? ▼
Appalachian Regional Healthcare, Inc. Administrative Retirement Plan ranks in the 86th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Appalachian Regional Healthcare, Inc. Administrative Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Pension Plan for Employees of Phipps Houses and Affiliates in NY ($52M, 131 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Appalachian Regional Healthcare, Inc. Administrative Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is The Whiting-Turner Contracting Company Pension Plan in MD (140 participants, N/A in assets).

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.

Read our methodology - how this data is sourced, computed, and verified.

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