Defined Benefit (Pension) · DOL Form 5500 · 2023
International Union, United Mine Workers of America Pension Plan
Data updated 2026-08-25
- $85M
- Total assets Below avg plan size
- 87
- Participants Small participant base
- 90th
- Percentile by assets National rank
- $976,019
- Avg per participant High balance/head
Official DOL plan name: International Union, United Mine Workers of America Pension Plan · Sponsored by International Union, United Mine Workers of America · Virginia · Other Services
$85M in assets, 87 participants
International Union, United Mine Workers of America's International Union, United Mine Workers of America Pension Plan reported $85M in total assets and 87 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.
- #7,557 in Other Services (7,857 peers)
Where International Union, United Mine Workers of America Pension Plan sits by assets
International Union, United Mine Workers of America Pension Plan sits in the top 10% of all filed plans by assets, $85M for 87 participants (~$976,019/participant), up 3.2% in 2023.
- #7,557
- in Other Services (7,857 peers)
- +3.2%
- assets growth YoY
- 0.9×
- vs typical plan assets (national mean)
International Union, United Mine Workers of America Pension Plan's outsized position by total assets
International Union, United Mine Workers of America Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$84,913,667 Top 10% higher than 90% 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
International Union, United Mine Workers of America Pension Plan among smaller filed plans by headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. International Union, United Mine Workers of America Pension Plan is a small filing (87 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- International Union, United Mine Workers of America Pension Plan reported net income rose from -$15M in the plan year 2022 filing to $3M in the plan year 2023 filing.
- International Union, United Mine Workers of America Pension Plan reported participants fell from 90 in the plan year 2022 filing to 87 in the plan year 2023 filing.
- International Union, United Mine Workers of America Pension Plan end-of-year assets rose from $82M in the plan year 2022 filing to $85M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 530159200 · International Union, United Mine Workers of America PY 2023 · Defined Benefit (Pension)
International Union, United Mine Workers of America Pension Plan · $85M · 87 · 90th
- PHOTO $85M
- IND 87
- EOY 90th
- 5500 Defined Benefit (Pension)
- ASSETS near Pension Plan for Employees of Carl Zeiss, Inc.
- PCT ind #7557
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 Other Services retirement plans → · Plans in Virginia →
International Union, United Mine Workers of America Pension Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $82M |
|---|---|
| Net Assets (End of Year) | $85M |
| Net Income | $3M |
| Employer EIN | 530159200 |
| Plan Effective Date | 1959-12-15 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (International Union, United Mine Workers of America)
Sponsor-wide plan assets over time
All International Union, United Mine Workers of America plans reported in each filing year
- Latest sponsor-wide plan assets
- $87M 5.805360924162016% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 90 | $82M |
| 2023 | 1 | 87 | $85M |
| 2024 | 1 | 86 | $87M |
Nearby Defined Benefit (Pension) Plans in Virginia
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Northrop Grumman Pension Plan $19.1B · 13,674
- Retirement Security Plan $10.2B · 54,171
- Ng Space&mission Systems Corp Salaried Pension Pla $8.5B · 7,117
- Sheet Metal Workers' National Pension Fund $8.3B · 61,272
- Dominion Energy Pension Plan $7.6B · 12,263
International Union, United Mine Workers of America Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Virginia, the nearest Defined Benefit (Pension) by assets is Pension Plan for Employees of Carl Zeiss, Inc. in NY ($85M); by covered participants it is Irving Tissue Pension Plan in NY (87 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($85M here).
- Pension Plan for Employees of Carl Zeiss, Inc. (NY) $85M · 114
- Dorsey & Whitney LLP Cash Balance Plan (MN) $85M · 204
- Plumbers and Steamfitters Local 60 Pension Fund (LA) $85M · 556
- Schott Corporation Pension Plan (NY) $85M · 100
Similar participant headcount
Nearest other-state filings by covered participants (87 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.