Defined Benefit (Pension) · DOL Form 5500 · 2023
United Mine Workers of America 1974 Pension Trust Pension Plan
Data updated 2026-08-25
- $56M
- Total assets Below avg plan size
- 146
- Participants Small participant base
- 87th
- Percentile by assets National rank
- $383,901
- Avg per participant High balance/head
Official DOL plan name: United Mine Workers of America 1974 Pension Trust Employees' Pension Plan · Sponsored by United Mine Workers of America 1974 Pension Trust · District of Columbia · Finance & Insurance
$56M in assets, 146 participants
United Mine Workers of America 1974 Pension Trust's United Mine Workers of America 1974 Pension Trust Employees' Pension Plan reported $56M in total assets and 146 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.
- #7,054 in Finance & Insurance (8,869 peers)
Coverage in District of Columbia
United Mine Workers of America 1974 Pension Trust Employees' Pension Plan covers 146 participants in District of Columbia, about 10% of the average District of Columbia filer (state average ~1,456 per filing). Assets: $56M.
- #7,054
- in Finance & Insurance (8,869 peers)
- +7.6%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
United Mine Workers of America 1974 Pension Trust Employees' Pension Plan's outsized position by total assets
United Mine Workers of America 1974 Pension Trust Employees' Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$56,049,538 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' Pension 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' Pension Plan sits mid-pack in the medium band (146 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- United Mine Workers of America 1974 Pension Trust Employees' Pension Plan reported net income rose from -$19M in the plan year 2022 filing to $4M in the plan year 2023 filing.
- United Mine Workers of America 1974 Pension Trust Employees' Pension Plan reported participants fell from 164 in the plan year 2022 filing to 146 in the plan year 2023 filing.
- United Mine Workers of America 1974 Pension Trust Employees' Pension Plan end-of-year assets rose from $52M in the plan year 2022 filing to $56M in the plan year 2023 filing.
DOL schedule card
Filing strip 526150908 · United Mine Workers of America 1974 Pension Trust PY 2023 · Defined Benefit (Pension)
United Mine Workers of America 1974 Pension Trust Employees' Pension Plan · $56M · 146 · 87th
- VS-ST $56M
- VS-ST 146
- VS-ST 87th
- VS-ST Defined Benefit (Pension)
- VS-ST near Milwaukee Brewers Baseball Club Pension Plan
- VS-ST ind #7054
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' Pension Plan in the asset neighbourhood
District of Columbia filing particulars
| Total Assets (Beginning of Year) | $52M |
|---|---|
| Net Assets (End of Year) | $56M |
| Net Income | $4M |
| Employer EIN | 526150908 |
| Plan Effective Date | 1965-08-01 |
| 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 Defined Benefit (Pension) Plans in District of Columbia
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Central Pension Fund of the Iuoe & Participating Employers $24.9B · 100,627
- Iam National Pension Fund $14.3B · 92,151
- United Mine Workers of America 1974 Pension Plan $3.5B · 52
- Danaher Corporation & Subsidiaries Pension Plan $1.9B · 3,354
- Liuna Staff and Affiliates Pension Fund $1.8B · 3,533
United Mine Workers of America 1974 Pension Trust Employees' Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside District of Columbia, the nearest Defined Benefit (Pension) by assets is Milwaukee Brewers Baseball Club Pension Plan in WI ($56M); by covered participants it is Delong's, Inc. Pension Plan in MO (146 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($56M here).
Similar participant headcount
Nearest other-state filings by covered participants (146 participants); asset peers above are excluded.
- Delong's, Inc. Pension Plan (MO) 146 · 0 off
- Pnm Resources, Inc. Employees' Retirement Plan (NM) 146 · 0 off
- United Association General Officers and Employees Pension Fund (MD) 146 · 0 off
- Pension Plan for Employees of Evraz Inc. NA (IL) 146 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.