Profit Sharing · DOL Form 5500 · 2023
Appalachian Agency for Senior Citizens Profit Sharing Plan
Data updated 2026-08-25
- $4M
- Total assets Small plan by assets
- 170
- Participants Small participant base
- 41st
- Percentile by assets National rank
- $25,062
- Avg per participant Low balance/head
Official DOL plan name: Appalachian Agency for Senior Citizens, Inc. 403(b) Plan · Sponsored by Appalachian Agency for Senior Citizens · Virginia · Healthcare & Social Assistance
$4M in assets, 170 participants
Appalachian Agency for Senior Citizens's Appalachian Agency for Senior Citizens, Inc. 403(b) Plan reported $4M in total assets and 170 participants in its 2023 DOL Form 5500 filing, ranking in the 41st 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.
- #7,860 in Healthcare & Social Assistance (17,684 peers)
Coverage in Virginia
Appalachian Agency for Senior Citizens, Inc. 403(b) Plan covers 170 participants in Virginia, about 22% of the average Virginia filer (state average ~782 per filing). Assets: $4M.
- #7,860
- in Healthcare & Social Assistance (17,684 peers)
- +22.9%
- assets growth YoY
Appalachian Agency for Senior Citizens, Inc. 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers
Appalachian Agency for Senior Citizens, Inc. 403(b) Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$4,260,573 41st percentile higher than 41% 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 Agency for Senior Citizens, Inc. 403(b) 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 Agency for Senior Citizens, Inc. 403(b) Plan sits mid-pack in the medium band (170 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Appalachian Agency for Senior Citizens, Inc. 403(b) Plan reported net income rose from -$415K in the plan year 2022 filing to $793K in the plan year 2023 filing.
- Appalachian Agency for Senior Citizens, Inc. 403(b) Plan reported participants fell from 229 in the plan year 2022 filing to 170 in the plan year 2023 filing.
- Appalachian Agency for Senior Citizens, Inc. 403(b) Plan end-of-year assets rose from $3M in the plan year 2022 filing to $4M in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 540990533 · Appalachian Agency for Senior Citizens PY 2023 · Profit Sharing
Appalachian Agency for Senior Citizens, Inc. 403(b) Plan · $4M · 170 · 41st
- EOY $4M
- 5500 170
- ASSETS 41st
- PCT Profit Sharing
- EIN near Van Drunen Heating & Air Conditioning, Inc. Profit Sharing Plan
- RANK ind #7860
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 Healthcare & Social Assistance retirement plans → · Plans in Virginia →
Appalachian Agency for Senior Citizens, Inc. 403(b) Plan in the asset neighbourhood
Virginia filing particulars
| Total Assets (Beginning of Year) | $3M |
|---|---|
| Net Assets (End of Year) | $4M |
| Net Income | $793K |
| Employer EIN | 540990533 |
| Plan Effective Date | 1985-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Appalachian Agency for Senior Citizens)
Sponsor-wide plan assets over time
All Appalachian Agency for Senior Citizens plans reported in each filing year
- Latest sponsor-wide plan assets
- $5M 53.979098473157414% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 229 | $3M |
| 2023 | 1 | 170 | $4M |
| 2024 | 1 | 205 | $5M |
Nearby Profit Sharing Plans in Virginia
Peer Profit Sharing plans, same state, same plan type, ranked by total assets.
- Section 403(b) Defined Contribution Plan for Tax-Exempt Colleges and Universities in Virginia $1.1B · 5,192
- Carpenter Co. Profit-Sharing Plan $299M · 2,085
- American Institutes for Research Tax Deferred Annuity Plan $277M · 1,521
- Analytic Services Inc. Defined Contribution Retirement Plan $205M · 584
- Associated Universities Inc. Retirement Plan $193M · 541
Appalachian Agency for Senior Citizens, Inc. 403(b) Plan's out-of-state Profit Sharing peers by assets and headcount
Outside Virginia, the nearest Profit Sharing by assets is Van Drunen Heating & Air Conditioning, Inc. Profit Sharing Plan in IL ($4M); by covered participants it is The 401(a) Profit-Sharing Plan of Health Care for the Homeless in MD (170 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($4M here).
Similar participant headcount
Nearest other-state filings by covered participants (170 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.