401(k) · DOL Form 5500 · 2023

Board of Trustees of the Amalgamated Transit Union 401(k) Plan

Data updated 2026-08-25

$231M
Total assets Near avg plan size
15,705
Participants Very large workforce
95th
Percentile by assets National rank
$14,691
Avg per participant Low balance/head
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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.

  • #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.

#7,759
in Other Services (7,857 peers)
+19.9%
assets growth YoY
2.3×
vs typical plan assets (national mean)

Amalgamated Transit Union National 401(k) Pension Plan's outsized position by total assets

Amalgamated Transit Union National 401(k) Pension Plan vs every filed plan by assets

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

$230,728,240 Top 5% higher than 95% 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

Amalgamated Transit Union National 401(k) Pension Plan's mega-plan peer group by participant headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Amalgamated Transit Union National 401(k) Pension Plan is a mega filing (15,705 participants), the rightmost band on the breakdown.

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.

See the national 2022→2023 release diff →

Plan-year Form 5500 strip

Filing strip 522059290 · Board of Trustees of the Amalgamated Transit Union PY 2023 · 401(k)

Amalgamated Transit Union National 401(k) Pension Plan · $231M · 15,705 · 95th

  • SCH $231M
  • EBSA 15,705
  • PART 95th
  • TYPE 401(k)
  • NET near Shintech Incorporated Savings Plan
  • BOOK ind #7759

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 National 401(k) Pension Plan in the asset neighbourhood

Onto Innovation, Inc. 401(k) Savings PlanOnto Innovation, Inc. 401(k)…$231MRpc 401(k) Plan$231MKaiser Aluminum Investments Company Savings and Investment PlanKaiser Aluminum Investments …$231MAmalgamated Transit Union National 401(k) Pension PlanAmalgamated Transit Union Na…$231MShintech Incorporated Savings PlanShintech Incorporated Saving…$231M
End-of-year total assets ($M) among Amalgamated Transit Union National 401(k) Pension Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2023.

Illinois filing particulars

Total Assets (Beginning of Year)$193M
Net Assets (End of Year)$231M
Net Income$38M
Employer EIN522059290
Plan Effective Date1997-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees of the Amalgamated Transit Union)

Sponsor-wide plan assets over time

All Board of Trustees of the Amalgamated Transit Union plans reported in each filing year

Latest sponsor-wide plan assets
$267M 38.754119853063756% vs 2022
2024 filing year
$150M$200M$250M$300M 202220232024 $193M $267M ▲ +38.8%
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 Scatter plot of 6 data points. 050000100000150000200000250000 -505101520 Total assets ($B) Participants Amalgamated Transit Union National 401(k) Pension Plan, Total assets ($B): 0.23072824 · Participants: 15705Amalgamated Transit Union National 401(k) Pension PlanAccenture 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
Amalgamated Transit Union National 401(k) Pension Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Amalgamated Transit Union National 401(k) Pension Plan side-by-side with 3 peers →

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's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Shintech Incorporated Savings Plan in TX ($231M); by covered participants it is Abc Supply Company Employees' Savings & Retirement Plan in WI (15,701 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($231M here).

Similar participant headcount

Nearest other-state filings by covered participants (15,705 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 Amalgamated Transit Union National 401(k) Pension Plan assets move in 2023? ▼
Amalgamated Transit Union National 401(k) Pension Plan grew sharply - up 19.9% during 2023, from $193M to $231M. Reported net income was $38M.
How have Board of Trustees of the Amalgamated Transit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees of the Amalgamated Transit Union's sponsor-wide assets grew 38.8%, from $193M to $267M.
Where does Amalgamated Transit Union National 401(k) Pension Plan rank by assets among Form 5500 filers? ▼
Amalgamated Transit Union National 401(k) Pension Plan ranks in the 95th percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Amalgamated Transit Union National 401(k) Pension Plan? ▼
Among 401(k) plans in other states, the closest by assets is Shintech Incorporated Savings Plan in TX ($231M, 917 participants).
Which 401(k) plans cover a similar participant headcount to Amalgamated Transit Union National 401(k) Pension Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Abc Supply Company Employees' Savings & Retirement Plan in WI (15,701 participants, $1.0B 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 522059290.

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.