Defined Benefit (Pension)
2023 plan-year Defined Benefit (Pension) DOL Form 5500

American Lung Association Retirement Plan D

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

Sponsored by American Lung Association Β· Illinois Β· Other Services

What the 2023 filing shows

American Lung Association Retirement Plan D holds $32M for 59 participants - about $548,894 per participant, up 2.5% over the 2023 plan year.

$32M
total plan assets (2023 EOY)
59
covered participants
$548,894
avg assets per participant
+2.5%
assets growth YoY
Total Assets (2023)
$32M
Participants
59
State
Industry
Other Services

What the Filing Says About American Lung Association Retirement Plan D

American Lung Association Retirement Plan D is a Defined Benefit (Pension) retirement plan sponsored by American Lung Association, headquartered in Illinois. As of the 2023 Form 5500 filing, the plan reports $32M in total end-of-year assets and covers 59 participants across the Other Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 131632524, and the plan has been effective since 1971-05-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $32M at the beginning of 2023 to $32M at year-end β€” a gain of 2.5%. Net assets (after liabilities) closed the year at $32M, with reported net income of $781K 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 1 prior plan-year filing 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 β€” 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)$32M
Total Assets (End of Year)$32M
Net Assets (End of Year)$32M
Net Income$781K
Plan TypeDefined Benefit (Pension)
Employer EIN131632524
Plan Effective Date1971-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (American Lung Association)

Year Plans Participants Total Assets
2022 2 473 $64M
2023 2 512 $75M

Nearby Defined Benefit (Pension) Plans in Illinois

Peer Defined Benefit (Pension) plans β€” same state, same plan type β€” ranked by total assets.

Frequently Asked Questions

How much money is in the American Lung Association Retirement Plan D?
As of the 2023 Form 5500 filing, American Lung Association Retirement Plan D holds $32M in total assets with 59 participants. It is sponsored by American Lung Association.
What type of plan is American Lung Association Retirement Plan D?
American Lung Association Retirement Plan D is a Defined Benefit (Pension) plan. It has been effective since 1971-05-01. The plan is filed with the U.S. Department of Labor under EIN 131632524.
Who sponsors the American Lung Association Retirement Plan D?
American Lung Association Retirement Plan D is sponsored by American Lung Association, located in Illinois. The sponsor's EIN is 131632524 and the plan operates in the Other Services industry.
How did American Lung Association Retirement Plan D perform in 2023?
American Lung Association Retirement Plan D grew by 2.5% during 2023, moving from $32M to $32M in total assets. Net income was $781K.
Where can I find official filings for American Lung Association Retirement Plan D?
Official Form 5500 filings for American Lung Association Retirement Plan D are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 131632524 or plan name at efast.dol.gov.
How does American Lung Association Retirement Plan D compare to other plans?
You can compare American Lung Association Retirement Plan D against other Defined Benefit (Pension) plans on the plan type page, or view plans in Illinois 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) β€” original filing retrieval by EIN 131632524.

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

Reference: IRS Publication 590-B β€” 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.