Profit Sharing · DOL Form 5500 · 2024

Appalachian Agency for Senior Citizens Profit Sharing Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
205
Participants Below avg headcount
43rd
Percentile by assets National rank
$26,049
Avg per participant Low balance/head
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Official DOL plan name: Appalachian Agency for Senior Citizens, Inc. 403(b) Plan · Sponsored by Appalachian Agency for Senior Citizens · Virginia · Healthcare & Social Assistance

$5M in assets, 205 participants

Appalachian Agency for Senior Citizens's Appalachian Agency for Senior Citizens, Inc. 403(b) Plan reported $5M in total assets and 205 participants in its 2024 DOL Form 5500 filing, ranking in the 43rd 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.

  • #7,858 in Healthcare & Social Assistance (16,916 peers)

Coverage in Virginia

Appalachian Agency for Senior Citizens, Inc. 403(b) Plan covers 205 participants in Virginia, about 26% of the average Virginia filer (state average ~782 per filing). Assets: $5M.

#7,858
in Healthcare & Social Assistance (16,916 peers)
+25.3%
assets growth YoY

Appalachian Agency for Senior Citizens, Inc. 403(b) Plan's mid-pack asset rank among Healthcare & Social Assistance and all filers

Appalachian Agency for Senior Citizens, Inc. 403(b) Plan vs every filed plan by assets

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

$5,340,106 43rd percentile higher than 43% 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

Appalachian Agency for Senior Citizens, Inc. 403(b) Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Appalachian Agency for Senior Citizens, Inc. 403(b) Plan sits mid-pack in the medium band (205 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Appalachian Agency for Senior Citizens, Inc. 403(b) Plan reported net income rose from $793K in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • Appalachian Agency for Senior Citizens, Inc. 403(b) Plan end-of-year assets rose from $4M in the plan year 2023 filing to $5M in the plan year 2024 filing.
  • Appalachian Agency for Senior Citizens, Inc. 403(b) Plan reported participants rose from 170 in the plan year 2023 filing to 205 in the plan year 2024 filing.

See the national 2023→2024 release diff →

DOL schedule card

Filing strip 540990533 · Appalachian Agency for Senior Citizens PY 2024 · Profit Sharing

Appalachian Agency for Senior Citizens, Inc. 403(b) Plan · $5M · 205 · 43rd

  • 5500 $5M
  • ASSETS 205
  • PCT 43rd
  • EIN Profit Sharing
  • RANK near The International Privatbanc Ltd Employees Profit Sharing Plan and Trust
  • PHOTO ind #7858

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 Healthcare & Social Assistance retirement plans → · Plans in Virginia →

Appalachian Agency for Senior Citizens, Inc. 403(b) Plan in the asset neighbourhood

Garrick Kantzler, M.D., P.a. Profit Sharing TrustGarrick Kantzler, M.D., P.a.…$5MAppalachian Agency for Senior Citizens, Inc. 403(b) PlanAppalachian Agency for Senio…$5MThe International Privatbanc Ltd Employees Profit Sharing Plan and TrustThe International Privatbanc…$5MCrooks Farm, Inc. Profit Sharing PlanCrooks Farm, Inc. Profit Sha…$5MAndrew Wilder, Inc. Profit Sharing PlanAndrew Wilder, Inc. Profit S…$5M
End-of-year total assets ($M) among Appalachian Agency for Senior Citizens, Inc. 403(b) Plan and nearest nationwide Profit Sharing peers. Source: DOL Form 5500 plan year 2024.

Virginia filing particulars

Total Assets (Beginning of Year)$4M
Net Assets (End of Year)$5M
Net Income$1M
Employer EIN540990533
Plan Effective Date1985-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Appalachian Agency for Senior Citizens)

Sponsor-wide plan assets over time

All Appalachian Agency for Senior Citizens plans reported in each filing year

Latest sponsor-wide plan assets
$5M 53.979098473157414% vs 2022
2024 filing year
$3M$4M$5M$6M 202220232024 $3.47M $5.34M ▲ +53.9%
Year Plans Participants Total Assets
2022 1 229 $3M
2023 1 170 $4M
2024 1 205 $5M

Nearby Profit Sharing Plans in Virginia

Peer Profit Sharing plans, same state, same plan type, ranked by total assets.

Appalachian Agency for Senior Citizens, Inc. 403(b) Plan vs. nearby Profit Sharing plans in Virginia, assets vs. participants Scatter plot of 6 data points. -20000200040006000 -0.500.511.5 Total assets ($B) Participants Appalachian Agency for Senior Citizens, Inc. 403(b) Plan, Total assets ($B): 0.005340106 · Participants: 205Appalachian Agency for Senior Citizens, Inc. 403(b) PlanSection 403(b) Defined Contribution Plan for Tax-Exempt Colleges and Universities in Virginia, Total assets ($B): 1.283763729 · Participants: 5562Section 403(b) Defined Contribution Plan for Tax-Exempt Colleges and Universities in VirginiaCarpenter Co. Profit-Sharing Plan, Total assets ($B): 0.348426296 · Participants: 2152Carpenter Co. Profit-Sharing PlanAmerican Institutes for Research Tax Deferred Annuity Plan, Total assets ($B): 0.32295356 · Participants: 1608American Institutes for Research Tax Deferred Annuity PlanAnalytic Services Inc. Defined Contribution Retirement Plan, Total assets ($B): 0.226143645 · Participants: 508Analytic Services Inc. Defined Contribution Retirement PlanAssociated Universities Inc. Retirement Plan, Total assets ($B): 0.204752338 · Participants: 585Associated Universities Inc. Retirement Plan
Appalachian Agency for Senior Citizens, Inc. 403(b) Plan vs. nearby Profit Sharing plans in Virginia, assets vs. participants

Appalachian Agency for Senior Citizens, Inc. 403(b) Plan's out-of-state Profit Sharing peers by assets and headcount

Outside Virginia, the nearest Profit Sharing by assets is The International Privatbanc Ltd Employees Profit Sharing Plan and Trust in IL ($5M); by covered participants it is Partners Pension Plan in NY (205 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (205 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 Appalachian Agency for Senior Citizens, Inc. 403(b) Plan assets move in 2024?
Appalachian Agency for Senior Citizens, Inc. 403(b) Plan grew sharply - up 25.3% during 2024, from $4M to $5M. Reported net income was $1M.
How have Appalachian Agency for Senior Citizens plan assets changed over time?
Across 3 plan years on file (2022-2024), Appalachian Agency for Senior Citizens's sponsor-wide assets grew 54.0%, from $3M to $5M.
Which Profit Sharing plans are similar in size to Appalachian Agency for Senior Citizens, Inc. 403(b) Plan?
Among Profit Sharing plans in other states, the closest by assets is The International Privatbanc Ltd Employees Profit Sharing Plan and Trust in IL ($5M, 1 participant).
Which Profit Sharing plans cover a similar participant headcount to Appalachian Agency for Senior Citizens, Inc. 403(b) Plan?
Among Profit Sharing plans in other states, the closest by covered participants is Partners Pension Plan in NY (205 participants, $2M in assets).