401(k) · DOL Form 5500 · 2024
Board of Trustees - Umwa Cash Deferred Savings Plan of 1988 401(k) Plan
Data updated 2026-08-11
- $235M
- Total assets
- 1,622
- Participants
- 95th
- Percentile by assets
- $144,745
- Avg per participant
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.
- 95th percentile by assets (of 123,622 plans)
- #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.
- $235M
- total plan assets (2024 EOY)
- 1,622
- covered participants
- 95th
- percentile by assets (of 123,622 plans)
- $144,745
- avg assets per participant
Where United Mine Workers of America Cash Deferred Savings Plan of 1988 sits 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
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.
United Mine Workers of America Cash Deferred Savings Plan of 1988 vs the 2024 asset distribution
By assets, United Mine Workers of America Cash Deferred Savings Plan of 1988 outranks 95% of the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 2.4x the national average plan size of $100M (721 average participants).
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)
| 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
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to United Mine Workers of America Cash Deferred Savings Plan of 1988 by total assets, not by location.
Frequently Asked Questions
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Ways to act on United Mine Workers of America Cash Deferred Savings Plan of 1988's numbers.
- By total assets, United Mine Workers of America Cash Deferred Savings Plan of 1988 ranks in the top 5% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in District of Columbia. Compare plans
- Board of Trustees - Umwa Cash Deferred Savings Plan of 1988's sponsor-wide assets have grown 23.4% since 2022 across 3 plan years on file. More Mining & Oil Extraction plans