401(k)
2023 plan-year 401(k) DOL Form 5500

Appalachian Agency for Senior Citizens, Inc. 403(b) Plan

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

Sponsored by Appalachian Agency for Senior Citizens · Virginia · Healthcare & Social Assistance

What the 2023 filing shows

Appalachian Agency for Senior Citizens, Inc. 403(b) Plan holds $4M for 170 participants — about $25,062 per participant, up 22.9% over the 2023 plan year.

$4M
total plan assets (2023 EOY)
170
covered participants
$25,062
avg assets per participant
+22.9%
assets growth YoY
Total Assets (2023)
$4M
Participants
170
State
Industry
Healthcare & Social Assistance

What the Filing Says About Appalachian Agency for Senior Citizens, Inc. 403(b) Plan

Appalachian Agency for Senior Citizens, Inc. 403(b) Plan is a 401(k) retirement plan sponsored by Appalachian Agency for Senior Citizens, headquartered in Virginia. As of the 2023 Form 5500 filing, the plan reports $4M in total end-of-year assets and covers 170 participants across the Healthcare & Social Assistance industry. The sponsor's EIN on file with the U.S. Department of Labor is 540990533, and the plan has been effective since 1985-07-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $3M at the beginning of 2023 to $4M at year-end — a gain of 22.9%. Net assets (after liabilities) closed the year at $4M, with reported net income of $793K 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)$3M
Total Assets (End of Year)$4M
Net Assets (End of Year)$4M
Net Income$793K
Plan Type401(k)
Employer EIN540990533
Plan Effective Date1985-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Appalachian Agency for Senior Citizens)

Year Plans Participants Total Assets
2022 1 229 $3M
2023 1 170 $4M
2024 1 205 $5M

Nearby 401(k) Plans in Virginia

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Frequently Asked Questions

How much money is in the Appalachian Agency for Senior Citizens, Inc. 403(b) Plan?
As of the 2023 Form 5500 filing, Appalachian Agency for Senior Citizens, Inc. 403(b) Plan holds $4M in total assets with 170 participants. It is sponsored by Appalachian Agency for Senior Citizens.
What type of plan is Appalachian Agency for Senior Citizens, Inc. 403(b) Plan?
Appalachian Agency for Senior Citizens, Inc. 403(b) Plan is a 401(k) plan. It has been effective since 1985-07-01. The plan is filed with the U.S. Department of Labor under EIN 540990533.
Who sponsors the Appalachian Agency for Senior Citizens, Inc. 403(b) Plan?
Appalachian Agency for Senior Citizens, Inc. 403(b) Plan is sponsored by Appalachian Agency for Senior Citizens, located in Virginia. The sponsor's EIN is 540990533 and the plan operates in the Healthcare & Social Assistance industry.
How did Appalachian Agency for Senior Citizens, Inc. 403(b) Plan perform in 2023?
Appalachian Agency for Senior Citizens, Inc. 403(b) Plan grew by 22.9% during 2023, moving from $3M to $4M in total assets. Net income was $793K.
Where can I find official filings for Appalachian Agency for Senior Citizens, Inc. 403(b) Plan?
Official Form 5500 filings for Appalachian Agency for Senior Citizens, Inc. 403(b) Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 540990533 or plan name at efast.dol.gov.
How does Appalachian Agency for Senior Citizens, Inc. 403(b) Plan compare to other plans?
You can compare Appalachian Agency for Senior Citizens, Inc. 403(b) Plan against other 401(k) plans on the plan type page, or view plans in Virginia 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 540990533.

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 U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.