My Plan Facts

Employers › North Carolina

Employer · plans filed under one EIN

Appalachian Regional Healthcare System

Boone, NC · 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.

$122Mnet assets across plans
2,153participant records1,730 active
$2.5Memployer contributions, latest plan years$1,461 per active record
$172KSchedule C compensation to organisations$79.90 per participant record

Appalachian Regional Healthcare System, based in Boone, North Carolina, sponsors 2 retirement plans with 100 or more participants: 2 defined contribution. Together they reported 2,153 participant records and $122M in net assets.

The largest is Appalachian Regional Healthcare System 403(b) Retirement Savings Plan, a 403(b) plan with 1,890 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 $2.5M and participant contributions $7.9M in the latest plan years; benefits paid were $19.9M. Schedule C compensation reported to service provider organisations totalled $172K.

Combined net assets moved from $41.8M in 2009 to $122M in 2024 (up 193%). Plan mergers and spin-offs show up here as steps in the series.

Plans

PlanKindPlan yearParticipantsNet assetsPer participantEmployer / activeSch. C compensation
Appalachian Regional Healthcare System 403(b) Retirement Savings Plan403(b) plan20241,890$112M$59,306$1,678$168K
Appalachian Regional Healthcare System Frozen Retirement Savings Planmoney purchase plan2024263$10.1M$38,318—$3,642
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

2009: $41.8M2010: $43.4M2011: $53.8M2012: $60.0M2013: $64.1M2014: $64.3M2015: $70.1M2016: $79.3M2017: $86.1M2018: $89.9M2019: $97.7M2020: $119M2021: $100.0M2022: $110M2023: $118M2024: $122M$41.8M$122M20092012201620202024
Combined net assets
2009: 2,4512010: 2,2992011: 2,2822012: 2,2972013: 2,0692014: 1,9752015: 2,0412016: 2,0272017: 2,0542018: 2,1242019: 2,0422020: 2,1262021: 2,2312022: 2,3002023: 2,2582024: 2,1532,4512,15320092012201620202024
Participant records
Plan yearPlansParticipant recordsNet assetsEmployer contributionsParticipant contributions
202422,153$122M$2.5M$7.9M
202322,258$118M$690K$1.9M
202222,300$110M$2.3M$7.6M
202122,231$100.0M$2.9M$7.1M
202022,126$119M$2.7M$6.7M
201922,042$97.7M$2.7M$6.0M
201822,124$89.9M$3.1M$5.9M
201722,054$86.1M$1.7M$5.3M
201622,027$79.3M$2.8M$4.7M
201522,041$70.1M$2.7M$4.4M
201421,975$64.3M$2.6M$4.0M
201322,069$64.1M$2.4M$3.7M
201222,297$60.0M$2.4M$3.7M
201122,282$53.8M$2.2M$3.4M
201022,299$43.4M$2.2M$3.1M
200922,451$41.8M$2.1M$3.1M

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

OrganisationServices reportedPlansCompensation reported
Principal Life Insurance CompanyContract Administrator; Participant loan processing2$172,028

Organisations paid $5,000 or more by any of these plans, from Schedule C. Individuals are not shown.

Principal Life Insurance Company$172K

Questions and answers

How many retirement plans does Appalachian Regional Healthcare System have?

2 plans with 100 or more participants filed Form 5500 under its employer identification number for the latest plan years: Appalachian Regional Healthcare System 403(b) Retirement Savings Plan and Appalachian Regional Healthcare System Frozen Retirement Savings Plan. Smaller plans and plans filed under a subsidiary's number are not grouped here.

How much does Appalachian Regional Healthcare System contribute to its plans?

$2,528,148 in employer contributions across these plans in their latest plan years, about $1,461 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 Principal Life Insurance Company. 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.