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Alabama › Mining › 500 to 999 participants

Form 5500 statement · plan year 1 Jan 2024 to 31 Dec 2024

Warrior Met Coal Mining, LLC Mine Site Hourly 401(k) Plan

Sponsored by Warrior Met Coal Mining, LLC., Brookwood, AL

401(k) planautomatic enrollmentcollectively bargained

Form 5500 information is as filed by the plan administrator with the Department of Labor and may be amended. Figures reflect the plan year shown, not current balances. Form 5500 contains no individual account balances. Look up the original filing at EFAST2.

$12.0Mnet assets, end of plan year+47% on the year
877participants796 active
$13,706net assets per participantsame-size median $46,267
$4,161employer contributions per active participantsame-size median $1,934

Warrior Met Coal Mining, LLC Mine Site Hourly 401(k) Plan is a 401(k) plan sponsored by Warrior Met Coal Mining, LLC. of Brookwood, Alabama. For the plan year ending 31 Dec 2024 it reported 877 participants, 796 of them active, and net assets of $12.0M.

Net assets came to $13,706 per participant, well below the $46,267 median for defined contribution plans with 500 to 999 participants and well below the $73,121 median for defined contribution plans in mining. The figure is an average across everyone in the plan, including former employees with small balances; Form 5500 holds no individual account data.

The employer contributed $3.3M during the year, or $4,161 per active participant against a same-size median of $1,934; participants contributed $3.3M and $193K arrived as rollovers and other contributions. Benefits paid out totalled $2.9M.

Schedule C lists 1 service provider organisation paid $5,000 or more, with reported compensation of $59K: $67.48 per participant, well below the same-size median of $113. Administrative expenses charged to the plan were $59K. Schedule C does not capture every cost: fees netted from fund returns and fees the employer pays directly are outside it.

Across the filings on record, net assets went from $1.2M in 2016 to $12.0M in 2024 (up 907%), and participants from 596 to 877 (up 47%).

The independent accountant's opinion on the financial statements was unmodified (unqualified), from an audit whose scope was limited under ERISA section 103(a)(3)(C) to exclude investment information certified by a bank or insurer.

Compared with similar plans

MeasureThis planSame sizeSame industryAll US DC plans
Net assets per participant$13,706$46,267$73,121$53,102
Employer contributions per active participant$4,161$1,934$4,223$2,175
Schedule C compensation per participant$67.48$113$126$123
Schedule C compensation, share of net assets0.49%0.25%0.20%0.26%
Administrative expenses per participant$67.48$109$127$116

Peer columns are medians for plan year 2024 across defined contribution plans with 100 or more participants: 500 to 999 participants (10,588 plans), mining (483) and all US plans (63,460). Fee medians cover plans that report an amount.

Trend by plan year

2016: $1.2M2017: $3.7M2018: $5.4M2019: $8.8M2020: $11.7M2021: $4.6M2022: $4.4M2023: $8.2M2024: $12.0M$1.2M$12.0M201620202024
Net assets at year end
2016: 5962017: 7122018: 7942019: 1,0772020: 9572021: 4112022: 5912023: 7892024: 8775961,077877201620202024
Participants at year end
Plan yearParticipantsNet assetsPer participantEmployer contributionsParticipant contributionsSchedule C compensation
2024877$12.0M$13,706$3.3M$3.3M$59K
2023789$8.2M$10,385$2.6M$1.9M$12K
2022591$4.4M$7,481$875K$510K$5,000
2021411$4.6M$11,265$1.2M$383K$45K
2020957$11.7M$12,273$2.6M$842K$37K
20191,077$8.8M$8,135$2.7M$713K$27K
2018794$5.4M$6,802$2.4M$547K$23K
2017712$3.7M$5,198$2.1M$261K$10K
2016596$1.2M$2,003$1.2M$45K$4,000

Years in which the plan filed the full Form 5500 with 100 or more participants, from 2009. Plan year is the year in which the plan year began.

Statement for the year

  • Net assets, beginning of year$8,194,163
  • Employer contributions$3,311,859
  • Participant contributions$3,268,688
  • Rollovers and other contributions$192,758
  • Total contributions$6,773,305
  • Total income, including investment results$7,833,763
  • Benefits paid$2,888,822
  • Administrative expenses$59,184
  • Total expenses$2,948,006
  • Net income$4,885,757
  • Net transfers−$1,060,121
  • Net assets, end of year$12,019,799

Participants

  • Active participants796
  • Retired or separated, receiving benefits0
  • Retired or separated, entitled to future benefits76
  • Participants with account balances847
  • Total participants, end of year877

Fees and service providers

$59KSchedule C compensation to organisations$59K direct · $0 indirect
$67.48per participantsame-size median $113
0.49%of net assetssame-size median 0.25%
$59Kadministrative expenses charged to the plan$67.48 per participant
OrganisationServices reportedDirectIndirect
Principal Life Insurance CompanyContract Administrator$59,183$0

Schedule C, Part I line 2: providers that received $5,000 or more, with the form's own service codes. Individuals named on Schedule C (plan employees, individual trustees) are never shown and their compensation is excluded. Eligible indirect compensation disclosed by formula carries no dollar amount. See how to read Schedule C fees.

