Defined Benefit (Pension) · DOL Form 5500 · 2023

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

Data updated 2026-08-25

$29M
Total assets Below avg plan size
78
Participants Small participant base
79th
Percentile by assets National rank
$374,720
Avg per participant High balance/head
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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.

  • #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.

#5,993
in Finance & Insurance (8,869 peers)
+3.4%
assets growth YoY
0.3×
vs typical plan assets (national mean)

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 2023 · DOL Form 5500

$29,228,182 Top 21% higher than 79% 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 Management Staff Pension 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 Health Plan Management Staff Pension Plan is a small filing (78 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • 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 →

Form 5500 schedule snapshot

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

American Postal Workers Union Health Plan Management Staff Pension Plan · $29M · 78 · 79th

  • SCH $29M
  • EBSA 78
  • PART 79th
  • TYPE Defined Benefit (Pension)
  • NET near Retirement Plan for Employees of the Oklahoma Publishing Company and Affiliated
  • BOOK ind #5993

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

Retirement Plan for Employees of the Oklahoma Publishing Company and AffiliatedRetirement Plan for Employee…$29MWilkes Regional Medical Center Employees' Pension PlanWilkes Regional Medical Cent…$29MAmerican Postal Workers Union Health Plan Management Staff Pension PlanAmerican Postal Workers Unio…$29MBanco Popular De Pr Tax Qualified Ret. Restoration PlanBanco Popular De Pr Tax Qual…$29MThe Warren Employees' Retirement PlanThe Warren Employees' Retire…$29M
End-of-year total assets ($M) among American Postal Workers Union Health Plan Management Staff Pension 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)$28M
Net Assets (End of Year)$29M
Net Income$1M
Employer EIN520940594
Plan Effective Date1975-11-01
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 Management Staff Pension Plan vs. nearby Defined Benefit (Pension) plans in Maryland, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants American Postal Workers Union Health Plan Management Staff Pension Plan, Total assets ($B): 0.029228182 · Participants: 78American Postal Workers Union Health Plan Management Staff 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 Management Staff Pension Plan vs. nearby Defined Benefit (Pension) plans in Maryland, assets vs. participants
Compare American Postal Workers Union Health Plan Management Staff Pension Plan side-by-side with 3 peers →

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 Retirement Plan for Employees of the Oklahoma Publishing Company and Affiliated in OK ($29M); by covered participants it is Companion Care of Southwest La, LLC Cash Balance Plan in LA (78 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (78 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 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).
Which Defined Benefit (Pension) plans cover a similar participant headcount to American Postal Workers Union Health Plan Management Staff Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Companion Care of Southwest La, LLC Cash Balance Plan in LA (78 participants, $1M 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.