Profit Sharing
2024 plan-year Profit Sharing DOL Form 5500

Appalachian Trail Conservancy 403(b) Retirement Plan

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

Sponsored by Appalachian Trail Conservancy · West Virginia · Other Services

What the 2023 filing shows

Appalachian Trail Conservancy 403(b) Retirement Plan holds $11M for 60 participants — about $175,788 per participant, up 15.0% over the 2024 plan year.

$11M
total plan assets (2024 EOY)
60
covered participants
$175,788
avg assets per participant
+15.0%
assets growth YoY
Total Assets (2023)
$11M
Participants
60
Industry
Other Services

What the Filing Says About Appalachian Trail Conservancy 403(b) Retirement Plan

Appalachian Trail Conservancy 403(b) Retirement Plan is a Profit Sharing retirement plan sponsored by Appalachian Trail Conservancy, headquartered in West Virginia. As of the 2024 Form 5500 filing, the plan reports $11M in total end-of-year assets and covers 60 participants across the Other Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 526046689, and the plan has been effective since 1999-01-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $9M at the beginning of 2024 to $11M at year-end — a gain of 15.0%. Net assets (after liabilities) closed the year at $11M, with reported net income of $1M 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)$9M
Total Assets (End of Year)$11M
Net Assets (End of Year)$11M
Net Income$1M
Plan TypeProfit Sharing
Employer EIN526046689
Plan Effective Date1999-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Appalachian Trail Conservancy)

Year Plans Participants Total Assets
2022 1 81 $8M
2023 1 74 $9M
2024 1 60 $11M

Nearby Profit Sharing Plans in West Virginia

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Frequently Asked Questions

How much money is in the Appalachian Trail Conservancy 403(b) Retirement Plan?
As of the 2024 Form 5500 filing, Appalachian Trail Conservancy 403(b) Retirement Plan holds $11M in total assets with 60 participants. It is sponsored by Appalachian Trail Conservancy.
What type of plan is Appalachian Trail Conservancy 403(b) Retirement Plan?
Appalachian Trail Conservancy 403(b) Retirement Plan is a Profit Sharing plan. It has been effective since 1999-01-01. The plan is filed with the U.S. Department of Labor under EIN 526046689.
Who sponsors the Appalachian Trail Conservancy 403(b) Retirement Plan?
Appalachian Trail Conservancy 403(b) Retirement Plan is sponsored by Appalachian Trail Conservancy, located in West Virginia. The sponsor's EIN is 526046689 and the plan operates in the Other Services industry.
How did Appalachian Trail Conservancy 403(b) Retirement Plan perform in 2024?
Appalachian Trail Conservancy 403(b) Retirement Plan grew by 15.0% during 2024, moving from $9M to $11M in total assets. Net income was $1M.
Where can I find official filings for Appalachian Trail Conservancy 403(b) Retirement Plan?
Official Form 5500 filings for Appalachian Trail Conservancy 403(b) Retirement Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 526046689 or plan name at efast.dol.gov.
How does Appalachian Trail Conservancy 403(b) Retirement Plan compare to other plans?
You can compare Appalachian Trail Conservancy 403(b) Retirement Plan against other Profit Sharing plans on the plan type page, or view plans in West 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 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 526046689.

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.