401(k) · DOL Form 5500 · 2022

Alpha Metallurgical Resources, LLC 401(k) Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
118
Participants Small participant base
52nd
Percentile by assets National rank
$46,244
Avg per participant Low balance/head
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Official DOL plan name: 401(k) Plan for Umwa Represented Employees of Alpha Metallurgical Resources Affiliates · Sponsored by Alpha Metallurgical Resources, LLC · Tennessee · Mining & Oil Extraction

$5M in assets, 118 participants

Alpha Metallurgical Resources, LLC's 401(k) Plan for Umwa Represented Employees of Alpha Metallurgical Resources Affiliates reported $5M in total assets and 118 participants in its 2022 DOL Form 5500 filing, ranking in the 52nd 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.

  • #302 in Mining & Oil Extraction (892 peers)

Coverage in Tennessee

401(k) Plan for Umwa Represented Employees of Alpha Metallurgical Resources Affiliates covers 118 participants in Tennessee, about 10% of the average Tennessee filer (state average ~1,126 per filing). Assets: $5M.

#302
in Mining & Oil Extraction (892 peers)
-11.8%
assets change YoY

The plan reported a net loss of $731K for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

401(k) Plan for Umwa Represented Employees of Alpha Metallurgical Resources Affiliates's mid-pack asset rank among Mining & Oil Extraction and all filers

401(k) Plan for Umwa Represented Employees of Alpha Metallurgical Resources Affiliates vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$5,456,761 Top 48% higher than 52% of 139,123 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 2022

401(k) Plan for Umwa Represented Employees of Alpha Metallurgical Resources Affiliates among mid-size filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. 401(k) Plan for Umwa Represented Employees of Alpha Metallurgical Resources Affiliates sits mid-pack in the medium band (118 participants).

Plan-year Form 5500 strip

Filing strip 812970899 · Alpha Metallurgical Resources, LLC PY 2022 · 401(k)

401(k) Plan for Umwa Represented Employees of Alpha Metallurgical Resources Affiliates · $5M · 118 · 52nd

  • VS-ST $5M
  • VS-ST 118
  • VS-ST 52nd
  • VS-ST 401(k)
  • VS-ST near Hawthorne Foundation, Inc, 403(b) Tda Plan
  • VS-ST ind #302

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 Mining & Oil Extraction retirement plans → · Plans in Tennessee →

401(k) Plan for Umwa Represented Employees of Alpha Metallurgical Resources Affiliates in the asset neighbourhood

401(k) Plan for Umwa Represented Employees of Alpha Metallurgical Resources Affiliates401(k) Plan for Umwa Represe…$5MHawthorne Foundation, Inc, 403(b) Tda PlanHawthorne Foundation, Inc, 4…$5MAhrens Deangeli Law Group LLP 401(k) PlanAhrens Deangeli Law Group LL…$5MAthenix Cyber & Sigint Solutions, LLC 401(k) PlanAthenix Cyber & Sigint Solut…$5MEcs Composites 401(k) Plan$5M
End-of-year total assets ($M) among 401(k) Plan for Umwa Represented Employees of Alpha Metallurgical Resources Affiliates and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Tennessee filing particulars

Total Assets (Beginning of Year)$6M
Net Assets (End of Year)$5M
Net Income-$731K
Employer EIN812970899
Plan Effective Date2016-07-25
Filing StatusFILING RECEIVED

Sponsor Plan History (Alpha Metallurgical Resources, LLC)

Sponsor-wide plan assets over time

All Alpha Metallurgical Resources, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$386M 27.444396487088476% vs 2022
2024 filing year
$250M$300M$350M$400M 202220232024 $303M $386M ▲ +27.4%
Year Plans Participants Total Assets
2022 2 3,389 $303M
2023 2 3,709 $362M
2024 2 4,122 $386M

Nearby 401(k) Plans in Tennessee

Peer 401(k) plans, same state, same plan type, ranked by total assets.

401(k) Plan for Umwa Represented Employees of Alpha Metallurgical Resources Affiliates vs. nearby 401(k) plans in Tennessee, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants 401(k) Plan for Umwa Represented Employees of Alpha Metallurgical Resources Affiliates, Total assets ($B): 0.005456761 · Participants: 118401(k) Plan for Umwa Represented Employees of Alpha Metallurgical Resources AffiliatesFedex Corporation Retirement Savings Plan, Total assets ($B): 21.031401128 · Participants: 220835Fedex Corporation Retirement Savings PlanHca 401(k) Plan, Total assets ($B): 18.669830548 · Participants: 280576Hca 401(k) PlanInternational Paper Company Salaried Savings Plan, Total assets ($B): 4.178827147 · Participants: 11839International Paper Company Salaried Savings PlanFederal Express Corporation Pilots Retirement Savings Plan, Total assets ($B): 4.035859621 · Participants: 5305Federal Express Corporation Pilots Retirement Savings PlanChs/Community Health Systems, Inc. Retirement Savings Plan, Total assets ($B): 4.015461486 · Participants: 62485Chs/Community Health Systems, Inc. Retirement Savings Plan
401(k) Plan for Umwa Represented Employees of Alpha Metallurgical Resources Affiliates vs. nearby 401(k) plans in Tennessee, assets vs. participants
Compare 401(k) Plan for Umwa Represented Employees of Alpha Metallurgical Resources Affiliates side-by-side with 3 peers →

401(k) Plan for Umwa Represented Employees of Alpha Metallurgical Resources Affiliates's out-of-state 401(k) peers by assets and headcount

Outside Tennessee, the nearest 401(k) by assets is Hawthorne Foundation, Inc, 403(b) Tda Plan in NY ($5M); by covered participants it is Lumbee Tribe Enterprises, LLC 401(k) Plan in NC (118 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (118 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did 401(k) Plan for Umwa Represented Employees of Alpha Metallurgical Resources Affiliates assets move in 2022? ▼
401(k) Plan for Umwa Represented Employees of Alpha Metallurgical Resources Affiliates pulled back noticeably - down 11.8% during 2022, from $6M to $5M. Reported net income was -$731K.
How have Alpha Metallurgical Resources, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Alpha Metallurgical Resources, LLC's sponsor-wide assets grew 27.4%, from $303M to $386M.
Which 401(k) plans are similar in size to 401(k) Plan for Umwa Represented Employees of Alpha Metallurgical Resources Affiliates? ▼
Among 401(k) plans in other states, the closest by assets is Hawthorne Foundation, Inc, 403(b) Tda Plan in NY ($5M, 361 participants).
Which 401(k) plans cover a similar participant headcount to 401(k) Plan for Umwa Represented Employees of Alpha Metallurgical Resources Affiliates? ▼
Among 401(k) plans in other states, the closest by covered participants is Lumbee Tribe Enterprises, LLC 401(k) Plan in NC (118 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 812970899.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.