Defined Benefit (Pension) · DOL Form 5500 · 2023

Amalgamated Transit Union Pension Plan

Data updated 2026-08-25

$88M
Total assets Below avg plan size
71
Participants Small participant base
90th
Percentile by assets National rank
$1.2M
Avg per participant High balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: Amalgamated Transit Union Pension Plan for International Officers and Employees · Sponsored by Amalgamated Transit Union · Maryland · Other Services

$88M in assets, 71 participants

Amalgamated Transit Union's Amalgamated Transit Union Pension Plan for International Officers and Employees reported $88M in total assets and 71 participants in its 2023 DOL Form 5500 filing, ranking in the 90th 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.

  • #7,571 in Other Services (7,857 peers)

Where Amalgamated Transit Union Pension Plan for International Officers and Employees sits by assets

Amalgamated Transit Union Pension Plan for International Officers and Employees sits in the top 10% of all filed plans by assets, $88M for 71 participants (~$1.2M/participant), up 2.1% in 2023.

#7,571
in Other Services (7,857 peers)
+2.1%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Amalgamated Transit Union Pension Plan for International Officers and Employees's outsized position by total assets

Amalgamated Transit Union Pension Plan for International Officers and Employees vs every filed plan by assets

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

$88,386,309 Top 10% higher than 90% 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

Amalgamated Transit Union Pension Plan for International Officers and Employees among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Amalgamated Transit Union Pension Plan for International Officers and Employees is a small filing (71 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Amalgamated Transit Union Pension Plan for International Officers and Employees reported net income rose from -$12M in the plan year 2022 filing to $2M in the plan year 2023 filing.
  • Amalgamated Transit Union Pension Plan for International Officers and Employees reported participants fell from 76 in the plan year 2022 filing to 71 in the plan year 2023 filing.
  • Amalgamated Transit Union Pension Plan for International Officers and Employees end-of-year assets rose from $87M in the plan year 2022 filing to $88M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 536014540 · Amalgamated Transit Union PY 2023 · Defined Benefit (Pension)

Amalgamated Transit Union Pension Plan for International Officers and Employees · $88M · 71 · 90th

  • VS-ST $88M
  • BOY 71
  • SCH 90th
  • EBSA Defined Benefit (Pension)
  • PART near Western Farm Bureau Pension Plan
  • TYPE ind #7571

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 Maryland →

Amalgamated Transit Union Pension Plan for International Officers and Employees in the asset neighbourhood

I.B.E.W. Local Union No. 90 Pension FundI.B.E.W. Local Union No. 90 …$89MEmployer-Industrial Sheet Metal Workers Local 16 Pension TrustEmployer-Industrial Sheet Me…$89MAmalgamated Transit Union Pension Plan for International Officers and EmployeesAmalgamated Transit Union Pe…$88MWestern Farm Bureau Pension PlanWestern Farm Bureau Pension …$88MVirginia Mason Medical Center Defined Benefit Retirement PlanVirginia Mason Medical Cente…$88M
End-of-year total assets ($M) among Amalgamated Transit Union Pension Plan for International Officers and Employees and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$87M
Net Assets (End of Year)$88M
Net Income$2M
Employer EIN536014540
Plan Effective Date1970-01-12
Filing StatusFILING RECEIVED

Sponsor Plan History (Amalgamated Transit Union)

Sponsor-wide plan assets over time

All Amalgamated Transit Union plans reported in each filing year

Latest sponsor-wide plan assets
$104M 8.632615747215581% vs 2022
2024 filing year
$90M$95M$100M$105M 202220232024 $95.3M $104M ▲ +8.6%
Year Plans Participants Total Assets
2022 2 259 $95M
2023 2 256 $99M
2024 2 264 $104M

Nearby Defined Benefit (Pension) Plans in Maryland

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

Amalgamated Transit Union Pension Plan for International Officers and Employees vs. nearby Defined Benefit (Pension) plans in Maryland, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -505101520 Total assets ($B) Participants Amalgamated Transit Union Pension Plan for International Officers and Employees, Total assets ($B): 0.088386309 · Participants: 71Amalgamated Transit Union Pension Plan for International Officers and EmployeesNational 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
Amalgamated Transit Union Pension Plan for International Officers and Employees vs. nearby Defined Benefit (Pension) plans in Maryland, assets vs. participants
Compare Amalgamated Transit Union Pension Plan for International Officers and Employees side-by-side with 3 peers →

Amalgamated Transit Union Pension Plan for International Officers and Employees's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Maryland, the nearest Defined Benefit (Pension) by assets is Western Farm Bureau Pension Plan in ID ($88M); by covered participants it is Retirement Plan for Employees of Cascade Utilities Inc. and Affiliated Companies in OR (71 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (71 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 Amalgamated Transit Union Pension Plan for International Officers and Employees assets move in 2023? ▼
Amalgamated Transit Union Pension Plan for International Officers and Employees edged up modestly - up 2.1% during 2023, from $87M to $88M. Reported net income was $2M.
How have Amalgamated Transit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Amalgamated Transit Union's sponsor-wide assets grew 8.6%, from $95M to $104M.
Where does Amalgamated Transit Union Pension Plan for International Officers and Employees rank by assets among Form 5500 filers? ▼
Amalgamated Transit Union Pension Plan for International Officers and Employees ranks in the 90th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Amalgamated Transit Union Pension Plan for International Officers and Employees? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Western Farm Bureau Pension Plan in ID ($88M, 161 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Amalgamated Transit Union Pension Plan for International Officers and Employees? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Retirement Plan for Employees of Cascade Utilities Inc. and Affiliated Companies in OR (71 participants, $23M 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 536014540.

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.