Other · DOL Form 5500 · 2023
Appalachian Mountain Club Retirement Plan
Data updated 2026-08-25
- $43M
- Total assets Below avg plan size
- 235
- Participants Below avg headcount
- 84th
- Percentile by assets National rank
- $181,818
- Avg per participant Above avg balance/head
Official DOL plan name: Appalachian Mountain Club Retirement Plan · Sponsored by Appalachian Mountain Club · Massachusetts · Agriculture, Forestry & Fishing
$43M in assets, 235 participants
Appalachian Mountain Club's Appalachian Mountain Club Retirement Plan reported $43M in total assets and 235 participants in its 2023 DOL Form 5500 filing, ranking in the 84th 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.
- #1,161 in Agriculture, Forestry & Fishing (1,288 peers)
Coverage in Massachusetts
Appalachian Mountain Club Retirement Plan covers 235 participants in Massachusetts, about 36% of the average Massachusetts filer (state average ~659 per filing). Assets: $43M.
- #1,161
- in Agriculture, Forestry & Fishing (1,288 peers)
- +21.1%
- assets growth YoY
- 0.4×
- vs typical plan assets (national mean)
Appalachian Mountain Club Retirement Plan's outsized position by total assets
Appalachian Mountain Club Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$42,727,248 Top 16% higher than 84% 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
Appalachian Mountain Club 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. Appalachian Mountain Club Retirement Plan sits mid-pack in the medium band (235 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Appalachian Mountain Club Retirement Plan reported net income rose from -$5M in the plan year 2022 filing to $7M in the plan year 2023 filing.
- Appalachian Mountain Club Retirement Plan end-of-year assets rose from $35M in the plan year 2022 filing to $43M in the plan year 2023 filing.
- Appalachian Mountain Club Retirement Plan reported participants rose from 204 in the plan year 2022 filing to 235 in the plan year 2023 filing.
Form 5500 schedule snapshot
Filing strip 046001677 · Appalachian Mountain Club PY 2023 · Other
Appalachian Mountain Club Retirement Plan · $43M · 235 · 84th
- EIN $43M
- RANK 235
- PHOTO 84th
- IND Other
- EOY near Ludwig Institute for Cancer Research Ltd Retirement Savings Plan
- 5500 ind #1161
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 Agriculture, Forestry & Fishing retirement plans → · Plans in Massachusetts →
Appalachian Mountain Club Retirement Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $35M |
|---|---|
| Net Assets (End of Year) | $43M |
| Net Income | $7M |
| Employer EIN | 046001677 |
| Plan Effective Date | 1985-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Appalachian Mountain Club)
Sponsor-wide plan assets over time
All Appalachian Mountain Club plans reported in each filing year
- Latest sponsor-wide plan assets
- $47M 33.439710255554594% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 204 | $35M |
| 2023 | 1 | 235 | $43M |
| 2024 | 1 | 232 | $47M |
Nearby Other Plans in Massachusetts
Peer Other plans, same state, same plan type, ranked by total assets.
- The Mitre Corporation Tax Sheltered Annuity Plan $4.7B · 11,980
- Harvard University Tax Deferred Annuity Plan $3.8B · 21,064
- Boston University Retirement Plan $2.8B · 8,130
- Beth Israel Deaconess Medical Center Voluntary 403(b) Plan $2.4B · 13,981
- Northeastern University Retirement Plan $2.3B · 8,553
Appalachian Mountain Club Retirement Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is Ludwig Institute for Cancer Research Ltd Retirement Savings Plan in NY ($43M); by covered participants it is The Chapin School Retirement and Savings Plan in NY (235 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($43M here).
Similar participant headcount
Nearest other-state filings by covered participants (235 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.