401(k) · DOL Form 5500 · 2023
Board of Trustees of the Amalgamated Transit Union 401(k) Plan
Data updated 2026-08-11
- $231M
- Total assets
- 15,705
- Participants
- 95th
- Percentile by assets
- $14,691
- Avg per participant
Official DOL plan name: Amalgamated Transit Union National 401(k) Pension Plan · Sponsored by Board of Trustees of the Amalgamated Transit Union · Illinois · Other Services
$231M in assets, 15,705 participants
Board of Trustees of the Amalgamated Transit Union's Amalgamated Transit Union National 401(k) Pension Plan reported $231M in total assets and 15,705 participants in its 2023 DOL Form 5500 filing, ranking in the 95th 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.
- 95th percentile by assets (of 127,072 plans)
- #7,759 in Other Services (7,857 peers)
Coverage in Illinois
Amalgamated Transit Union National 401(k) Pension Plan covers 15,705 participants in Illinois, 20x the typical Illinois plan (state average ~779 per filing). Assets: $231M.
- $231M
- total plan assets (2023 EOY)
- 15,705
- covered participants
- 95th
- percentile by assets (of 127,072 plans)
- $14,691
- avg assets per participant
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- Amalgamated Transit Union National 401(k) Pension Plan reported net income rose from -$35M in the plan year 2022 filing to $38M in the plan year 2023 filing.
- Amalgamated Transit Union National 401(k) Pension Plan end-of-year assets rose from $193M in the plan year 2022 filing to $231M in the plan year 2023 filing.
- Amalgamated Transit Union National 401(k) Pension Plan reported participants rose from 14,959 in the plan year 2022 filing to 15,705 in the plan year 2023 filing.
Participants vs Illinois filers
In Illinois, the average filing covers about 779 participants across 5,745 plans. Amalgamated Transit Union National 401(k) Pension Plan reports 15,705 participants - 20x that state average ($231M EOY assets).
Illinois filing particulars
| Total Assets (Beginning of Year) | $193M |
|---|---|
| Net Assets (End of Year) | $231M |
| Net Income | $38M |
| Employer EIN | 522059290 |
| Plan Effective Date | 1997-08-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees of the Amalgamated Transit Union)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 14,959 | $193M |
| 2023 | 1 | 15,705 | $231M |
| 2024 | 1 | 17,983 | $267M |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
Amalgamated Transit Union National 401(k) Pension Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
- 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
Scale composition for Amalgamated Transit Union National 401(k) Pension Plan
Amalgamated Transit Union National 401(k) Pension Plan reports $231M in end-of-year assets across 15,705 participants (0.002% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.017% of 93,925,755 covered participants) - about $14,691 per participant (11% of the national average assets-per-participant) . Net income for plan year 2023 was $38M.
This plan identity (EIN 522059290, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $193M to $267M (+38.8%) while covered participants moved from 14,959 to 17,983 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 14,959 | $193M | Open filing |
| 2023 | 15,705 | $231M | This page |
| 2024 · index core | 17,983 | $267M | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Amalgamated Transit Union National 401(k) Pension Plan (401(k), $267M, 17,983 participants)
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to Amalgamated Transit Union National 401(k) Pension Plan by total assets, not by location.
- Shintech Incorporated Savings Plan (TX) $231M · 917
- Kaiser Aluminum Investments Company Savings and Investment Plan (TN) $231M · 1,079
- Rpc 401(k) Plan (GA) $231M · 3,321
- Onto Innovation, Inc. 401(k) Savings Plan (NJ) $231M · 964
Frequently Asked Questions
How did Amalgamated Transit Union National 401(k) Pension Plan assets move in 2023? ▼
How have Board of Trustees of the Amalgamated Transit Union plan assets changed over time? ▼
Where does Amalgamated Transit Union National 401(k) Pension Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to Amalgamated Transit Union National 401(k) Pension Plan? ▼
Next read for Amalgamated Transit Union National 401(k…
Filing takeaways
Ways to act on Amalgamated Transit Union National 401(k) Pension Plan's numbers.
- By total assets, Amalgamated Transit Union National 401(k) Pension Plan ranks in the top 5% 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
- Board of Trustees of the Amalgamated Transit Union's sponsor-wide assets have grown 38.8% since 2022 across 3 plan years on file. More Other Services plans