Defined Benefit (Pension) · DOL Form 5500 · 2024
American Postal Workers Union, AFL-CIO Pension Plan
Data updated 2026-08-25
- $120M
- Total assets Near avg plan size
- 100
- Participants Small participant base
- 92nd
- Percentile by assets National rank
- $1.2M
- Avg per participant High balance/head
Official DOL plan name: American Postal Workers Union Officers' Qualified Retirement Plan · Sponsored by American Postal Workers Union, AFL-CIO · District of Columbia · Other Services
$120M in assets, 100 participants
American Postal Workers Union, AFL-CIO's American Postal Workers Union Officers' Qualified Retirement Plan reported $120M in total assets and 100 participants in its 2024 DOL Form 5500 filing, ranking in the 92nd 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.
- #7,499 in Other Services (7,719 peers)
Coverage in District of Columbia
American Postal Workers Union Officers' Qualified Retirement Plan covers 100 participants in District of Columbia, about 7% of the average District of Columbia filer (state average ~1,456 per filing). Assets: $120M.
- #7,499
- in Other Services (7,719 peers)
- +1.0%
- assets growth YoY
- 1.2×
- vs typical plan assets (national mean)
American Postal Workers Union Officers' Qualified Retirement Plan's outsized position by total assets
American Postal Workers Union Officers' Qualified Retirement Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$120,179,175 Top 8% higher than 92% of 123,620 filed plans
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 Officers' Qualified 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 Officers' Qualified Retirement Plan is a small filing (100 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- American Postal Workers Union Officers' Qualified Retirement Plan reported net income fell from $6M in the plan year 2023 filing to $1M in the plan year 2024 filing.
- American Postal Workers Union Officers' Qualified Retirement Plan reported participants rose from 93 in the plan year 2023 filing to 100 in the plan year 2024 filing.
- American Postal Workers Union Officers' Qualified Retirement Plan end-of-year assets rose from $119M in the plan year 2023 filing to $120M in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 520913725 · American Postal Workers Union, AFL-CIO PY 2024 · Defined Benefit (Pension)
American Postal Workers Union Officers' Qualified Retirement Plan · $120M · 100 · 92nd
- PART $120M
- TYPE 100
- NET 92nd
- BOOK Defined Benefit (Pension)
- VS-ST near United Union of Roofers - Local 8 Pension Fund
- BOY ind #7499
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 Officers' Qualified Retirement Plan in the asset neighbourhood
District of Columbia filing particulars
| Total Assets (Beginning of Year) | $119M |
|---|---|
| Net Assets (End of Year) | $120M |
| Net Income | $1M |
| Employer EIN | 520913725 |
| Plan Effective Date | 1971-07-01 |
| Filing Status | FILING 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
| 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.
- Central Pension Fund of the Iuoe & Participating Employers $27.4B · 103,525
- Iam National Pension Fund $15.0B · 102,493
- United Mine Workers of America 1974 Pension Plan $3.8B · 58
- Liuna Staff and Affiliates Pension Fund $1.9B · 3,559
- Bricklayers & Trowel Trades International Pension Fund $1.9B · 27,474
American Postal Workers Union Officers' Qualified 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 United Union of Roofers - Local 8 Pension Fund in NY ($120M); by covered participants it is City Credit Union Defined Benefit Plan in TX (100 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($120M here).
- United Union of Roofers - Local 8 Pension Fund (NY) $120M · 1,292
- Pension Plan for Union Employees of the New York Racing Association, Inc. (NY) $120M · 115
- Cargill Meat Solutions Corporation Employees Retirement Plan (KS) $120M · 3,008
- Treasurers and Ticket Sellers Local 751 Pension Fund (NY) $120M · 337
Similar participant headcount
Nearest other-state filings by covered participants (100 participants); asset peers above are excluded.
- City Credit Union Defined Benefit Plan (TX) 100 · 0 off
- Capital Blue Cross Retirement Plan (PA) 100 · 0 off
- Pension Plan for Employees of Drs Naval Power Systems, Inc. (VA) 100 · 0 off
- Venturedyne Salaried Retirement Plan (WI) 100 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.