401(k) · DOL Form 5500 · 2023

Trustee & Board of Directors of AFL-CIO Deferred Compensation Plan 401(k) Plan

Data updated 2026-08-25

$145M
Total assets Near avg plan size
851
Participants Near avg headcount
93rd
Percentile by assets National rank
$170,806
Avg per participant Above avg balance/head
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Official DOL plan name: AFL-CIO Deferred Compensation Plan · Sponsored by Trustee & Board of Directors of AFL-CIO Deferred Compensation Plan · District of Columbia · Other Services

$145M in assets, 851 participants

Trustee & Board of Directors of AFL-CIO Deferred Compensation Plan's AFL-CIO Deferred Compensation Plan reported $145M in total assets and 851 participants in its 2023 DOL Form 5500 filing, ranking in the 93rd 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.

  • #7,690 in Other Services (7,857 peers)

Where AFL-CIO Deferred Compensation Plan sits by assets

AFL-CIO Deferred Compensation Plan sits in the top 10% of all filed plans by assets, $145M for 851 participants (~$170,806/participant), up 12.7% in 2023.

#7,690
in Other Services (7,857 peers)
+12.7%
assets growth YoY
1.5×
vs typical plan assets (national mean)

AFL-CIO Deferred Compensation Plan's outsized position by total assets

AFL-CIO Deferred Compensation Plan vs every filed plan by assets

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

$145,355,740 Top 7% higher than 93% 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

AFL-CIO Deferred Compensation 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. AFL-CIO Deferred Compensation Plan sits mid-pack in the medium band (851 participants).

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • AFL-CIO Deferred Compensation Plan reported net income rose from -$26M in the plan year 2022 filing to $16M in the plan year 2023 filing.
  • AFL-CIO Deferred Compensation Plan end-of-year assets rose from $129M in the plan year 2022 filing to $145M in the plan year 2023 filing.
  • AFL-CIO Deferred Compensation Plan reported participants rose from 835 in the plan year 2022 filing to 851 in the plan year 2023 filing.

See the national 2022→2023 release diff →

EBSA filing schedule strip

Filing strip 521417400 · Trustee & Board of Directors of AFL-CIO Deferred Compensation Plan PY 2023 · 401(k)

AFL-CIO Deferred Compensation Plan · $145M · 851 · 93rd

  • 5500 $145M
  • ASSETS 851
  • PCT 93rd
  • EIN 401(k)
  • RANK near The Clearing House Incentive Account Plan
  • PHOTO ind #7690

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 →

AFL-CIO Deferred Compensation Plan in the asset neighbourhood

Akebono Brake Corporation Retirement Savings PlanAkebono Brake Corporation Re…$145MAFL-CIO Deferred Compensation PlanAFL-CIO Deferred Compensatio…$145MThe Clearing House Incentive Account PlanThe Clearing House Incentive…$145MNon-Union Employees 401(k) PlanNon-Union Employees 401(k) P…$145MIneos Savings and Investment Plan (Sip)Ineos Savings and Investment…$145M
End-of-year total assets ($M) among AFL-CIO Deferred Compensation Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$129M
Net Assets (End of Year)$145M
Net Income$16M
Employer EIN521417400
Plan Effective Date1985-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Trustee & Board of Directors of AFL-CIO Deferred Compensation Plan)

Sponsor-wide plan assets over time

All Trustee & Board of Directors of AFL-CIO Deferred Compensation Plan plans reported in each filing year

Latest sponsor-wide plan assets
$155M 19.933905006919026% vs 2022
2024 filing year
$120M$130M$140M$150M$160M 202220232024 $129M $155M ▲ +19.9%
Year Plans Participants Total Assets
2022 1 835 $129M
2023 1 851 $145M
2024 1 864 $155M

Nearby 401(k) Plans in District of Columbia

Peer 401(k) plans, same state, same plan type, ranked by total assets.

AFL-CIO Deferred Compensation Plan vs. nearby 401(k) plans in District of Columbia, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -202468 Total assets ($B) Participants AFL-CIO Deferred Compensation Plan, Total assets ($B): 0.14535574 · Participants: 851AFL-CIO Deferred Compensation PlanDanaher Corporation & Subsidiaries Savings Plan, Total assets ($B): 5.808883656 · Participants: 29441Danaher Corporation & Subsidiaries Savings PlanGeico 401(k) Savings Plan, Total assets ($B): 5.758063779 · Participants: 39034Geico 401(k) Savings PlanFederal National Mortgage Association Retirement Savings Plan for Employees, Total assets ($B): 3.918113552 · Participants: 8044Federal National Mortgage Association Retirement Savings Plan for EmployeesFinra Savings Plus Plan, Total assets ($B): 2.182175101 · Participants: 3958Finra Savings Plus PlanHogan Lovells US LLP Retirement Savings Plan, Total assets ($B): 1.63036822 · Participants: 1870Hogan Lovells US LLP Retirement Savings Plan
AFL-CIO Deferred Compensation Plan vs. nearby 401(k) plans in District of Columbia, assets vs. participants
Compare AFL-CIO Deferred Compensation Plan side-by-side with 3 peers →

AFL-CIO Deferred Compensation Plan's out-of-state 401(k) peers by assets and headcount

Outside District of Columbia, the nearest 401(k) by assets is The Clearing House Incentive Account Plan in NY ($145M); by covered participants it is The Holt Retirement Plan in CA (851 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($145M here).

Similar participant headcount

Nearest other-state filings by covered participants (851 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 AFL-CIO Deferred Compensation Plan assets move in 2023? ▼
AFL-CIO Deferred Compensation Plan grew at a solid clip - up 12.7% during 2023, from $129M to $145M. Reported net income was $16M.
How have Trustee & Board of Directors of AFL-CIO Deferred Compensation Plan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trustee & Board of Directors of AFL-CIO Deferred Compensation Plan's sponsor-wide assets grew 19.9%, from $129M to $155M.
Where does AFL-CIO Deferred Compensation Plan rank by assets among Form 5500 filers? ▼
AFL-CIO Deferred Compensation Plan ranks in the 93rd 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 401(k) plans are similar in size to AFL-CIO Deferred Compensation Plan? ▼
Among 401(k) plans in other states, the closest by assets is The Clearing House Incentive Account Plan in NY ($145M, 469 participants).
Which 401(k) plans cover a similar participant headcount to AFL-CIO Deferred Compensation Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is The Holt Retirement Plan in CA (851 participants, $124M 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 521417400.

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.