Defined Benefit (Pension) · DOL Form 5500 · 2023
Appalachian Regional Healthcare, Inc Pension Plan
Data updated 2026-08-25
- $120M
- Total assets Near avg plan size
- 416
- Participants Below avg headcount
- 92nd
- Percentile by assets National rank
- $288,478
- Avg per participant High balance/head
Official DOL plan name: Appalachian Regional Healthcare, Inc. Retirement Plan · Sponsored by Appalachian Regional Healthcare, Inc · Kentucky · Healthcare & Social Assistance
$120M in assets, 416 participants
Appalachian Regional Healthcare, Inc's Appalachian Regional Healthcare, Inc. Retirement Plan reported $120M in total assets and 416 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.
- #16,512 in Healthcare & Social Assistance (17,684 peers)
Where Appalachian Regional Healthcare, Inc. Retirement Plan sits by assets
Appalachian Regional Healthcare, Inc. Retirement Plan sits in the top 10% of all filed plans by assets, $120M for 416 participants (~$288,478/participant), up 4.4% in 2023.
- #16,512
- in Healthcare & Social Assistance (17,684 peers)
- +4.4%
- assets growth YoY
- 1.2×
- vs typical plan assets (national mean)
Appalachian Regional Healthcare, Inc. Retirement Plan's outsized position by total assets
Appalachian Regional Healthcare, Inc. Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$120,006,787 Top 8% higher than 92% 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. 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. Retirement Plan sits mid-pack in the medium band (416 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Appalachian Regional Healthcare, Inc. Retirement Plan reported net income rose from $3M in the plan year 2022 filing to $5M in the plan year 2023 filing.
- Appalachian Regional Healthcare, Inc. Retirement Plan end-of-year assets rose from $115M in the plan year 2022 filing to $120M 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. Retirement Plan · $120M · 416 · 92nd
- EBSA $120M
- EBSA 416
- EBSA 92nd
- EBSA Defined Benefit (Pension)
- EBSA near M.I.R.a.-G.M.P. and Allied Workers Pension Trust
- EBSA ind #16512
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. Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $115M |
|---|---|
| Net Assets (End of Year) | $120M |
| Net Income | $5M |
| Employer EIN | 520795508 |
| Plan Effective Date | 1971-01-01 |
| 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. Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Kentucky, the nearest Defined Benefit (Pension) by assets is M.I.R.a.-G.M.P. and Allied Workers Pension Trust in OH ($120M); by covered participants it is Boca Raton Regional Hospital Employees Pension Plan in FL (416 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($120M here).
- M.I.R.a.-G.M.P. and Allied Workers Pension Trust (OH) $120M · 224
- The Burger King Retirement Plan (FL) $120M · 42
- The Rite Aid Pension Plan (PA) $120M · 1,773
- Goodwin Procter LLP Cash Balance Retirement Plan II (MA) $120M · 300
Similar participant headcount
Nearest other-state filings by covered participants (416 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.