Plan Ledger DOL Form 5500 · updated monthly

United Mine Workers of America 1974 Pension Trust401(k)

UNITED MINE WORKERS OF AMERICA 1974 PENSION TRUST EMPLOYEES' 401K PLAN · WASHINGTON, DC · plan year 2024

Employer contribution per participant · 2024
$3,115

United Mine Workers of America 1974 Pension Trust's 2024 Form 5500 did not separately report plan administrative expenses, which is common where recordkeeping is paid through investment revenue-sharing or a master trust. The plan held $63,784,757 across 210 participant accounts, with employer contributions averaging $3,115 per active participant. See methodology for what Form 5500 does and doesn't capture.

The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other finance & insurance employers. By assets it is the 133rd-largest of 618 plans among District of Columbia employers on file, and the 1,389th of 4,798 in finance & insurance. In 2024, employees put in $3.45 for every $1.00 the employer contributed; active participation has grown from 138 to 160 since 2022.

Plan summary
Net assets, end of year$63,784,757
Participants with balances210
Active participants160
Employer contributions$498,476
Employee contributions$1,717,544
Employer contribution per active participant$3,115
Average account balance$303,737
Benefits paid to participants$5,232,547
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$63.8M · 210 accts · $498K emplr
2023$57.8M · 201 accts · $464K emplr
2022$51.8M · 200 accts · $454K emplr
The United Mine Workers of America 1974 Pension Trust 401(k) match · 2024
Employer contribution per active participant$3,115
Median for plans this size$3,635
2024$3,115 per active participant
2023$3,073 per active participant
2022$3,293 per active participant

United Mine Workers of America 1974 Pension Trust's 2024 employer contribution ran below the $3,635 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

Administrative cost history3
2024Not separately reported
2023Not separately reported
2022Not separately reported
Same employer
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Source: U.S. Department of Labor, Form 5500 series, EIN 526150908 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.