Defined Benefit (Pension) · DOL Form 5500 · 2023
AFL-CIO Staff Retirement Plan Congress of Industrial Organizations Pension Plan
Data updated 2026-08-25
- $713M
- Total assets Above avg plan size
- 1,116
- Participants Near avg headcount
- 98th
- Percentile by assets National rank
- $639,199
- Avg per participant High balance/head
Official DOL plan name: AFL-CIO Staff Retirement Plan · Sponsored by AFL-CIO Staff Retirement Plan Congress of Industrial Organizations · District of Columbia · Other Services
$713M in assets, 1,116 participants
AFL-CIO Staff Retirement Plan Congress of Industrial Organizations's AFL-CIO Staff Retirement Plan reported $713M in total assets and 1,116 participants in its 2023 DOL Form 5500 filing, ranking in the 98th 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.
- #7,829 in Other Services (7,857 peers)
Where AFL-CIO Staff Retirement Plan sits by assets
AFL-CIO Staff Retirement Plan sits in the top 5% of all filed plans by assets, $713M for 1,116 participants (~$639,199/participant), up 5.4% in 2023.
- #7,829
- in Other Services (7,857 peers)
- +5.4%
- assets growth YoY
- 7.2×
- vs typical plan assets (national mean)
AFL-CIO Staff Retirement Plan's outsized position by total assets
AFL-CIO Staff Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2023 · DOL Form 5500
$713,346,030 Top 2% higher than 98% 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
AFL-CIO Staff Retirement Plan's large-plan peer group by participant headcount
Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. AFL-CIO Staff Retirement Plan lands in the large band (1,116 participants).
What changed between DOL Form 5500 filings
plan year 2022 → plan year 2023
- AFL-CIO Staff Retirement Plan reported net income rose from -$9M in the plan year 2022 filing to $36M in the plan year 2023 filing.
- AFL-CIO Staff Retirement Plan reported participants rose from 1,054 in the plan year 2022 filing to 1,116 in the plan year 2023 filing.
- AFL-CIO Staff Retirement Plan end-of-year assets rose from $677M in the plan year 2022 filing to $713M in the plan year 2023 filing.
Plan-year Form 5500 strip
Filing strip 530228172 · AFL-CIO Staff Retirement Plan Congress of Industrial Organizations PY 2023 · Defined Benefit (Pension)
AFL-CIO Staff Retirement Plan · $713M · 1,116 · 98th
- EIN $713M
- RANK 1,116
- PHOTO 98th
- IND Defined Benefit (Pension)
- EOY near GE Healthcare Legacy Affiliates Pension Plan
- 5500 ind #7829
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 District of Columbia →
AFL-CIO Staff Retirement Plan in the asset neighbourhood
Scale-class filing particulars (2023)
| Total Assets (Beginning of Year) | $677M |
|---|---|
| Net Assets (End of Year) | $712M |
| Net Income | $36M |
| Employer EIN | 530228172 |
| Plan Effective Date | 1964-10-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (AFL-CIO Staff Retirement Plan Congress of Industrial Organizations)
Sponsor-wide plan assets over time
All AFL-CIO Staff Retirement Plan Congress of Industrial Organizations plans reported in each filing year
- Latest sponsor-wide plan assets
- $776M 14.666804417154797% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,054 | $677M |
| 2023 | 1 | 1,116 | $713M |
| 2024 | 1 | 1,161 | $776M |
Nearby Defined Benefit (Pension) Plans in District of Columbia
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- Central Pension Fund of the Iuoe & Participating Employers $24.9B · 100,627
- Iam National Pension Fund $14.3B · 92,151
- United Mine Workers of America 1974 Pension Plan $3.5B · 52
- Danaher Corporation & Subsidiaries Pension Plan $1.9B · 3,354
- Liuna Staff and Affiliates Pension Fund $1.8B · 3,533
AFL-CIO Staff Retirement Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside District of Columbia, the nearest Defined Benefit (Pension) by assets is GE Healthcare Legacy Affiliates Pension Plan in IL ($714M); by covered participants it is Allegheny Technologies Incorporated Pension Plan 2 in PA (1,115 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($713M here).
- GE Healthcare Legacy Affiliates Pension Plan (IL) $714M · 155
- Cement Masons Pension Trust Fund for Northern California (CA) $713M · 2,837
- Premier Health Partners Employees Retirement Plan (OH) $712M · 9,563
- District No. 9 International Association of Machin Aerospace Workers Pension Plan (MO) $711M · 2,214
Similar participant headcount
Nearest other-state filings by covered participants (1,116 participants); asset peers above are excluded.
- Allegheny Technologies Incorporated Pension Plan 2 (PA) 1,115 · 1 off
- Will County Local 174 Carpenters Pension Fund (IL) 1,117 · 1 off
- Ppl Retirement Plan (PA) 1,118 · 2 off
- Northwest Permanente, P.C., Cash Balance Plan (OR) 1,118 · 2 off
DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.