Profit Sharing
2024 plan-year Profit Sharing DOL Form 5500

Legal Aid of Wv DC Retirement Plan

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

Sponsored by Legal Aid of West Virginia, Inc. · West Virginia · Professional & Technical Services

What the 2023 filing shows

Legal Aid of Wv DC Retirement Plan holds $20M for 165 participants — about $123,502 per participant, up 13.4% over the 2024 plan year.

$20M
total plan assets (2024 EOY)
165
covered participants
$123,502
avg assets per participant
+13.4%
assets growth YoY
Total Assets (2023)
$20M
Participants
165
Industry
Professional & Technical Services

What the Filing Says About Legal Aid of Wv DC Retirement Plan

Legal Aid of Wv DC Retirement Plan is a Profit Sharing retirement plan sponsored by Legal Aid of West Virginia, Inc., headquartered in West Virginia. As of the 2024 Form 5500 filing, the plan reports $20M in total end-of-year assets and covers 165 participants across the Professional & Technical Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 311789739, and the plan has been effective since 2002-05-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $18M at the beginning of 2024 to $20M at year-end — a gain of 13.4%. Net assets (after liabilities) closed the year at $20M, with reported net income of $2M 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)$18M
Total Assets (End of Year)$20M
Net Assets (End of Year)$20M
Net Income$2M
Plan TypeProfit Sharing
Employer EIN311789739
Plan Effective Date2002-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Legal Aid of West Virginia, Inc.)

Year Plans Participants Total Assets
2022 1 159 $15M
2023 1 162 $18M
2024 1 165 $20M

Nearby Profit Sharing Plans in West Virginia

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

Frequently Asked Questions

How much money is in the Legal Aid of Wv DC Retirement Plan?
As of the 2024 Form 5500 filing, Legal Aid of Wv DC Retirement Plan holds $20M in total assets with 165 participants. It is sponsored by Legal Aid of West Virginia, Inc..
What type of plan is Legal Aid of Wv DC Retirement Plan?
Legal Aid of Wv DC Retirement Plan is a Profit Sharing plan. It has been effective since 2002-05-01. The plan is filed with the U.S. Department of Labor under EIN 311789739.
Who sponsors the Legal Aid of Wv DC Retirement Plan?
Legal Aid of Wv DC Retirement Plan is sponsored by Legal Aid of West Virginia, Inc., located in West Virginia. The sponsor's EIN is 311789739 and the plan operates in the Professional & Technical Services industry.
How did Legal Aid of Wv DC Retirement Plan perform in 2024?
Legal Aid of Wv DC Retirement Plan grew by 13.4% during 2024, moving from $18M to $20M in total assets. Net income was $2M.
Where can I find official filings for Legal Aid of Wv DC Retirement Plan?
Official Form 5500 filings for Legal Aid of Wv DC Retirement Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 311789739 or plan name at efast.dol.gov.
How does Legal Aid of Wv DC Retirement Plan compare to other plans?
You can compare Legal Aid of Wv DC 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 311789739.

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.