Defined Benefit (Pension) · DOL Form 5500 · 2022
American Postal Workers Union, AFL-CIO Health Plan Pension Plan
Data updated 2026-08-25
- $28M
- Total assets Below avg plan size
- 78
- Participants Small participant base
- 82nd
- Percentile by assets National rank
- $362,414
- Avg per participant High balance/head
Official DOL plan name: American Postal Workers Union Health Plan Management Staff Pension Plan · Sponsored by American Postal Workers Union, AFL-CIO Health Plan · Maryland · Finance & Insurance
$28M in assets, 78 participants
American Postal Workers Union, AFL-CIO Health Plan's American Postal Workers Union Health Plan Management Staff Pension Plan reported $28M in total assets and 78 participants in its 2022 DOL Form 5500 filing, ranking in the 82nd 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.
- #6,584 in Finance & Insurance (9,261 peers)
Where American Postal Workers Union Health Plan Management Staff Pension Plan sits by assets
American Postal Workers Union Health Plan Management Staff Pension Plan sits in the top quartile of all filed plans by assets, $28M for 78 participants (~$362,414/participant), down 14.1% in 2022.
- #6,584
- in Finance & Insurance (9,261 peers)
- -14.1%
- assets change YoY
- 0.3×
- vs typical plan assets (national mean)
The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
American Postal Workers Union Health Plan Management Staff Pension Plan's outsized position by total assets
American Postal Workers Union Health Plan Management Staff Pension Plan vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$28,268,299 Top 18% higher than 82% 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
American Postal Workers Union Health Plan Management Staff Pension Plan among smaller filed plans by headcount
Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. American Postal Workers Union Health Plan Management Staff Pension Plan is a small filing (78 participants) on this national headcount ladder.
Form 5500 schedule snapshot
Filing strip 520940594 · American Postal Workers Union, AFL-CIO Health Plan PY 2022 · Defined Benefit (Pension)
American Postal Workers Union Health Plan Management Staff Pension Plan · $28M · 78 · 82nd
- IND $28M
- IND 78
- IND 82nd
- IND Defined Benefit (Pension)
- IND near Iron Workers Pension Trust Fund for Colorado
- IND ind #6584
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 Finance & Insurance retirement plans → · Plans in Maryland →
American Postal Workers Union Health Plan Management Staff Pension Plan in the asset neighbourhood
Scale-class filing particulars (2022)
| Total Assets (Beginning of Year) | $33M |
|---|---|
| Net Assets (End of Year) | $28M |
| Net Income | -$5M |
| Employer EIN | 520940594 |
| Plan Effective Date | 1975-11-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (American Postal Workers Union, AFL-CIO Health Plan)
Sponsor-wide plan assets over time
All American Postal Workers Union, AFL-CIO Health Plan plans reported in each filing year
- Latest sponsor-wide plan assets
- $108M 7.384344195559887% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 3 | 373 | $101M |
| 2023 | 3 | 377 | $107M |
| 2024 | 3 | 381 | $108M |
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 $18.8B · 21,647
- National Automatic Sprinkler Industry Pension Fund $4.3B · 14,916
- Major League Baseball Players Pension Plan $4.2B · 1,041
- International Painters and Allied Trades Industry Pension Plan $3.9B · 50,952
- Bert Bell/Pete Rozelle Nfl Player Retirement Plan $3.7B · 2,587
American Postal Workers Union Health Plan Management Staff Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside Maryland, the nearest Defined Benefit (Pension) by assets is Iron Workers Pension Trust Fund for Colorado in CO ($28M); by covered participants it is Shopmens Local 527 Pension Fund in PA (78 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($28M here).
- Iron Workers Pension Trust Fund for Colorado (CO) $28M · 725
- Quanex Building Products Salaried and Nonunion Employee Pension Plan (TX) $28M · 1,094
- Winter Haven Hospital Pension Plan (FL) $28M · 588
- Gchi Retirement Plan (SC) $28M · 55
Similar participant headcount
Nearest other-state filings by covered participants (78 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.