Defined Benefit (Pension) · DOL Form 5500 · 2023
Board of Trustees of the Umwa 1985 Construction Workers Pension Plan
Data updated 2026-08-25
- $447M
- Total assets Above avg plan size
- 234
- Participants Below avg headcount
- 97th
- Percentile by assets National rank
- $1.9M
- Avg per participant High balance/head
Official DOL plan name: United Mine Workers of America 1985 Construction Workers Pension Plan · Sponsored by Board of Trustees of the Umwa 1985 Construction Workers · West Virginia · Mining & Oil Extraction
$447M in assets, 234 participants
Board of Trustees of the Umwa 1985 Construction Workers's United Mine Workers of America 1985 Construction Workers Pension Plan reported $447M in total assets and 234 participants in its 2023 DOL Form 5500 filing, ranking in the 97th 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.
- #766 in Mining & Oil Extraction (811 peers)
Where United Mine Workers of America 1985 Construction Workers Pension Plan sits by assets
United Mine Workers of America 1985 Construction Workers Pension Plan sits in the top 5% of all filed plans by assets, $447M for 234 participants (~$1.9M/participant), up 3.5% in 2023.
- #766
- in Mining & Oil Extraction (811 peers)
- +3.5%
- assets growth YoY
- 4.5×
- vs typical plan assets (national mean)
United Mine Workers of America 1985 Construction Workers Pension Plan's outsized position by total assets
United Mine Workers of America 1985 Construction Workers Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$447,078,317 Top 3% higher than 97% 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 1985 Construction Workers 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 1985 Construction Workers Pension Plan sits mid-pack in the medium band (234 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- United Mine Workers of America 1985 Construction Workers Pension Plan reported net income rose from $14M in the plan year 2022 filing to $15M in the plan year 2023 filing.
- United Mine Workers of America 1985 Construction Workers Pension Plan reported participants fell from 243 in the plan year 2022 filing to 234 in the plan year 2023 filing.
- United Mine Workers of America 1985 Construction Workers Pension Plan end-of-year assets rose from $432M in the plan year 2022 filing to $447M in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 526283006 · Board of Trustees of the Umwa 1985 Construction Workers PY 2023 · Defined Benefit (Pension)
United Mine Workers of America 1985 Construction Workers Pension Plan · $447M · 234 · 97th
- NET $447M
- BOOK 234
- VS-ST 97th
- BOY Defined Benefit (Pension)
- SCH near Data General Corporation Retirement Plan
- EBSA ind #766
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 West Virginia →
United Mine Workers of America 1985 Construction Workers Pension Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $432M |
|---|---|
| Net Assets (End of Year) | $446M |
| Net Income | $15M |
| Employer EIN | 526283006 |
| Plan Effective Date | 1985-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees of the Umwa 1985 Construction Workers)
Sponsor-wide plan assets over time
All Board of Trustees of the Umwa 1985 Construction Workers plans reported in each filing year
- Latest sponsor-wide plan assets
- $470M 8.738636619759484% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 243 | $432M |
| 2023 | 1 | 234 | $447M |
| 2024 | 1 | 197 | $470M |
Nearby Defined Benefit (Pension) Plans in West Virginia
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- West Virginia Laborers Pension Trust Fund $556M · 1,965
- I.U.O.E. Local 132 Pension Fund $548M · 1,559
- Employer - Teamsters Local Nos 175 & 505 Pension Trust Fund $420M · 1,453
- Maryland Electrical Industry Pension Plan $268M · 1,667
- Constellium Rolled Products Master Retirement Trust $240M · N/A
United Mine Workers of America 1985 Construction Workers Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside West Virginia, the nearest Defined Benefit (Pension) by assets is Data General Corporation Retirement Plan in MA ($447M); by covered participants it is Earle M. Jorgensen Hourly Employees Pension Plan in AZ (234 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($447M here).
- Data General Corporation Retirement Plan (MA) $447M · 325
- Ochsner Clinic Foundation Retirement Plan (LA) $447M · 1,504
- Pamcah-Ua Local 675 Pension Plan (HI) $446M · 1,583
- Minneapolis Food Distributing Industry Pension Plan (MN) $446M · 1,295
Similar participant headcount
Nearest other-state filings by covered participants (234 participants); asset peers above are excluded.
- Earle M. Jorgensen Hourly Employees Pension Plan (AZ) 234 · 0 off
- Listerhill Credit Union Cash Balance Defined Benefit Plan and Trust (AL) 234 · 0 off
- Freight Drivers and Helpers Local Union No. 557 Pension Plan (MD) 234 · 0 off
- Pension Plan for Plumbers and Pipefitters Local Union No. 776 (Lima, Ohio) (OH) 234 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.