Defined Benefit (Pension) · DOL Form 5500 · 2023

Westmoreland Mining LLC Pension Plan

Data updated 2026-08-25

$139M
Total assets Near avg plan size
115
Participants Small participant base
93rd
Percentile by assets National rank
$1.2M
Avg per participant High balance/head
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Official DOL plan name: Westmoreland Retirement Plan · Sponsored by Westmoreland Mining LLC · Colorado · Mining & Oil Extraction

$139M in assets, 115 participants

Westmoreland Mining LLC's Westmoreland Retirement Plan reported $139M in total assets and 115 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.

  • #698 in Mining & Oil Extraction (811 peers)

Coverage in Colorado

Westmoreland Retirement Plan covers 115 participants in Colorado, about 31% of the average Colorado filer (state average ~376 per filing). Assets: $139M.

#698
in Mining & Oil Extraction (811 peers)
-5.8%
assets change YoY
1.4×
vs typical plan assets (national mean)

The plan reported a net loss of $8M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Westmoreland Retirement Plan's outsized position by total assets

Westmoreland Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$138,752,848 Top 7% higher than 93% of 127,068 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 2023

Westmoreland Retirement Plan among mid-size filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Westmoreland Retirement Plan sits mid-pack in the medium band (115 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Westmoreland Retirement Plan reported net income rose from -$55M in the plan year 2022 filing to -$8M in the plan year 2023 filing.
  • Westmoreland Retirement Plan end-of-year assets fell from $147M in the plan year 2022 filing to $139M in the plan year 2023 filing.
  • Westmoreland Retirement Plan reported participants fell from 122 in the plan year 2022 filing to 115 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 833555130 · Westmoreland Mining LLC PY 2023 · Defined Benefit (Pension)

Westmoreland Retirement Plan · $139M · 115 · 93rd

  • 5500 $139M
  • ASSETS 115
  • PCT 93rd
  • EIN Defined Benefit (Pension)
  • RANK near Pension Plan for Employees of a.M. Castle & Co.
  • PHOTO ind #698

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 Colorado →

Westmoreland Retirement Plan in the asset neighbourhood

IBEW Local No. 82 Pension PlanIBEW Local No. 82 Pension Pl…$139MWestmoreland Retirement Plan$139MPension Plan for Employees of a.M. Castle & Co.Pension Plan for Employees o…$139MNational Hockey League Retirement Plan United StatesNational Hockey League Retir…$139MPension Plan of Justice Resource Institute, Inc.Pension Plan of Justice Reso…$139M
End-of-year total assets ($M) among Westmoreland Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Colorado filing particulars

Total Assets (Beginning of Year)$147M
Net Assets (End of Year)$139M
Net Income-$8M
Employer EIN833555130
Plan Effective Date2001-05-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Westmoreland Mining LLC)

Sponsor-wide plan assets over time

All Westmoreland Mining LLC plans reported in each filing year

Latest sponsor-wide plan assets
$150M 33.61468990891506% vs 2022
2024 filing year
$100M$150M$200M$250M 202220232024 $227M $150M ▼ -33.6%
Year Plans Participants Total Assets
2022 2 542 $227M
2023 2 428 $216M
2024 2 371 $150M

Nearby Defined Benefit (Pension) Plans in Colorado

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Westmoreland Retirement Plan vs. nearby Defined Benefit (Pension) plans in Colorado, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 00.511.5 Total assets ($B) Participants Westmoreland Retirement Plan, Total assets ($B): 0.138752848 · Participants: 115Westmoreland Retirement PlanRocky Mountain Ufcw Unions and Employers Retail and Meat Pension Plan, Total assets ($B): 1.28371737 · Participants: 39434Rocky Mountain Ufcw Unions and Employers Retail and Meat Pension PlanBall Pension Plan, Total assets ($B): 0.95106192 · Participants: 1506Ball Pension PlanPcs U.S. Employees' Pension Plan, Total assets ($B): 0.853837683 · Participants: 1340Pcs U.S. Employees' Pension PlanMedianews Group Pension Plan, Total assets ($B): 0.434038888 · Participants: 213Medianews Group Pension PlanNational Renewable Energy Laboratory Shared Security Pension Plan, Total assets ($B): 0.406218917 · Participants: 2822National Renewable Energy Laboratory Shared Security Pension Plan
Westmoreland Retirement Plan vs. nearby Defined Benefit (Pension) plans in Colorado, assets vs. participants
Compare Westmoreland Retirement Plan side-by-side with 3 peers →

Westmoreland Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Colorado, the nearest Defined Benefit (Pension) by assets is Pension Plan for Employees of a.M. Castle & Co. in IL ($139M); by covered participants it is Retirement Plan for Employees of Diamond V Mills, LLC. in IA (115 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (115 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Westmoreland Retirement Plan assets move in 2023? ▼
Westmoreland Retirement Plan pulled back noticeably - down 5.8% during 2023, from $147M to $139M. Reported net income was -$8M.
How have Westmoreland Mining LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Westmoreland Mining LLC's sponsor-wide assets declined 33.6%, from $227M to $150M.
Where does Westmoreland Retirement Plan rank by assets among Form 5500 filers? ▼
Westmoreland Retirement Plan ranks in the 93rd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Westmoreland Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Pension Plan for Employees of a.M. Castle & Co. in IL ($139M, 136 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Westmoreland Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Retirement Plan for Employees of Diamond V Mills, LLC. in IA (115 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 833555130.

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.