Defined Benefit (Pension) · DOL Form 5500 · 2022

Appalachia Holding Company Pension Plan

Data updated 2026-08-25

$259M
Total assets Near avg plan size
1,211
Participants Near avg headcount
96th
Percentile by assets National rank
$214,104
Avg per participant Above avg balance/head
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Official DOL plan name: Massey Energy Retirement Plan · Sponsored by Appalachia Holding Company · Tennessee · Mining & Oil Extraction

$259M in assets, 1,211 participants

Appalachia Holding Company's Massey Energy Retirement Plan reported $259M in total assets and 1,211 participants in its 2022 DOL Form 5500 filing, ranking in the 96th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #832 in Mining & Oil Extraction (892 peers)

Where Massey Energy Retirement Plan sits by assets

Massey Energy Retirement Plan sits in the top 5% of all filed plans by assets, $259M for 1,211 participants (~$214,104/participant), down 29.0% in 2022.

#832
in Mining & Oil Extraction (892 peers)
-29.0%
assets change YoY
2.6×
vs typical plan assets (national mean)

The plan reported a net loss of $106M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Massey Energy Retirement Plan's outsized position by total assets

Massey Energy Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$259,279,938 Top 4% higher than 96% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Massey Energy Retirement Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Massey Energy Retirement Plan lands in the large band (1,211 participants).

DOL schedule card

Filing strip 540295165 · Appalachia Holding Company PY 2022 · Defined Benefit (Pension)

Massey Energy Retirement Plan · $259M · 1,211 · 96th

  • PHOTO $259M
  • PHOTO 1,211
  • PHOTO 96th
  • PHOTO Defined Benefit (Pension)
  • PHOTO near Westchester Heavy Construction Laborers Local 60 Pension Fund
  • PHOTO ind #832

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Mining & Oil Extraction retirement plans → · Plans in Tennessee →

Massey Energy Retirement Plan in the asset neighbourhood

Pension Plan of the Plumbers and Steamfitters Local Union No. 33 Retirement TrustPension Plan of the Plumbers…$260MPlumbers Local 9 Pension Plan$260MWestchester Heavy Construction Laborers Local 60 Pension FundWestchester Heavy Constructi…$259MMassey Energy Retirement Plan$259MStmicroelectronics, Inc. Retirement PlanStmicroelectronics, Inc. Ret…$259M
End-of-year total assets ($M) among Massey Energy Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$365M
Net Assets (End of Year)$259M
Net Income-$106M
Employer EIN540295165
Plan Effective Date1951-12-15
Filing StatusFILING RECEIVED

Sponsor Plan History (Appalachia Holding Company)

Sponsor-wide plan assets over time

All Appalachia Holding Company plans reported in each filing year

Latest sponsor-wide plan assets
N/A
2023 filing year
$0M$100M$200M$300M 20222023 $259M $0M ▼ -100.0%
Year Plans Participants Total Assets
2022 1 1,211 $259M
2023 1 1,145 N/A

Nearby Defined Benefit (Pension) Plans in Tennessee

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Massey Energy Retirement Plan vs. nearby Defined Benefit (Pension) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants Massey Energy Retirement Plan, Total assets ($B): 0.259279938 · Participants: 1211Massey Energy Retirement PlanFedex Corporation Employees' Pension Plan, Total assets ($B): 25.607567505 · Participants: 119742Fedex Corporation Employees' Pension PlanRetirement Plan of International Paper Company, Total assets ($B): 8.844607131 · Participants: 20914Retirement Plan of International Paper CompanyPension Plan for Employees at Ornl, Total assets ($B): 2.326549411 · Participants: 5460Pension Plan for Employees at OrnlRetirement Program Plan for Employees of Consolidated Nuclear Security, LLC at the U.S. Department of Energy at Oak Ridge, Tennessee, Total assets ($B): 2.039541449 · Participants: 2920Retirement Program Plan for Employees of Consolidated Nuclear Security, LLC at the U.S. Department of Energy at Oak Ridge, TennesseeNissan Employee Retirement Plan, Total assets ($B): 1.533696203 · Participants: 4575Nissan Employee Retirement Plan
Massey Energy Retirement Plan vs. nearby Defined Benefit (Pension) plans in Tennessee, assets vs. participants
Compare Massey Energy Retirement Plan side-by-side with 3 peers →

Massey Energy Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Tennessee, the nearest Defined Benefit (Pension) by assets is Westchester Heavy Construction Laborers Local 60 Pension Fund in NY ($259M); by covered participants it is Danfoss Power Solutions Employees' Retirement Plan in IA (1,211 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,211 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Massey Energy Retirement Plan assets move in 2022? ▼
Massey Energy Retirement Plan declined sharply - down 29.0% during 2022, from $365M to $259M. Reported net income was -$106M.
Where does Massey Energy Retirement Plan rank by assets among Form 5500 filers? ▼
Massey Energy Retirement Plan ranks in the 96th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Massey Energy Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Westchester Heavy Construction Laborers Local 60 Pension Fund in NY ($259M, 1,044 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Massey Energy Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Danfoss Power Solutions Employees' Retirement Plan in IA (1,211 participants, $146M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 540295165.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.