Employer · plans filed under one EIN
Appalachian Regional Healthcare, Inc.
Hazard, KY · Health care and social assistance
Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances.
Appalachian Regional Healthcare, Inc., based in Hazard, Kentucky, sponsors 5 retirement plans with 100 or more participants: 2 defined contribution and 3 defined benefit. Together they reported 16,092 participant records and $603M in net assets.
The largest is Appalachian Regional Healthcare, Inc. Thrift Plan, a 403(b) plan with 7,523 participants. A person can be counted in more than one plan, so the participant total is a count of records rather than of people.
Employer contributions across the plans were $13.3M and participant contributions $13.4M in the latest plan years; benefits paid were $45.4M. Schedule C compensation reported to service provider organisations totalled $2.1M.
Combined net assets moved from $210M in 2009 to $260M in 2025 (up 24%). Plan mergers and spin-offs show up here as steps in the series.
Plans
| Plan | Kind | Plan year | Participants | Net assets | Per participant | Employer / active | Sch. C compensation |
|---|---|---|---|---|---|---|---|
| Appalachian Regional Healthcare, Inc. Thrift Plan | 403(b) plan | 2025 | 7,523 | $232M | $30,809 | $1,796 | $985K |
| Appalachian Regional Healthcare, Inc. Pension Plan | defined benefit pension plan | 2024 | 4,356 | $166M | $38,222 | $3,755 | $504K |
| Appalachian Regional Healthcare, Inc. Retirement Plan | defined benefit pension plan | 2024 | 2,605 | $124M | $47,451 | — | $369K |
| Appalachian Regional Healthcare, Inc. Administrative Retirement Plan | defined benefit pension plan | 2024 | 1,013 | $53.0M | $52,328 | — | $175K |
| Appalachian Regional Healthcare, Inc. Voluntary Plan | 403(b) plan | 2025 | 595 | $28.1M | $47,249 | — | $21K |
| US median, plan year 2024: DC plans $53,102 per participant, $2,175 employer contribution per active participant; DB plans $86,221 and $10,244. | |||||||
Trend by plan year
| Plan year | Plans | Participant records | Net assets | Employer contributions | Participant contributions |
|---|---|---|---|---|---|
| 2025 | 2 | 8,118 | $260M | $10.3M | $13.4M |
| 2024 | 5 | 16,205 | $563M | $12.7M | $12.0M |
| 2023 | 5 | 15,431 | $516M | $3.7M | $5.2M |
| 2022 | 5 | 16,048 | $493M | $8.7M | $10.2M |
| 2021 | 5 | 14,432 | $461M | $10.5M | $9.6M |
| 2020 | 5 | 15,585 | $534M | $15.9M | $7.1M |
| 2019 | 5 | 14,791 | $445M | $19.9M | $6.4M |
| 2018 | 5 | 15,504 | $425M | $45.8M | $5.5M |
| 2017 | 5 | 14,394 | $381M | $13.6M | $5.0M |
| 2016 | 5 | 13,626 | $368M | $11.8M | $4.8M |
| 2015 | 5 | 13,726 | $338M | $12.8M | $4.6M |
| 2014 | 5 | 14,713 | $341M | $11.9M | $4.4M |
| 2013 | 5 | 13,174 | $337M | $14.4M | $4.3M |
| 2012 | 5 | 14,009 | $295M | $14.4M | $4.1M |
| 2011 | 5 | 12,756 | $267M | $21.7M | $3.6M |
| 2010 | 5 | 12,989 | $249M | $18.2M | $3.2M |
| 2009 | 5 | 13,632 | $210M | $15.5M | $3.7M |
History of the plans listed above, in the years each filed the full Form 5500 with 100 or more participants. Plans that have since terminated are not included.
Service providers
| Organisation | Services reported | Plans | Compensation reported |
|---|---|---|---|
| Transamerica Retirement Solutions | Claims processing; Recordkeeping and information management; Investment management; Participant loan processing | 5 | $1,119,353 |
| Charles Schwab Bank | Recordkeeping and information management | 3 | $551,955 |
| Meridian Wealth Management LLC | Consulting (general); Insurance services | 1 | $240,113 |
| Aon Consulting | Actuarial; Recordkeeping and information management; Participant communication | 3 | $134,829 |
| Mutual of America Life Insurance Co. | Claims processing; Recordkeeping and information management; Participant loan processing | 2 | $7,197 |
| Voya Retirement Ins and Annuity Co. | Claims processing; Recordkeeping and information management; Participant loan processing | 1 | $250 |
| National Financial Services | Securities brokerage | 2 | $0 |
Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.
Questions and answers
How many retirement plans does Appalachian Regional Healthcare, Inc. have?
5 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: Appalachian Regional Healthcare, Inc. Thrift Plan, Appalachian Regional Healthcare, Inc. Pension Plan, Appalachian Regional Healthcare, Inc. Retirement Plan and Appalachian Regional Healthcare, Inc. Administrative Retirement Plan and others. Smaller plans and plans filed under a subsidiary's number are not grouped here.
How much does Appalachian Regional Healthcare, Inc. contribute to its plans?
$13,317,761 in employer contributions across these plans in their latest plan years, about $1,760 per active participant record. Form 5500 reports totals and not the match or accrual formula.
Who provides services to these plans?
Schedule C filings name Transamerica Retirement Solutions, Charles Schwab Bank, Meridian Wealth Management LLC and Aon Consulting and others. Only organisations paid $5,000 or more by a plan are listed on Schedule C.
Where does this come from?
Form 5500 annual reports filed with the Department of Labor's EFAST2 system, from the EBSA research files, with filings received through 24 Aug 2026. Figures are as filed and may be amended.
Provenance
Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files, public domain, with filings received through 24 Aug 2026. Plans are grouped by the sponsor's employer identification number exactly as filed; a company that files under several EINs appears as several employers. See the methodology and corrections.