Administrative expenses on Schedule H

  • Contract administrator fees$59,184
  • Total administrative expenses$59,184

Investment structure

Assets at year end by Schedule H category. The form shows the kind of vehicle holding the money, not the funds on the menu.

  • Common/collective trusts$11.2M · 92.8%
  • Registered investment companies (mutual funds)$861K · 7.2%

Audit and compliance answers, as filed

  • Accountant's opinionUnmodified (unqualified)
  • Audit scope limited under ERISA section 103(a)(3)(C)Yes
  • Accounting firmCoker and Company LLC
  • Participant contributions reported as transmitted lateNo
  • Covered by a fidelity bondYes, $1,000,000
  • Blackout period during the yearNo

These are the plan administrator's own answers on Schedule H, Part IV. A reported late transmittal is the filer's disclosure of a timing lapse, usually corrected through the Department of Labor's voluntary program; the amount is the total involved, not a loss.

Plan characteristics

  • 2EProfit-sharing plan
  • 2FERISA section 404(c) plan
  • 2GTotal participant-directed account plan
  • 2JCode section 401(k) feature
  • 2KCode section 401(m) arrangement
  • 2S401(k) plan or 403(b) plan that provides for automatic enrollment
  • 2TTotal or partial participant-directed account plan with a default investment account
  • 3DPre-approved pension plan
  • 3HPlan sponsor(s) is (are) a member(s) of a controlled group

Codes entered on Form 5500 line 8a, with the labels from the official instructions. Business code 212110: Coal Mining.

Similar plans in Alabama

PlanSponsorParticipantsNet assetsPer participant
Dgoc Employee Savings PlanDiversified Gas & Oil Corporation1,545$110M$71,317
CMG Hourly 401(k) PlanVulcan Materials Company811$146M$179,795
Vulcan 401(k) PlanVulcan Materials Company13,386$1.71B$127,418
Drummond Company, Inc. Savings Plan for Salaried EmployeesDrummond Company, Inc.734$126M$171,044
Nelson Brothers, Inc. Employee Capital Accumulation 401(k) PlanNelson Brothers, Inc.646$54.8M$84,890
Warrior Met Coal, Inc. Salaried 401(k) PlanWarrior Met Coal, Inc.613$56.0M$91,368

Defined contribution plans in mining closest in size.

Questions and answers

How big is Warrior Met Coal Mining, LLC Mine Site Hourly 401(k) Plan?

877 participants at the end of the plan year ending 31 Dec 2024, of whom 796 were active employees, with net assets of $12,019,799. Among defined contribution plans that places it in the 500 to 999 participants band, which held 10,588 plans in plan year 2024.

What does Warrior Met Coal Mining, LLC. contribute per participant?

The filing reports $3,311,859 in employer contributions for the year, which is $4,161 per active participant; the median for plans of the same type and size was $1,934 in plan year 2024. Form 5500 reports the total only. It does not state the match formula, and the per-participant figure is an average, not any one person's contribution.

What fees does the plan pay and how do they compare?

Schedule C reports $59,183 in compensation to service provider organisations, $67.48 per participant or 0.49% of net assets. The same-size median among plans reporting any Schedule C compensation was $113 per participant. Administrative expenses on Schedule H were $59,184. Investment costs deducted inside mutual funds and other pooled vehicles are not itemised on Form 5500, so these figures are a floor rather than a full cost.

Who runs the plan?

The sponsor is Warrior Met Coal Mining, LLC.. Recordkeeping or administration: Principal Life Insurance Company. The financial statements were audited by Coker and Company LLC. Form 5500 also names the plan administrator's signer and other individuals; this site publishes organisations only.

Was the audit opinion unqualified?

The filing reports an unmodified (unqualified) opinion from a limited-scope audit, in which the accountant did not audit investment information certified by a bank or insurance company. Unmodified (formerly "unqualified") is the standard clean opinion.

How current is this, and does it show my balance?

This is the Form 5500 for the plan year 1 Jan 2024 to 31 Dec 2024, received by the Department of Labor on 15 Oct 2025. Filings are due seven months after the plan year ends, or nine and a half with an extension, so the public record always runs a year or more behind. It contains plan-level totals only: no individual balances, contributions or names of participants exist in the data.

Provenance

Source: U.S. Department of Labor, Employee Benefits Security Administration, Form 5500 research files (Form 5500, Schedule H, Schedule C) for plan years 2009 to 2025, public domain, with filings received through 24 Aug 2026. This page shows the latest filing on record for EIN 81-0764922, plan 001, received 15 Oct 2025; an amended filing replaces it at the next build. Medians and percentiles are computed by this site; see the methodology. Report an error through corrections.