Defined Benefit (Pension) · DOL Form 5500 · 2022
American Postal Workers Union AFL-CIO Health Plan Pension Plan
Data updated 2026-08-25
- $62M
- Total assets Below avg plan size
- 157
- Participants Small participant base
- 90th
- Percentile by assets National rank
- $394,364
- Avg per participant High balance/head
Official DOL plan name: American Postal Workers Union Health Plan Employees' Pension Plan · Sponsored by American Postal Workers Union AFL-CIO Health Plan · Maryland · Finance & Insurance
$62M in assets, 157 participants
American Postal Workers Union AFL-CIO Health Plan's American Postal Workers Union Health Plan Employees' Pension Plan reported $62M in total assets and 157 participants in its 2022 DOL Form 5500 filing, ranking in the 90th 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.
- #7,711 in Finance & Insurance (9,261 peers)
Coverage in Maryland
American Postal Workers Union Health Plan Employees' Pension Plan covers 157 participants in Maryland, about 17% of the average Maryland filer (state average ~929 per filing). Assets: $62M.
- #7,711
- in Finance & Insurance (9,261 peers)
- -15.7%
- assets change YoY
- 0.6×
- vs typical plan assets (national mean)
The plan reported a net loss of $12M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
American Postal Workers Union Health Plan Employees' Pension Plan's outsized position by total assets
American Postal Workers Union Health Plan Employees' Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$61,915,222 Top 10% higher than 90% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
American Postal Workers Union Health Plan Employees' Pension Plan among mid-size filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. American Postal Workers Union Health Plan Employees' Pension Plan sits mid-pack in the medium band (157 participants).
Form 5500 schedule snapshot
Filing strip 520940594 · American Postal Workers Union AFL-CIO Health Plan PY 2022 · Defined Benefit (Pension)
American Postal Workers Union Health Plan Employees' Pension Plan · $62M · 157 · 90th
- PHOTO $62M
- IND 157
- EOY 90th
- 5500 Defined Benefit (Pension)
- ASSETS near Lakeview Memorial Hospital Association, Inc. Employees' Pension Plan
- PCT ind #7711
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 Maryland →
American Postal Workers Union Health Plan Employees' Pension Plan in the asset neighbourhood
Maryland filing particulars
| Total Assets (Beginning of Year) | $73M |
|---|---|
| Net Assets (End of Year) | $62M |
| Net Income | -$12M |
| Employer EIN | 520940594 |
| Plan Effective Date | 1971-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (American Postal Workers Union AFL-CIO Health Plan)
Sponsor-wide plan assets over time
All American Postal Workers Union AFL-CIO Health Plan plans reported in each filing year
- Latest sponsor-wide plan assets
- $108M 7.384344195559887% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 373 | $101M |
| 2023 | 3 | 377 | $107M |
| 2024 | 3 | 381 | $108M |
Nearby Defined Benefit (Pension) Plans in Maryland
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Lockheed Martin Corporation Salaried Employee Retirement Program $18.8B · 21,647
- National Automatic Sprinkler Industry Pension Fund $4.3B · 14,916
- Major League Baseball Players Pension Plan $4.2B · 1,041
- International Painters and Allied Trades Industry Pension Plan $3.9B · 50,952
- Bert Bell/Pete Rozelle Nfl Player Retirement Plan $3.7B · 2,587
American Postal Workers Union Health Plan Employees' Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Maryland, the nearest Defined Benefit (Pension) by assets is Lakeview Memorial Hospital Association, Inc. Employees' Pension Plan in MN ($62M); by covered participants it is Retirement Plan for the Employees of Blythedale Children's Hospital in NY (157 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($62M here).
Similar participant headcount
Nearest other-state filings by covered participants (157 participants); asset peers above are excluded.
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.