401(k) · DOL Form 5500 · 2022

United Mine Workers of America 1974 Pension Trust 401(k) Plan

Data updated 2026-08-11

$52M
Total assets
153
Participants
88th
Percentile by assets
$338,879
Avg per participant
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Official DOL plan name: United Mine Workers of America 1974 Pension Trust Employees' 401(k) Plan · Sponsored by United Mine Workers of America 1974 Pension Trust · District of Columbia · Finance & Insurance

$52M in assets, 153 participants

United Mine Workers of America 1974 Pension Trust's United Mine Workers of America 1974 Pension Trust Employees' 401(k) Plan reported $52M in total assets and 153 participants in its 2022 DOL Form 5500 filing, ranking in the 88th 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.

  • 88th percentile by assets (of 139,126 plans)
  • #7,514 in Finance & Insurance (9,261 peers)

Coverage in District of Columbia

United Mine Workers of America 1974 Pension Trust Employees' 401(k) Plan covers 153 participants in District of Columbia, about 11% of the average District of Columbia filer (state average ~1,456 per filing). Assets: $52M.

$52M
total plan assets (2022 EOY)
153
covered participants
88th
percentile by assets (of 139,126 plans)
$338,879
avg assets per participant

The plan reported a net loss of $15M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Where United Mine Workers of America 1974 Pension Trust Employees' 401(k) Plan sits by total assets

United Mine Workers of America 1974 Pension Trust Employees' 401(k) Plan vs every filed plan by assets

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

$51,848,535 Top 12% higher than 88% of 139,123 filed plans

This plan $0 $2,010,000,000 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

State
District of Columbia
Industry
Finance & Insurance

Participants vs District of Columbia filers

In District of Columbia, the average filing covers about 1,456 participants across 881 plans. United Mine Workers of America 1974 Pension Trust Employees' 401(k) Plan reports 153 participants - about 11% of that state average ($52M EOY assets).

District of Columbia filing particulars

Total Assets (Beginning of Year)$67M
Net Assets (End of Year)$52M
Net Income-$15M
Employer EIN526150908
Plan Effective Date1987-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (United Mine Workers of America 1974 Pension Trust)

$100M$110M$120M$130M 202220232024 $104M $127M ▲ +22.2%
Total plan assets by year, all United Mine Workers of America 1974 Pension Trust plans on file
Year Plans Participants Total Assets
2022 2 317 $104M
2023 2 284 $114M
2024 2 307 $127M

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 1974 Pension Trust Employees' 401(k) Plan vs. nearby 401(k) plans in District of Columbia, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants United Mine Workers …, Total assets ($B): 0.051848535 · Participants: 153United Mine Workers …Danaher Corporation …, Total assets ($B): 5.87010808 · Participants: 29923Danaher Corporation …Revised Profit Shari…, Total assets ($B): 5.095464369 · Participants: 41527Revised Profit Shari…Federal National Mor…, Total assets ($B): 3.215368612 · Participants: 7402Federal National Mor…Finra Savings Plus P…, Total assets ($B): 1.789959309 · Participants: 3697Finra Savings Plus P…Hogan Lovells US LLP…, Total assets ($B): 1.343084758 · Participants: 1883Hogan Lovells US LLP…
United Mine Workers of America 1974 Pension Trust Employees' 401(k) Plan vs. nearby 401(k) plans in District of Columbia, assets vs. participants
Compare United Mine Workers of America 1974 Pens… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to United Mine Workers of America 1974 Pension Trust Employees' 401(k) Plan by total assets, not by location.

Frequently Asked Questions

How did United Mine Workers of America 1974 Pension Trust Employees' 401(k) Plan assets move in 2022? ▼
United Mine Workers of America 1974 Pension Trust Employees' 401(k) Plan declined sharply - down 22.2% during 2022, from $67M to $52M. Reported net income was -$15M.
How have United Mine Workers of America 1974 Pension Trust plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), United Mine Workers of America 1974 Pension Trust's sponsor-wide assets grew 22.2%, from $104M to $127M.
Where does United Mine Workers of America 1974 Pension Trust Employees' 401(k) Plan rank by assets among Form 5500 filers? ▼
United Mine Workers of America 1974 Pension Trust Employees' 401(k) Plan ranks in the 88th 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 United Mine Workers of America 1974 Pension Trust Employees' 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Ssi Group, LLC Employees' Retirement Savings Plan in AL ($52M, 351 participants).

Next read for United Mine Workers of America 1974 Pens…

Filing takeaways

Ways to act on United Mine Workers of America 1974 Pension Trust Employees' 401(k) Plan's numbers.

  • By total assets, United Mine Workers of America 1974 Pension Trust Employees' 401(k) Plan ranks in the top quartile 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
  • United Mine Workers of America 1974 Pension Trust's sponsor-wide assets have grown 22.2% since 2022 across 3 plan years on file. More Finance & Insurance plans

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 526150908.

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.