Defined Benefit (Pension) · DOL Form 5500 · 2023

American Legion National Headquarters Pension Plan

Data updated 2026-08-25

$7M
Total assets Small plan by assets
196
Participants Below avg headcount
50th
Percentile by assets National rank
$33,753
Avg per participant Low balance/head
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Official DOL plan name: The American Legion National Headquarters Employees' Retirement Plan · Sponsored by American Legion National Headquarters · Indiana · Other Services

$7M in assets, 196 participants

American Legion National Headquarters's The American Legion National Headquarters Employees' Retirement Plan reported $7M in total assets and 196 participants in its 2023 DOL Form 5500 filing, ranking in the 50th 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.

  • #5,508 in Other Services (7,857 peers)

Coverage in Indiana

The American Legion National Headquarters Employees' Retirement Plan covers 196 participants in Indiana, about 36% of the average Indiana filer (state average ~541 per filing). Assets: $7M.

#5,508
in Other Services (7,857 peers)
+28.3%
assets growth YoY

The American Legion National Headquarters Employees' Retirement Plan's mid-pack asset rank among Other Services and all filers

The American Legion National Headquarters Employees' Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$6,615,618 Top 50% higher than 50% of 127,068 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 2023

The American Legion National Headquarters Employees' Retirement Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The American Legion National Headquarters Employees' Retirement Plan sits mid-pack in the medium band (196 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • The American Legion National Headquarters Employees' Retirement Plan reported net income rose from $91K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • The American Legion National Headquarters Employees' Retirement Plan end-of-year assets rose from $5M in the plan year 2022 filing to $7M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 350144250 · American Legion National Headquarters PY 2023 · Defined Benefit (Pension)

The American Legion National Headquarters Employees' Retirement Plan · $7M · 196 · 50th

  • VS-ST $7M
  • VS-ST 196
  • VS-ST 50th
  • VS-ST Defined Benefit (Pension)
  • VS-ST near Carrier Process Equipment Group, Inc. Cash Balance Plan
  • VS-ST ind #5508

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 Other Services retirement plans → · Plans in Indiana →

The American Legion National Headquarters Employees' Retirement Plan in the asset neighbourhood

The American Legion National Headquarters Employees' Retirement PlanThe American Legion National…$7MCarrier Process Equipment Group, Inc. Cash Balance PlanCarrier Process Equipment Gr…$7MH&n Group, Inc. Defined Benefit Pension PlanH&n Group, Inc. Defined Bene…$7MGerdau Ameristeel US Retirement PlanGerdau Ameristeel US Retirem…$7MLaborers Local 91 Pension PlanLaborers Local 91 Pension Pl…$7M
End-of-year total assets ($M) among The American Legion National Headquarters Employees' Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Indiana filing particulars

Total Assets (Beginning of Year)$5M
Net Assets (End of Year)$7M
Net Income$1M
Employer EIN350144250
Plan Effective Date2017-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (American Legion National Headquarters)

Sponsor-wide plan assets over time

All American Legion National Headquarters plans reported in each filing year

Latest sponsor-wide plan assets
$91M 16.008519606752266% vs 2022
2024 filing year
$75M$80M$85M$90M$95M 202220232024 $78.5M $91.1M ▲ +16.0%
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, same state, same plan type, ranked by total assets.

The American Legion National Headquarters Employees' Retirement Plan vs. nearby Defined Benefit (Pension) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 -5051015 Total assets ($B) Participants The American Legion National Headquarters Employees' Retirement Plan, Total assets ($B): 0.006615618 · Participants: 196The American Legion National Headquarters Employees' Retirement PlanThe Lilly Retirement Plan, Total assets ($B): 11.68755379 · Participants: 19111The Lilly Retirement PlanCummins Pension Plan, Total assets ($B): 3.321162584 · Participants: 26560Cummins Pension PlanIndiana Laborers Pension Fund, Total assets ($B): 1.654720253 · Participants: 10800Indiana Laborers Pension FundElevance Health Cash Balance Plan a, Total assets ($B): 1.277905032 · Participants: 8197Elevance Health Cash Balance Plan aNisource Pension Plan, Total assets ($B): 1.063713087 · Participants: 2174Nisource Pension Plan
The American Legion National Headquarters Employees' Retirement Plan vs. nearby Defined Benefit (Pension) plans in Indiana, assets vs. participants
Compare The American Legion National Headquarters Employees' Retirement Plan side-by-side with 3 peers →

The American Legion National Headquarters Employees' Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Indiana, the nearest Defined Benefit (Pension) by assets is Carrier Process Equipment Group, Inc. Cash Balance Plan in KY ($7M); by covered participants it is Moore & Van Allen Pension Plan in NC (196 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (196 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did The American Legion National Headquarters Employees' Retirement Plan assets move in 2023? ▼
The American Legion National Headquarters Employees' Retirement Plan grew sharply - up 28.3% during 2023, from $5M to $7M. Reported net income was $1M.
How have American Legion National Headquarters plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), American Legion National Headquarters's sponsor-wide assets grew 16.0%, from $79M to $91M.
Which Defined Benefit (Pension) plans are similar in size to The American Legion National Headquarters Employees' Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Carrier Process Equipment Group, Inc. Cash Balance Plan in KY ($7M, 253 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to The American Legion National Headquarters Employees' Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Moore & Van Allen Pension Plan in NC (196 participants, $50M in assets).

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 350144250.

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.