401(k)
2023 plan-year 401(k) DOL Form 5500

Alpha Metallurgical Resources 401(k) Retirement Savings Plan

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

Sponsored by Alpha Metallurgical Resources, LLC Β· Tennessee Β· Mining & Oil Extraction

What the 2023 filing shows

Alpha Metallurgical Resources 401(k) Retirement Savings Plan holds $355M for 3,591 participants - about $98,979 per participant, up 19.6% over the 2023 plan year.

$355M
total plan assets (2023 EOY)
3,591
covered participants
$98,979
avg assets per participant
+19.6%
assets growth YoY
Total Assets (2023)
$355M
Participants
3,591
State
Industry
Mining & Oil Extraction

What the Filing Says About Alpha Metallurgical Resources 401(k) Retirement Savings Plan

Alpha Metallurgical Resources 401(k) Retirement Savings Plan is a 401(k) retirement plan sponsored by Alpha Metallurgical Resources, LLC, headquartered in Tennessee. As of the 2023 Form 5500 filing, the plan reports $355M in total end-of-year assets and covers 3,591 participants across the Mining & Oil Extraction industry. The sponsor's EIN on file with the U.S. Department of Labor is 812970899, and the plan has been effective since 2016-07-25. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $297M at the beginning of 2023 to $355M at year-end β€” a gain of 19.6%. Net assets (after liabilities) closed the year at $355M, with reported net income of $58M 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 β€” 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)$297M
Total Assets (End of Year)$355M
Net Assets (End of Year)$355M
Net Income$58M
Plan Type401(k)
Employer EIN812970899
Plan Effective Date2016-07-25
Filing StatusFILING RECEIVED

Sponsor Plan History (Alpha Metallurgical Resources, LLC)

Year Plans Participants Total Assets
2022 2 3,389 $303M
2023 2 3,709 $362M
2024 2 4,122 $386M

Nearby 401(k) Plans in Tennessee

Peer 401(k) plans β€” same state, same plan type β€” ranked by total assets.

Frequently Asked Questions

How much money is in the Alpha Metallurgical Resources 401(k) Retirement Savings Plan?
As of the 2023 Form 5500 filing, Alpha Metallurgical Resources 401(k) Retirement Savings Plan holds $355M in total assets with 3,591 participants. It is sponsored by Alpha Metallurgical Resources, LLC.
What type of plan is Alpha Metallurgical Resources 401(k) Retirement Savings Plan?
Alpha Metallurgical Resources 401(k) Retirement Savings Plan is a 401(k) plan. It has been effective since 2016-07-25. The plan is filed with the U.S. Department of Labor under EIN 812970899.
Who sponsors the Alpha Metallurgical Resources 401(k) Retirement Savings Plan?
Alpha Metallurgical Resources 401(k) Retirement Savings Plan is sponsored by Alpha Metallurgical Resources, LLC, located in Tennessee. The sponsor's EIN is 812970899 and the plan operates in the Mining & Oil Extraction industry.
How did Alpha Metallurgical Resources 401(k) Retirement Savings Plan perform in 2023?
Alpha Metallurgical Resources 401(k) Retirement Savings Plan grew by 19.6% during 2023, moving from $297M to $355M in total assets. Net income was $58M.
Where can I find official filings for Alpha Metallurgical Resources 401(k) Retirement Savings Plan?
Official Form 5500 filings for Alpha Metallurgical Resources 401(k) Retirement Savings Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 812970899 or plan name at efast.dol.gov.
How does Alpha Metallurgical Resources 401(k) Retirement Savings Plan compare to other plans?
You can compare Alpha Metallurgical Resources 401(k) Retirement Savings Plan against other 401(k) plans on the plan type page, or view plans in Tennessee 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 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) β€” original filing retrieval by EIN 812970899.

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

Reference: IRS Publication 590-B β€” 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.