Defined Benefit (Pension) · DOL Form 5500 · 2023

American Postal Workers Union AFL-CIO Health Plan Pension Plan

Data updated 2026-08-25

$65M
Total assets Below avg plan size
159
Participants Small participant base
88th
Percentile by assets National rank
$409,987
Avg per participant High balance/head
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Official DOL plan name: American Postal Workers Union Health Plan Employee Pension Plan · Sponsored by American Postal Workers Union AFL-CIO Health Plan · Maryland · Finance & Insurance

$65M in assets, 159 participants

American Postal Workers Union AFL-CIO Health Plan's American Postal Workers Union Health Plan Employee Pension Plan reported $65M in total assets and 159 participants in its 2023 DOL Form 5500 filing, ranking in the 88th 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.

  • #7,232 in Finance & Insurance (8,869 peers)

Coverage in Maryland

American Postal Workers Union Health Plan Employee Pension Plan covers 159 participants in Maryland, about 17% of the average Maryland filer (state average ~929 per filing). Assets: $65M.

#7,232
in Finance & Insurance (8,869 peers)
+5.3%
assets growth YoY
0.7×
vs typical plan assets (national mean)

American Postal Workers Union Health Plan Employee Pension Plan's outsized position by total assets

American Postal Workers Union Health Plan Employee Pension Plan vs every filed plan by assets

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

$65,187,953 Top 12% higher than 88% 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 Health Plan Employee Pension Plan among mid-size 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 Health Plan Employee Pension Plan sits mid-pack in the medium band (159 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • American Postal Workers Union Health Plan Employee Pension Plan reported net income rose from -$12M in the plan year 2022 filing to $3M in the plan year 2023 filing.
  • American Postal Workers Union Health Plan Employee Pension Plan end-of-year assets rose from $62M in the plan year 2022 filing to $65M in the plan year 2023 filing.
  • American Postal Workers Union Health Plan Employee Pension Plan reported participants rose from 157 in the plan year 2022 filing to 159 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 520940594 · American Postal Workers Union AFL-CIO Health Plan PY 2023 · Defined Benefit (Pension)

American Postal Workers Union Health Plan Employee Pension Plan · $65M · 159 · 88th

  • PART $65M
  • PART 159
  • PART 88th
  • PART Defined Benefit (Pension)
  • PART near Plumbers & Pipefitters Local Union 719 Pension Fund
  • PART ind #7232

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 Employee Pension Plan in the asset neighbourhood

The Defined Benefit Plan of the Institution for Savings in NewburyportThe Defined Benefit Plan of …$65MAlixpartners, LLP Cash Balance PlanAlixpartners, LLP Cash Balan…$65MAmerican Postal Workers Union Health Plan Employee Pension PlanAmerican Postal Workers Unio…$65MPlumbers & Pipefitters Local Union 719 Pension FundPlumbers & Pipefitters Local…$65MCentral New York Laborers' Pension FundCentral New York Laborers' P…$65M
End-of-year total assets ($M) among American Postal Workers Union Health Plan Employee Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Maryland filing particulars

Total Assets (Beginning of Year)$62M
Net Assets (End of Year)$65M
Net Income$3M
Employer EIN520940594
Plan Effective Date1971-07-01
Filing StatusFILING 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
$95M$100M$105M$110M 202220232024 $101M $108M ▲ +7.4%
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.

American Postal Workers Union Health Plan Employee Pension Plan vs. nearby Defined Benefit (Pension) plans in Maryland, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants American Postal Workers Union Health Plan Employee Pension Plan, Total assets ($B): 0.065187953 · Participants: 159American Postal Workers Union Health Plan Employee Pension PlanNational Electrical Benefit Fund, Total assets ($B): 18.88881693 · Participants: 323315National Electrical Benefit FundLockheed Martin Corporation Salaried Employee Retirement Program, Total assets ($B): 18.434547593 · Participants: 19673Lockheed Martin Corporation Salaried Employee Retirement ProgramMajor League Baseball Players Pension Plan, Total assets ($B): 4.648661647 · Participants: 1087Major League Baseball Players Pension PlanNational Automatic Sprinkler Industry Pension Fund, Total assets ($B): 4.493297428 · Participants: 15047National Automatic Sprinkler Industry Pension FundInternational Painters and Allied Trades Industry Pension Plan, Total assets ($B): 4.223547088 · Participants: 44973International Painters and Allied Trades Industry Pension Plan
American Postal Workers Union Health Plan Employee Pension Plan vs. nearby Defined Benefit (Pension) plans in Maryland, assets vs. participants
Compare American Postal Workers Union Health Plan Employee Pension Plan side-by-side with 3 peers →

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

Outside Maryland, the nearest Defined Benefit (Pension) by assets is Plumbers & Pipefitters Local Union 719 Pension Fund in FL ($65M); by covered participants it is Smart Financial Credit Union Employees Pension Plan in TX (159 participants). Same-state nearby plans are listed separately above.

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 Health Plan Employee Pension Plan assets move in 2023? ▼
American Postal Workers Union Health Plan Employee Pension Plan grew at a solid clip - up 5.3% during 2023, from $62M to $65M. Reported net income was $3M.
How have American Postal Workers Union AFL-CIO Health Plan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), American Postal Workers Union AFL-CIO Health Plan's sponsor-wide assets grew 7.4%, from $101M to $108M.
Where does American Postal Workers Union Health Plan Employee Pension Plan rank by assets among Form 5500 filers? ▼
American Postal Workers Union Health Plan Employee Pension Plan ranks in the 88th 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 Health Plan Employee Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Plumbers & Pipefitters Local Union 719 Pension Fund in FL ($65M, 200 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to American Postal Workers Union Health Plan Employee Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Smart Financial Credit Union Employees Pension Plan in TX (159 participants, $48M 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 520940594.

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.