Defined Benefit (Pension) · DOL Form 5500 · 2024

American Postal Workers Union, AFL-CIO Pension Plan

Data updated 2026-08-25

$29M
Total assets Below avg plan size
54
Participants Small participant base
77th
Percentile by assets National rank
$536,827
Avg per participant High balance/head
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Official DOL plan name: American Postal Workers Union Employees' Retirement Plan · Sponsored by American Postal Workers Union, AFL-CIO · District of Columbia · Other Services

$29M in assets, 54 participants

American Postal Workers Union, AFL-CIO's American Postal Workers Union Employees' Retirement Plan reported $29M in total assets and 54 participants in its 2024 DOL Form 5500 filing, ranking in the 77th 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.

  • #6,808 in Other Services (7,719 peers)

Where American Postal Workers Union Employees' Retirement Plan sits by assets

American Postal Workers Union Employees' Retirement Plan sits in the top quartile of all filed plans by assets, $29M for 54 participants (~$536,827/participant), up 3.9% in 2024.

#6,808
in Other Services (7,719 peers)
+3.9%
assets growth YoY
0.3×
vs typical plan assets (national mean)

American Postal Workers Union Employees' Retirement Plan's outsized position by total assets

American Postal Workers Union Employees' Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2024 · DOL Form 5500

$28,988,670 Top 23% higher than 77% of 123,620 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 2024

American Postal Workers Union Employees' Retirement Plan among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. American Postal Workers Union Employees' Retirement Plan is a small filing (54 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • American Postal Workers Union Employees' Retirement Plan reported net income fell from $2M in the plan year 2023 filing to $1M in the plan year 2024 filing.
  • American Postal Workers Union Employees' Retirement Plan end-of-year assets rose from $28M in the plan year 2023 filing to $29M in the plan year 2024 filing.
  • American Postal Workers Union Employees' Retirement Plan reported participants fell from 56 in the plan year 2023 filing to 54 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 520913725 · American Postal Workers Union, AFL-CIO PY 2024 · Defined Benefit (Pension)

American Postal Workers Union Employees' Retirement Plan · $29M · 54 · 77th

  • ASSETS $29M
  • ASSETS 54
  • ASSETS 77th
  • ASSETS Defined Benefit (Pension)
  • ASSETS near Defined Benefit Plan of Special Service for Groups, Inc.
  • ASSETS ind #6808

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 →

American Postal Workers Union Employees' Retirement Plan in the asset neighbourhood

H. J. Baker & Bro., LLC Employees' Retirement PlanH. J. Baker & Bro., LLC Empl…$29MMomentive Technologies Pension PlanMomentive Technologies Pensi…$29MAmerican Postal Workers Union Employees' Retirement PlanAmerican Postal Workers Unio…$29MDefined Benefit Plan of Special Service for Groups, Inc.Defined Benefit Plan of Spec…$29MTropicana Casino and Resort Variable Annuity Pension PlanTropicana Casino and Resort …$29M
End-of-year total assets ($M) among American Postal Workers Union Employees' Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$28M
Net Assets (End of Year)$29M
Net Income$1M
Employer EIN520913725
Plan Effective Date1957-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (American Postal Workers Union, AFL-CIO)

Sponsor-wide plan assets over time

All American Postal Workers Union, AFL-CIO plans reported in each filing year

Latest sponsor-wide plan assets
$149M 7.383459925194464% vs 2022
2024 filing year
$135M$140M$145M$150M$155M 202220232024 $139M $149M ▲ +7.4%
Year Plans Participants Total Assets
2022 2 148 $139M
2023 2 149 $147M
2024 2 154 $149M

Nearby Defined Benefit (Pension) Plans in District of Columbia

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

American Postal Workers Union Employees' Retirement Plan vs. nearby Defined Benefit (Pension) plans in District of Columbia, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -100102030 Total assets ($B) Participants American Postal Workers Union Employees' Retirement Plan, Total assets ($B): 0.02898867 · Participants: 54American Postal Workers Union Employees' Retirement PlanCentral Pension Fund of the Iuoe & Participating Employers, Total assets ($B): 27.435957137 · Participants: 103525Central Pension Fund of the Iuoe & Participating EmployersIam National Pension Fund, Total assets ($B): 15.01326453 · Participants: 102493Iam National Pension FundUnited Mine Workers of America 1974 Pension Plan, Total assets ($B): 3.795820295 · Participants: 58United Mine Workers of America 1974 Pension PlanLiuna Staff and Affiliates Pension Fund, Total assets ($B): 1.922502172 · Participants: 3559Liuna Staff and Affiliates Pension FundBricklayers & Trowel Trades International Pension Fund, Total assets ($B): 1.912910704 · Participants: 27474Bricklayers & Trowel Trades International Pension Fund
American Postal Workers Union Employees' Retirement Plan vs. nearby Defined Benefit (Pension) plans in District of Columbia, assets vs. participants
Compare American Postal Workers Union Employees' Retirement Plan side-by-side with 3 peers →

American Postal Workers Union Employees' 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 Defined Benefit Plan of Special Service for Groups, Inc. in CA ($29M); by covered participants it is Credit Union West Retirement Pension Plan in AZ (54 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (54 participants); asset peers above are excluded.

DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did American Postal Workers Union Employees' Retirement Plan assets move in 2024? ▼
American Postal Workers Union Employees' Retirement Plan edged up modestly - up 3.9% during 2024, from $28M to $29M. Reported net income was $1M.
How have American Postal Workers Union, AFL-CIO plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), American Postal Workers Union, AFL-CIO's sponsor-wide assets grew 7.4%, from $139M to $149M.
Where does American Postal Workers Union Employees' Retirement Plan rank by assets among Form 5500 filers? ▼
American Postal Workers Union Employees' Retirement Plan ranks in the 77th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to American Postal Workers Union Employees' Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Defined Benefit Plan of Special Service for Groups, Inc. in CA ($29M, 156 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to American Postal Workers Union Employees' Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Credit Union West Retirement Pension Plan in AZ (54 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2024.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 520913725.

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.