401(k) · DOL Form 5500 · 2023

Iron Senergy, LLC 401(k) Plan

Data updated 2026-08-25

$37M
Total assets Below avg plan size
573
Participants Below avg headcount
82nd
Percentile by assets National rank
$64,482
Avg per participant Low balance/head
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Official DOL plan name: 401(k) Plan for Umwa Represented Employees of Iron Senergy · Sponsored by Iron Senergy, LLC · Kentucky · Mining & Oil Extraction

$37M in assets, 573 participants

Iron Senergy, LLC's 401(k) Plan for Umwa Represented Employees of Iron Senergy reported $37M in total assets and 573 participants in its 2023 DOL Form 5500 filing, ranking in the 82nd 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.

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

Where 401(k) Plan for Umwa Represented Employees of Iron Senergy sits by assets

401(k) Plan for Umwa Represented Employees of Iron Senergy sits in the top quartile of all filed plans by assets, $37M for 573 participants (~$64,482/participant), up 31.8% in 2023.

#544
in Mining & Oil Extraction (811 peers)
+31.8%
assets growth YoY
0.4×
vs typical plan assets (national mean)

401(k) Plan for Umwa Represented Employees of Iron Senergy's outsized position by total assets

401(k) Plan for Umwa Represented Employees of Iron Senergy vs every filed plan by assets

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

$36,948,363 Top 18% higher than 82% 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

401(k) Plan for Umwa Represented Employees of Iron Senergy 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. 401(k) Plan for Umwa Represented Employees of Iron Senergy sits mid-pack in the medium band (573 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • 401(k) Plan for Umwa Represented Employees of Iron Senergy reported net income rose from -$1M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • 401(k) Plan for Umwa Represented Employees of Iron Senergy end-of-year assets rose from $28M in the plan year 2022 filing to $37M in the plan year 2023 filing.
  • 401(k) Plan for Umwa Represented Employees of Iron Senergy reported participants rose from 525 in the plan year 2022 filing to 573 in the plan year 2023 filing.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 852328662 · Iron Senergy, LLC PY 2023 · 401(k)

401(k) Plan for Umwa Represented Employees of Iron Senergy · $37M · 573 · 82nd

  • RANK $37M
  • RANK 573
  • RANK 82nd
  • RANK 401(k)
  • RANK near Latrobe Company 401(k) Retirement Plan
  • RANK ind #544

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 Kentucky →

401(k) Plan for Umwa Represented Employees of Iron Senergy in the asset neighbourhood

California School Employees Association 401(k) PlanCalifornia School Employees …$37M401(k) Plan for Umwa Represented Employees of Iron Senergy401(k) Plan for Umwa Represe…$37MLatrobe Company 401(k) Retirement PlanLatrobe Company 401(k) Retir…$37MBader Rutter Retirement Plan$37MComstock Resources, Inc. 401(k) Profit Sharing PlanComstock Resources, Inc. 401…$37M
End-of-year total assets ($M) among 401(k) Plan for Umwa Represented Employees of Iron Senergy and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$37M
Net Income$9M
Employer EIN852328662
Plan Effective Date2020-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Iron Senergy, LLC)

Sponsor-wide plan assets over time

All Iron Senergy, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$65M 43.80840976892592% vs 2022
2024 filing year
$40M$50M$60M$70M 202220232024 $45.1M $64.8M ▲ +43.8%
Year Plans Participants Total Assets
2022 2 668 $45M
2023 2 755 $58M
2024 2 745 $65M

Nearby 401(k) Plans in Kentucky

Peer 401(k) plans, same state, same plan type, ranked by total assets.

401(k) Plan for Umwa Represented Employees of Iron Senergy vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants 401(k) Plan for Umwa Represented Employees of Iron Senergy, Total assets ($B): 0.036948363 · Participants: 573401(k) Plan for Umwa Represented Employees of Iron SenergyCommonspirit Health 401(k) Retirement Savings Plan, Total assets ($B): 7.871320063 · Participants: 86688Commonspirit Health 401(k) Retirement Savings PlanHumana Retirement Savings Plan, Total assets ($B): 7.374962984 · Participants: 45938Humana Retirement Savings PlanUPS/Ipa 401(k) Savings Plan, Total assets ($B): 1.324958147 · Participants: 3159UPS/Ipa 401(k) Savings PlanScionhealth 401(k) Plan, Total assets ($B): 1.221134526 · Participants: 33226Scionhealth 401(k) PlanLexmark Savings Plan, Total assets ($B): 1.205127047 · Participants: 1968Lexmark Savings Plan
401(k) Plan for Umwa Represented Employees of Iron Senergy vs. nearby 401(k) plans in Kentucky, assets vs. participants
Compare 401(k) Plan for Umwa Represented Employees of Iron Senergy side-by-side with 3 peers →

401(k) Plan for Umwa Represented Employees of Iron Senergy's out-of-state 401(k) peers by assets and headcount

Outside Kentucky, the nearest 401(k) by assets is Latrobe Company 401(k) Retirement Plan in PA ($37M); by covered participants it is Mood401(k) Savings and Retirement Plan in TX (573 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (573 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 401(k) Plan for Umwa Represented Employees of Iron Senergy assets move in 2023? ▼
401(k) Plan for Umwa Represented Employees of Iron Senergy surged - up 31.8% during 2023, from $28M to $37M. Reported net income was $9M.
How have Iron Senergy, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Iron Senergy, LLC's sponsor-wide assets grew 43.8%, from $45M to $65M.
Where does 401(k) Plan for Umwa Represented Employees of Iron Senergy rank by assets among Form 5500 filers? ▼
401(k) Plan for Umwa Represented Employees of Iron Senergy ranks in the 82nd percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to 401(k) Plan for Umwa Represented Employees of Iron Senergy? ▼
Among 401(k) plans in other states, the closest by assets is Latrobe Company 401(k) Retirement Plan in PA ($37M, 296 participants).
Which 401(k) plans cover a similar participant headcount to 401(k) Plan for Umwa Represented Employees of Iron Senergy? ▼
Among 401(k) plans in other states, the closest by covered participants is Mood401(k) Savings and Retirement Plan in TX (573 participants, $78M 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 852328662.

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.