401(k) · DOL Form 5500 · 2022

Amalgamated Transit Union 401(k) Plan

Data updated 2026-08-25

$9M
Total assets Small plan by assets
183
Participants Below avg headcount
62nd
Percentile by assets National rank
$47,642
Avg per participant Low balance/head
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Official DOL plan name: Amalgamated Transit Union Local Union Officers and Employees 401(k) Retirement Plan · Sponsored by Amalgamated Transit Union · Illinois · Other Services

$9M in assets, 183 participants

Amalgamated Transit Union's Amalgamated Transit Union Local Union Officers and Employees 401(k) Retirement Plan reported $9M in total assets and 183 participants in its 2022 DOL Form 5500 filing, ranking in the 62nd 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.

  • #6,539 in Other Services (8,398 peers)

Coverage in Illinois

Amalgamated Transit Union Local Union Officers and Employees 401(k) Retirement Plan covers 183 participants in Illinois, about 23% of the average Illinois filer (state average ~779 per filing). Assets: $9M.

#6,539
in Other Services (8,398 peers)
-14.1%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

Amalgamated Transit Union Local Union Officers and Employees 401(k) Retirement Plan's mid-pack asset rank among Other Services and all filers

Amalgamated Transit Union Local Union Officers and Employees 401(k) Retirement Plan vs every filed plan by assets

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

$8,718,461 Top 38% higher than 62% 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 Local Union Officers and Employees 401(k) Retirement 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. Amalgamated Transit Union Local Union Officers and Employees 401(k) Retirement Plan sits mid-pack in the medium band (183 participants).

Form 5500 schedule snapshot

Filing strip 536014540 · Amalgamated Transit Union PY 2022 · 401(k)

Amalgamated Transit Union Local Union Officers and Employees 401(k) Retirement Plan · $9M · 183 · 62nd

  • PHOTO $9M
  • IND 183
  • EOY 62nd
  • 5500 401(k)
  • ASSETS near Grand Traverse Container, Inc. 401(k) Plan
  • PCT ind #6539

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 Illinois →

Amalgamated Transit Union Local Union Officers and Employees 401(k) Retirement Plan in the asset neighbourhood

Amalgamated Transit Union Local Union Officers and Employees 401(k) Retirement PlanAmalgamated Transit Union Lo…$9MGrand Traverse Container, Inc. 401(k) PlanGrand Traverse Container, In…$9MThe Iberville Companies Profit Sharing & 401(k) PlanThe Iberville Companies Prof…$9MHengrui USA Ltd$9MNortheast Georgia Plastic Surgery, P. C. 401(k) Profit Sharing PlanNortheast Georgia Plastic Su…$9M
End-of-year total assets ($M) among Amalgamated Transit Union Local Union Officers and Employees 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Illinois filing particulars

Total Assets (Beginning of Year)$10M
Net Assets (End of Year)$9M
Net Income-$1M
Employer EIN536014540
Plan Effective Date1997-08-01
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 401(k) Plans in Illinois

Peer 401(k) plans, same state, same plan type, ranked by total assets.

Amalgamated Transit Union Local Union Officers and Employees 401(k) Retirement Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants Amalgamated Transit Union Local Union Officers and Employees 401(k) Retirement Plan, Total assets ($B): 0.008718461 · Participants: 183Amalgamated Transit Union Local Union Officers and Employees 401(k) Retirement PlanState Farm 401(k) Savings Plan, Total assets ($B): 14.651519685 · Participants: 53616State Farm 401(k) Savings PlanAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 14.283954811 · Participants: 66653Accenture United States 401(k) Match and Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 13.333286 · Participants: 36136Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 11.816542826 · Participants: 13437United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 11.682551768 · Participants: 238072Walgreens Retirement Savings Plan
Amalgamated Transit Union Local Union Officers and Employees 401(k) Retirement Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Amalgamated Transit Union Local Union Officers and Employees 401(k) Retirement Plan side-by-side with 3 peers →

Amalgamated Transit Union Local Union Officers and Employees 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Grand Traverse Container, Inc. 401(k) Plan in MI ($9M); by covered participants it is Masy's Retirement Plan in MA (183 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (183 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 Transit Union Local Union Officers and Employees 401(k) Retirement Plan assets move in 2022? ▼
Amalgamated Transit Union Local Union Officers and Employees 401(k) Retirement Plan pulled back noticeably - down 14.1% during 2022, from $10M to $9M. Reported net income was -$1M.
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.
Which 401(k) plans are similar in size to Amalgamated Transit Union Local Union Officers and Employees 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Grand Traverse Container, Inc. 401(k) Plan in MI ($9M, 170 participants).
Which 401(k) plans cover a similar participant headcount to Amalgamated Transit Union Local Union Officers and Employees 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Masy's Retirement Plan in MA (183 participants, N/A 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 536014540.

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.