401(k) · DOL Form 5500 · 2023

American Federation of Teachers AFL-CIO 401(k) Plan

Data updated 2026-08-11

$85M
Total assets
126
Participants
90th
Percentile by assets
$674,866
Avg per participant
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Official DOL plan name: American Federation of Teachers Staff Union-Staff Retirement Plan and Trust · Sponsored by American Federation of Teachers AFL-CIO · Illinois · Other Services

$85M in assets, 126 participants

American Federation of Teachers AFL-CIO's American Federation of Teachers Staff Union-Staff Retirement Plan and Trust reported $85M in total assets and 126 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.

  • 90th percentile by assets (of 127,072 plans)
  • #7,558 in Other Services (7,857 peers)

Coverage in Illinois

American Federation of Teachers Staff Union-Staff Retirement Plan and Trust covers 126 participants in Illinois, about 16% of the average Illinois filer (state average ~779 per filing). Assets: $85M.

$85M
total plan assets (2023 EOY)
126
covered participants
90th
percentile by assets (of 127,072 plans)
$674,866
avg assets per participant

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • American Federation of Teachers Staff Union-Staff Retirement Plan and Trust reported net income rose from -$12M in the plan year 2022 filing to $13M in the plan year 2023 filing.
  • American Federation of Teachers Staff Union-Staff Retirement Plan and Trust end-of-year assets rose from $73M in the plan year 2022 filing to $85M in the plan year 2023 filing.
  • American Federation of Teachers Staff Union-Staff Retirement Plan and Trust reported participants fell from 128 in the plan year 2022 filing to 126 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
Illinois
Industry
Other Services

Participants vs Illinois filers

In Illinois, the average filing covers about 779 participants across 5,745 plans. American Federation of Teachers Staff Union-Staff Retirement Plan and Trust reports 126 participants - about 16% of that state average ($85M EOY assets).

Illinois filing particulars

Total Assets (Beginning of Year)$73M
Net Assets (End of Year)$85M
Net Income$13M
Employer EIN360725240
Plan Effective Date1969-10-01
Filing StatusFILING RECEIVED

Sponsor Plan History (American Federation of Teachers AFL-CIO)

$160M$180M$200M$220M$240M$260M 202220232024 $186M $249M ▲ +33.6%
Total plan assets by year, all American Federation of Teachers AFL-CIO plans on file
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.

American Federation of Teachers Staff Union-Staff Retirement Plan and Trust vs. nearby 401(k) plans in Illinois, assets vs. participants

American Federation of Teachers Staff Union-Staff Retirement Plan and Trust vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants American Federation …Accenture United Sta…State Farm 401(k) Sa…Abbott Laboratories …United Airlines Pilo…Walgreens Retirement…
American Federation of Teachers Staff Union-Staff Retirement Plan and Trust vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare American Federation of Teachers Staff Un… side-by-side with 3 peers →

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to American Federation of Teachers Staff Union-Staff Retirement Plan and Trust by total assets, not by location.

Frequently Asked Questions

How did American Federation of Teachers Staff Union-Staff Retirement Plan and Trust assets move in 2023? ▼
American Federation of Teachers Staff Union-Staff Retirement Plan and Trust grew sharply - up 16.4% during 2023, from $73M to $85M. Reported net income was $13M.
How have American Federation of Teachers AFL-CIO plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), American Federation of Teachers AFL-CIO's sponsor-wide assets grew 33.6%, from $186M to $249M.
Where does American Federation of Teachers Staff Union-Staff Retirement Plan and Trust rank by assets among Form 5500 filers? ▼
American Federation of Teachers Staff Union-Staff Retirement Plan and Trust 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 401(k) plans are similar in size to American Federation of Teachers Staff Union-Staff Retirement Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Flexport Inc. Retirement Trust in CA ($85M, 2,364 participants).

Next read for American Federation of Teachers Staff Un…

Filing takeaways

Ways to act on American Federation of Teachers Staff Union-Staff Retirement Plan and Trust's numbers.

  • By total assets, American Federation of Teachers Staff Union-Staff Retirement Plan and Trust ranks in the top 10% of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar 401(k) plans in Illinois. Compare plans
  • American Federation of Teachers AFL-CIO's sponsor-wide assets have grown 33.6% since 2022 across 3 plan years on file. More Other Services 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 360725240.

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.