Avalon Health Care 401(k) plan

Avalon Health Care, Inc., Salt Lake City, UT. EIN 87-0462037. Annual reports 2009–2024.

Avalon Health Care, Inc. has one active retirement plan on file, the Avalon Health Care, Inc. 401(k) Plan, with 2,715 participants and $29.5 million in assets in 2024. PCS Retirement has been its recordkeeper since 2023. No traditional pension plan appears in Avalon Health Care's filings since 2009.

Active plans: 1
Participants: 2,715
Plan assets: $29.5 million
401(k) recordkeeper: PCS Retirement
Plans on file: 1
Industry: Health care

The plan

Avalon Health Care, Inc. 401(k) Plan

401(k)Active

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

Plan number: 001Employer EIN 87-0462037
Participants (2024): 2,715
Net assets (2024): $29.5 million
Recordkeeper: PCS RetirementEarlier: Alliance Benefit Group-Rocky MT. (2013–2022), Alliance Benefit Group - Rocky MTN. (2009–2012)
Plan administrator: Avalon Health Care, Inc.
255 East 400 South, Suite 200
Salt Lake City, UT 84111
(801) 596-8844As filed for 2024
In effect since: January 1, 1995

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	2,715	$29.5 million	PCS Retirement
2023	3,503	$29.0 million	PCS Retirement
2022	6,161	$34.4 million	Alliance Benefit Group-Rocky MT.
2021	6,603	$41.3 million	Alliance Benefit Group-Rocky MT.
2020	6,204	$34.7 million	Alliance Benefit Group-Rocky MT.
2019	6,777	$29.3 million	Alliance Benefit Group-Rocky MT.
2018	8,539	$23.0 million	Alliance Benefit Group-Rocky MT.
2017	6,430	$22.3 million	Alliance Benefit Group-Rocky MT.
2016	6,640	$18.5 million	Alliance Benefit Group-Rocky MT.
2015	7,267	$16.9 million	Alliance Benefit Group-Rocky MT.
2014	5,528	$16.1 million	Alliance Benefit Group-Rocky MT.
2013	4,965	$14.9 million	Alliance Benefit Group-Rocky MT.
2012	3,753	$13.2 million	Alliance Benefit Group - Rocky MTN.
2011	3,889	$11.8 million	Alliance Benefit Group - Rocky MTN.
2010	4,877	$11.5 million	Alliance Benefit Group - Rocky MTN.
2009	3,823	$9.5 million	Alliance Benefit Group - Rocky MTN.

If you had money in one of these plans

Call PCS Retirement, which runs the Avalon Health Care, Inc. 401(k) 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 ((801) 596-8844). That number was filed for 2024; ask for the benefits or retirement plan office.
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.

The plan

Avalon Health Care, Inc. 401(k) Plan

If you had money in one of these plans

What these numbers are

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