401(k) · DOL Form 5500 · 2023

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

Data updated 2026-08-25

$29M
Total assets Below avg plan size
55
Participants Small participant base
79th
Percentile by assets National rank
$529,256
Avg per participant High balance/head
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Official DOL plan name: American Federation of Teachers Opeiu Local 2 Retirement Plan and Trust · Sponsored by American Federation of Teachers AFL-CIO · Illinois · Other Services

$29M in assets, 55 participants

American Federation of Teachers AFL-CIO's American Federation of Teachers Opeiu Local 2 Retirement Plan and Trust reported $29M in total assets and 55 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.

  • #7,014 in Other Services (7,857 peers)

Where American Federation of Teachers Opeiu Local 2 Retirement Plan and Trust sits by assets

American Federation of Teachers Opeiu Local 2 Retirement Plan and Trust sits in the top quartile of all filed plans by assets, $29M for 55 participants (~$529,256/participant), up 13.6% in 2023.

#7,014
in Other Services (7,857 peers)
+13.6%
assets growth YoY
0.3×
vs typical plan assets (national mean)

American Federation of Teachers Opeiu Local 2 Retirement Plan and Trust's outsized position by total assets

American Federation of Teachers Opeiu Local 2 Retirement Plan and Trust vs every filed plan by assets

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

$29,109,096 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 Federation of Teachers Opeiu Local 2 Retirement Plan and Trust 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 Federation of Teachers Opeiu Local 2 Retirement Plan and Trust is a small filing (55 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • American Federation of Teachers Opeiu Local 2 Retirement Plan and Trust reported net income rose from -$6M in the plan year 2022 filing to $4M in the plan year 2023 filing.
  • American Federation of Teachers Opeiu Local 2 Retirement Plan and Trust end-of-year assets rose from $26M in the plan year 2022 filing to $29M in the plan year 2023 filing.

See the national 2022→2023 release diff →

DOL schedule card

Filing strip 360725240 · American Federation of Teachers AFL-CIO PY 2023 · 401(k)

American Federation of Teachers Opeiu Local 2 Retirement Plan and Trust · $29M · 55 · 79th

  • EBSA $29M
  • EBSA 55
  • EBSA 79th
  • EBSA 401(k)
  • EBSA near Tampa Bay Banking Company 401(k) Plan
  • EBSA ind #7014

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 Opeiu Local 2 Retirement Plan and Trust in the asset neighbourhood

American Federation of Teachers Opeiu Local 2 Retirement Plan and TrustAmerican Federation of Teach…$29MTampa Bay Banking Company 401(k) PlanTampa Bay Banking Company 40…$29MUhl Company, Inc. Profit Sharing PlanUhl Company, Inc. Profit Sha…$29MUnion Bank 401(k) Plan$29MNic Global 401(k) Plan$29M
End-of-year total assets ($M) among American Federation of Teachers Opeiu Local 2 Retirement Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$29M
Net Income$4M
Employer EIN360725240
Plan Effective Date1969-07-01
Filing StatusFILING 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
$160M$180M$200M$220M$240M$260M 202220232024 $186M $249M ▲ +33.6%
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 Opeiu Local 2 Retirement Plan and Trust vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -505101520 Total assets ($B) Participants American Federation of Teachers Opeiu Local 2 Retirement Plan and Trust, Total assets ($B): 0.029109096 · Participants: 55American Federation of Teachers Opeiu Local 2 Retirement Plan and TrustAccenture United States 401(k) Match Savings Plan, Total assets ($B): 17.594548115 · Participants: 69974Accenture United States 401(k) Match Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 16.935002041 · Participants: 60246State Farm 401(k) Savings PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 14.496191 · Participants: 38012Abbott Laboratories Stock Retirement PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 14.367975914 · Participants: 14959United Airlines Pilot Retirement Account PlanWalgreens Retirement Savings Plan, Total assets ($B): 13.444551767 · Participants: 235331Walgreens Retirement Savings Plan
American Federation of Teachers Opeiu Local 2 Retirement Plan and Trust vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare American Federation of Teachers Opeiu Local 2 Retirement Plan and Trust side-by-side with 3 peers →

American Federation of Teachers Opeiu Local 2 Retirement Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Tampa Bay Banking Company 401(k) Plan in FL ($29M); by covered participants it is Verico Technology LLC 401(k) Plan in NH (55 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($29M here).

Similar participant headcount

Nearest other-state filings by covered participants (55 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 Federation of Teachers Opeiu Local 2 Retirement Plan and Trust assets move in 2023? ▼
American Federation of Teachers Opeiu Local 2 Retirement Plan and Trust grew at a solid clip - up 13.6% during 2023, from $26M to $29M. Reported net income was $4M.
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 Opeiu Local 2 Retirement Plan and Trust rank by assets among Form 5500 filers? ▼
American Federation of Teachers Opeiu Local 2 Retirement Plan and Trust 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 401(k) plans are similar in size to American Federation of Teachers Opeiu Local 2 Retirement Plan and Trust? ▼
Among 401(k) plans in other states, the closest by assets is Tampa Bay Banking Company 401(k) Plan in FL ($29M, 277 participants).
Which 401(k) plans cover a similar participant headcount to American Federation of Teachers Opeiu Local 2 Retirement Plan and Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Verico Technology LLC 401(k) Plan in NH (55 participants, $32M 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 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.