401(k) · DOL Form 5500 · 2022

American Federation of Teachers AFL-CIO 401(k) Plan

Data updated 2026-08-25

$73M
Total assets Below avg plan size
128
Participants Small participant base
91st
Percentile by assets National rank
$570,546
Avg per participant High balance/head
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Official DOL plan name: American Federation of Teachers Staff Union-Office Staff Retirement Plan and Trust · Sponsored by American Federation of Teachers AFL-CIO · Illinois · Other Services

$73M in assets, 128 participants

American Federation of Teachers AFL-CIO's American Federation of Teachers Staff Union-Office Staff Retirement Plan and Trust reported $73M in total assets and 128 participants in its 2022 DOL Form 5500 filing, ranking in the 91st 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.

  • #8,089 in Other Services (8,398 peers)

Coverage in Illinois

American Federation of Teachers Staff Union-Office Staff Retirement Plan and Trust covers 128 participants in Illinois, about 16% of the average Illinois filer (state average ~779 per filing). Assets: $73M.

#8,089
in Other Services (8,398 peers)
-15.9%
assets change YoY
0.7×
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.

American Federation of Teachers Staff Union-Office Staff Retirement Plan and Trust's outsized position by total assets

American Federation of Teachers Staff Union-Office Staff Retirement Plan and Trust vs every filed plan by assets

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

$73,029,915 Top 9% higher than 91% 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

American Federation of Teachers Staff Union-Office Staff Retirement Plan and Trust 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. American Federation of Teachers Staff Union-Office Staff Retirement Plan and Trust sits mid-pack in the medium band (128 participants).

EBSA filing schedule strip

Filing strip 360725240 · American Federation of Teachers AFL-CIO PY 2022 · 401(k)

American Federation of Teachers Staff Union-Office Staff Retirement Plan and Trust · $73M · 128 · 91st

  • EIN $73M
  • EIN 128
  • EIN 91st
  • EIN 401(k)
  • EIN near Des Moines Orthopaedic Surgeons, P.C. 401(k) Profit Sharing Plan
  • EIN ind #8089

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 →

American Federation of Teachers Staff Union-Office Staff Retirement Plan and Trust in the asset neighbourhood

Slma Retirement Savings Plan$73MAmerican Federation of Teachers Staff Union-Office Staff Retirement Plan and TrustAmerican Federation of Teach…$73MDes Moines Orthopaedic Surgeons, P.C. 401(k) Profit Sharing PlanDes Moines Orthopaedic Surge…$73MFairfield County Bank Incentive Retirement PlanFairfield County Bank Incent…$73MRichline Group, Inc. 401(k) Profit Sharing PlanRichline Group, Inc. 401(k) …$73M
End-of-year total assets ($M) among American Federation of Teachers Staff Union-Office Staff Retirement Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Illinois filing particulars

Total Assets (Beginning of Year)$87M
Net Assets (End of Year)$73M
Net Income-$12M
Employer EIN360725240
Plan Effective Date1969-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (American Federation of Teachers AFL-CIO)

Sponsor-wide plan assets over time

All American Federation of Teachers AFL-CIO plans reported in each filing year

Latest sponsor-wide plan assets
$249M 33.62530982549703% vs 2022
2024 filing year
$160M$180M$200M$220M$240M$260M 202220232024 $186M $249M ▲ +33.6%
Year Plans Participants Total Assets
2022 4 314 $186M
2023 4 313 $218M
2024 4 329 $249M

Nearby 401(k) Plans in Illinois

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

American Federation of Teachers Staff Union-Office Staff Retirement Plan and Trust vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants American Federation of Teachers Staff Union-Office Staff Retirement Plan and Trust, Total assets ($B): 0.073029915 · Participants: 128American Federation of Teachers Staff Union-Office Staff Retirement Plan and TrustState 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
American Federation of Teachers Staff Union-Office Staff Retirement Plan and Trust vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare American Federation of Teachers Staff Union-Office Staff Retirement Plan and Trust side-by-side with 3 peers →

American Federation of Teachers Staff Union-Office Staff Retirement Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Des Moines Orthopaedic Surgeons, P.C. 401(k) Profit Sharing Plan in IA ($73M); by covered participants it is Montage Inc 401(k) Profit Sharing Plan & Trust in MI (128 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (128 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 American Federation of Teachers Staff Union-Office Staff Retirement Plan and Trust assets move in 2022? ▼
American Federation of Teachers Staff Union-Office Staff Retirement Plan and Trust declined sharply - down 15.9% during 2022, from $87M to $73M. Reported net income was -$12M.
How have American Federation of Teachers AFL-CIO plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), American Federation of Teachers AFL-CIO's sponsor-wide assets grew 33.6%, from $186M to $249M.
Where does American Federation of Teachers Staff Union-Office Staff Retirement Plan and Trust rank by assets among Form 5500 filers? ▼
American Federation of Teachers Staff Union-Office Staff Retirement Plan and Trust ranks in the 91st 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 401(k) plans are similar in size to American Federation of Teachers Staff Union-Office Staff Retirement Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Des Moines Orthopaedic Surgeons, P.C. 401(k) Profit Sharing Plan in IA ($73M, 258 participants).
Which 401(k) plans cover a similar participant headcount to American Federation of Teachers Staff Union-Office Staff Retirement Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Montage Inc 401(k) Profit Sharing Plan & Trust in MI (128 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 360725240.

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.