Defined Benefit (Pension) · DOL Form 5500 · 2024
Umwa 1974 Pension Trust Board of Trustees Pension Plan
Data updated 2026-08-11
- $3.8B
- Total assets
- 58
- Participants
- 100th
- Percentile by assets
- $65.4M
- Avg per participant
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
$3.8B in assets, 58 participants
Umwa 1974 Pension Trust Board of Trustees's United Mine Workers of America 1974 Pension Plan reported $3.8B in total assets and 58 participants in its 2024 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.
- 100th percentile by assets (of 123,622 plans)
- #781 in Mining & Oil Extraction (785 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, $3.8B for 58 participants (~$65.4M/participant), up 8.1% in 2024.
- $3.8B
- total plan assets (2024 EOY)
- 58
- covered participants
- 100th
- percentile by assets (of 123,622 plans)
- $65.4M
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- United Mine Workers of America 1974 Pension Plan reported net income fell from $454M in the plan year 2023 filing to $317M in the plan year 2024 filing.
- United Mine Workers of America 1974 Pension Plan reported participants rose from 52 in the plan year 2023 filing to 58 in the plan year 2024 filing.
- United Mine Workers of America 1974 Pension Plan end-of-year assets rose from $3.5B in the plan year 2023 filing to $3.8B in the plan year 2024 filing.
United Mine Workers of America 1974 Pension Plan vs the 2024 asset distribution
By assets, United Mine Workers of America 1974 Pension Plan outranks nearly all the 123,622 plans that filed a Form 5500 for the 2024 plan year, and holds roughly 38x the national average plan size of $100M (721 average participants).
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $3.5B |
|---|---|
| Net Assets (End of Year) | $3.7B |
| Net Income | $317M |
| 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 |
| 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
- Central Pension Fund of the Iuoe & Participating Employers $27.4B · 103,525
- Iam National Pension Fund $15.0B · 102,493
- Liuna Staff and Affiliates Pension Fund $1.9B · 3,559
- Bricklayers & Trowel Trades International Pension Fund $1.9B · 27,474
- Danaher Corporation & Subsidiaries Pension Plan $1.9B · 2,599
Similar-Sized Defined Benefit (Pension) Plans Nationally
Defined Benefit (Pension) plans in other states closest to United Mine Workers of America 1974 Pension Plan by total assets, not by location.
- N. Atlantic States Carp. Guaranteed Annuity Fund (MA) $3.8B · 10,943
- Operating Engineers Pension Trust (CA) $3.8B · 13,192
- Pension Plan of the Chubb Corporation (PA) $3.7B · 2,993
- Cigna Pension Plan (PA) $3.8B · 12,279
Frequently Asked Questions
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Ways to act on United Mine Workers of America 1974 Pension Plan's numbers.
- By total assets, United Mine Workers of America 1974 Pension Plan ranks among the largest 1% of all filed plans. See the largest plans
- Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in District of Columbia. Compare plans
- Umwa 1974 Pension Trust Board of Trustees's sponsor-wide assets have grown 23.7% since 2022 across 3 plan years on file. More Mining & Oil Extraction plans