Other · DOL Form 5500 · 2023

Appalachian Trail Conservancy Retirement Plan

Data updated 2026-08-11

$9M
Total assets
74
Participants
57th
Percentile by assets
$123,894
Avg per participant
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Official DOL plan name: Appalachian Trail Conservancy 403(b) Retirement Plan · Sponsored by Appalachian Trail Conservancy · West Virginia · Other Services

$9M in assets, 74 participants

Appalachian Trail Conservancy's Appalachian Trail Conservancy 403(b) Retirement Plan reported $9M in total assets and 74 participants in its 2023 DOL Form 5500 filing, ranking in the 57th 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.

  • 57th percentile by assets (of 127,072 plans)
  • #5,895 in Other Services (7,857 peers)

Appalachian Trail Conservancy multi-year trail

Appalachian Trail Conservancy's plans moved +30.2% in assets from 2022 to 2024; this filing shows Appalachian Trail Conservancy 403(b) Retirement Plan at $9M / 74 participants.

$9M
total plan assets (2023 EOY)
74
covered participants
57th
percentile by assets (of 127,072 plans)
$123,894
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Appalachian Trail Conservancy 403(b) Retirement Plan reported net income rose from -$790K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Appalachian Trail Conservancy 403(b) Retirement Plan end-of-year assets rose from $8M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Appalachian Trail Conservancy 403(b) Retirement Plan reported participants fell from 81 in the plan year 2022 filing to 74 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Industry

Appalachian Trail Conservancy across 3 plan years on file

Across the 3 plan years Appalachian Trail Conservancy has on file (2022-2024), sponsor-wide plan assets have moved from $8M to $11M, a gain of 30.2%, while reported participants moved from 81 to 60 (-25.9%). Peak year by sponsor assets: 2024 ($11M); trough: 2022 ($8M).

Appalachian Trail Conservancy multi-year asset trail

$7M$8M$9M$10M$11M 202220232024 $8.1M $10.6M ▲ +30.2%
Total plan assets by year, all Appalachian Trail Conservancy plans on file
Year Plans Participants Total Assets
2022 1 81 $8M
2023 1 74 $9M
2024 1 60 $11M

Appalachian Trail Conservancy filing trail (2023)

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$9M
Net Income$1M
Employer EIN526046689
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Nearby Other Plans in West Virginia

Peer Other plans, same state, same plan type, ranked by total assets.

Appalachian Trail Conservancy 403(b) Retirement Plan vs. nearby Other plans in West Virginia, assets vs. participants

Appalachian Trail Conservancy 403(b) Retirement Plan vs. nearby Other plans in West Virginia, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -0.500.511.52 Total assets ($B) Participants Appalachian Trail Co…West Virginia Univer…Maryland Electrical …West Virginia Univer…Camc Health System, …Local Union 317 Elec…
Appalachian Trail Conservancy 403(b) Retirement Plan vs. nearby Other plans in West Virginia, assets vs. participants

Similar-Sized Other Plans Nationally

Other plans in other states closest to Appalachian Trail Conservancy 403(b) Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Appalachian Trail Conservancy 403(b) Retirement Plan assets move in 2023?
Appalachian Trail Conservancy 403(b) Retirement Plan grew at a solid clip - up 13.1% during 2023, from $8M to $9M. Reported net income was $1M.
How have Appalachian Trail Conservancy plan assets changed over time?
Across 3 plan years on file (2022-2024), Appalachian Trail Conservancy's sponsor-wide assets grew 30.2%, from $8M to $11M.
Which Other plans are similar in size to Appalachian Trail Conservancy 403(b) Retirement Plan?
Among Other plans in other states, the closest by assets is Tax Deferred Annuity Plan of Outreach Development Corporation in NY ($9M, 79 participants).

Next read for Appalachian Trail Conservancy 403(b) Ret…

Multi-year trail

Ways to act on Appalachian Trail Conservancy 403(b) Retirement Plan's numbers.

  • By total assets, Appalachian Trail Conservancy 403(b) Retirement Plan ranks above the median plan by assets. See the largest plans
  • Compare it side-by-side against 3 similar Other plans in West Virginia. Compare plans
  • Appalachian Trail Conservancy's sponsor-wide assets have grown 30.2% since 2022 across 3 plan years on file. More Other Services plans