Defined Benefit (Pension) · DOL Form 5500 · 2023

American Postal Workers Union, AFL-CIO Pension Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
56
Participants Small participant base
78th
Percentile by assets National rank
$498,130
Avg per participant High balance/head
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Official DOL plan name: American Postal Workers Union Employees' Retirement Plan · Sponsored by American Postal Workers Union, AFL-CIO · District of Columbia · Other Services

$28M in assets, 56 participants

American Postal Workers Union, AFL-CIO's American Postal Workers Union Employees' Retirement Plan reported $28M in total assets and 56 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.

  • #6,996 in Other Services (7,857 peers)

Where American Postal Workers Union Employees' Retirement Plan sits by assets

American Postal Workers Union Employees' Retirement Plan sits in the top quartile of all filed plans by assets, $28M for 56 participants (~$498,130/participant), up 6.5% in 2023.

#6,996
in Other Services (7,857 peers)
+6.5%
assets growth YoY
0.3×
vs typical plan assets (national mean)

American Postal Workers Union Employees' Retirement Plan's outsized position by total assets

American Postal Workers Union Employees' Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$27,895,279 Top 22% higher than 78% of 127,068 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 2023

American Postal Workers Union Employees' Retirement Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. American Postal Workers Union Employees' Retirement Plan is a small filing (56 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • American Postal Workers Union Employees' Retirement Plan reported net income rose from -$5M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • American Postal Workers Union Employees' Retirement Plan end-of-year assets rose from $26M in the plan year 2022 filing to $28M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 520913725 · American Postal Workers Union, AFL-CIO PY 2023 · Defined Benefit (Pension)

American Postal Workers Union Employees' Retirement Plan · $28M · 56 · 78th

  • EOY $28M
  • 5500 56
  • ASSETS 78th
  • PCT Defined Benefit (Pension)
  • EIN near Teamsters Local 277 Pension
  • RANK ind #6996

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 District of Columbia →

American Postal Workers Union Employees' Retirement Plan in the asset neighbourhood

Principal Pension Plan for Certain Former AgentsPrincipal Pension Plan for C…$28MFiber Industries, Inc. Retirement Income PlanFiber Industries, Inc. Retir…$28MAmerican Postal Workers Union Employees' Retirement PlanAmerican Postal Workers Unio…$28MTeamsters Local 277 Pension$28MHarte Hanks, Inc. Pension Plan IIHarte Hanks, Inc. Pension Pl…$28M
End-of-year total assets ($M) among American Postal Workers Union Employees' Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$28M
Net Income$2M
Employer EIN520913725
Plan Effective Date1957-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (American Postal Workers Union, AFL-CIO)

Sponsor-wide plan assets over time

All American Postal Workers Union, AFL-CIO plans reported in each filing year

Latest sponsor-wide plan assets
$149M 7.383459925194464% vs 2022
2024 filing year
$135M$140M$145M$150M$155M 202220232024 $139M $149M ▲ +7.4%
Year Plans Participants Total Assets
2022 2 148 $139M
2023 2 149 $147M
2024 2 154 $149M

Nearby Defined Benefit (Pension) Plans in District of Columbia

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

American Postal Workers Union Employees' Retirement Plan vs. nearby Defined Benefit (Pension) plans in District of Columbia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants American Postal Workers Union Employees' Retirement Plan, Total assets ($B): 0.027895279 · Participants: 56American Postal Workers Union Employees' Retirement PlanCentral Pension Fund of the Iuoe & Participating Employers, Total assets ($B): 24.899227069 · Participants: 100627Central Pension Fund of the Iuoe & Participating EmployersIam National Pension Fund, Total assets ($B): 14.299885772 · Participants: 92151Iam National Pension FundUnited Mine Workers of America 1974 Pension Plan, Total assets ($B): 3.510841748 · Participants: 52United Mine Workers of America 1974 Pension PlanDanaher Corporation & Subsidiaries Pension Plan, Total assets ($B): 1.889401706 · Participants: 3354Danaher Corporation & Subsidiaries Pension PlanLiuna Staff and Affiliates Pension Fund, Total assets ($B): 1.815316886 · Participants: 3533Liuna Staff and Affiliates Pension Fund
American Postal Workers Union Employees' Retirement Plan vs. nearby Defined Benefit (Pension) plans in District of Columbia, assets vs. participants
Compare American Postal Workers Union Employees' Retirement Plan side-by-side with 3 peers →

American Postal Workers Union Employees' Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside District of Columbia, the nearest Defined Benefit (Pension) by assets is Teamsters Local 277 Pension in NY ($28M); by covered participants it is First Citizens Community Bank Account Balance Pension Plan in PA (56 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($28M here).

Similar participant headcount

Nearest other-state filings by covered participants (56 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did American Postal Workers Union Employees' Retirement Plan assets move in 2023? ▼
American Postal Workers Union Employees' Retirement Plan grew at a solid clip - up 6.5% during 2023, from $26M to $28M. Reported net income was $2M.
How have American Postal Workers Union, AFL-CIO plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), American Postal Workers Union, AFL-CIO's sponsor-wide assets grew 7.4%, from $139M to $149M.
Where does American Postal Workers Union Employees' Retirement Plan rank by assets among Form 5500 filers? ▼
American Postal Workers Union Employees' Retirement Plan ranks in the 78th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to American Postal Workers Union Employees' Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Teamsters Local 277 Pension in NY ($28M, 365 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to American Postal Workers Union Employees' Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is First Citizens Community Bank Account Balance Pension Plan in PA (56 participants, $12M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 520913725.

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.