Amalgamated Transit Union Pension Plan for International Officers and Employees

Compiled by PlainRetire Editorial, Retirement Plans Editorial Team

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Amalgamated Transit Union · Maryland · Other Services

What the 2023 filing shows

Amalgamated Transit Union Pension Plan for International Officers and Employees holds $87M for 76 participants - about $1.1M per participant, down 12.4% over the 2022 plan year.

$87M
total plan assets (2022 EOY): 76
covered participants: $1.1M
avg assets per participant: -12.4%
assets change YoY

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.

Total Assets (2023)

$87M

Participants

State

Maryland

Industry

Other Services

What the Filing Says About Amalgamated Transit Union Pension Plan for International Officers and Employees

Amalgamated Transit Union Pension Plan for International Officers and Employees is a Defined Benefit (Pension) retirement plan sponsored by Amalgamated Transit Union, headquartered in Maryland. As of the 2022 Form 5500 filing, the plan reports $87M in total end-of-year assets and covers 76 participants across the Other Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 536014540, and the plan has been effective since 1970-01-12. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $99M at the beginning of 2022 to $87M at year-end — a decline of 12.4%. Net assets (after liabilities) closed the year at $87M, with reported net income of $-12,284,441 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)	$99M
Total Assets (End of Year)	$87M
Net Assets (End of Year)	$87M
Net Income	$-12,284,441
Plan Type	Defined Benefit (Pension)
Employer EIN	536014540
Plan Effective Date	1970-01-12
Filing Status	FILING RECEIVED

Sponsor Plan History (Amalgamated Transit Union)

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.

Lockheed Martin Corporation Salaried Employee Retirement Program $18.4B · 19,673
Retirement Plan for Certain Represented Employees $3.4B · 3,559
Johns Hopkins Health System Corporation Retirement Plan $2.2B · 7,053
The National Football League Club Employees Pension Plan $2.1B · 5,068
United Assn Full-Time Sal Off & Emp of Locl Unions Councils, St & Prov Pen Plan $1.2B · 1,846

Compare Amalgamated Transit Union Pension Plan f… side-by-side with 3 peers →

Related Data

Guides

Frequently Asked Questions

How much money is in the Amalgamated Transit Union Pension Plan for International Officers and Employees? ▼

As of the 2022 Form 5500 filing, Amalgamated Transit Union Pension Plan for International Officers and Employees holds $87M in total assets with 76 participants. It is sponsored by Amalgamated Transit Union.

What type of plan is Amalgamated Transit Union Pension Plan for International Officers and Employees? ▼

Amalgamated Transit Union Pension Plan for International Officers and Employees is a Defined Benefit (Pension) plan. It has been effective since 1970-01-12. The plan is filed with the U.S. Department of Labor under EIN 536014540.

Who sponsors the Amalgamated Transit Union Pension Plan for International Officers and Employees? ▼

Amalgamated Transit Union Pension Plan for International Officers and Employees is sponsored by Amalgamated Transit Union, located in Maryland. The sponsor's EIN is 536014540 and the plan operates in the Other Services industry.

How did Amalgamated Transit Union Pension Plan for International Officers and Employees perform in 2022? ▼

Amalgamated Transit Union Pension Plan for International Officers and Employees declined by 12.4% during 2022, moving from $99M to $87M in total assets. Net income was $-12,284,441.

Where can I find official filings for Amalgamated Transit Union Pension Plan for International Officers and Employees? ▼

Official Form 5500 filings for Amalgamated Transit Union Pension Plan for International Officers and Employees are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 536014540 or plan name at efast.dol.gov.

How does Amalgamated Transit Union Pension Plan for International Officers and Employees compare to other plans? ▼

You can compare Amalgamated Transit Union Pension Plan for International Officers and Employees against other Defined Benefit (Pension) plans on the plan type page, or view plans in Maryland on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.