401(k) · DOL Form 5500 · 2022

Iron Senergy, LLC 401(k) Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
525
Participants Below avg headcount
82nd
Percentile by assets National rank
$53,388
Avg per participant Low balance/head
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Official DOL plan name: 401(k) Plan for Umwa Represented Employees of Iron Senergy · Sponsored by Iron Senergy, LLC · Kentucky · Mining & Oil Extraction

$28M in assets, 525 participants

Iron Senergy, LLC's 401(k) Plan for Umwa Represented Employees of Iron Senergy reported $28M in total assets and 525 participants in its 2022 DOL Form 5500 filing, ranking in the 82nd 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.

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

Where 401(k) Plan for Umwa Represented Employees of Iron Senergy sits by assets

401(k) Plan for Umwa Represented Employees of Iron Senergy sits in the top quartile of all filed plans by assets, $28M for 525 participants (~$53,388/participant), down 3.9% in 2022.

#605
in Mining & Oil Extraction (892 peers)
-3.9%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $1M 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 Iron Senergy's outsized position by total assets

401(k) Plan for Umwa Represented Employees of Iron Senergy vs every filed plan by assets

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

$28,028,681 Top 18% higher than 82% 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 Iron Senergy 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 Iron Senergy sits mid-pack in the medium band (525 participants).

Form 5500 schedule snapshot

Filing strip 852328662 · Iron Senergy, LLC PY 2022 · 401(k)

401(k) Plan for Umwa Represented Employees of Iron Senergy · $28M · 525 · 82nd

  • EBSA $28M
  • PART 525
  • TYPE 82nd
  • NET 401(k)
  • BOOK near Avfuel Corporation 401(k) Savings Plan
  • VS-ST ind #605

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 Kentucky →

401(k) Plan for Umwa Represented Employees of Iron Senergy in the asset neighbourhood

401(k) Plan for Umwa Represented Employees of Iron Senergy401(k) Plan for Umwa Represe…$28MAvfuel Corporation 401(k) Savings PlanAvfuel Corporation 401(k) Sa…$28MVan Eerden Savings and Retirement PlanVan Eerden Savings and Retir…$28MKrohn Clinic, Ltd. 401(k) Profit Sharing PlanKrohn Clinic, Ltd. 401(k) Pr…$28MUnited Steelworkers of America (Uswa) Savings Program Upi 401(k) PlanUnited Steelworkers of Ameri…$28M
End-of-year total assets ($M) among 401(k) Plan for Umwa Represented Employees of Iron Senergy and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$29M
Net Assets (End of Year)$28M
Net Income-$1M
Employer EIN852328662
Plan Effective Date2020-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Iron Senergy, LLC)

Sponsor-wide plan assets over time

All Iron Senergy, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$65M 43.80840976892592% vs 2022
2024 filing year
$40M$50M$60M$70M 202220232024 $45.1M $64.8M ▲ +43.8%
Year Plans Participants Total Assets
2022 2 668 $45M
2023 2 755 $58M
2024 2 745 $65M

Nearby 401(k) Plans in Kentucky

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

401(k) Plan for Umwa Represented Employees of Iron Senergy vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -202468 Total assets ($B) Participants 401(k) Plan for Umwa Represented Employees of Iron Senergy, Total assets ($B): 0.028028681 · Participants: 525401(k) Plan for Umwa Represented Employees of Iron SenergyHumana Retirement Savings Plan, Total assets ($B): 6.44425797 · Participants: 44930Humana Retirement Savings PlanCommonspirit Health 401(k) Retirement Savings Plan, Total assets ($B): 6.066519058 · Participants: 85671Commonspirit Health 401(k) Retirement Savings PlanUPS/Ipa 401 (K) Savings Plan, Total assets ($B): 1.16367227 · Participants: 2992UPS/Ipa 401 (K) Savings PlanLexmark Savings Plan, Total assets ($B): 1.059618486 · Participants: 1811Lexmark Savings PlanKindred 401 (K) Plan, Total assets ($B): 0.969290029 · Participants: 22132Kindred 401 (K) Plan
401(k) Plan for Umwa Represented Employees of Iron Senergy vs. nearby 401(k) plans in Kentucky, assets vs. participants
Compare 401(k) Plan for Umwa Represented Employees of Iron Senergy side-by-side with 3 peers →

401(k) Plan for Umwa Represented Employees of Iron Senergy's out-of-state 401(k) peers by assets and headcount

Outside Kentucky, the nearest 401(k) by assets is Avfuel Corporation 401(k) Savings Plan in MI ($28M); by covered participants it is Association for Individual Development Retirement Plan in IL (525 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (525 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 Iron Senergy assets move in 2022? ▼
401(k) Plan for Umwa Represented Employees of Iron Senergy edged down modestly - down 3.9% during 2022, from $29M to $28M. Reported net income was -$1M.
How have Iron Senergy, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Iron Senergy, LLC's sponsor-wide assets grew 43.8%, from $45M to $65M.
Where does 401(k) Plan for Umwa Represented Employees of Iron Senergy rank by assets among Form 5500 filers? ▼
401(k) Plan for Umwa Represented Employees of Iron Senergy ranks in the 82nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to 401(k) Plan for Umwa Represented Employees of Iron Senergy? ▼
Among 401(k) plans in other states, the closest by assets is Avfuel Corporation 401(k) Savings Plan in MI ($28M, 684 participants).
Which 401(k) plans cover a similar participant headcount to 401(k) Plan for Umwa Represented Employees of Iron Senergy? ▼
Among 401(k) plans in other states, the closest by covered participants is Association for Individual Development Retirement Plan in IL (525 participants, $13M 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 852328662.

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.