Profit Sharing
2024 plan-year Profit Sharing DOL Form 5500

Appalachian Regional Healthcare, Inc. Voluntary 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. Voluntary Plan holds $29M for 436 participants — about $67,029 per participant, up 1.1% over the 2024 plan year.

$29M
total plan assets (2024 EOY)
436
covered participants
$67,029
avg assets per participant
+1.1%
assets growth YoY
Total Assets (2023)
$29M
Participants
436
State
Industry
Healthcare & Social Assistance

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

Appalachian Regional Healthcare, Inc. Voluntary Plan is a Profit Sharing retirement plan sponsored by Appalachian Regional Healthcare Inc, headquartered in Kentucky. As of the 2024 Form 5500 filing, the plan reports $29M in total end-of-year assets and covers 436 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 1986-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $29M at the beginning of 2024 to $29M at year-end — a gain of 1.1%. Net assets (after liabilities) closed the year at $29M, with reported net income of $328K 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)$29M
Total Assets (End of Year)$29M
Net Assets (End of Year)$29M
Net Income$328K
Plan TypeProfit Sharing
Employer EIN520795508
Plan Effective Date1986-01-01
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 Profit Sharing Plans in Kentucky

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Frequently Asked Questions

How much money is in the Appalachian Regional Healthcare, Inc. Voluntary Plan?
As of the 2024 Form 5500 filing, Appalachian Regional Healthcare, Inc. Voluntary Plan holds $29M in total assets with 436 participants. It is sponsored by Appalachian Regional Healthcare Inc.
What type of plan is Appalachian Regional Healthcare, Inc. Voluntary Plan?
Appalachian Regional Healthcare, Inc. Voluntary Plan is a Profit Sharing plan. It has been effective since 1986-01-01. The plan is filed with the U.S. Department of Labor under EIN 520795508.
Who sponsors the Appalachian Regional Healthcare, Inc. Voluntary Plan?
Appalachian Regional Healthcare, Inc. Voluntary 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. Voluntary Plan perform in 2024?
Appalachian Regional Healthcare, Inc. Voluntary Plan grew by 1.1% during 2024, moving from $29M to $29M in total assets. Net income was $328K.
Where can I find official filings for Appalachian Regional Healthcare, Inc. Voluntary Plan?
Official Form 5500 filings for Appalachian Regional Healthcare, Inc. Voluntary 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. Voluntary Plan compare to other plans?
You can compare Appalachian Regional Healthcare, Inc. Voluntary Plan against other Profit Sharing 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 2024.

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.