Defined Benefit (Pension)
2022 plan-year Defined Benefit (Pension) DOL Form 5500

INTERNATIONAL UNION, UNITED MINE WORKERS OF AMERICA PENSION PLAN

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

INTERNATIONAL UNION, UNITED MINE WORKERS OF AMERICA

This Defined Benefit (Pension) plan holds $82M in total assets and serves 90 participants as of 2022. It is sponsored by INTERNATIONAL UNION, UNITED MINE WORKERS OF AMERICA in Virginia. The plan reported a net loss of $15M for the year.

Total Assets (2023)
$82M
Participants
90
State
Industry
Other Services

What the Filing Says About INTERNATIONAL UNION, UNITED MINE WORKERS OF AMERICA PENSION PLAN

INTERNATIONAL UNION, UNITED MINE WORKERS OF AMERICA PENSION PLAN is a Defined Benefit (Pension) retirement plan sponsored by INTERNATIONAL UNION, UNITED MINE WORKERS OF AMERICA, headquartered in Virginia. As of the 2022 Form 5500 filing, the plan reports $82M in total end-of-year assets and covers 90 participants across the Other Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 530159200, and the plan has been effective since 1959-12-15. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $97M at the beginning of 2022 to $82M at year-end — a decline of 15.2%. Net assets (after liabilities) closed the year at $82M, with reported net income of $-14,667,123 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)$97M
Total Assets (End of Year)$82M
Net Assets (End of Year)$82M
Net Income$-14,667,123
Plan TypeDefined Benefit (Pension)
Employer EIN530159200
Plan Effective Date1959-12-15
Filing StatusFILING RECEIVED

Sponsor Plan History (INTERNATIONAL UNION, UNITED MINE WORKERS OF AMERICA)

Year Plans Participants Total Assets
2022 1 90 $82M
2023 1 87 $85M
2024 1 86 $87M

Nearby Defined Benefit (Pension) Plans in Virginia

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

Frequently Asked Questions

How much money is in the INTERNATIONAL UNION, UNITED MINE WORKERS OF AMERICA PENSION PLAN?
As of the 2022 Form 5500 filing, INTERNATIONAL UNION, UNITED MINE WORKERS OF AMERICA PENSION PLAN holds $82M in total assets with 90 participants. It is sponsored by INTERNATIONAL UNION, UNITED MINE WORKERS OF AMERICA.
What type of plan is INTERNATIONAL UNION, UNITED MINE WORKERS OF AMERICA PENSION PLAN?
INTERNATIONAL UNION, UNITED MINE WORKERS OF AMERICA PENSION PLAN is a Defined Benefit (Pension) plan. It has been effective since 1959-12-15. The plan is filed with the U.S. Department of Labor under EIN 530159200.
Who sponsors the INTERNATIONAL UNION, UNITED MINE WORKERS OF AMERICA PENSION PLAN?
INTERNATIONAL UNION, UNITED MINE WORKERS OF AMERICA PENSION PLAN is sponsored by INTERNATIONAL UNION, UNITED MINE WORKERS OF AMERICA, located in Virginia. The sponsor's EIN is 530159200 and the plan operates in the Other Services industry.
How did INTERNATIONAL UNION, UNITED MINE WORKERS OF AMERICA PENSION PLAN perform in 2022?
INTERNATIONAL UNION, UNITED MINE WORKERS OF AMERICA PENSION PLAN declined by 15.2% during 2022, moving from $97M to $82M in total assets. Net income was $-14,667,123.
Where can I find official filings for INTERNATIONAL UNION, UNITED MINE WORKERS OF AMERICA PENSION PLAN?
Official Form 5500 filings for INTERNATIONAL UNION, UNITED MINE WORKERS OF AMERICA PENSION PLAN are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 530159200 or plan name at efast.dol.gov.
How does INTERNATIONAL UNION, UNITED MINE WORKERS OF AMERICA PENSION PLAN compare to other plans?
You can compare INTERNATIONAL UNION, UNITED MINE WORKERS OF AMERICA PENSION PLAN against other Defined Benefit (Pension) plans on the plan type page, or view plans in 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 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) — original filing retrieval by EIN 530159200.

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 official public datasets. See our methodology for details.