Augusta Health Care 401(k) and pension plans

Augusta Health Care, Fishersville, VA. EIN 54-1453954. Annual reports 2009–2024. Also filed as Augusta Health Care, Inc; Augusta Health Care Retirement Savings Plan; Augusta Health Care Center, Inc.

Augusta Health Care has 2 active retirement plans on file. The largest is the Augusta Health Care 403B Plan, with 3,482 participants and $149 million in assets in 2024. Empower has been its recordkeeper since 2018.

Active plans: 2
Participants: 6,819
Plan assets: $265 million
401(k) recordkeeper: Empower
Plans on file: 3
Industry: Health care

All 3 plans

Active plans first

Augusta Health Care 403B Plan

403(b)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 005Employer EIN 54-1453954
Participants (2024): 3,482
Net assets (2024): $149 million
Recordkeeper: EmpowerEarlier: Transamerica (2012–2017)
Plan administrator: Augusta Health Care
78 Medical Center Drive
Fishersville, VA 22939
(540) 332-5277As filed for 2024
In effect since: November 1, 1998

Earlier sponsor: Augusta Health Care Center, Inc. (2009–2014).

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	3,482	$149 million	Empower
2023	3,268	$126 million	Empower
2022	3,056	$101 million	Empower
2021	2,954	$115 million	Empower
2020	2,815	$96.8 million	Empower
2019	2,617	$76.8 million	Empower
2018	2,435	$57.8 million	Empower
2017	2,463	$56.3 million	Transamerica
2016	2,327	$44.9 million	Transamerica
2015	2,368	$39.0 million	Transamerica
2014	2,310	$20.7 million	Transamerica
2013	2,242	$13.9 million	Transamerica
2012	2,243	$7.4 million	Transamerica
2011	2,251	$3.1 million	not listed
2010	2,242	$3.6 million	not listed
2009	2,240	$3.0 million	not listed

Augusta Health Care Retirement Savings Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 002Employer EIN 54-1453954
Participants (2024): 3,337
Net assets (2024): $116 million
Recordkeeper: EmpowerEarlier: Transamerica (2012–2017), Fidelity (2009–2011)
Plan administrator: Augusta Health Care Retirement Savings Plan
78 Medical Center Drive
Fishersville, VA 22939
(540) 332-5277As filed for 2024
In effect since: November 1, 1998

Earlier sponsor: Augusta Health Care, Inc (2009–2016).

Earlier plan names: Augusta Health Care, Inc. Retirement Savings Plan.

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	3,337	$116 million	Empower
2023	3,002	$101 million	Empower
2022	2,834	$86.9 million	Empower
2021	2,766	$103 million	Empower
2020	2,689	$91.1 million	Empower
2019	2,548	$76.9 million	Empower
2018	2,409	$61.7 million	Empower
2017	3,079	$65.8 million	Transamerica
2016	2,528	$56.8 million	Transamerica
2015	2,485	$55.4 million	Transamerica
2014	2,544	$52.1 million	Transamerica
2013	2,416	$48.9 million	Transamerica
2012	2,182	$41.9 million	Transamerica
2011	1,938	$37.4 million	Fidelity
2010	2,042	$34.8 million	Fidelity
2009	1,891	$26.6 million	Fidelity

Augusta Medical Center Account Balance Retirement Plan

Pension (defined benefit)Closed

Closed. The plan filed its final annual report for 2015, which means its assets were paid out or moved and it no longer exists.

Plan number: 001Employer EIN 54-1453954
Participants (2014): 2,056
Net assets (2014): $76.3 million
Plan administrator: Augusta Health Care, Inc
P.O. Box 1000
Fishersville, VA 22939
(540) 932-4800As filed for 2015
In effect since: January 1, 1969

Year by year, 2009 to 2015

Plan year	Participants	Net assets	Recordkeeper
2015	0	$0	not listed
2014	2,056	$76.3 million	not listed
2013	2,119	$80.1 million	not listed
2012	2,263	$79.0 million	not listed
2011	2,411	$75.2 million	not listed
2010	2,579	$77.8 million	not listed
2009	2,592	$71.1 million	not listed

If you had money in one of these plans

Call Empower (empower.com), which runs the Augusta Health Care 403B Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((540) 332-5277). That number was filed for 2024; ask for the benefits or retirement plan office.
If your plan closed, unclaimed balances usually went to an IRA in your name, to the PBGC's missing participants program, or to state unclaimed property. Here is how to check each one.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.