Defined Benefit (Pension) · DOL Form 5500 · 2022

Amalgamated Bank of Chicago Pension Plan

Data updated 2026-08-25

$26M
Total assets Below avg plan size
77
Participants Small participant base
81st
Percentile by assets National rank
$337,077
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Amalgamated Bank of Chicago Retirement Plan · Sponsored by Amalgamated Bank of Chicago · Illinois · Finance & Insurance

$26M in assets, 77 participants

Amalgamated Bank of Chicago's Amalgamated Bank of Chicago Retirement Plan reported $26M in total assets and 77 participants in its 2022 DOL Form 5500 filing, ranking in the 81st 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.

  • #6,432 in Finance & Insurance (9,261 peers)

Where Amalgamated Bank of Chicago Retirement Plan sits by assets

Amalgamated Bank of Chicago Retirement Plan sits in the top quartile of all filed plans by assets, $26M for 77 participants (~$337,077/participant), down 19.5% in 2022.

#6,432
in Finance & Insurance (9,261 peers)
-19.5%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $6M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Amalgamated Bank of Chicago Retirement Plan's outsized position by total assets

Amalgamated Bank of Chicago Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$25,954,957 Top 19% higher than 81% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

Amalgamated Bank of Chicago Retirement Plan among smaller filed plans by headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Amalgamated Bank of Chicago Retirement Plan is a small filing (77 participants) on this national headcount ladder.

DOL schedule card

Filing strip 360721895 · Amalgamated Bank of Chicago PY 2022 · Defined Benefit (Pension)

Amalgamated Bank of Chicago Retirement Plan · $26M · 77 · 81st

  • EBSA $26M
  • EBSA 77
  • EBSA 81st
  • EBSA Defined Benefit (Pension)
  • EBSA near Retirement Plan of Forbes Management Company Inc.
  • EBSA ind #6432

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 Illinois →

Amalgamated Bank of Chicago Retirement Plan in the asset neighbourhood

IBEW Local 840 Pension Fund$26MSmithville Telephone Company, Inc. Pension PlanSmithville Telephone Company…$26MJoint Industry Board of the Electrical Industry Employees' Retirement Income PlanJoint Industry Board of the …$26MAmalgamated Bank of Chicago Retirement PlanAmalgamated Bank of Chicago …$26MRetirement Plan of Forbes Management Company Inc.Retirement Plan of Forbes Ma…$26M
End-of-year total assets ($M) among Amalgamated Bank of Chicago Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$32M
Net Assets (End of Year)$26M
Net Income-$6M
Employer EIN360721895
Plan Effective Date1969-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Amalgamated Bank of Chicago)

Sponsor-wide plan assets over time

All Amalgamated Bank of Chicago plans reported in each filing year

Latest sponsor-wide plan assets
$54M 5.2862228930467445% vs 2022
2024 filing year
$51M$52M$53M$54M$55M 202220232024 $51.5M $54.2M ▲ +5.3%
Year Plans Participants Total Assets
2022 2 195 $51M
2023 2 182 $54M
2024 2 196 $54M

Nearby Defined Benefit (Pension) Plans in Illinois

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Amalgamated Bank of Chicago Retirement Plan vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -1001020304050 Total assets ($B) Participants Amalgamated Bank of Chicago Retirement Plan, Total assets ($B): 0.025954957 · Participants: 77Amalgamated Bank of Chicago Retirement PlanCentral States, Southeast & Southwest Areas Pension Plan, Total assets ($B): 42.629770802 · Participants: 50096Central States, Southeast & Southwest Areas Pension PlanState Farm Insurance Companies Retirement Plan for United States Employees, Total assets ($B): 32.129102809 · Participants: 49052State Farm Insurance Companies Retirement Plan for United States EmployeesUnited Food & Commercial Workers Intl Union - Industry Pension Fund, Total assets ($B): 7.958716532 · Participants: 20170United Food & Commercial Workers Intl Union - Industry Pension FundJohn Deere Pension Plan for Salaried Employees, Total assets ($B): 7.304502684 · Participants: 0John Deere Pension Plan for Salaried EmployeesAbbott Laboratories Annuity Retirement Plan, Total assets ($B): 6.770339506 · Participants: 16809Abbott Laboratories Annuity Retirement Plan
Amalgamated Bank of Chicago Retirement Plan vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants
Compare Amalgamated Bank of Chicago Retirement Plan side-by-side with 3 peers →

Amalgamated Bank of Chicago Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Illinois, the nearest Defined Benefit (Pension) by assets is Retirement Plan of Forbes Management Company Inc. in NY ($26M); by covered participants it is Meridian Industries Hourly Union Retirement Plan in WI (77 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (77 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.

Frequently Asked Questions

How did Amalgamated Bank of Chicago Retirement Plan assets move in 2022? ▼
Amalgamated Bank of Chicago Retirement Plan declined sharply - down 19.5% during 2022, from $32M to $26M. Reported net income was -$6M.
How have Amalgamated Bank of Chicago plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Amalgamated Bank of Chicago's sponsor-wide assets grew 5.3%, from $51M to $54M.
Where does Amalgamated Bank of Chicago Retirement Plan rank by assets among Form 5500 filers? ▼
Amalgamated Bank of Chicago Retirement Plan ranks in the 81st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Amalgamated Bank of Chicago Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Retirement Plan of Forbes Management Company Inc. in NY ($26M, 5 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Amalgamated Bank of Chicago Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Meridian Industries Hourly Union Retirement Plan in WI (77 participants, $4M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 360721895.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.