401(k) · DOL Form 5500 · 2023
United Mine Workers of America 1974 Pension Trust 401(k) Plan
Data updated 2026-08-25
- $58M
- Total assets Below avg plan size
- 138
- Participants Small participant base
- 87th
- Percentile by assets National rank
- $418,836
- Avg per participant High balance/head
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
$58M in assets, 138 participants
United Mine Workers of America 1974 Pension Trust's United Mine Workers of America 1974 Pension Trust Employees' 401(k) Plan reported $58M in total assets and 138 participants in its 2023 DOL Form 5500 filing, ranking in the 87th 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.
- #7,092 in Finance & Insurance (8,869 peers)
Coverage in District of Columbia
United Mine Workers of America 1974 Pension Trust Employees' 401(k) Plan covers 138 participants in District of Columbia, about 9% of the average District of Columbia filer (state average ~1,456 per filing). Assets: $58M.
- #7,092
- in Finance & Insurance (8,869 peers)
- +11.5%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
United Mine Workers of America 1974 Pension Trust Employees' 401(k) Plan's outsized position 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 2023 · DOL Form 5500
$57,799,330 Top 13% higher than 87% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
United Mine Workers of America 1974 Pension Trust Employees' 401(k) 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. United Mine Workers of America 1974 Pension Trust Employees' 401(k) Plan sits mid-pack in the medium band (138 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- United Mine Workers of America 1974 Pension Trust Employees' 401(k) Plan reported net income rose from -$15M in the plan year 2022 filing to $6M in the plan year 2023 filing.
- United Mine Workers of America 1974 Pension Trust Employees' 401(k) Plan end-of-year assets rose from $52M in the plan year 2022 filing to $58M in the plan year 2023 filing.
- United Mine Workers of America 1974 Pension Trust Employees' 401(k) Plan reported participants fell from 153 in the plan year 2022 filing to 138 in the plan year 2023 filing.
EBSA filing schedule strip
Filing strip 526150908 · United Mine Workers of America 1974 Pension Trust PY 2023 · 401(k)
United Mine Workers of America 1974 Pension Trust Employees' 401(k) Plan · $58M · 138 · 87th
- TYPE $58M
- NET 138
- BOOK 87th
- VS-ST 401(k)
- BOY near The John Stewart Company 401(k) Plan
- SCH ind #7092
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 Finance & Insurance retirement plans → · Plans in District of Columbia →
United Mine Workers of America 1974 Pension Trust Employees' 401(k) Plan in the asset neighbourhood
District of Columbia filing particulars
| Total Assets (Beginning of Year) | $52M |
|---|---|
| Net Assets (End of Year) | $58M |
| Net Income | $6M |
| Employer EIN | 526150908 |
| Plan Effective Date | 1987-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (United Mine Workers of America 1974 Pension Trust)
Sponsor-wide plan assets over time
All United Mine Workers of America 1974 Pension Trust plans reported in each filing year
- Latest sponsor-wide plan assets
- $127M 22.206112244862318% vs 2022
- 2024 filing year
| 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.
- Danaher Corporation & Subsidiaries Savings Plan $5.8B · 29,441
- Geico 401(k) Savings Plan $5.8B · 39,034
- Federal National Mortgage Association Retirement Savings Plan for Employees $3.9B · 8,044
- Finra Savings Plus Plan $2.2B · 3,958
- Hogan Lovells US LLP Retirement Savings Plan $1.6B · 1,870
United Mine Workers of America 1974 Pension Trust Employees' 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside District of Columbia, the nearest 401(k) by assets is The John Stewart Company 401(k) Plan in CA ($58M); by covered participants it is Pmt Group, Inc. Profit Sharing 401(k) Plan in CT (138 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($58M here).
Similar participant headcount
Nearest other-state filings by covered participants (138 participants); asset peers above are excluded.
- Pmt Group, Inc. Profit Sharing 401(k) Plan (CT) 138 · 0 off
- Continental Floral 401(k) Plan (WA) 138 · 0 off
- Shaw Electric, Inc. Retirement Savings Plan (IA) 138 · 0 off
- Warco Retirement Plan (NC) 138 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.