Defined Benefit (Pension) · DOL Form 5500 · 2023

Umwa 1974 Pension Trust Board of Trustees Pension Plan

Data updated 2026-08-25

$3.5B
Total assets Very large vs avg
52
Participants Small participant base
100th
Percentile by assets National rank
$67.5M
Avg per participant High balance/head
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Official DOL plan name: United Mine Workers of America 1974 Pension Plan · Sponsored by Umwa 1974 Pension Trust Board of Trustees · District of Columbia · Mining & Oil Extraction

$3.5B in assets, 52 participants

Umwa 1974 Pension Trust Board of Trustees's United Mine Workers of America 1974 Pension Plan reported $3.5B in total assets and 52 participants in its 2023 DOL Form 5500 filing, ranking in the 100th 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.

  • #807 in Mining & Oil Extraction (811 peers)

Where United Mine Workers of America 1974 Pension Plan sits by assets

United Mine Workers of America 1974 Pension Plan sits among the largest 1% of all filed plans, $3.5B for 52 participants (~$67.5M/participant), up 14.4% in 2023.

#807
in Mining & Oil Extraction (811 peers)
+14.4%
assets growth YoY
35×
vs typical plan assets (national mean)

United Mine Workers of America 1974 Pension Plan's outsized position by total assets

United Mine Workers of America 1974 Pension Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$3,510,841,748 Highest reported value at or above every one of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

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 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. United Mine Workers of America 1974 Pension Plan is a small filing (52 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • United Mine Workers of America 1974 Pension Plan reported net income rose from $173M in the plan year 2022 filing to $454M in the plan year 2023 filing.
  • United Mine Workers of America 1974 Pension Plan reported participants fell from 61 in the plan year 2022 filing to 52 in the plan year 2023 filing.
  • United Mine Workers of America 1974 Pension Plan end-of-year assets rose from $3.1B in the plan year 2022 filing to $3.5B in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 521050282 · Umwa 1974 Pension Trust Board of Trustees PY 2023 · Defined Benefit (Pension)

United Mine Workers of America 1974 Pension Plan · $3.5B · 52 · 100th

  • PHOTO $3.5B
  • IND 52
  • EOY 100th
  • 5500 Defined Benefit (Pension)
  • ASSETS near The Continental Retirement Plan
  • PCT ind #807

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 1974 Pension Plan in the asset neighbourhood

Target Corporation Pension PlanTarget Corporation Pension P…$3.5BUnited Mine Workers of America 1974 Pension PlanUnited Mine Workers of Ameri…$3.5BThe Continental Retirement PlanThe Continental Retirement P…$3.5BOperating Engineers Pension TrustOperating Engineers Pension …$3.5BKodak Retirement Income Plan$3.5B
End-of-year total assets ($B) among United Mine Workers of America 1974 Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$3.1B
Net Assets (End of Year)$3.4B
Net Income$454M
Employer EIN521050282
Plan Effective Date1974-12-06
Filing StatusFILING RECEIVED

Sponsor Plan History (Umwa 1974 Pension Trust Board of Trustees)

Sponsor-wide plan assets over time

All Umwa 1974 Pension Trust Board of Trustees plans reported in each filing year

Latest sponsor-wide plan assets
$3.8B 23.734334556825242% vs 2022
2024 filing year
$2.5B$3B$3.5B$4B 202220232024 $3.07B $3.8B ▲ +23.8%
Year Plans Participants Total Assets
2022 1 61 $3.1B
2023 1 52 $3.5B
2024 1 58 $3.8B

Nearby Defined Benefit (Pension) Plans in District of Columbia

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

United Mine Workers of America 1974 Pension Plan vs. nearby Defined Benefit (Pension) plans in District of Columbia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 0102030 Total assets ($B) Participants United Mine Workers of America 1974 Pension Plan, Total assets ($B): 3.510841748 · Participants: 52United Mine Workers of America 1974 Pension PlanCentral Pension Fund of the Iuoe & Participating Employers, Total assets ($B): 24.899227069 · Participants: 100627Central Pension Fund of the Iuoe & Participating EmployersIam National Pension Fund, Total assets ($B): 14.299885772 · Participants: 92151Iam National Pension FundDanaher Corporation & Subsidiaries Pension Plan, Total assets ($B): 1.889401706 · Participants: 3354Danaher Corporation & Subsidiaries Pension PlanLiuna Staff and Affiliates Pension Fund, Total assets ($B): 1.815316886 · Participants: 3533Liuna Staff and Affiliates Pension FundBricklayers & Trowel Trades International Pension Fund, Total assets ($B): 1.758540901 · Participants: 27803Bricklayers & Trowel Trades International Pension Fund
United Mine Workers of America 1974 Pension Plan vs. nearby Defined Benefit (Pension) plans in District of Columbia, assets vs. participants
Compare United Mine Workers of America 1974 Pension Plan side-by-side with 3 peers →

United Mine Workers of America 1974 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 The Continental Retirement Plan in TX ($3.5B); by covered participants it is Security First Federal Credit Union Retirement Pension Plan in TX (52 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($3.5B here).

Similar participant headcount

Nearest other-state filings by covered participants (52 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.

Frequently Asked Questions

How did United Mine Workers of America 1974 Pension Plan assets move in 2023? ▼
United Mine Workers of America 1974 Pension Plan grew at a solid clip - up 14.4% during 2023, from $3.1B to $3.5B. Reported net income was $454M.
How have Umwa 1974 Pension Trust Board of Trustees plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Umwa 1974 Pension Trust Board of Trustees's sponsor-wide assets grew 23.7%, from $3.1B to $3.8B.
Where does United Mine Workers of America 1974 Pension Plan rank by assets among Form 5500 filers? ▼
United Mine Workers of America 1974 Pension Plan ranks in the 100th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the largest 1% of all filed plans).
Which Defined Benefit (Pension) plans are similar in size to United Mine Workers of America 1974 Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is The Continental Retirement Plan in TX ($3.5B, 25,492 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to United Mine Workers of America 1974 Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Security First Federal Credit Union Retirement Pension Plan in TX (52 participants, $10M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 521050282.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.