401(k) · DOL Form 5500 · 2022

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

Data updated 2026-08-11

$190M
Total assets
1,518
Participants
95th
Percentile by assets
$125,361
Avg per participant
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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.

  • 95th percentile by assets (of 139,126 plans)
  • #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.

$190M
total plan assets (2022 EOY)
1,518
covered participants
95th
percentile by assets (of 139,126 plans)
$125,361
avg assets per participant

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 vs the 2022 asset distribution

By assets, United Mine Workers of America Cash Deferred Savings Plan of 1988 outranks 95% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 1.9x the national average plan size of $100M (721 average participants).

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)

$180M$200M$220M$240M 202220232024 $190M $235M ▲ +23.4%
Total plan assets by year, all Board of Trustees - Umwa Cash Deferred Savings Plan of 1988 plans on file
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

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 …Danaher Corporation …Revised Profit Shari…Federal National Mor…Finra Savings Plus P…Hogan Lovells US LLP…
United Mine Workers of America Cash Deferred Savings Plan of 1988 vs. nearby 401(k) plans in District of Columbia, assets vs. participants

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to United Mine Workers of America Cash Deferred Savings Plan of 1988 by total assets, not by location.

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).

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Ways to act on United Mine Workers of America Cash Deferred Savings Plan of 1988's numbers.

  • By total assets, United Mine Workers of America Cash Deferred Savings Plan of 1988 ranks in the top 5% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) plans in District of Columbia. Compare plans
  • Board of Trustees - Umwa Cash Deferred Savings Plan of 1988's sponsor-wide assets have grown 23.4% since 2022 across 3 plan years on file. More Mining & Oil Extraction plans