Profit Sharing
2024 plan-year Profit Sharing DOL Form 5500

Piedmont Access to Health Services, Inc. 403(b) Plan

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

Sponsored by Piedmont Access to Health Services, Inc. · Virginia · Healthcare & Social Assistance

What the 2023 filing shows

Piedmont Access to Health Services, Inc. 403(b) Plan holds $9M for 321 participants — about $28,910 per participant, up 35.7% over the 2024 plan year.

$9M
total plan assets (2024 EOY)
321
covered participants
$28,910
avg assets per participant
+35.7%
assets growth YoY
Total Assets (2023)
$9M
Participants
321
State
Industry
Healthcare & Social Assistance

What the Filing Says About Piedmont Access to Health Services, Inc. 403(b) Plan

Piedmont Access to Health Services, Inc. 403(b) Plan is a Profit Sharing retirement plan sponsored by Piedmont Access to Health Services, Inc., headquartered in Virginia. As of the 2024 Form 5500 filing, the plan reports $9M in total end-of-year assets and covers 321 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 542026502, and the plan has been effective since 2013-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $7M at the beginning of 2024 to $9M at year-end — a gain of 35.7%. Net assets (after liabilities) closed the year at $9M, 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)$7M
Total Assets (End of Year)$9M
Net Assets (End of Year)$9M
Net Income$2M
Plan TypeProfit Sharing
Employer EIN542026502
Plan Effective Date2013-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Piedmont Access to Health Services, Inc.)

Year Plans Participants Total Assets
2022 1 239 $5M
2023 1 277 $7M
2024 1 321 $9M

Nearby Profit Sharing Plans in Virginia

Peer Profit Sharing plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the Piedmont Access to Health Services, Inc. 403(b) Plan?
As of the 2024 Form 5500 filing, Piedmont Access to Health Services, Inc. 403(b) Plan holds $9M in total assets with 321 participants. It is sponsored by Piedmont Access to Health Services, Inc..
What type of plan is Piedmont Access to Health Services, Inc. 403(b) Plan?
Piedmont Access to Health Services, Inc. 403(b) Plan is a Profit Sharing plan. It has been effective since 2013-01-01. The plan is filed with the U.S. Department of Labor under EIN 542026502.
Who sponsors the Piedmont Access to Health Services, Inc. 403(b) Plan?
Piedmont Access to Health Services, Inc. 403(b) Plan is sponsored by Piedmont Access to Health Services, Inc., located in Virginia. The sponsor's EIN is 542026502 and the plan operates in the Healthcare & Social Assistance industry.
How did Piedmont Access to Health Services, Inc. 403(b) Plan perform in 2024?
Piedmont Access to Health Services, Inc. 403(b) Plan grew by 35.7% during 2024, moving from $7M to $9M in total assets. Net income was $2M.
Where can I find official filings for Piedmont Access to Health Services, Inc. 403(b) Plan?
Official Form 5500 filings for Piedmont Access to Health Services, Inc. 403(b) Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 542026502 or plan name at efast.dol.gov.
How does Piedmont Access to Health Services, Inc. 403(b) Plan compare to other plans?
You can compare Piedmont Access to Health Services, Inc. 403(b) Plan against other Profit Sharing plans on the plan type page, or view plans in Virginia 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 542026502.

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.