401(k)
2023 plan-year 401(k) DOL Form 5500

AFL-CIO Appalachian Council 401(k) Plan

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

Sponsored by AFL-CIO Appalachian Council, Inc. · West Virginia · Professional & Technical Services

What the 2023 filing shows

AFL-CIO Appalachian Council 401(k) Plan holds $11M for 261 participants — about $40,783 per participant, up 10.2% over the 2023 plan year.

$11M
total plan assets (2023 EOY)
261
covered participants
$40,783
avg assets per participant
+10.2%
assets growth YoY
Total Assets (2023)
$11M
Participants
261
Industry
Professional & Technical Services

What the Filing Says About AFL-CIO Appalachian Council 401(k) Plan

AFL-CIO Appalachian Council 401(k) Plan is a 401(k) retirement plan sponsored by AFL-CIO Appalachian Council, Inc., headquartered in West Virginia. As of the 2023 Form 5500 filing, the plan reports $11M in total end-of-year assets and covers 261 participants across the Professional & Technical Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 550487053, and the plan has been effective since 2023-04-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $10M at the beginning of 2023 to $11M at year-end — a gain of 10.2%. Net assets (after liabilities) closed the year at $11M, with reported net income of $989K 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 — 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)$10M
Total Assets (End of Year)$11M
Net Assets (End of Year)$11M
Net Income$989K
Plan Type401(k)
Employer EIN550487053
Plan Effective Date2023-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (AFL-CIO Appalachian Council, Inc.)

Year Plans Participants Total Assets
2022 1 N/A N/A
2023 2 261 $20M

Nearby 401(k) Plans in West Virginia

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

Frequently Asked Questions

How much money is in the AFL-CIO Appalachian Council 401(k) Plan?
As of the 2023 Form 5500 filing, AFL-CIO Appalachian Council 401(k) Plan holds $11M in total assets with 261 participants. It is sponsored by AFL-CIO Appalachian Council, Inc..
What type of plan is AFL-CIO Appalachian Council 401(k) Plan?
AFL-CIO Appalachian Council 401(k) Plan is a 401(k) plan. It has been effective since 2023-04-01. The plan is filed with the U.S. Department of Labor under EIN 550487053.
Who sponsors the AFL-CIO Appalachian Council 401(k) Plan?
AFL-CIO Appalachian Council 401(k) Plan is sponsored by AFL-CIO Appalachian Council, Inc., located in West Virginia. The sponsor's EIN is 550487053 and the plan operates in the Professional & Technical Services industry.
How did AFL-CIO Appalachian Council 401(k) Plan perform in 2023?
AFL-CIO Appalachian Council 401(k) Plan grew by 10.2% during 2023, moving from $10M to $11M in total assets. Net income was $989K.
Where can I find official filings for AFL-CIO Appalachian Council 401(k) Plan?
Official Form 5500 filings for AFL-CIO Appalachian Council 401(k) Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 550487053 or plan name at efast.dol.gov.
How does AFL-CIO Appalachian Council 401(k) Plan compare to other plans?
You can compare AFL-CIO Appalachian Council 401(k) Plan against other 401(k) 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 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 550487053.

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.