Defined Benefit (Pension) · DOL Form 5500 · 2022

Amalgamated Transit Union Pension Plan

Data updated 2026-08-25

$87M
Total assets Below avg plan size
76
Participants Small participant base
92nd
Percentile by assets National rank
$1.1M
Avg per participant High balance/head
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Official DOL plan name: Amalgamated Transit Union Pension Plan for International Officers and Employees · Sponsored by Amalgamated Transit Union · Maryland · Other Services

$87M in assets, 76 participants

Amalgamated Transit Union's Amalgamated Transit Union Pension Plan for International Officers and Employees reported $87M in total assets and 76 participants in its 2022 DOL Form 5500 filing, ranking in the 92nd 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.

  • #8,147 in Other Services (8,398 peers)

Where Amalgamated Transit Union Pension Plan for International Officers and Employees sits by assets

Amalgamated Transit Union Pension Plan for International Officers and Employees sits in the top 10% of all filed plans by assets, $87M for 76 participants (~$1.1M/participant), down 12.4% in 2022.

#8,147
in Other Services (8,398 peers)
-12.4%
assets change YoY
0.9×
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.

Amalgamated Transit Union Pension Plan for International Officers and Employees's outsized position by total assets

Amalgamated Transit Union Pension Plan for International Officers and Employees vs every filed plan by assets

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

$86,586,337 Top 8% higher than 92% 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 Transit Union Pension Plan for International Officers and Employees 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 Transit Union Pension Plan for International Officers and Employees is a small filing (76 participants) on this national headcount ladder.

EBSA filing schedule strip

Filing strip 536014540 · Amalgamated Transit Union PY 2022 · Defined Benefit (Pension)

Amalgamated Transit Union Pension Plan for International Officers and Employees · $87M · 76 · 92nd

  • PCT $87M
  • EIN 76
  • RANK 92nd
  • PHOTO Defined Benefit (Pension)
  • IND near Essendant Pension Plan
  • EOY ind #8147

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 Other Services retirement plans → · Plans in Maryland →

Amalgamated Transit Union Pension Plan for International Officers and Employees in the asset neighbourhood

Sharp Electronics Corporation Pension PlanSharp Electronics Corporatio…$87MSouthern Bank and Trust Company Pension PlanSouthern Bank and Trust Comp…$87MTeamsters Local 814 Pension FundTeamsters Local 814 Pension …$87MEssendant Pension Plan$87MAmalgamated Transit Union Pension Plan for International Officers and EmployeesAmalgamated Transit Union Pe…$87M
End-of-year total assets ($M) among Amalgamated Transit Union Pension Plan for International Officers and Employees and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$99M
Net Assets (End of Year)$87M
Net Income-$12M
Employer EIN536014540
Plan Effective Date1970-01-12
Filing StatusFILING RECEIVED

Sponsor Plan History (Amalgamated Transit Union)

Sponsor-wide plan assets over time

All Amalgamated Transit Union plans reported in each filing year

Latest sponsor-wide plan assets
$104M 8.632615747215581% vs 2022
2024 filing year
$90M$95M$100M$105M 202220232024 $95.3M $104M ▲ +8.6%
Year Plans Participants Total Assets
2022 2 259 $95M
2023 2 256 $99M
2024 2 264 $104M

Nearby Defined Benefit (Pension) Plans in Maryland

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

Amalgamated Transit Union Pension Plan for International Officers and Employees vs. nearby Defined Benefit (Pension) plans in Maryland, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -505101520 Total assets ($B) Participants Amalgamated Transit Union Pension Plan for International Officers and Employees, Total assets ($B): 0.086586337 · Participants: 76Amalgamated Transit Union Pension Plan for International Officers and EmployeesLockheed Martin Corporation Salaried Employee Retirement Program, Total assets ($B): 18.843533772 · Participants: 21647Lockheed Martin Corporation Salaried Employee Retirement ProgramNational Automatic Sprinkler Industry Pension Fund, Total assets ($B): 4.273549408 · Participants: 14916National Automatic Sprinkler Industry Pension FundMajor League Baseball Players Pension Plan, Total assets ($B): 4.247803775 · Participants: 1041Major League Baseball Players Pension PlanInternational Painters and Allied Trades Industry Pension Plan, Total assets ($B): 3.938448124 · Participants: 50952International Painters and Allied Trades Industry Pension PlanBert Bell/Pete Rozelle Nfl Player Retirement Plan, Total assets ($B): 3.67312584 · Participants: 2587Bert Bell/Pete Rozelle Nfl Player Retirement Plan
Amalgamated Transit Union Pension Plan for International Officers and Employees vs. nearby Defined Benefit (Pension) plans in Maryland, assets vs. participants

Amalgamated Transit Union Pension Plan for International Officers and Employees's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Maryland, the nearest Defined Benefit (Pension) by assets is Essendant Pension Plan in IL ($87M); by covered participants it is The Defined Benefit Pension Plan of United Way of Greater Richmond & Petersburg and Affili in VA (76 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($87M here).

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 Transit Union Pension Plan for International Officers and Employees assets move in 2022?
Amalgamated Transit Union Pension Plan for International Officers and Employees pulled back noticeably - down 12.4% during 2022, from $99M to $87M. Reported net income was -$12M.
How have Amalgamated Transit Union plan assets changed over time?
Across 3 plan years on file (2022-2024), Amalgamated Transit Union's sponsor-wide assets grew 8.6%, from $95M to $104M.
Where does Amalgamated Transit Union Pension Plan for International Officers and Employees rank by assets among Form 5500 filers?
Amalgamated Transit Union Pension Plan for International Officers and Employees ranks in the 92nd percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Amalgamated Transit Union Pension Plan for International Officers and Employees?
Among Defined Benefit (Pension) plans in other states, the closest by assets is Essendant Pension Plan in IL ($87M, 986 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Amalgamated Transit Union Pension Plan for International Officers and Employees?
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is The Defined Benefit Pension Plan of United Way of Greater Richmond & Petersburg and Affili in VA (76 participants, N/A in assets).