Defined Benefit (Pension) · DOL Form 5500 · 2023
Appalachian Regional Healthcare, Inc. Pension Plan
Data updated 2026-08-25
- $155M
- Total assets Near avg plan size
- 931
- Participants Near avg headcount
- 94th
- Percentile by assets National rank
- $166,876
- Avg per participant Above avg balance/head
Official DOL plan name: Appalachian Regional Healthcare, Inc. Pension Plan · Sponsored by Appalachian Regional Healthcare, Inc. · Kentucky · Healthcare & Social Assistance
$155M in assets, 931 participants
Appalachian Regional Healthcare, Inc.'s Appalachian Regional Healthcare, Inc. Pension Plan reported $155M in total assets and 931 participants in its 2023 DOL Form 5500 filing, ranking in the 94th 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.
- #16,707 in Healthcare & Social Assistance (17,684 peers)
Where Appalachian Regional Healthcare, Inc. Pension Plan sits by assets
Appalachian Regional Healthcare, Inc. Pension Plan sits in the top 10% of all filed plans by assets, $155M for 931 participants (~$166,876/participant), up 4.0% in 2023.
- #16,707
- in Healthcare & Social Assistance (17,684 peers)
- +4.0%
- assets growth YoY
- 1.6×
- vs typical plan assets (national mean)
Appalachian Regional Healthcare, Inc. Pension Plan's outsized position by total assets
Appalachian Regional Healthcare, Inc. Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$155,361,952 Top 6% higher than 94% of 127,068 filed plans
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. Pension 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. Pension Plan sits mid-pack in the medium band (931 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Appalachian Regional Healthcare, Inc. Pension Plan reported net income rose from $4M in the plan year 2022 filing to $6M in the plan year 2023 filing.
- Appalachian Regional Healthcare, Inc. Pension Plan reported participants fell from 985 in the plan year 2022 filing to 931 in the plan year 2023 filing.
- Appalachian Regional Healthcare, Inc. Pension Plan end-of-year assets rose from $149M in the plan year 2022 filing to $155M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 520795508 · Appalachian Regional Healthcare, Inc. PY 2023 · Defined Benefit (Pension)
Appalachian Regional Healthcare, Inc. Pension Plan · $155M · 931 · 94th
- BOOK $155M
- VS-ST 931
- BOY 94th
- SCH Defined Benefit (Pension)
- EBSA near Oshkosh Corporation Hourly Employees' Retirement Plan
- PART ind #16707
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. Pension Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $149M |
|---|---|
| Net Assets (End of Year) | $155M |
| Net Income | $6M |
| Employer EIN | 520795508 |
| Plan Effective Date | 1973-01-25 |
| Filing Status | FILING 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
| 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.
- Lg&e and Ku Pension Plan $1.1B · 833
- Ashland Hercules Pension Plan $984M · 70
- Yum Brands Retirement Plan $734M · 3,834
- Brown-Forman Corporation Salaried Employees Retirement Plan $499M · 1,160
- Ashland Hercules Pension Plan II $469M · 57
Appalachian Regional Healthcare, Inc. Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Kentucky, the nearest Defined Benefit (Pension) by assets is Oshkosh Corporation Hourly Employees' Retirement Plan in WI ($155M); by covered participants it is West Fraser, Inc. Pension Plan in TN (931 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($155M here).
- Oshkosh Corporation Hourly Employees' Retirement Plan (WI) $155M · 1,108
- Drywall Pension Fund (NY) $156M · 908
- Twin City Floor Covering Industry Pension Fund (MN) $156M · 407
- Smart & Final Pension Plan (CA) $156M · 1,422
Similar participant headcount
Nearest other-state filings by covered participants (931 participants); asset peers above are excluded.
- West Fraser, Inc. Pension Plan (TN) 931 · 0 off
- Forest Lawn Retirement Plan (CA) 931 · 0 off
- IBEW Local No. 100 Pension Plan (CA) 931 · 0 off
- National Fuel Gas Company Retirement Plan (NY) 930 · 1 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.