Defined Benefit (Pension) · DOL Form 5500 · 2023
American Legion National Headquarters Pension Plan
Data updated 2026-08-25
- $60M
- Total assets Below avg plan size
- 77
- Participants Small participant base
- 87th
- Percentile by assets National rank
- $779,015
- Avg per participant High balance/head
Official DOL plan name: American Legion Retirement Plan for Employees of the National Headquarters & Subordinate Groups Thereof · Sponsored by American Legion National Headquarters · Indiana · Other Services
$60M in assets, 77 participants
American Legion National Headquarters's American Legion Retirement Plan for Employees of the National Headquarters & Subordinate Groups Thereof reported $60M in total assets and 77 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.
- #7,433 in Other Services (7,857 peers)
Where American Legion Retirement Plan for Employees of the National Headquarters & Subordinate Groups Thereof sits by assets
American Legion Retirement Plan for Employees of the National Headquarters & Subordinate Groups Thereof sits in the top quartile of all filed plans by assets, $60M for 77 participants (~$779,015/participant), up 3.2% in 2023.
- #7,433
- in Other Services (7,857 peers)
- +3.2%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
American Legion Retirement Plan for Employees of the National Headquarters & Subordinate Groups Thereof's outsized position by total assets
American Legion Retirement Plan for Employees of the National Headquarters & Subordinate Groups Thereof vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$59,984,165 Top 13% higher than 87% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
American Legion Retirement Plan for Employees of the National Headquarters & Subordinate Groups Thereof among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. American Legion Retirement Plan for Employees of the National Headquarters & Subordinate Groups Thereof is a small filing (77 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- American Legion Retirement Plan for Employees of the National Headquarters & Subordinate Groups Thereof reported net income rose from -$14M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- American Legion Retirement Plan for Employees of the National Headquarters & Subordinate Groups Thereof reported participants fell from 83 in the plan year 2022 filing to 77 in the plan year 2023 filing.
- American Legion Retirement Plan for Employees of the National Headquarters & Subordinate Groups Thereof end-of-year assets rose from $58M in the plan year 2022 filing to $60M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 350144250 · American Legion National Headquarters PY 2023 · Defined Benefit (Pension)
American Legion Retirement Plan for Employees of the National Headquarters & Subordinate Groups Thereof · $60M · 77 · 87th
- EIN $60M
- EIN 77
- EIN 87th
- EIN Defined Benefit (Pension)
- EIN near Vermont Mutual Insurance Company Employees' Pension Plan
- EIN ind #7433
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 →
American Legion Retirement Plan for Employees of the National Headquarters & Subordinate Groups Thereof in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $58M |
|---|---|
| Net Assets (End of Year) | $60M |
| Net Income | $2M |
| Employer EIN | 350144250 |
| Plan Effective Date | 1944-01-01 |
| Filing Status | FILING 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
| 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 Lilly Retirement Plan $11.7B · 19,111
- Cummins Pension Plan $3.3B · 26,560
- Indiana Laborers Pension Fund $1.7B · 10,800
- Elevance Health Cash Balance Plan a $1.3B · 8,197
- Nisource Pension Plan $1.1B · 2,174
American Legion Retirement Plan for Employees of the National Headquarters & Subordinate Groups Thereof's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Indiana, the nearest Defined Benefit (Pension) by assets is Vermont Mutual Insurance Company Employees' Pension Plan in VT ($60M); by covered participants it is Continental Motors UAW Pension Plan in AL (77 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($60M here).
- Vermont Mutual Insurance Company Employees' Pension Plan (VT) $60M · 80
- Machinery Movers, Riggers & Mach. Erect. Local 136 Supplemental Retirement Plan (IL) $60M · 169
- Int'l Assoc. of S.M.a.R.T. Workers Local Union 268 Pension Trust & Plan Agreement (IL) $60M · 351
- Libbey Salaried Cash Balance Pension Plan (OH) $60M · 120
Similar participant headcount
Nearest other-state filings by covered participants (77 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.