401(k) · DOL Form 5500 · 2024
Board of Trustees - Umwa Cash Deferred Savings Plan of 1988 401(k) Plan
Data updated 2026-08-25
- $235M
- Total assets Near avg plan size
- 1,622
- Participants Near avg headcount
- 95th
- Percentile by assets National rank
- $144,745
- Avg per participant Above 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
$235M in assets, 1,622 participants
Board of Trustees - Umwa Cash Deferred Savings Plan of 1988's United Mine Workers of America Cash Deferred Savings Plan of 1988 reported $235M in total assets and 1,622 participants in its 2024 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.
- #706 in Mining & Oil Extraction (785 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, $235M for 1,622 participants (~$144,745/participant), up 8.9% in 2024.
- #706
- in Mining & Oil Extraction (785 peers)
- +8.9%
- assets growth YoY
- 2.4×
- 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 2024 · DOL Form 5500
$234,775,678 Top 5% higher than 95% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
United Mine Workers of America Cash Deferred Savings Plan of 1988's large-plan peer group by participant headcount
Plan-year 2024 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 (1,622 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- United Mine Workers of America Cash Deferred Savings Plan of 1988 reported net income fell from $25M in the plan year 2023 filing to $19M in the plan year 2024 filing.
- United Mine Workers of America Cash Deferred Savings Plan of 1988 end-of-year assets rose from $216M in the plan year 2023 filing to $235M in the plan year 2024 filing.
- United Mine Workers of America Cash Deferred Savings Plan of 1988 reported participants rose from 1,587 in the plan year 2023 filing to 1,622 in the plan year 2024 filing.
DOL schedule card
Filing strip 526377947 · Board of Trustees - Umwa Cash Deferred Savings Plan of 1988 PY 2024 · 401(k)
United Mine Workers of America Cash Deferred Savings Plan of 1988 · $235M · 1,622 · 95th
- NET $235M
- NET 1,622
- NET 95th
- NET 401(k)
- NET near Unverferth Manufacturing Company, Inc. Profit Sharing and 401(k) Plan
- NET ind #706
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 (2024)
| Total Assets (Beginning of Year) | $216M |
|---|---|
| Net Assets (End of Year) | $234M |
| Net Income | $19M |
| 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 $6.5B · 23,090
- Geico 401(k) Savings Plan $6.2B · 30,641
- Federal National Mortgage Association Retirement Savings Plan for Employees $4.6B · 8,108
- Finra Savings Plus Plan $2.5B · 4,201
- Hogan Lovells US LLP Retirement Savings Plan $1.9B · 1,973
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 Unverferth Manufacturing Company, Inc. Profit Sharing and 401(k) Plan in OH ($235M); by covered participants it is Fender Musical Instruments 401(k) Plan in AZ (1,622 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($235M here).
Similar participant headcount
Nearest other-state filings by covered participants (1,622 participants); asset peers above are excluded.
- Fender Musical Instruments 401(k) Plan (AZ) 1,622 · 0 off
- Midwest Motor Supply Sales 401(k) Plan (OH) 1,621 · 1 off
- Woolpert 401(k) Plan (OH) 1,621 · 1 off
- Dobbs Companies 401(k) Retirement Plan (TN) 1,621 · 1 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.