Defined Benefit (Pension) · DOL Form 5500 · 2024
United Mine Workers of America 1974 Pension Trust Pension Plan
Data updated 2026-08-25
- $63M
- Total assets Below avg plan size
- 156
- Participants Small participant base
- 87th
- Percentile by assets National rank
- $405,197
- Avg per participant High balance/head
Official DOL plan name: United Mine Workers of America 1974 Pension Trust Employees' Pension Plan · Sponsored by United Mine Workers of America 1974 Pension Trust · District of Columbia · Finance & Insurance
$63M in assets, 156 participants
United Mine Workers of America 1974 Pension Trust's United Mine Workers of America 1974 Pension Trust Employees' Pension Plan reported $63M in total assets and 156 participants in its 2024 DOL Form 5500 filing, ranking in the 87th 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.
- #6,784 in Finance & Insurance (8,549 peers)
Coverage in District of Columbia
United Mine Workers of America 1974 Pension Trust Employees' Pension Plan covers 156 participants in District of Columbia, about 11% of the average District of Columbia filer (state average ~1,456 per filing). Assets: $63M.
- #6,784
- in Finance & Insurance (8,549 peers)
- +12.8%
- assets growth YoY
- 0.6×
- vs typical plan assets (national mean)
United Mine Workers of America 1974 Pension Trust Employees' Pension Plan's outsized position by total assets
United Mine Workers of America 1974 Pension Trust Employees' Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$63,210,658 Top 13% higher than 87% 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 Trust Employees' Pension Plan 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. United Mine Workers of America 1974 Pension Trust Employees' Pension Plan sits mid-pack in the medium band (156 participants).
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- United Mine Workers of America 1974 Pension Trust Employees' Pension Plan reported net income rose from $4M in the plan year 2023 filing to $7M in the plan year 2024 filing.
- United Mine Workers of America 1974 Pension Trust Employees' Pension Plan end-of-year assets rose from $56M in the plan year 2023 filing to $63M in the plan year 2024 filing.
- United Mine Workers of America 1974 Pension Trust Employees' Pension Plan reported participants rose from 146 in the plan year 2023 filing to 156 in the plan year 2024 filing.
EBSA filing schedule strip
Filing strip 526150908 · United Mine Workers of America 1974 Pension Trust PY 2024 · Defined Benefit (Pension)
United Mine Workers of America 1974 Pension Trust Employees' Pension Plan · $63M · 156 · 87th
- PCT $63M
- PCT 156
- PCT 87th
- PCT Defined Benefit (Pension)
- PCT near Vantiva USA Inc. Pension Plan for Employees
- PCT ind #6784
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 Finance & Insurance retirement plans → · Plans in District of Columbia →
United Mine Workers of America 1974 Pension Trust Employees' Pension Plan in the asset neighbourhood
District of Columbia filing particulars
| Total Assets (Beginning of Year) | $56M |
|---|---|
| Net Assets (End of Year) | $63M |
| Net Income | $7M |
| Employer EIN | 526150908 |
| Plan Effective Date | 1965-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (United Mine Workers of America 1974 Pension Trust)
Sponsor-wide plan assets over time
All United Mine Workers of America 1974 Pension Trust plans reported in each filing year
- Latest sponsor-wide plan assets
- $127M 22.206112244862318% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 317 | $104M |
| 2023 | 2 | 284 | $114M |
| 2024 | 2 | 307 | $127M |
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
- United Mine Workers of America 1974 Pension Plan $3.8B · 58
- Liuna Staff and Affiliates Pension Fund $1.9B · 3,559
- Bricklayers & Trowel Trades International Pension Fund $1.9B · 27,474
United Mine Workers of America 1974 Pension Trust Employees' 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 Vantiva USA Inc. Pension Plan for Employees in GA ($63M); by covered participants it is Atlanta Postal Credit Union Cash Balance Defined Benefit Plan and Trust in GA (156 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($63M here).
- Vantiva USA Inc. Pension Plan for Employees (GA) $63M · 305
- M.S.S.a.-I.L.a. Pension Plan (AL) $63M · 266
- San Diego County Theatrical Pension Plan (CA) $63M · 889
- Bank Hapoalim B.M. Pension Plan (NY) $63M · 74
Similar participant headcount
Nearest other-state filings by covered participants (156 participants); asset peers above are excluded.
- Atlanta Postal Credit Union Cash Balance Defined Benefit Plan and Trust (GA) 156 · 0 off
- Retirement Plan for Employees of the O'connell Companies, Inc. (MA) 156 · 0 off
- Defined Benefit Pension Plan for Employees of United Way of Central Alabama, Inc. (AL) 156 · 0 off
- Msg Entertainment Holdings, LLC Cash Balance Pension Plan (NY) 156 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.