Defined Benefit (Pension) · DOL Form 5500 · 2023

Amalgamated Bank of Chicago Pension Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
65
Participants Small participant base
78th
Percentile by assets National rank
$418,977
Avg per participant High balance/head
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Official DOL plan name: Amalgamated Bank of Chicago Retirement Plan · Sponsored by Amalgamated Bank of Chicago · Illinois · Finance & Insurance

$27M in assets, 65 participants

Amalgamated Bank of Chicago's Amalgamated Bank of Chicago Retirement Plan reported $27M in total assets and 65 participants in its 2023 DOL Form 5500 filing, ranking in the 78th 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.

  • #5,872 in Finance & Insurance (8,869 peers)

Where Amalgamated Bank of Chicago Retirement Plan sits by assets

Amalgamated Bank of Chicago Retirement Plan sits in the top quartile of all filed plans by assets, $27M for 65 participants (~$418,977/participant), up 4.9% in 2023.

#5,872
in Finance & Insurance (8,869 peers)
+4.9%
assets growth YoY
0.3×
vs typical plan assets (national mean)

Amalgamated Bank of Chicago Retirement Plan's outsized position by total assets

Amalgamated Bank of Chicago Retirement Plan vs every filed plan by assets

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

$27,233,529 Top 22% higher than 78% 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 Bank of Chicago Retirement Plan among smaller filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Amalgamated Bank of Chicago Retirement Plan is a small filing (65 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Amalgamated Bank of Chicago Retirement Plan reported net income rose from -$6M in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Amalgamated Bank of Chicago Retirement Plan reported participants fell from 77 in the plan year 2022 filing to 65 in the plan year 2023 filing.
  • Amalgamated Bank of Chicago Retirement Plan end-of-year assets rose from $26M in the plan year 2022 filing to $27M in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 360721895 · Amalgamated Bank of Chicago PY 2023 · Defined Benefit (Pension)

Amalgamated Bank of Chicago Retirement Plan · $27M · 65 · 78th

  • PHOTO $27M
  • PHOTO 65
  • PHOTO 78th
  • PHOTO Defined Benefit (Pension)
  • PHOTO near Todd Shipyards Corporation Retirement System
  • PHOTO ind #5872

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 Finance & Insurance retirement plans → · Plans in Illinois →

Amalgamated Bank of Chicago Retirement Plan in the asset neighbourhood

Foss Maritime Company Pension PlanFoss Maritime Company Pensio…$27MNew Mexico Orthopaedic Associates, P.C. Defined Benefit PlanNew Mexico Orthopaedic Assoc…$27MAmalgamated Bank of Chicago Retirement PlanAmalgamated Bank of Chicago …$27MTodd Shipyards Corporation Retirement SystemTodd Shipyards Corporation R…$27MLocal 1931 Pension Fund (Formerly- Production Workers Union Local 148 Pension Fund)Local 1931 Pension Fund (For…$27M
End-of-year total assets ($M) among Amalgamated Bank of Chicago Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Scale-class filing particulars (2023)

Total Assets (Beginning of Year)$26M
Net Assets (End of Year)$27M
Net Income$1M
Employer EIN360721895
Plan Effective Date1969-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Amalgamated Bank of Chicago)

Sponsor-wide plan assets over time

All Amalgamated Bank of Chicago plans reported in each filing year

Latest sponsor-wide plan assets
$54M 5.2862228930467445% vs 2022
2024 filing year
$51M$52M$53M$54M$55M 202220232024 $51.5M $54.2M ▲ +5.3%
Year Plans Participants Total Assets
2022 2 195 $51M
2023 2 182 $54M
2024 2 196 $54M

Nearby Defined Benefit (Pension) Plans in Illinois

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Amalgamated Bank of Chicago Retirement Plan vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -200000200004000060000 -200204060 Total assets ($B) Participants Amalgamated Bank of Chicago Retirement Plan, Total assets ($B): 0.027233529 · Participants: 65Amalgamated Bank of Chicago Retirement PlanCentral States, Southeast & Southwest Areas Pension Plan, Total assets ($B): 49.680270595 · Participants: 48538Central States, Southeast & Southwest Areas Pension PlanState Farm Insurance Companies Retirement Plan for United States Employees, Total assets ($B): 35.242945747 · Participants: 45001State Farm Insurance Companies Retirement Plan for United States EmployeesUnited Food & Commercial Workers Intl Union - Industry Pension Fund, Total assets ($B): 7.965094339 · Participants: 20680United Food & Commercial Workers Intl Union - Industry Pension FundJohn Deere Pension Plan for Salaried Employees, Total assets ($B): 7.960744597 · Participants: 16346John Deere Pension Plan for Salaried EmployeesAbbott Laboratories Annuity Retirement Plan, Total assets ($B): 7.819798504 · Participants: 17382Abbott Laboratories Annuity Retirement Plan
Amalgamated Bank of Chicago Retirement Plan vs. nearby Defined Benefit (Pension) plans in Illinois, assets vs. participants
Compare Amalgamated Bank of Chicago Retirement Plan side-by-side with 3 peers →

Amalgamated Bank of Chicago Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Illinois, the nearest Defined Benefit (Pension) by assets is Todd Shipyards Corporation Retirement System in WA ($27M); by covered participants it is T. W. Garner Food Company Employees' Pension Plan in NC (65 participants). Same-state nearby plans are listed separately above.

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 Bank of Chicago Retirement Plan assets move in 2023? ▼
Amalgamated Bank of Chicago Retirement Plan edged up modestly - up 4.9% during 2023, from $26M to $27M. Reported net income was $1M.
How have Amalgamated Bank of Chicago plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Amalgamated Bank of Chicago's sponsor-wide assets grew 5.3%, from $51M to $54M.
Where does Amalgamated Bank of Chicago Retirement Plan rank by assets among Form 5500 filers? ▼
Amalgamated Bank of Chicago Retirement Plan ranks in the 78th 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 Defined Benefit (Pension) plans are similar in size to Amalgamated Bank of Chicago Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Todd Shipyards Corporation Retirement System in WA ($27M, 5 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Amalgamated Bank of Chicago Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is T. W. Garner Food Company Employees' Pension Plan in NC (65 participants, $22M 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 360721895.

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.