Defined Benefit (Pension)
2022 plan-year Defined Benefit (Pension) DOL Form 5500

American Legion Retirement Plan for Employees of the National Headquarters & Subordinate Groups Thereof

ERISA Form 5500 plan record drawn from DOL EBSA โ€” verify with linked source filings below.

Sponsored by American Legion National Headquarters ยท Indiana ยท Other Services

What the 2023 filing shows

American Legion Retirement Plan for Employees of the National Headquarters & Subordinate Groups Thereof holds $58M for 83 participants - about $700,353 per participant, down 19.4% over the 2022 plan year.

$58M
total plan assets (2022 EOY)
83
covered participants
$700,353
avg assets per participant
-19.4%
assets change YoY

The plan reported a net loss of $14M for the year โ€” a single-year figure driven by markets and benefit payments, not a measure of plan health.

Total Assets (2023)
$58M
Participants
83
State
Industry
Other Services

What the Filing Says About American Legion Retirement Plan for Employees of the National Headquarters & Subordinate Groups Thereof

American Legion Retirement Plan for Employees of the National Headquarters & Subordinate Groups Thereof is a Defined Benefit (Pension) retirement plan sponsored by American Legion National Headquarters, headquartered in Indiana. As of the 2022 Form 5500 filing, the plan reports $58M in total end-of-year assets and covers 83 participants across the Other Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 350144250, and the plan has been effective since 1944-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $72M at the beginning of 2022 to $58M at year-end โ€” a decline of 19.4%. Net assets (after liabilities) closed the year at $58M, with reported net income of $-13,950,243 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows โ€” a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$72M
Total Assets (End of Year)$58M
Net Assets (End of Year)$58M
Net Income$-13,950,243
Plan TypeDefined Benefit (Pension)
Employer EIN350144250
Plan Effective Date1944-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (American Legion National Headquarters)

Year Plans Participants Total Assets
2022 3 494 $79M
2023 3 484 $84M
2024 3 443 $91M

Nearby Defined Benefit (Pension) Plans in Indiana

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

Frequently Asked Questions

How much money is in the American Legion Retirement Plan for Employees of the National Headquarters & Subordinate Groups Thereof?
As of the 2022 Form 5500 filing, American Legion Retirement Plan for Employees of the National Headquarters & Subordinate Groups Thereof holds $58M in total assets with 83 participants. It is sponsored by American Legion National Headquarters.
What type of plan is American Legion Retirement Plan for Employees of the National Headquarters & Subordinate Groups Thereof?
American Legion Retirement Plan for Employees of the National Headquarters & Subordinate Groups Thereof is a Defined Benefit (Pension) plan. It has been effective since 1944-01-01. The plan is filed with the U.S. Department of Labor under EIN 350144250.
Who sponsors the American Legion Retirement Plan for Employees of the National Headquarters & Subordinate Groups Thereof?
American Legion Retirement Plan for Employees of the National Headquarters & Subordinate Groups Thereof is sponsored by American Legion National Headquarters, located in Indiana. The sponsor's EIN is 350144250 and the plan operates in the Other Services industry.
How did American Legion Retirement Plan for Employees of the National Headquarters & Subordinate Groups Thereof perform in 2022?
American Legion Retirement Plan for Employees of the National Headquarters & Subordinate Groups Thereof declined by 19.4% during 2022, moving from $72M to $58M in total assets. Net income was $-13,950,243.
Where can I find official filings for American Legion Retirement Plan for Employees of the National Headquarters & Subordinate Groups Thereof?
Official Form 5500 filings for American Legion Retirement Plan for Employees of the National Headquarters & Subordinate Groups Thereof are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 350144250 or plan name at efast.dol.gov.
How does American Legion Retirement Plan for Employees of the National Headquarters & Subordinate Groups Thereof compare to other plans?
You can compare American Legion Retirement Plan for Employees of the National Headquarters & Subordinate Groups Thereof against other Defined Benefit (Pension) plans on the plan type page, or view plans in Indiana on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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) โ€” original filing retrieval by EIN 350144250.

Reference: IRS Publication 560 โ€” Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B โ€” Distributions from IRAs, RMD rules under SECURE Act 2.0.

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