401(k) · DOL Form 5500 · 2023
American Federation of Teachers AFL-CIO 401(k) Plan
Data updated 2026-08-25
- $90M
- Total assets Below avg plan size
- 105
- Participants Small participant base
- 91st
- Percentile by assets National rank
- $860,292
- Avg per participant High balance/head
Official DOL plan name: American Federation of Teachers Management Retirement Plan · Sponsored by American Federation of Teachers AFL-CIO · Illinois · Other Services
$90M in assets, 105 participants
American Federation of Teachers AFL-CIO's American Federation of Teachers Management Retirement Plan reported $90M in total assets and 105 participants in its 2023 DOL Form 5500 filing, ranking in the 91st 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.
- #7,579 in Other Services (7,857 peers)
Coverage in Illinois
American Federation of Teachers Management Retirement Plan covers 105 participants in Illinois, about 13% of the average Illinois filer (state average ~779 per filing). Assets: $90M.
- #7,579
- in Other Services (7,857 peers)
- +19.8%
- assets growth YoY
- 0.9×
- vs typical plan assets (national mean)
American Federation of Teachers Management Retirement Plan's outsized position by total assets
American Federation of Teachers Management Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$90,330,653 Top 9% higher than 91% of 127,068 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023
American Federation of Teachers Management Retirement 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 Federation of Teachers Management Retirement Plan sits mid-pack in the medium band (105 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- American Federation of Teachers Management Retirement Plan reported net income rose from -$25M in the plan year 2022 filing to $14M in the plan year 2023 filing.
- American Federation of Teachers Management Retirement Plan end-of-year assets rose from $75M in the plan year 2022 filing to $90M in the plan year 2023 filing.
- American Federation of Teachers Management Retirement Plan reported participants fell from 107 in the plan year 2022 filing to 105 in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 360725240 · American Federation of Teachers AFL-CIO PY 2023 · 401(k)
American Federation of Teachers Management Retirement Plan · $90M · 105 · 91st
- EOY $90M
- 5500 105
- ASSETS 91st
- PCT 401(k)
- EIN near Lexington Partners 401(k) Retirement Plan
- RANK ind #7579
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 Illinois →
American Federation of Teachers Management Retirement Plan in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $75M |
|---|---|
| Net Assets (End of Year) | $90M |
| Net Income | $14M |
| Employer EIN | 360725240 |
| Plan Effective Date | 1992-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (American Federation of Teachers AFL-CIO)
Sponsor-wide plan assets over time
All American Federation of Teachers AFL-CIO plans reported in each filing year
- Latest sponsor-wide plan assets
- $249M 33.62530982549703% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 4 | 314 | $186M |
| 2023 | 4 | 313 | $218M |
| 2024 | 4 | 329 | $249M |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Accenture United States 401(k) Match Savings Plan $17.6B · 69,974
- State Farm 401(k) Savings Plan $16.9B · 60,246
- Abbott Laboratories Stock Retirement Plan $14.5B · 38,012
- United Airlines Pilot Retirement Account Plan $14.4B · 14,959
- Walgreens Retirement Savings Plan $13.4B · 235,331
American Federation of Teachers Management Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is Lexington Partners 401(k) Retirement Plan in NY ($90M); by covered participants it is Associated Retina Consultants 401(k) Profit Sharing Plan & Trust in AZ (105 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($90M here).
- Lexington Partners 401(k) Retirement Plan (NY) $90M · 112
- Perry Homes, LLC 401(k) Profit Sharing Plan (TX) $90M · 1,282
- Lendingtree, Inc. 401(k) Retirement Savings Plan (NC) $90M · 1,171
- Dacotah Banks, Inc. 401(k) Savings Plan (SD) $90M · 608
Similar participant headcount
Nearest other-state filings by covered participants (105 participants); asset peers above are excluded.
- Associated Retina Consultants 401(k) Profit Sharing Plan & Trust (AZ) 105 · 0 off
- Bmw Fresno 401(k) Plan (CA) 105 · 0 off
- Dynalec Corporation Profit Sharing 401(k) Plan (NY) 105 · 0 off
- Machine Concepts, Inc. Profit Sharing Plan (OH) 105 · 0 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.