401(k) · DOL Form 5500 · 2024

Western Pocahontas Properties Limited Partnership 401(k) Plan

Data updated 2026-08-25

$21M
Total assets Small plan by assets
47
Participants Small participant base
71st
Percentile by assets National rank
$444,598
Avg per participant High balance/head
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Official DOL plan name: Western Pocahontas Tax-Advantaged Thrift Plan · Sponsored by Western Pocahontas Properties Limited Partnership · West Virginia · Mining & Oil Extraction

$21M in assets, 47 participants

Western Pocahontas Properties Limited Partnership's Western Pocahontas Tax-Advantaged Thrift Plan reported $21M in total assets and 47 participants in its 2024 DOL Form 5500 filing, ranking in the 71st 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.

  • #425 in Mining & Oil Extraction (785 peers)

What the 2024 filing shows

Western Pocahontas Tax-Advantaged Thrift Plan holds $21M for 47 participants - about $444,598 per participant, above the median plan by assets.

#425
in Mining & Oil Extraction (785 peers)
+6.8%
assets growth YoY

Western Pocahontas Tax-Advantaged Thrift Plan's outsized position by total assets

Western Pocahontas Tax-Advantaged Thrift Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$20,896,084 Top 29% higher than 71% of 123,620 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024

Western Pocahontas Tax-Advantaged Thrift Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Western Pocahontas Tax-Advantaged Thrift Plan is a small filing (47 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Western Pocahontas Tax-Advantaged Thrift Plan reported net income fell from $3M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Western Pocahontas Tax-Advantaged Thrift Plan end-of-year assets rose from $20M in the plan year 2023 filing to $21M in the plan year 2024 filing.
  • Western Pocahontas Tax-Advantaged Thrift Plan reported participants rose from 46 in the plan year 2023 filing to 47 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 760205573 · Western Pocahontas Properties Limited Partnership PY 2024 · 401(k)

Western Pocahontas Tax-Advantaged Thrift Plan · $21M · 47 · 71st

  • TYPE $21M
  • TYPE 47
  • TYPE 71st
  • TYPE 401(k)
  • TYPE near Van Doren Sales, Inc. 401(k) Savings Plan
  • TYPE ind #425

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 Mining & Oil Extraction retirement plans → · Plans in West Virginia →

Western Pocahontas Tax-Advantaged Thrift Plan in the asset neighbourhood

Western Pocahontas Tax-Advantaged Thrift PlanWestern Pocahontas Tax-Advan…$21MVan Doren Sales, Inc. 401(k) Savings PlanVan Doren Sales, Inc. 401(k)…$21MPineapple Energy, Inc. Employee Savings PlanPineapple Energy, Inc. Emplo…$21MFb Bancorp 401(k) Plan$21MCohen & Company, LLC 401(k) PlanCohen & Company, LLC 401(k) …$21M
End-of-year total assets ($M) among Western Pocahontas Tax-Advantaged Thrift Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Filing particulars (2024)

Total Assets (Beginning of Year)$20M
Net Assets (End of Year)$21M
Net Income$1M
Employer EIN760205573
Plan Effective Date1989-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Western Pocahontas Properties Limited Partnership)

Sponsor-wide plan assets over time

All Western Pocahontas Properties Limited Partnership plans reported in each filing year

Latest sponsor-wide plan assets
$21M 6.776771934909354% vs 2023
2024 filing year
$19M$19.5M$20M$20.5M$21M$21.5M 20232024 $19.6M $20.9M ▲ +6.8%
Year Plans Participants Total Assets
2023 1 46 $20M
2024 1 47 $21M

Nearby 401(k) Plans in West Virginia

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Western Pocahontas Tax-Advantaged Thrift Plan vs. nearby 401(k) plans in West Virginia, assets vs. participants Scatter plot of 6 data points. -200002000400060008000 -0.500.511.5 Total assets ($B) Participants Western Pocahontas Tax-Advantaged Thrift Plan, Total assets ($B): 0.020896084 · Participants: 47Western Pocahontas Tax-Advantaged Thrift PlanOrrick, Herrington & Sutcliffe LLP Retirement Plan, Total assets ($B): 1.177090773 · Participants: 1845Orrick, Herrington & Sutcliffe LLP Retirement PlanVandalia Health System 401(k) Retirement Savings P, Total assets ($B): 0.852839622 · Participants: 0Vandalia Health System 401(k) Retirement Savings PAmerican Public Education Retirement Plan, Total assets ($B): 0.303164024 · Participants: 5717American Public Education Retirement PlanWest Virginia University Health System 401(k) Plan, Total assets ($B): 0.255427542 · Participants: 4549West Virginia University Health System 401(k) PlanUnited Bankshares, Inc. Savings and Stock Investment Plan, Total assets ($B): 0.2487143 · Participants: 2561United Bankshares, Inc. Savings and Stock Investment Plan
Western Pocahontas Tax-Advantaged Thrift Plan vs. nearby 401(k) plans in West Virginia, assets vs. participants
Compare Western Pocahontas Tax-Advantaged Thrift Plan side-by-side with 3 peers →

Western Pocahontas Tax-Advantaged Thrift Plan's out-of-state 401(k) peers by assets and headcount

Outside West Virginia, the nearest 401(k) by assets is Van Doren Sales, Inc. 401(k) Savings Plan in WA ($21M); by covered participants it is Carl Marks & Co., Inc Retirement Savings Plan in NY (47 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($21M here).

Similar participant headcount

Nearest other-state filings by covered participants (47 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Western Pocahontas Tax-Advantaged Thrift Plan assets move in 2024? ▼
Western Pocahontas Tax-Advantaged Thrift Plan grew at a solid clip - up 6.8% during 2024, from $20M to $21M. Reported net income was $1M.
How have Western Pocahontas Properties Limited Partnership plan assets changed over time? ▼
Across 2 plan years on file (2023-2024), Western Pocahontas Properties Limited Partnership's sponsor-wide assets grew 6.8%, from $20M to $21M.
Which 401(k) plans are similar in size to Western Pocahontas Tax-Advantaged Thrift Plan? ▼
Among 401(k) plans in other states, the closest by assets is Van Doren Sales, Inc. 401(k) Savings Plan in WA ($21M, 112 participants).
Which 401(k) plans cover a similar participant headcount to Western Pocahontas Tax-Advantaged Thrift Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Carl Marks & Co., Inc Retirement Savings Plan in NY (47 participants, $35M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 760205573.

Read our methodology - how this data is sourced, computed, and verified.

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