Other
2023 plan-year Other DOL Form 5500

ALLIANCE COAL, LLC & AFF. PENSION PLAN FOR COAL EMPLOYEES

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

ALLIANCE COAL, LLC

This Other plan holds $98M in total assets and serves 278 participants as of 2023. It is sponsored by ALLIANCE COAL, LLC in Oklahoma. The plan reported positive net income of $5M for the year.

Total Assets (2023)
$98M
Participants
278
State
Industry
Mining & Oil Extraction

What the Filing Says About ALLIANCE COAL, LLC & AFF. PENSION PLAN FOR COAL EMPLOYEES

ALLIANCE COAL, LLC & AFF. PENSION PLAN FOR COAL EMPLOYEES is a Other retirement plan sponsored by ALLIANCE COAL, LLC, headquartered in Oklahoma. As of the 2023 Form 5500 filing, the plan reports $98M in total end-of-year assets and covers 278 participants across the Mining & Oil Extraction industry. The sponsor's EIN on file with the U.S. Department of Labor is 730956034, and the plan has been effective since 1997-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $92M at the beginning of 2023 to $98M at year-end — a gain of 5.9%. Net assets (after liabilities) closed the year at $98M, with reported net income of $5M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$92M
Total Assets (End of Year)$98M
Net Assets (End of Year)$98M
Net Income$5M
Plan TypeOther
Employer EIN730956034
Plan Effective Date1997-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (ALLIANCE COAL, LLC)

Year Plans Participants Total Assets
2022 2 3,294 $569M
2023 2 3,629 $658M
2024 2 3,833 $740M

Nearby Other Plans in Oklahoma

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

Frequently Asked Questions

How much money is in the ALLIANCE COAL, LLC & AFF. PENSION PLAN FOR COAL EMPLOYEES?
As of the 2023 Form 5500 filing, ALLIANCE COAL, LLC & AFF. PENSION PLAN FOR COAL EMPLOYEES holds $98M in total assets with 278 participants. It is sponsored by ALLIANCE COAL, LLC.
What type of plan is ALLIANCE COAL, LLC & AFF. PENSION PLAN FOR COAL EMPLOYEES?
ALLIANCE COAL, LLC & AFF. PENSION PLAN FOR COAL EMPLOYEES is a Other plan. It has been effective since 1997-01-01. The plan is filed with the U.S. Department of Labor under EIN 730956034.
Who sponsors the ALLIANCE COAL, LLC & AFF. PENSION PLAN FOR COAL EMPLOYEES?
ALLIANCE COAL, LLC & AFF. PENSION PLAN FOR COAL EMPLOYEES is sponsored by ALLIANCE COAL, LLC, located in Oklahoma. The sponsor's EIN is 730956034 and the plan operates in the Mining & Oil Extraction industry.
How did ALLIANCE COAL, LLC & AFF. PENSION PLAN FOR COAL EMPLOYEES perform in 2023?
ALLIANCE COAL, LLC & AFF. PENSION PLAN FOR COAL EMPLOYEES grew by 5.9% during 2023, moving from $92M to $98M in total assets. Net income was $5M.
Where can I find official filings for ALLIANCE COAL, LLC & AFF. PENSION PLAN FOR COAL EMPLOYEES?
Official Form 5500 filings for ALLIANCE COAL, LLC & AFF. PENSION PLAN FOR COAL EMPLOYEES are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 730956034 or plan name at efast.dol.gov.
How does ALLIANCE COAL, LLC & AFF. PENSION PLAN FOR COAL EMPLOYEES compare to other plans?
You can compare ALLIANCE COAL, LLC & AFF. PENSION PLAN FOR COAL EMPLOYEES against other Other plans on the plan type page, or view plans in Oklahoma on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 730956034.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from official public datasets. See our methodology for details.