Defined Benefit (Pension) · DOL Form 5500 · 2023
American Postal Workers Union, AFL-CIO Pension Plan
Data updated 2026-08-25
- $119M
- Total assets Near avg plan size
- 93
- Participants Small participant base
- 92nd
- Percentile by assets National rank
- $1.3M
- Avg per participant High balance/head
Official DOL plan name: American Postal Workers Union Officers' Qualified Retirement Plan · Sponsored by American Postal Workers Union, AFL-CIO · District of Columbia · Other Services
$119M in assets, 93 participants
American Postal Workers Union, AFL-CIO's American Postal Workers Union Officers' Qualified Retirement Plan reported $119M in total assets and 93 participants in its 2023 DOL Form 5500 filing, ranking in the 92nd 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.
- #7,651 in Other Services (7,857 peers)
Where American Postal Workers Union Officers' Qualified Retirement Plan sits by assets
American Postal Workers Union Officers' Qualified Retirement Plan sits in the top 10% of all filed plans by assets, $119M for 93 participants (~$1.3M/participant), up 5.6% in 2023.
- #7,651
- in Other Services (7,857 peers)
- +5.6%
- assets growth YoY
- 1.2×
- vs typical plan assets (national mean)
American Postal Workers Union Officers' Qualified Retirement Plan's outsized position by total assets
American Postal Workers Union Officers' Qualified Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$118,999,432 Top 8% higher than 92% of 127,068 filed plans
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 Officers' Qualified 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 Officers' Qualified Retirement Plan is a small filing (93 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- American Postal Workers Union Officers' Qualified Retirement Plan reported net income rose from -$21M in the plan year 2022 filing to $6M in the plan year 2023 filing.
- American Postal Workers Union Officers' Qualified Retirement Plan end-of-year assets rose from $113M in the plan year 2022 filing to $119M in the plan year 2023 filing.
- American Postal Workers Union Officers' Qualified Retirement Plan reported participants rose from 92 in the plan year 2022 filing to 93 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 520913725 · American Postal Workers Union, AFL-CIO PY 2023 · Defined Benefit (Pension)
American Postal Workers Union Officers' Qualified Retirement Plan · $119M · 93 · 92nd
- IND $119M
- EOY 93
- 5500 92nd
- ASSETS Defined Benefit (Pension)
- PCT near Winston & Strawn LLP Cash Balance Plan
- EIN ind #7651
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 Officers' Qualified Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $113M |
|---|---|
| Net Assets (End of Year) | $119M |
| Net Income | $6M |
| Employer EIN | 520913725 |
| Plan Effective Date | 1971-07-01 |
| Filing Status | FILING 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
| 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.
- Central Pension Fund of the Iuoe & Participating Employers $24.9B · 100,627
- Iam National Pension Fund $14.3B · 92,151
- United Mine Workers of America 1974 Pension Plan $3.5B · 52
- Danaher Corporation & Subsidiaries Pension Plan $1.9B · 3,354
- Liuna Staff and Affiliates Pension Fund $1.8B · 3,533
American Postal Workers Union Officers' Qualified 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 Winston & Strawn LLP Cash Balance Plan in IL ($119M); by covered participants it is Calgon Carbon Corporation Retirement Plan for Salaried Employees in PA (93 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($119M here).
- Winston & Strawn LLP Cash Balance Plan (IL) $119M · 351
- Nelson Mullins Riley & Scarborough LLP Cash Balance Retirement Plan (SC) $119M · 257
- A-E-F-C Pension Plan (IL) $120M · 177
- Beer Industry - Local Union No. 703 Pension Fund (IL) $118M · 625
Similar participant headcount
Nearest other-state filings by covered participants (93 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.