Plan Ledger DOL Form 5500 · updated monthly

Alpha Metallurgical Resources, LLC401(k)

ALPHA METALLURGICAL RESOURCES 401(K) RETIREMENT SAVINGS PLAN · BRISTOL, TN · plan year 2024

Reported admin expense ratio · 2024
0.05%

Peer grade: C+ · admin costs + employer contributions vs same-size plans · how grading works

Alpha Metallurgical Resources, LLC reported $181,239 in plan administrative expenses for 2024: 0.05% of average plan assets, below the peer median. Employer contributions averaged $1,522 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.03% to 0.05%. The plan sits in the $250M–$1B size bracket, benchmarked here against 2,883 comparable plans and shown alongside other mining, oil & gas extraction employers. By assets it is the 61st-largest of 1,496 plans among Tennessee employers on file, and the 41st of 612 in mining, oil & gas extraction. In 2024, employees put in $4.42 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$378,319,301
Participants with balances4,664
Active participants3,913
Employer contributions$5,955,458
Employee contributions$26,301,299
Employer contribution per active participant$1,522
Average account balance$81,115
Benefits paid to participants$54,712,082
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$378.3M · 4,664 accts · $6.0M emplr
2023$355.4M · 4,732 accts · $21.1M emplr
2022$297.3M · 3,448 accts · $18.4M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$136,700
Investment management$44,539
Total administrative$181,239
The Alpha Metallurgical Resources, LLC 401(k) match · 2024
Employer contribution per active participant$1,522
Median for plans this size$4,294
2024$1,522 per active participant
2023$5,283 per active participant
2022$5,138 per active participant

Alpha Metallurgical Resources, LLC's 2024 employer contribution ran below the $4,294 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$136,700
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$44,539

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$181,239 · 0.05%
2023$136,061 · 0.04%
2022$111,152 · 0.03%
All plans at this employer2
ALPHA METALLURGICAL RESOURCES 401(K) RETIREMENT SAVINGS PLAN401(k)
401(K) PLAN FOR UMWA REPRESENTED EMPLOYEES OF ALPHA METALLURGICAL RESOURCES AFFILIATES401(k)
Same employer
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Source: U.S. Department of Labor, Form 5500 series, EIN 812970899 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.