401(k)
2022 plan-year 401(k) DOL Form 5500

USIBELLI COAL MINE, INC. 401(K) PLAN II

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

USIBELLI COAL MINE, INC.

This 401(k) plan holds $22M in total assets and serves 101 participants as of 2022. It is sponsored by USIBELLI COAL MINE, INC. in Alaska. The plan reported a net loss of $5M for the year.

Total Assets (2023)
$22M
Participants
101
State
Industry
Mining & Oil Extraction

What the Filing Says About USIBELLI COAL MINE, INC. 401(K) PLAN II

USIBELLI COAL MINE, INC. 401(K) PLAN II is a 401(k) retirement plan sponsored by USIBELLI COAL MINE, INC., headquartered in Alaska. As of the 2022 Form 5500 filing, the plan reports $22M in total end-of-year assets and covers 101 participants across the Mining & Oil Extraction industry. The sponsor's EIN on file with the U.S. Department of Labor is 920014216, and the plan has been effective since 1993-09-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $27M at the beginning of 2022 to $22M at year-end — a decline of 18.2%. Net assets (after liabilities) closed the year at $22M, with reported net income of $-4,923,624 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)$27M
Total Assets (End of Year)$22M
Net Assets (End of Year)$22M
Net Income$-4,923,624
Plan Type401(k)
Employer EIN920014216
Plan Effective Date1993-09-01
Filing StatusFILING RECEIVED

Sponsor Plan History (USIBELLI COAL MINE, INC.)

Year Plans Participants Total Assets
2022 2 160 $22M
2023 2 195 $27M
2024 2 163 $31M

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Frequently Asked Questions

How much money is in the USIBELLI COAL MINE, INC. 401(K) PLAN II?
As of the 2022 Form 5500 filing, USIBELLI COAL MINE, INC. 401(K) PLAN II holds $22M in total assets with 101 participants. It is sponsored by USIBELLI COAL MINE, INC..
What type of plan is USIBELLI COAL MINE, INC. 401(K) PLAN II?
USIBELLI COAL MINE, INC. 401(K) PLAN II is a 401(k) plan. It has been effective since 1993-09-01. The plan is filed with the U.S. Department of Labor under EIN 920014216.
Who sponsors the USIBELLI COAL MINE, INC. 401(K) PLAN II?
USIBELLI COAL MINE, INC. 401(K) PLAN II is sponsored by USIBELLI COAL MINE, INC., located in Alaska. The sponsor's EIN is 920014216 and the plan operates in the Mining & Oil Extraction industry.
How did USIBELLI COAL MINE, INC. 401(K) PLAN II perform in 2022?
USIBELLI COAL MINE, INC. 401(K) PLAN II declined by 18.2% during 2022, moving from $27M to $22M in total assets. Net income was $-4,923,624.
Where can I find official filings for USIBELLI COAL MINE, INC. 401(K) PLAN II?
Official Form 5500 filings for USIBELLI COAL MINE, INC. 401(K) PLAN II are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 920014216 or plan name at efast.dol.gov.
How does USIBELLI COAL MINE, INC. 401(K) PLAN II compare to other plans?
You can compare USIBELLI COAL MINE, INC. 401(K) PLAN II against other 401(k) plans on the plan type page, or view plans in Alaska on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

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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 920014216.

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.