Other · DOL Form 5500 · 2023
Alpha Legacy Company Pension Plan
Data updated 2026-05-15
- $389M
- Total assets
- 1,113
- Participants
- 97th
- Percentile by assets
- $349,777
- Avg per participant
Sponsored by Alpha Natural Resources, LLC · Tennessee · Mining & Oil Extraction
What the 2023 filing shows
Alpha Legacy Company Pension Plan holds $389M for 1,113 participants - about $349,777 per participant, in the top 5% of all filed plans by assets.
- $389M
- total plan assets (2023 EOY)
- 1,113
- covered participants
- 97th
- percentile by assets (of 126,618 plans)
- $349,777
- avg assets per participant
Other · DOL Form 5500 · 2023
What the Filing Says About Alpha Legacy Company Pension Plan
Alpha Legacy Company Pension Plan is an Other retirement plan sponsored by Alpha Natural Resources, LLC, headquartered in Tennessee. According to the U.S. Department of Labor's 2023 Form 5500 filing, the plan reports $389M in total end-of-year assets and covers 1,113 participants across the Mining & Oil Extraction industry. The sponsor's EIN on file with the U.S. Department of Labor is 562298262, and the plan has been effective since 2023-12-31. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from N/A at the beginning of 2023 to $389M at year-end. Net assets (after liabilities) closed the year at $389M. 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.
Across the 3 plan years Alpha Natural Resources, LLC has on file with PlainRetire (2022-2024), sponsor-wide plan assets have moved from $111M to $369M, a gain of 232.0%, while reported participants moved from 11 to 1,113 (+10018.2%). The strongest year on file by total sponsor assets was 2023 at $389M; the softest was 2022 at $111M. Year-by-year, sponsor-wide filings show: 2022 - $111M in assets across 2 plans covering 11 participants; 2023 - $389M in assets across 3 plans covering 1,124 participants; 2024 - $369M in assets across 1 plan covering 1,113 participants.
By assets, Alpha Legacy Company Pension Plan outranks 97% of the 126,618 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 3.9x the national average plan size of $100M and 730 average participants.
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.
How the percentile is calculated: we count every plan that filed a 2023 Form 5500 with a reported end-of-year asset figure (126,618 plans), rank Alpha Legacy Company Pension Plan against all of them by total assets, and report the share of those plans it outranks. A plan reporting no asset figure for the year is excluded from the ranking rather than assumed to be zero.
Financial Summary (2023)
| Total Assets (Beginning of Year) | N/A |
|---|---|
| Total Assets (End of Year) | $389M |
| Net Assets (End of Year) | $389M |
| Plan Type | Other |
| Employer EIN | 562298262 |
| Plan Effective Date | 2023-12-31 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Alpha Natural Resources, LLC)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 11 | $111M |
| 2023 | 3 | 1,124 | $389M |
| 2024 | 1 | 1,113 | $369M |
Nearby Other Plans in Tennessee
Peer Other plans, same state, same plan type, ranked by total assets.
- Pace Industry Union-Management Pension Fund $2.7B · 3,192
- Carpenters Labor-Management Pension Plan $777M · 2,942
- Southeastern Carpenters and Millwrights Pension Plan $535M · 2,882
- Bridgestone Americas, Inc. Non-Contributory Pension Plan $502M · 1,480
- Barr Brands International Amended and Restated Employee Stock Ownership Plan $427M · 401
Frequently Asked Questions
How much money is in the Alpha Legacy Company Pension Plan? ▼
What type of plan is Alpha Legacy Company Pension Plan? ▼
Who sponsors the Alpha Legacy Company Pension Plan? ▼
How did Alpha Legacy Company Pension Plan perform in 2023? ▼
What this filing means
Ways to act on Alpha Legacy Company Pension Plan's numbers.
- By total assets, Alpha Legacy Company Pension Plan ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Other plans in Tennessee. Compare plans
- Alpha Natural Resources, LLC's sponsor-wide assets have grown 232.0% since 2022 across 3 plan years on file. More Mining & Oil Extraction plans
- An Other plan works differently from other retirement plan types, understand the structural differences before comparing. Compare plan types
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 562298262.
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.
Read our methodology - how this data is sourced, computed, and verified.
Every figure on PlainRetire is rendered directly from the Department of Labor's Form 5500 annual return filings, no number is typed in by an editor. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-15.