401(k) · DOL Form 5500 · 2023

Alpha Metallurgical Resources, LLC 401(k) Plan

Data updated 2026-08-11

$355M
Total assets: 3,591
Participants: 97th
Percentile by assets: $98,979
Avg per participant

Official DOL plan name: Alpha Metallurgical Resources 401(k) Retirement Savings Plan · Sponsored by Alpha Metallurgical Resources, LLC · Tennessee · Mining & Oil Extraction

$355M in assets, 3,591 participants

Alpha Metallurgical Resources, LLC's Alpha Metallurgical Resources 401(k) Retirement Savings Plan reported $355M in total assets and 3,591 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.

97th percentile by assets (of 127,072 plans)
#756 in Mining & Oil Extraction (811 peers)

Coverage in Tennessee

Alpha Metallurgical Resources 401(k) Retirement Savings Plan covers 3,591 participants in Tennessee, 3.2x the typical Tennessee plan (state average ~1,126 per filing). Assets: $355M.

$355M
total plan assets (2023 EOY): 3,591
covered participants: 97th
percentile by assets (of 127,072 plans): $98,979
avg assets per participant

Alpha Metallurgical Resources 401(k) Retirement Savings Plan reported net income rose from -$42M in the plan year 2022 filing to $58M in the plan year 2023 filing.
Alpha Metallurgical Resources 401(k) Retirement Savings Plan end-of-year assets rose from $297M in the plan year 2022 filing to $355M in the plan year 2023 filing.
Alpha Metallurgical Resources 401(k) Retirement Savings Plan reported participants rose from 3,271 in the plan year 2022 filing to 3,591 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

Tennessee

Industry

Mining & Oil Extraction

Participants vs Tennessee filers

In Tennessee, the average filing covers about 1,126 participants across 2,384 plans. Alpha Metallurgical Resources 401(k) Retirement Savings Plan reports 3,591 participants - 3.2x that state average ($355M EOY assets).

Tennessee filing particulars

Total Assets (Beginning of Year)	$297M
Net Assets (End of Year)	$355M
Net Income	$58M
Employer EIN	812970899
Plan Effective Date	2016-07-25
Filing Status	FILING RECEIVED

Sponsor Plan History (Alpha Metallurgical Resources, LLC)

Total plan assets by year, all Alpha Metallurgical Resources, LLC plans on file

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, same state, same plan type, ranked by total assets.

Alpha Metallurgical Resources 401(k) Retirement Savings Plan vs. nearby 401(k) plans in Tennessee, assets vs. participants

Fedex Corporation Retirement Savings Plan $23.9B · 127,010
Hca 401(k) Plan $21.5B · 291,649
Federal Express Corporation Pilots Retirement Savings Plan $4.7B · 5,728
International Paper Company Salaried Savings Plan $4.6B · 12,153
Chs/Community Health Systems, Inc. Retirement Savings Plan $4.5B · 62,487

Compare Alpha Metallurgical Resources 401(k) Ret… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to Alpha Metallurgical Resources 401(k) Retirement Savings Plan by total assets, not by location.

Basin Electric Power Cooperative 401(k) Plan (ND) $355M · 767
Zenith 401(k) Plan (CA) $355M · 1,451
Benjamin Moore & Co. Deferred Savings and Investment Plan (NJ) $355M · 1,821
Bendix Commercial Vehicle Systems LLC Savings Plan (OH) $356M · 2,445

Frequently Asked Questions

How did Alpha Metallurgical Resources 401(k) Retirement Savings Plan assets move in 2023? ▼

Alpha Metallurgical Resources 401(k) Retirement Savings Plan grew sharply - up 19.6% during 2023, from $297M to $355M. Reported net income was $58M.

How have Alpha Metallurgical Resources, LLC plan assets changed over time? ▼

Across 3 plan years on file (2022-2024), Alpha Metallurgical Resources, LLC's sponsor-wide assets grew 27.4%, from $303M to $386M.

Where does Alpha Metallurgical Resources 401(k) Retirement Savings Plan rank by assets among Form 5500 filers? ▼

Alpha Metallurgical Resources 401(k) Retirement Savings Plan ranks in the 97th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).

Which 401(k) plans are similar in size to Alpha Metallurgical Resources 401(k) Retirement Savings Plan? ▼

Among 401(k) plans in other states, the closest by assets is Basin Electric Power Cooperative 401(k) Plan in ND ($355M, 767 participants).

Next read for Alpha Metallurgical Resources 401(k) Ret…

Filing takeaways

Ways to act on Alpha Metallurgical Resources 401(k) Retirement Savings Plan's numbers.

By total assets, Alpha Metallurgical Resources 401(k) Retirement Savings Plan ranks in the top 5% of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar 401(k) plans in Tennessee. Compare plans
Alpha Metallurgical Resources, LLC's sponsor-wide assets have grown 27.4% since 2022 across 3 plan years on file. More Mining & Oil Extraction plans

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) - original filing retrieval by EIN 812970899.