Other · DOL Form 5500 · 2024
Legal Aid of West Virginia, Inc. Retirement Plan
Data updated 2026-08-25
- $20M
- Total assets Small plan by assets
- 165
- Participants Small participant base
- 71st
- Percentile by assets National rank
- $123,502
- Avg per participant Near avg balance/head
Official DOL plan name: Legal Aid of Wv DC Retirement Plan · Sponsored by Legal Aid of West Virginia, Inc. · West Virginia · Professional & Technical Services
$20M in assets, 165 participants
Legal Aid of West Virginia, Inc.'s Legal Aid of Wv DC Retirement Plan reported $20M in total assets and 165 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.
- #14,108 in Professional & Technical Services (20,173 peers)
Coverage in West Virginia
Legal Aid of Wv DC Retirement Plan covers 165 participants in West Virginia, about 35% of the average West Virginia filer (state average ~467 per filing). Assets: $20M.
- #14,108
- in Professional & Technical Services (20,173 peers)
- +13.4%
- assets growth YoY
Legal Aid of Wv DC Retirement Plan's outsized position by total assets
Legal Aid of Wv DC Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$20,377,903 Top 29% higher than 71% 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
Legal Aid of Wv DC 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. Legal Aid of Wv DC Retirement Plan sits mid-pack in the medium band (165 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Legal Aid of Wv DC Retirement Plan end-of-year assets rose from $18M in the plan year 2023 filing to $20M in the plan year 2024 filing.
- Legal Aid of Wv DC Retirement Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Legal Aid of Wv DC Retirement Plan reported participants rose from 162 in the plan year 2023 filing to 165 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 311789739 · Legal Aid of West Virginia, Inc. PY 2024 · Other
Legal Aid of Wv DC Retirement Plan · $20M · 165 · 71st
- TYPE $20M
- NET 165
- BOOK 71st
- VS-ST Other
- BOY near Saint Marys School 403(b) Retirement Savings Plan
- SCH ind #14108
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 Professional & Technical Services retirement plans → · Plans in West Virginia →
Legal Aid of Wv DC Retirement Plan in the asset neighbourhood
West Virginia filing particulars
| Total Assets (Beginning of Year) | $18M |
|---|---|
| Net Assets (End of Year) | $20M |
| Net Income | $2M |
| Employer EIN | 311789739 |
| Plan Effective Date | 2002-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Legal Aid of West Virginia, Inc.)
Sponsor-wide plan assets over time
All Legal Aid of West Virginia, Inc. plans reported in each filing year
- Latest sponsor-wide plan assets
- $20M 32.817566207212685% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 159 | $15M |
| 2023 | 1 | 162 | $18M |
| 2024 | 1 | 165 | $20M |
Nearby Other Plans in West Virginia
Peer Other plans, same state, same plan type, ranked by total assets.
- West Virginia University Health System 403(b) Retirement Savings Plan $1.8B · 30,364
- Maryland Electrical Industry Severance & Annuity Fund $329M · 2,686
- West Virginia University Medical Corporation 403(b) Plan $328M · 1,947
- Vandalia Health System 403(b) Plan $230M · N/A
- Local Union 317 Electrical Pension Plan $179M · 763
Legal Aid of Wv DC Retirement Plan's out-of-state Other peers by assets and headcount
Outside West Virginia, the nearest Other by assets is Saint Marys School 403(b) Retirement Savings Plan in NC ($20M); by covered participants it is Jcc on the Palisades 403(b) Retirement Plan in NJ (165 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($20M here).
Similar participant headcount
Nearest other-state filings by covered participants (165 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.