UNITED MINE WORKERS OF AMERICA 1974 PENSION PLAN
ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.
UMWA 1974 PENSION TRUST BOARD OF TRUSTEES
This Other plan holds $3.5B in total assets and serves 52 participants as of 2023. It is sponsored by UMWA 1974 PENSION TRUST BOARD OF TRUSTEES in District of Columbia. The plan reported positive net income of $454M for the year.
What the Filing Says About UNITED MINE WORKERS OF AMERICA 1974 PENSION PLAN
UNITED MINE WORKERS OF AMERICA 1974 PENSION PLAN is a Other retirement plan sponsored by UMWA 1974 PENSION TRUST BOARD OF TRUSTEES, headquartered in District of Columbia. As of the 2023 Form 5500 filing, the plan reports $3.5B in total end-of-year assets and covers 52 participants across the Mining & Oil Extraction industry. The sponsor's EIN on file with the U.S. Department of Labor is 521050282, and the plan has been effective since 1974-12-06. Its filing status is currently FILING RECEIVED.
Year over year, total assets moved from $3.1B at the beginning of 2023 to $3.5B at year-end — a gain of 14.4%. Net assets (after liabilities) closed the year at $3.4B, with reported net income of $454M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 1 prior plan-year filing from the same sponsor shown below.
Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.
Financial Summary (2023)
| Total Assets (Beginning of Year) | $3.1B |
| Total Assets (End of Year) | $3.5B |
| Net Assets (End of Year) | $3.4B |
| Net Income | $454M |
| Plan Type | Other |
| Employer EIN | 521050282 |
| Plan Effective Date | 1974-12-06 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (UMWA 1974 PENSION TRUST BOARD OF TRUSTEES)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 61 | $3.1B |
| 2023 | 1 | 52 | $3.5B |
Nearby Other Plans in District of Columbia
Peer Other plans — same state, same plan type — ranked by total assets.
- IAM NATIONAL PENSION FUND $14.3B · 92,151
- INT'L BROTHERHOOD OF ELECTRICAL WORKERS' PENSION BENEFIT FUND $2.6B · 431,907
- DANAHER CORPORATION & SUBSIDIARIES PENSION PLAN $1.9B · 3,354
- BRICKLAYERS & TROWEL TRADES INTERNATIONAL PENSION FUND $1.8B · 27,803
- TEAMSTERS LOCAL 639 - EMPLOYERS PENSION TRUST FUND $1.6B · 4,128
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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.
Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.
Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.
Read our methodology — how this data is sourced, computed, and verified.