Defined Benefit (Pension) · DOL Form 5500 · 2023

American Postal Workers Union, AFL-CIO Health Plan Pension Plan

Data updated 2026-08-11

$29M
Total assets: 78
Participants: 79th
Percentile by assets: $374,720
Avg per participant

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

$29M in assets, 78 participants

American Postal Workers Union, AFL-CIO Health Plan's American Postal Workers Union Health Plan Management Staff Pension Plan reported $29M in total assets and 78 participants in its 2023 DOL Form 5500 filing, ranking in the 79th 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.

79th percentile by assets (of 127,072 plans)
#5,993 in Finance & Insurance (8,869 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, $29M for 78 participants (~$374,720/participant), up 3.4% in 2023.

$29M
total plan assets (2023 EOY): 78
covered participants: 79th
percentile by assets (of 127,072 plans): $374,720
avg assets per participant

American Postal Workers Union Health Plan Management Staff Pension Plan reported net income rose from -$5M in the plan year 2022 filing to $1M in the plan year 2023 filing.
American Postal Workers Union Health Plan Management Staff Pension Plan end-of-year assets rose from $28M in the plan year 2022 filing to $29M in the plan year 2023 filing.

See the national 2022→2023 release diff →

State

Maryland

Industry

Finance & Insurance

American Postal Workers Union Health Plan Management Staff Pension Plan vs the 2023 asset distribution

By assets, American Postal Workers Union Health Plan Management Staff Pension Plan outranks 79% of the 127,072 plans that filed a Form 5500 for the 2023 plan year, and holds roughly 0.3x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)	$28M
Net Assets (End of Year)	$29M
Net Income	$1M
Employer EIN	520940594
Plan Effective Date	1975-11-01
Filing Status	FILING RECEIVED

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

Total plan assets by year, all American Postal Workers Union, AFL-CIO Health Plan plans on file

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 Management Staff Pension Plan vs. nearby Defined Benefit (Pension) plans in Maryland, assets vs. participants

National Electrical Benefit Fund $18.9B · 323,315
Lockheed Martin Corporation Salaried Employee Retirement Program $18.4B · 19,673
Major League Baseball Players Pension Plan $4.6B · 1,087
National Automatic Sprinkler Industry Pension Fund $4.5B · 15,047
International Painters and Allied Trades Industry Pension Plan $4.2B · 44,973

Compare American Postal Workers Union Health Pla… side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to American Postal Workers Union Health Plan Management Staff Pension Plan by total assets, not by location.

Retirement Plan for Employees of the Oklahoma Publishing Company and Affiliated (OK) $29M · 2
Wilkes Regional Medical Center Employees' Pension Plan (NC) $29M · 200
Banco Popular De Pr Tax Qualified Ret. Restoration Plan (PR) $29M · 9
The Warren Employees' Retirement Plan (OK) $29M · 22

Frequently Asked Questions

How did American Postal Workers Union Health Plan Management Staff Pension Plan assets move in 2023? ▼

American Postal Workers Union Health Plan Management Staff Pension Plan edged up modestly - up 3.4% during 2023, from $28M to $29M. Reported net income was $1M.

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 Management Staff Pension Plan rank by assets among Form 5500 filers? ▼

American Postal Workers Union Health Plan Management Staff Pension Plan ranks in the 79th 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 Management Staff Pension Plan? ▼

Among Defined Benefit (Pension) plans in other states, the closest by assets is Retirement Plan for Employees of the Oklahoma Publishing Company and Affiliated in OK ($29M, 2 participants).

Next read for American Postal Workers Union Health Pla…

Scale reading

Ways to act on American Postal Workers Union Health Plan Management Staff Pension Plan's numbers.

By total assets, American Postal Workers Union Health Plan Management Staff Pension Plan ranks in the top quartile of all filed plans by assets. See the largest plans
Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Maryland. Compare plans
American Postal Workers Union, AFL-CIO Health Plan's sponsor-wide assets have grown 7.4% since 2022 across 3 plan years on file. More Finance & Insurance plans

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.