401(k) · DOL Form 5500 · 2024

Iron Senergy, LLC 401(k) Plan

Data updated 2026-08-25

$41M
Total assets Below avg plan size
556
Participants Below avg headcount
82nd
Percentile by assets National rank
$73,328
Avg per participant Below avg balance/head
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Official DOL plan name: 401(k) Plan for Umwa Represented Employees of Iron Senergy · Sponsored by Iron Senergy, LLC · Kentucky · Mining & Oil Extraction

$41M in assets, 556 participants

Iron Senergy, LLC's 401(k) Plan for Umwa Represented Employees of Iron Senergy reported $41M in total assets and 556 participants in its 2024 DOL Form 5500 filing, ranking in the 82nd 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.

  • #533 in Mining & Oil Extraction (785 peers)

Where 401(k) Plan for Umwa Represented Employees of Iron Senergy sits by assets

401(k) Plan for Umwa Represented Employees of Iron Senergy sits in the top quartile of all filed plans by assets, $41M for 556 participants (~$73,328/participant), up 10.3% in 2024.

#533
in Mining & Oil Extraction (785 peers)
+10.3%
assets growth YoY
0.4×
vs typical plan assets (national mean)

401(k) Plan for Umwa Represented Employees of Iron Senergy's outsized position by total assets

401(k) Plan for Umwa Represented Employees of Iron Senergy vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$40,770,374 Top 18% higher than 82% of 123,620 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 2024

401(k) Plan for Umwa Represented Employees of Iron Senergy among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. 401(k) Plan for Umwa Represented Employees of Iron Senergy sits mid-pack in the medium band (556 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • 401(k) Plan for Umwa Represented Employees of Iron Senergy reported net income fell from $9M in the plan year 2023 filing to $4M in the plan year 2024 filing.
  • 401(k) Plan for Umwa Represented Employees of Iron Senergy end-of-year assets rose from $37M in the plan year 2023 filing to $41M in the plan year 2024 filing.
  • 401(k) Plan for Umwa Represented Employees of Iron Senergy reported participants fell from 573 in the plan year 2023 filing to 556 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 852328662 · Iron Senergy, LLC PY 2024 · 401(k)

401(k) Plan for Umwa Represented Employees of Iron Senergy · $41M · 556 · 82nd

  • IND $41M
  • IND 556
  • IND 82nd
  • IND 401(k)
  • IND near Education Minnesota Employee's Savings and Retirement Plan
  • IND ind #533

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 Kentucky →

401(k) Plan for Umwa Represented Employees of Iron Senergy in the asset neighbourhood

Iowa Select Farms, L.L.L.P. 401(k) Profit Sharing PlanIowa Select Farms, L.L.L.P. …$41MJim Hudson Employee Group 401(k) Profit Sharing PlanJim Hudson Employee Group 40…$41M401(k) Plan for Umwa Represented Employees of Iron Senergy401(k) Plan for Umwa Represe…$41MEducation Minnesota Employee's Savings and Retirement PlanEducation Minnesota Employee…$41MWholestone Farms Cooperative 401(k) PlanWholestone Farms Cooperative…$41M
End-of-year total assets ($M) among 401(k) Plan for Umwa Represented Employees of Iron Senergy and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$37M
Net Assets (End of Year)$41M
Net Income$4M
Employer EIN852328662
Plan Effective Date2020-12-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Iron Senergy, LLC)

Sponsor-wide plan assets over time

All Iron Senergy, LLC plans reported in each filing year

Latest sponsor-wide plan assets
$65M 43.80840976892592% vs 2022
2024 filing year
$40M$50M$60M$70M 202220232024 $45.1M $64.8M ▲ +43.8%
Year Plans Participants Total Assets
2022 2 668 $45M
2023 2 755 $58M
2024 2 745 $65M

Nearby 401(k) Plans in Kentucky

Peer 401(k) plans, same state, same plan type, ranked by total assets.

401(k) Plan for Umwa Represented Employees of Iron Senergy vs. nearby 401(k) plans in Kentucky, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000100000 -20246810 Total assets ($B) Participants 401(k) Plan for Umwa Represented Employees of Iron Senergy, Total assets ($B): 0.040770374 · Participants: 556401(k) Plan for Umwa Represented Employees of Iron SenergyCommonspirit Health 401(k) Retirement Savings Plan, Total assets ($B): 8.826314209 · Participants: 90345Commonspirit Health 401(k) Retirement Savings PlanHumana Retirement Savings Plan, Total assets ($B): 7.706147015 · Participants: 45706Humana Retirement Savings PlanUPS/Ipa 401(k) Savings Plan, Total assets ($B): 1.501700415 · Participants: 3064UPS/Ipa 401(k) Savings PlanScionhealth 401(k) Plan, Total assets ($B): 1.316012841 · Participants: 23753Scionhealth 401(k) PlanLexmark Savings Plan, Total assets ($B): 1.211057397 · Participants: 1919Lexmark Savings Plan
401(k) Plan for Umwa Represented Employees of Iron Senergy vs. nearby 401(k) plans in Kentucky, assets vs. participants
Compare 401(k) Plan for Umwa Represented Employees of Iron Senergy side-by-side with 3 peers →

401(k) Plan for Umwa Represented Employees of Iron Senergy's out-of-state 401(k) peers by assets and headcount

Outside Kentucky, the nearest 401(k) by assets is Education Minnesota Employee's Savings and Retirement Plan in MN ($41M); by covered participants it is Employee Benefit Plan of Factory Connection, LLC in AL (556 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (556 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did 401(k) Plan for Umwa Represented Employees of Iron Senergy assets move in 2024? ▼
401(k) Plan for Umwa Represented Employees of Iron Senergy grew at a solid clip - up 10.3% during 2024, from $37M to $41M. Reported net income was $4M.
How have Iron Senergy, LLC plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Iron Senergy, LLC's sponsor-wide assets grew 43.8%, from $45M to $65M.
Where does 401(k) Plan for Umwa Represented Employees of Iron Senergy rank by assets among Form 5500 filers? ▼
401(k) Plan for Umwa Represented Employees of Iron Senergy ranks in the 82nd percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which 401(k) plans are similar in size to 401(k) Plan for Umwa Represented Employees of Iron Senergy? ▼
Among 401(k) plans in other states, the closest by assets is Education Minnesota Employee's Savings and Retirement Plan in MN ($41M, 168 participants).
Which 401(k) plans cover a similar participant headcount to 401(k) Plan for Umwa Represented Employees of Iron Senergy? ▼
Among 401(k) plans in other states, the closest by covered participants is Employee Benefit Plan of Factory Connection, LLC in AL (556 participants, $6M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 852328662.

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.