Other · DOL Form 5500 · 2024
Appalachian Mountain Club Retirement Plan
Data updated 2026-08-25
- $47M
- Total assets Below avg plan size
- 232
- Participants Below avg headcount
- 83rd
- Percentile by assets National rank
- $202,934
- Avg per participant Above avg balance/head
Official DOL plan name: Appalachian Mountain Club Retirement Plan · Sponsored by Appalachian Mountain Club · Massachusetts · Agriculture, Forestry & Fishing
$47M in assets, 232 participants
Appalachian Mountain Club's Appalachian Mountain Club Retirement Plan reported $47M in total assets and 232 participants in its 2024 DOL Form 5500 filing, ranking in the 83rd 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.
- #1,100 in Agriculture, Forestry & Fishing (1,217 peers)
Coverage in Massachusetts
Appalachian Mountain Club Retirement Plan covers 232 participants in Massachusetts, about 35% of the average Massachusetts filer (state average ~659 per filing). Assets: $47M.
- #1,100
- in Agriculture, Forestry & Fishing (1,217 peers)
- +10.2%
- assets growth YoY
- 0.5×
- vs typical plan assets (national mean)
Appalachian Mountain Club Retirement Plan's outsized position by total assets
Appalachian Mountain Club Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$47,080,735 Top 17% higher than 83% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Appalachian Mountain Club Retirement 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 Mountain Club Retirement Plan sits mid-pack in the medium band (232 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Appalachian Mountain Club Retirement Plan reported net income fell from $7M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- Appalachian Mountain Club Retirement Plan end-of-year assets rose from $43M in the plan year 2023 filing to $47M in the plan year 2024 filing.
- Appalachian Mountain Club Retirement Plan reported participants fell from 235 in the plan year 2023 filing to 232 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 046001677 · Appalachian Mountain Club PY 2024 · Other
Appalachian Mountain Club Retirement Plan · $47M · 232 · 83rd
- EOY $47M
- 5500 232
- ASSETS 83rd
- PCT Other
- EIN near Chc Retirement Savings Plan
- RANK ind #1100
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 Agriculture, Forestry & Fishing retirement plans → · Plans in Massachusetts →
Appalachian Mountain Club Retirement Plan in the asset neighbourhood
Massachusetts filing particulars
| Total Assets (Beginning of Year) | $43M |
|---|---|
| Net Assets (End of Year) | $47M |
| Net Income | $4M |
| Employer EIN | 046001677 |
| Plan Effective Date | 1985-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Appalachian Mountain Club)
Sponsor-wide plan assets over time
All Appalachian Mountain Club plans reported in each filing year
- Latest sponsor-wide plan assets
- $47M 33.439710255554594% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 204 | $35M |
| 2023 | 1 | 235 | $43M |
| 2024 | 1 | 232 | $47M |
Nearby Other Plans in Massachusetts
Peer Other plans, same state, same plan type, ranked by total assets.
- Harvard University Tax Deferred Annuity Plan $4.3B · 24,395
- Beth Israel Lahey 403(b) Retirement Savings Plan $3.5B · 33,591
- Boston University Retirement Plan $3.0B · 8,173
- Northeastern University Retirement Plan $2.6B · 8,900
- Boston University Supplemental Retirement and Savings Plan $1.7B · 12,869
Appalachian Mountain Club Retirement Plan's out-of-state Other peers by assets and headcount
Outside Massachusetts, the nearest Other by assets is Chc Retirement Savings Plan in WA ($47M); by covered participants it is 403(b) Thrift Plan of Girl Scouts of Greater Atlanta, Inc. in GA (232 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($47M here).
- Chc Retirement Savings Plan (WA) $47M · 617
- St. Anne's Belfield, Inc. 403(b) Retirement Plan (VA) $47M · 272
- Freed-Hardeman University 403(b) Retirement Plan (TN) $47M · 489
- New America Foundation 403(b) DC Plan (DC) $47M · 156
Similar participant headcount
Nearest other-state filings by covered participants (232 participants); asset peers above are excluded.
- 403(b) Thrift Plan of Girl Scouts of Greater Atlanta, Inc. (GA) 232 · 0 off
- Green Hills Retirement Savings Plan (OH) 232 · 0 off
- Cincinnati Hamilton County Community Action Agency 403(b) Tax Deferred Plan (OH) 232 · 0 off
- Francis W. Parker School Defined Contribution Retirement Plan (IL) 232 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.