Defined Benefit (Pension) · DOL Form 5500 · 2024
Umwa 1974 Pension Trust Board of Trustees Pension Plan
Data updated 2026-08-25
- $3.8B
- Total assets Very large vs avg
- 58
- Participants Small participant base
- 100th
- Percentile by assets National rank
- $65.4M
- Avg per participant High balance/head
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.
- #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.
- #781
- in Mining & Oil Extraction (785 peers)
- +8.1%
- assets growth YoY
- 38×
- vs typical plan assets (national mean)
United Mine Workers of America 1974 Pension Plan's outsized position by total assets
United Mine Workers of America 1974 Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$3,795,820,295 Highest reported value at or above every one 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 1974 Pension Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. United Mine Workers of America 1974 Pension Plan is a small filing (58 participants) on this national headcount ladder.
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.
Plan-year Form 5500 strip
Filing strip 521050282 · Umwa 1974 Pension Trust Board of Trustees PY 2024 · Defined Benefit (Pension)
United Mine Workers of America 1974 Pension Plan · $3.8B · 58 · 100th
- BOOK $3.8B
- VS-ST 58
- BOY 100th
- SCH Defined Benefit (Pension)
- EBSA near N. Atlantic States Carp. Guaranteed Annuity Fund
- PART ind #781
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 1974 Pension Plan in the asset neighbourhood
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)
Sponsor-wide plan assets over time
All Umwa 1974 Pension Trust Board of Trustees plans reported in each filing year
- Latest sponsor-wide plan assets
- $3.8B 23.734334556825242% vs 2022
- 2024 filing year
| 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.
- 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
United Mine Workers of America 1974 Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside District of Columbia, the nearest Defined Benefit (Pension) by assets is N. Atlantic States Carp. Guaranteed Annuity Fund in MA ($3.8B); by covered participants it is Jack Rubin & Sons, Inc. Defined Benefit Pension Plan in CA (58 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($3.8B here).
- 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
Similar participant headcount
Nearest other-state filings by covered participants (58 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.