401(k) · DOL Form 5500 · 2023
Amalgamated Transit Union 401(k) Plan
Data updated 2026-08-25
- $11M
- Total assets Small plan by assets
- 185
- Participants Below avg headcount
- 60th
- Percentile by assets National rank
- $57,572
- Avg per participant Low balance/head
Official DOL plan name: Amalgamated Transit Union Local Union Officers and Employees 401(k) Retirement Plan · Sponsored by Amalgamated Transit Union · Illinois · Other Services
$11M in assets, 185 participants
Amalgamated Transit Union's Amalgamated Transit Union Local Union Officers and Employees 401(k) Retirement Plan reported $11M in total assets and 185 participants in its 2023 DOL Form 5500 filing, ranking in the 60th 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.
- #6,068 in Other Services (7,857 peers)
Coverage in Illinois
Amalgamated Transit Union Local Union Officers and Employees 401(k) Retirement Plan covers 185 participants in Illinois, about 24% of the average Illinois filer (state average ~779 per filing). Assets: $11M.
- #6,068
- in Other Services (7,857 peers)
- +22.2%
- assets growth YoY
Amalgamated Transit Union Local Union Officers and Employees 401(k) Retirement Plan's mid-pack asset rank among Other Services and all filers
Amalgamated Transit Union Local Union Officers and Employees 401(k) Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$10,650,849 Top 40% higher than 60% 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
Amalgamated Transit Union Local Union Officers and Employees 401(k) 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. Amalgamated Transit Union Local Union Officers and Employees 401(k) Retirement Plan sits mid-pack in the medium band (185 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Amalgamated Transit Union Local Union Officers and Employees 401(k) Retirement Plan reported net income rose from -$1M in the plan year 2022 filing to $2M in the plan year 2023 filing.
- Amalgamated Transit Union Local Union Officers and Employees 401(k) Retirement Plan end-of-year assets rose from $9M in the plan year 2022 filing to $11M in the plan year 2023 filing.
- Amalgamated Transit Union Local Union Officers and Employees 401(k) Retirement Plan reported participants rose from 183 in the plan year 2022 filing to 185 in the plan year 2023 filing.
Published 5500 schedule card
Filing strip 536014540 · Amalgamated Transit Union PY 2023 · 401(k)
Amalgamated Transit Union Local Union Officers and Employees 401(k) Retirement Plan · $11M · 185 · 60th
- BOOK $11M
- VS-ST 185
- BOY 60th
- SCH 401(k)
- EBSA near Cpacket Networks, Inc. 401(k) Plan
- PART ind #6068
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 →
Amalgamated Transit Union Local Union Officers and Employees 401(k) Retirement Plan in the asset neighbourhood
Illinois filing particulars
| Total Assets (Beginning of Year) | $9M |
|---|---|
| Net Assets (End of Year) | $11M |
| Net Income | $2M |
| Employer EIN | 536014540 |
| Plan Effective Date | 1997-08-01 |
| Filing Status | FILING 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
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 2 | 259 | $95M |
| 2023 | 2 | 256 | $99M |
| 2024 | 2 | 264 | $104M |
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
Amalgamated Transit Union Local Union Officers and Employees 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is Cpacket Networks, Inc. 401(k) Plan in CA ($11M); by covered participants it is Aerie Pharmaceuticals 401(k) Plan in TX (185 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($11M here).
- Cpacket Networks, Inc. 401(k) Plan (CA) $11M · 111
- Riedell Shoes, Inc. 401(k) Plan (MN) $11M · 97
- Recharge Inc. 401(k) Plan (CA) $11M · 332
- Healthmap Solutions, Inc. 401(k) Plan (FL) $11M · 483
Similar participant headcount
Nearest other-state filings by covered participants (185 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.