Other · DOL Form 5500 · 2023
Legal Aid of West Virginia, Inc. Retirement Plan
Data updated 2026-08-25
- $18M
- Total assets Small plan by assets
- 162
- Participants Small participant base
- 71st
- Percentile by assets National rank
- $110,885
- Avg per participant Below avg balance/head
Official DOL plan name: Legal Aid of Wv DC Retirement Plan · Sponsored by Legal Aid of West Virginia, Inc. · West Virginia · Professional & Technical Services
$18M in assets, 162 participants
Legal Aid of West Virginia, Inc.'s Legal Aid of Wv DC Retirement Plan reported $18M in total assets and 162 participants in its 2023 DOL Form 5500 filing, ranking in the 71st 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.
- #14,260 in Professional & Technical Services (20,321 peers)
Coverage in West Virginia
Legal Aid of Wv DC Retirement Plan covers 162 participants in West Virginia, about 35% of the average West Virginia filer (state average ~467 per filing). Assets: $18M.
- #14,260
- in Professional & Technical Services (20,321 peers)
- +17.1%
- assets growth YoY
Legal Aid of Wv DC Retirement Plan's outsized position by total assets
Legal Aid of Wv DC Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$17,963,380 Top 29% higher than 71% 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
Legal Aid of Wv DC 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. Legal Aid of Wv DC Retirement Plan sits mid-pack in the medium band (162 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Legal Aid of Wv DC Retirement Plan reported net income rose from -$2M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- Legal Aid of Wv DC Retirement Plan end-of-year assets rose from $15M in the plan year 2022 filing to $18M in the plan year 2023 filing.
- Legal Aid of Wv DC Retirement Plan reported participants rose from 159 in the plan year 2022 filing to 162 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 311789739 · Legal Aid of West Virginia, Inc. PY 2023 · Other
Legal Aid of Wv DC Retirement Plan · $18M · 162 · 71st
- RANK $18M
- RANK 162
- RANK 71st
- RANK Other
- RANK near Fisk University DC Plan
- RANK ind #14260
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 Professional & Technical Services retirement plans → · Plans in West Virginia →
Legal Aid of Wv DC Retirement Plan in the asset neighbourhood
West Virginia filing particulars
| Total Assets (Beginning of Year) | $15M |
|---|---|
| Net Assets (End of Year) | $18M |
| Net Income | $3M |
| Employer EIN | 311789739 |
| Plan Effective Date | 2002-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Legal Aid of West Virginia, Inc.)
Sponsor-wide plan assets over time
All Legal Aid of West Virginia, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $20M 32.817566207212685% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 159 | $15M |
| 2023 | 1 | 162 | $18M |
| 2024 | 1 | 165 | $20M |
Nearby Other Plans in West Virginia
Peer Other plans, same state, same plan type, ranked by total assets.
- West Virginia University Health System 403(b) Retirement Savings Plan $1.5B · 25,400
- Maryland Electrical Industry Severance & Annuity F $292M · 2,645
- West Virginia University Medical Corporation 403(b) Plan $282M · 1,761
- Camc Health System, Inc. Retirement Savings Plan $228M · N/A
- Local Union 317 Electrical Pension Plan $160M · 744
Legal Aid of Wv DC Retirement Plan's out-of-state Other peers by assets and headcount
Outside West Virginia, the nearest Other by assets is Fisk University DC Plan in TN ($18M); by covered participants it is The Stony Brook School Defined Contribution Plan in NY (162 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($18M here).
Similar participant headcount
Nearest other-state filings by covered participants (162 participants); asset peers above are excluded.
- The Stony Brook School Defined Contribution Plan (NY) 162 · 0 off
- Avila University DC Retirement Plan (MO) 162 · 0 off
- 403(b) Thrift Plan of Girl Scouts of Greater Atlanta, Inc. (GA) 162 · 0 off
- Compass Tax Deferred Annuity Plan (MA) 162 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.