Defined Benefit (Pension) · DOL Form 5500 · 2022
Umwa 1974 Pension Trust Board of Trustees Pension Plan
Data updated 2026-08-11
- $3.1B
- Total assets
- 61
- Participants
- 100th
- Percentile by assets
- $50.3M
- Avg per participant
Official DOL plan name: United Mine Workers of America 1974 Pension Plan · Sponsored by Umwa 1974 Pension Trust Board of Trustees · District of Columbia · Mining & Oil Extraction
$3.1B in assets, 61 participants
Umwa 1974 Pension Trust Board of Trustees's United Mine Workers of America 1974 Pension Plan reported $3.1B in total assets and 61 participants in its 2022 DOL Form 5500 filing, ranking in the 100th 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.
- 100th percentile by assets (of 139,126 plans)
- #888 in Mining & Oil Extraction (892 peers)
Where United Mine Workers of America 1974 Pension Plan sits by assets
United Mine Workers of America 1974 Pension Plan sits among the largest 1% of all filed plans, $3.1B for 61 participants (~$50.3M/participant), up 7.8% in 2022.
- $3.1B
- total plan assets (2022 EOY)
- 61
- covered participants
- 100th
- percentile by assets (of 139,126 plans)
- $50.3M
- avg assets per participant
United Mine Workers of America 1974 Pension Plan vs the 2022 asset distribution
By assets, United Mine Workers of America 1974 Pension Plan outranks nearly all the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 31x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $2.8B |
|---|---|
| Net Assets (End of Year) | $2.9B |
| Net Income | $173M |
| Employer EIN | 521050282 |
| Plan Effective Date | 1974-12-06 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Umwa 1974 Pension Trust Board of Trustees)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 61 | $3.1B |
| 2023 | 1 | 52 | $3.5B |
| 2024 | 1 | 58 | $3.8B |
Nearby Defined Benefit (Pension) Plans in District of Columbia
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
United Mine Workers of America 1974 Pension Plan vs. nearby Defined Benefit (Pension) plans in District of Columbia, assets vs. participants
- Central Pension Fund of the Iuoe & Participating Employers $23.5B · 97,285
- Iam National Pension Fund $13.8B · 94,512
- Danaher Corporation & Subsidiaries Pension Plan $1.8B · 3,671
- Liuna Staff and Affiliates Pension Fund $1.7B · 3,510
- Bricklayers & Trowel Trades International Pension Fund $1.6B · 28,099
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to United Mine Workers of America 1974 Pension Plan by total assets, not by location.
- The Northwestern Mutual Employee Retirement Plan (WI) $3.1B · 7,377
- New York State Teamsters Conference Pension & Retirement Fund (NY) $3.1B · 9,974
- Consolidated Roche Retirement Plan (NJ) $3.0B · 2,293
- Kpmg Pension Plan (NJ) $3.0B · 27,021
Frequently Asked Questions
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Ways to act on United Mine Workers of America 1974 Pension Plan's numbers.
- By total assets, United Mine Workers of America 1974 Pension Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in District of Columbia. Compare plans
- Umwa 1974 Pension Trust Board of Trustees's sponsor-wide assets have grown 23.7% since 2022 across 3 plan years on file. More Mining & Oil Extraction plans