401(k) · DOL Form 5500 · 2022

Board of Trustees - Umwa Cash Deferred Savings Plan of 1988 401(k) Plan

Data updated 2026-08-25

$190M
Total assets Near avg plan size
1,518
Participants Near avg headcount
95th
Percentile by assets National rank
$125,361
Avg per participant Near avg balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: United Mine Workers of America Cash Deferred Savings Plan of 1988 · Sponsored by Board of Trustees - Umwa Cash Deferred Savings Plan of 1988 · District of Columbia · Mining & Oil Extraction

$190M in assets, 1,518 participants

Board of Trustees - Umwa Cash Deferred Savings Plan of 1988's United Mine Workers of America Cash Deferred Savings Plan of 1988 reported $190M in total assets and 1,518 participants in its 2022 DOL Form 5500 filing, ranking in the 95th 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.

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

Where United Mine Workers of America Cash Deferred Savings Plan of 1988 sits by assets

United Mine Workers of America Cash Deferred Savings Plan of 1988 sits in the top 5% of all filed plans by assets, $190M for 1,518 participants (~$125,361/participant), down 15.8% in 2022.

#817
in Mining & Oil Extraction (892 peers)
-15.8%
assets change YoY
1.9×
vs typical plan assets (national mean)

The plan reported a net loss of $36M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

United Mine Workers of America Cash Deferred Savings Plan of 1988's outsized position by total assets

United Mine Workers of America Cash Deferred Savings Plan of 1988 vs every filed plan by assets

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

$190,297,277 Top 5% higher than 95% 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

United Mine Workers of America Cash Deferred Savings Plan of 1988's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. United Mine Workers of America Cash Deferred Savings Plan of 1988 lands in the large band (1,518 participants).

DOL schedule card

Filing strip 526377947 · Board of Trustees - Umwa Cash Deferred Savings Plan of 1988 PY 2022 · 401(k)

United Mine Workers of America Cash Deferred Savings Plan of 1988 · $190M · 1,518 · 95th

  • SCH $190M
  • EBSA 1,518
  • PART 95th
  • TYPE 401(k)
  • NET near Check Point Software Technologies, Inc 401(k) Retirement Plan
  • BOOK ind #817

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 District of Columbia →

United Mine Workers of America Cash Deferred Savings Plan of 1988 in the asset neighbourhood

Huawei USA 401(k) Plan$190MSaab 401(k) Retirement Savings PlanSaab 401(k) Retirement Savin…$190MCheck Point Software Technologies, Inc 401(k) Retirement PlanCheck Point Software Technol…$190MUnited Mine Workers of America Cash Deferred Savings Plan of 1988United Mine Workers of Ameri…$190MHarbor Freight Tools Retirement Savings PlanHarbor Freight Tools Retirem…$190M
End-of-year total assets ($M) among United Mine Workers of America Cash Deferred Savings Plan of 1988 and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$226M
Net Assets (End of Year)$189M
Net Income-$36M
Employer EIN526377947
Plan Effective Date1988-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees - Umwa Cash Deferred Savings Plan of 1988)

Sponsor-wide plan assets over time

All Board of Trustees - Umwa Cash Deferred Savings Plan of 1988 plans reported in each filing year

Latest sponsor-wide plan assets
$235M 23.37311479238875% vs 2022
2024 filing year
$180M$200M$220M$240M 202220232024 $190M $235M ▲ +23.4%
Year Plans Participants Total Assets
2022 1 1,518 $190M
2023 1 1,587 $216M
2024 1 1,622 $235M

Nearby 401(k) Plans in District of Columbia

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

United Mine Workers of America Cash Deferred Savings Plan of 1988 vs. nearby 401(k) plans in District of Columbia, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants United Mine Workers of America Cash Deferred Savings Plan of 1988, Total assets ($B): 0.190297277 · Participants: 1518United Mine Workers of America Cash Deferred Savings Plan of 1988Danaher Corporation & Subsidiaries Savings Plan, Total assets ($B): 5.87010808 · Participants: 29923Danaher Corporation & Subsidiaries Savings PlanRevised Profit Sharing Plan for Emp. of Geico, Total assets ($B): 5.095464369 · Participants: 41527Revised Profit Sharing Plan for Emp. of GeicoFederal National Mortgage Association Retirement Savings Plan for Employees, Total assets ($B): 3.215368612 · Participants: 7402Federal National Mortgage Association Retirement Savings Plan for EmployeesFinra Savings Plus Plan, Total assets ($B): 1.789959309 · Participants: 3697Finra Savings Plus PlanHogan Lovells US LLP Retirement Savings Plan, Total assets ($B): 1.343084758 · Participants: 1883Hogan Lovells US LLP Retirement Savings Plan
United Mine Workers of America Cash Deferred Savings Plan of 1988 vs. nearby 401(k) plans in District of Columbia, assets vs. participants

United Mine Workers of America Cash Deferred Savings Plan of 1988's out-of-state 401(k) peers by assets and headcount

Outside District of Columbia, the nearest 401(k) by assets is Check Point Software Technologies, Inc 401(k) Retirement Plan in CA ($190M); by covered participants it is Viavi Solutions 401(k) Plan in CA (1,517 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($190M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,518 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 United Mine Workers of America Cash Deferred Savings Plan of 1988 assets move in 2022? ▼
United Mine Workers of America Cash Deferred Savings Plan of 1988 declined sharply - down 15.8% during 2022, from $226M to $190M. Reported net income was -$36M.
How have Board of Trustees - Umwa Cash Deferred Savings Plan of 1988 plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees - Umwa Cash Deferred Savings Plan of 1988's sponsor-wide assets grew 23.4%, from $190M to $235M.
Where does United Mine Workers of America Cash Deferred Savings Plan of 1988 rank by assets among Form 5500 filers? ▼
United Mine Workers of America Cash Deferred Savings Plan of 1988 ranks in the 95th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to United Mine Workers of America Cash Deferred Savings Plan of 1988? ▼
Among 401(k) plans in other states, the closest by assets is Check Point Software Technologies, Inc 401(k) Retirement Plan in CA ($190M, 1,195 participants).
Which 401(k) plans cover a similar participant headcount to United Mine Workers of America Cash Deferred Savings Plan of 1988? ▼
Among 401(k) plans in other states, the closest by covered participants is Viavi Solutions 401(k) Plan in CA (1,517 participants, $568M in assets).