Defined Benefit (Pension) · DOL Form 5500 · 2024

American Legion National Headquarters Pension Plan

Data updated 2026-08-25

$62M
Total assets Below avg plan size
70
Participants Small participant base
86th
Percentile by assets National rank
$882,153
Avg per participant High balance/head
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Official DOL plan name: American Legion Retirement Plan for Employees of the National Headquarters & Subordinate Groups Thereof · Sponsored by American Legion National Headquarters · Indiana · Other Services

$62M in assets, 70 participants

American Legion National Headquarters's American Legion Retirement Plan for Employees of the National Headquarters & Subordinate Groups Thereof reported $62M in total assets and 70 participants in its 2024 DOL Form 5500 filing, ranking in the 86th 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.

  • #7,267 in Other Services (7,719 peers)

Where American Legion Retirement Plan for Employees of the National Headquarters & Subordinate Groups Thereof sits by assets

American Legion Retirement Plan for Employees of the National Headquarters & Subordinate Groups Thereof sits in the top quartile of all filed plans by assets, $62M for 70 participants (~$882,153/participant), up 2.9% in 2024.

#7,267
in Other Services (7,719 peers)
+2.9%
assets growth YoY
0.6×
vs typical plan assets (national mean)

American Legion Retirement Plan for Employees of the National Headquarters & Subordinate Groups Thereof's outsized position by total assets

American Legion Retirement Plan for Employees of the National Headquarters & Subordinate Groups Thereof vs every filed plan by assets

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

$61,750,744 Top 14% higher than 86% 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

American Legion Retirement Plan for Employees of the National Headquarters & Subordinate Groups Thereof among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. American Legion Retirement Plan for Employees of the National Headquarters & Subordinate Groups Thereof is a small filing (70 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • American Legion Retirement Plan for Employees of the National Headquarters & Subordinate Groups Thereof reported participants fell from 77 in the plan year 2023 filing to 70 in the plan year 2024 filing.
  • American Legion Retirement Plan for Employees of the National Headquarters & Subordinate Groups Thereof end-of-year assets rose from $60M in the plan year 2023 filing to $62M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 350144250 · American Legion National Headquarters PY 2024 · Defined Benefit (Pension)

American Legion Retirement Plan for Employees of the National Headquarters & Subordinate Groups Thereof · $62M · 70 · 86th

  • VS-ST $62M
  • BOY 70
  • SCH 86th
  • EBSA Defined Benefit (Pension)
  • PART near The Woodbridge Group U.S. Salaried Employees' Pension Plan
  • TYPE ind #7267

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 Other Services retirement plans → · Plans in Indiana →

American Legion Retirement Plan for Employees of the National Headquarters & Subordinate Groups Thereof in the asset neighbourhood

Flint Area Sheet Metal Workers Local 7-4 Pension FundFlint Area Sheet Metal Worke…$62MCentury Aluminum Sebree Hourly Pension PlanCentury Aluminum Sebree Hour…$62MAmerican Legion Retirement Plan for Employees of the National Headquarters & Subordinate Groups ThereofAmerican Legion Retirement P…$62MThe Woodbridge Group U.S. Salaried Employees' Pension PlanThe Woodbridge Group U.S. Sa…$62MHickory Springs Retirement PlanHickory Springs Retirement P…$62M
End-of-year total assets ($M) among American Legion Retirement Plan for Employees of the National Headquarters & Subordinate Groups Thereof and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$60M
Net Assets (End of Year)$62M
Net Income$2M
Employer EIN350144250
Plan Effective Date1944-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (American Legion National Headquarters)

Sponsor-wide plan assets over time

All American Legion National Headquarters plans reported in each filing year

Latest sponsor-wide plan assets
$91M 16.008519606752266% vs 2022
2024 filing year
$75M$80M$85M$90M$95M 202220232024 $78.5M $91.1M ▲ +16.0%
Year Plans Participants Total Assets
2022 3 494 $79M
2023 3 484 $84M
2024 3 443 $91M

Nearby Defined Benefit (Pension) Plans in Indiana

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

American Legion Retirement Plan for Employees of the National Headquarters & Subordinate Groups Thereof vs. nearby Defined Benefit (Pension) plans in Indiana, assets vs. participants Scatter plot of 6 data points. -10000010000200003000040000 -5051015 Total assets ($B) Participants American Legion Retirement Plan for Employees of the National Headquarters & Subordinate Groups Thereof, Total assets ($B): 0.061750744 · Participants: 70American Legion Retirement Plan for Employees of the National Headquarters & Subordinate Groups ThereofThe Lilly Retirement Plan, Total assets ($B): 11.79293888 · Participants: 19897The Lilly Retirement PlanCummins Pension Plan, Total assets ($B): 3.225499056 · Participants: 30640Cummins Pension PlanIndiana Laborers Pension Fund, Total assets ($B): 1.815373164 · Participants: 11039Indiana Laborers Pension FundElevance Health Cash Balance Plan a, Total assets ($B): 1.237231976 · Participants: 7552Elevance Health Cash Balance Plan aNisource Pension Plan, Total assets ($B): 1.003483487 · Participants: 2133Nisource Pension Plan
American Legion Retirement Plan for Employees of the National Headquarters & Subordinate Groups Thereof vs. nearby Defined Benefit (Pension) plans in Indiana, assets vs. participants

American Legion Retirement Plan for Employees of the National Headquarters & Subordinate Groups Thereof's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Indiana, the nearest Defined Benefit (Pension) by assets is The Woodbridge Group U.S. Salaried Employees' Pension Plan in MI ($62M); by covered participants it is The Fidelity Bank Pension Plan in NC (70 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (70 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 American Legion Retirement Plan for Employees of the National Headquarters & Subordinate Groups Thereof assets move in 2024?
American Legion Retirement Plan for Employees of the National Headquarters & Subordinate Groups Thereof edged up modestly - up 2.9% during 2024, from $60M to $62M. Reported net income was $2M.
How have American Legion National Headquarters plan assets changed over time?
Across 3 plan years on file (2022-2024), American Legion National Headquarters's sponsor-wide assets grew 16.0%, from $79M to $91M.
Where does American Legion Retirement Plan for Employees of the National Headquarters & Subordinate Groups Thereof rank by assets among Form 5500 filers?
American Legion Retirement Plan for Employees of the National Headquarters & Subordinate Groups Thereof ranks in the 86th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to American Legion Retirement Plan for Employees of the National Headquarters & Subordinate Groups Thereof?
Among Defined Benefit (Pension) plans in other states, the closest by assets is The Woodbridge Group U.S. Salaried Employees' Pension Plan in MI ($62M, 177 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to American Legion Retirement Plan for Employees of the National Headquarters & Subordinate Groups Thereof?
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is The Fidelity Bank Pension Plan in NC (70 participants, $38M in assets).