401(k) · DOL Form 5500 · 2023
Board of Trustees - Umwa Cash Deferred Savings Plan of 1988 401(k) Plan
Data updated 2026-08-25
- $216M
- Total assets Near avg plan size
- 1,587
- Participants Near avg headcount
- 95th
- Percentile by assets National rank
- $135,820
- Avg per participant Near avg balance/head
Official DOL plan name: United Mine Workers of America Cash Deferred Savings Plan of 1988 · Sponsored by Board of Trustees - Umwa Cash Deferred Savings Plan of 1988 · District of Columbia · Mining & Oil Extraction
$216M in assets, 1,587 participants
Board of Trustees - Umwa Cash Deferred Savings Plan of 1988's United Mine Workers of America Cash Deferred Savings Plan of 1988 reported $216M in total assets and 1,587 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.
- #732 in Mining & Oil Extraction (811 peers)
Where United Mine Workers of America Cash Deferred Savings Plan of 1988 sits by assets
United Mine Workers of America Cash Deferred Savings Plan of 1988 sits in the top 5% of all filed plans by assets, $216M for 1,587 participants (~$135,820/participant), up 13.3% in 2023.
- #732
- in Mining & Oil Extraction (811 peers)
- +13.3%
- assets growth YoY
- 2.2×
- vs typical plan assets (national mean)
United Mine Workers of America Cash Deferred Savings Plan of 1988's outsized position by total assets
United Mine Workers of America Cash Deferred Savings Plan of 1988 vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$215,546,357 Top 5% higher than 95% 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 Cash Deferred Savings Plan of 1988's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. United Mine Workers of America Cash Deferred Savings Plan of 1988 lands in the large band (1,587 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- United Mine Workers of America Cash Deferred Savings Plan of 1988 reported net income rose from -$36M in the plan year 2022 filing to $25M in the plan year 2023 filing.
- United Mine Workers of America Cash Deferred Savings Plan of 1988 end-of-year assets rose from $190M in the plan year 2022 filing to $216M in the plan year 2023 filing.
- United Mine Workers of America Cash Deferred Savings Plan of 1988 reported participants rose from 1,518 in the plan year 2022 filing to 1,587 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 526377947 · Board of Trustees - Umwa Cash Deferred Savings Plan of 1988 PY 2023 · 401(k)
United Mine Workers of America Cash Deferred Savings Plan of 1988 · $216M · 1,587 · 95th
- PHOTO $216M
- IND 1,587
- EOY 95th
- 5500 401(k)
- ASSETS near Specialtycare 401(k) Plan
- PCT ind #732
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 District of Columbia →
United Mine Workers of America Cash Deferred Savings Plan of 1988 in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $190M |
|---|---|
| Net Assets (End of Year) | $215M |
| Net Income | $25M |
| Employer EIN | 526377947 |
| Plan Effective Date | 1988-05-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees - Umwa Cash Deferred Savings Plan of 1988)
Sponsor-wide plan assets over time
All Board of Trustees - Umwa Cash Deferred Savings Plan of 1988 plans reported in each filing year
- Latest sponsor-wide plan assets
- $235M 23.37311479238875% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,518 | $190M |
| 2023 | 1 | 1,587 | $216M |
| 2024 | 1 | 1,622 | $235M |
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 Cash Deferred Savings Plan of 1988's out-of-state 401(k) peers by assets and headcount
Outside District of Columbia, the nearest 401(k) by assets is Specialtycare 401(k) Plan in TN ($216M); by covered participants it is Bhe Pipeline Group, LLC Retirement Savings Plan in IA (1,587 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($216M here).
- Specialtycare 401(k) Plan (TN) $216M · 1,821
- Frontier Communications Corporate Services Inc. Savings and Security Plan for Mid-Atlantic Associates (CT) $216M · 1,343
- Columbus Mckinnon Corporation Thrift 401(k) Plan (NY) $216M · 1,766
- American Regent, Inc. 401(k) and Profit Sharing Plan (NY) $215M · 1,253
Similar participant headcount
Nearest other-state filings by covered participants (1,587 participants); asset peers above are excluded.
- Bhe Pipeline Group, LLC Retirement Savings Plan (IA) 1,587 · 0 off
- American Physician Partners 401(k) Plan (TN) 1,587 · 0 off
- Aventiv Technologies 401(k) Savings Plan (TX) 1,587 · 0 off
- 4m Building Solutions Retirement Savings Plan (MO) 1,587 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.