401(k) · DOL Form 5500 · 2022
Board of Trustees of the Amalgamated Transit Union 401(k) Plan
Data updated 2026-08-25
- $193M
- Total assets Near avg plan size
- 14,959
- Participants Very large workforce
- 95th
- Percentile by assets National rank
- $12,869
- Avg per participant Low balance/head
Official DOL plan name: Amalgamated Transit Union National 401(k) Pension Plan · Sponsored by Board of Trustees of the Amalgamated Transit Union · Illinois · Other Services
$193M in assets, 14,959 participants
Board of Trustees of the Amalgamated Transit Union's Amalgamated Transit Union National 401(k) Pension Plan reported $193M in total assets and 14,959 participants in its 2022 DOL Form 5500 filing, ranking in the 95th 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.
- #8,294 in Other Services (8,398 peers)
Coverage in Illinois
Amalgamated Transit Union National 401(k) Pension Plan covers 14,959 participants in Illinois, 19x the typical Illinois plan (state average ~779 per filing). Assets: $193M.
- #8,294
- in Other Services (8,398 peers)
- -15.3%
- assets change YoY
- 1.9×
- vs typical plan assets (national mean)
The plan reported a net loss of $35M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Amalgamated Transit Union National 401(k) Pension Plan's outsized position by total assets
Amalgamated Transit Union National 401(k) Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$192,507,169 Top 5% higher than 95% 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
Amalgamated Transit Union National 401(k) Pension Plan's mega-plan peer group by participant headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Amalgamated Transit Union National 401(k) Pension Plan is a mega filing (14,959 participants), the rightmost band on the breakdown.
Published 5500 schedule card
Filing strip 522059290 · Board of Trustees of the Amalgamated Transit Union PY 2022 · 401(k)
Amalgamated Transit Union National 401(k) Pension Plan · $193M · 14,959 · 95th
- RANK $193M
- PHOTO 14,959
- IND 95th
- EOY 401(k)
- 5500 near Rakuten USA 401(k) Plan
- ASSETS ind #8294
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 National 401(k) Pension Plan in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $227M |
|---|---|
| Net Assets (End of Year) | $192M |
| Net Income | -$35M |
| Employer EIN | 522059290 |
| Plan Effective Date | 1997-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees of the Amalgamated Transit Union)
Sponsor-wide plan assets over time
All Board of Trustees of the Amalgamated Transit Union plans reported in each filing year
- Latest sponsor-wide plan assets
- $267M 38.754119853063756% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 14,959 | $193M |
| 2023 | 1 | 15,705 | $231M |
| 2024 | 1 | 17,983 | $267M |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- State Farm 401(k) Savings Plan $14.7B · 53,616
- Accenture United States 401(k) Match and Savings Plan $14.3B · 66,653
- Abbott Laboratories Stock Retirement Plan $13.3B · 36,136
- United Airlines Pilot Retirement Account Plan $11.8B · 13,437
- Walgreens Retirement Savings Plan $11.7B · 238,072
Scale composition for Amalgamated Transit Union National 401(k) Pension Plan
Amalgamated Transit Union National 401(k) Pension Plan reports $193M in end-of-year assets across 14,959 participants (0.002% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.016% of 93,925,755 covered participants) - about $12,869 per participant (9% of the national average assets-per-participant) . Net income for plan year 2022 was -$35M.
This plan identity (EIN 522059290, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $193M to $267M (+38.8%) while covered participants moved from 14,959 to 17,983 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 14,959 | $193M | This page |
| 2023 | 15,705 | $231M | Open filing |
| 2024 · index core | 17,983 | $267M | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Amalgamated Transit Union National 401(k) Pension Plan (401(k), $267M, 17,983 participants)
Amalgamated Transit Union National 401(k) Pension Plan's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is Rakuten USA 401(k) Plan in CA ($193M); by covered participants it is Chubb US 401(k) Plan in PA (14,977 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($193M here).
- Rakuten USA 401(k) Plan (CA) $193M · 1,854
- Heidelberg Retirement Savings Plan (GA) $193M · 448
- Transystems Corporation 401(k) Plan (MO) $193M · 1,162
- Marelli North America, Inc. 401(k) Retirement Plan (TN) $192M · 2,572
Similar participant headcount
Nearest other-state filings by covered participants (14,959 participants); asset peers above are excluded.
- Chubb US 401(k) Plan (PA) 14,977 · 18 off
- Precision Castparts Corp. 401(k) Retirement Savings Plan (OR) 14,939 · 20 off
- Henry Ford Health System Ambassador 403(b) Plan (MI) 14,988 · 29 off
- Clubcorp Individual Investment Plan (TX) 14,922 · 37 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.