United Mine Workers of America 401(k) match, vesting and fees
What United Mine Workers of America's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Fulton Financial Advisors | Schedule C ↗ |
| Independent auditor | Baker Tilly US (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 356 defined-contribution plans in mining, quarrying, and oil and gas extraction with 100 to 499 participants.
| United Mine Workers of America: employer contribution per participant | $3,328 | |
| Peer median | $3,000 |
| United Mine Workers of America: average balance | $71,540 | |
| Peer median | $70,698 |
| United Mine Workers of America: admin expenses ÷ assets | 0.30% | |
| Peer median | 0.32% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $20.1M at the end of plan year 2021 to $23.4M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 335 | $23.4M | $1.1M | $3,328 | 0.30% | Not published | Form 5500 ↗ |
| 2023 | 320 | $21M | $999K | $3,410 | 0.38% | Not published | Form 5500 ↗ |
| 2022 | 300 | $17.4M | $822K | $2,804 | 0.35% | Not published | Form 5500 ↗ |
| 2021 | 285 | $20.1M | $755K | $2,668 | 0.32% | Not published | Form 5500 ↗ |
Common questions
Does United Mine Workers of America match 401(k) contributions?
The match terms for the United Mine Workers of America and Anthracite Oper Ators Cash or Deferred Savings Plan of 1990 have not been published from its filing yet. The plan year 2024 filing reports $1.1M in employer contributions, about $3,328 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the United Mine Workers of America 401(k) match vested?
The vesting schedule for the United Mine Workers of America and Anthracite Oper Ators Cash or Deferred Savings Plan of 1990 is not in the data published so far. Your Summary Plan Description states it.
Who manages the United Mine Workers of America 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fulton Financial Advisors. The plan administrator is United Mine Workers of America.
I left United Mine Workers of America. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (United Mine Workers of America, (570) 622-5150) or the recordkeeper, Fulton Financial Advisors. The United Mine Workers of America old 401(k) page lists the contacts from every plan filing. Find an old United Mine Workers of America 401(k)
Data from the public Form 5500 annual reports United Mine Workers of America filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with United Mine Workers of America. Not financial advice. Report a correction · Methodology