Defined Benefit (Pension) · DOL Form 5500 · 2024

Amalgamated Transit Union Pension Plan

Data updated 2026-08-25

$91M
Total assets Below avg plan size
72
Participants Small participant base
90th
Percentile by assets National rank
$1.3M
Avg per participant High balance/head
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Official DOL plan name: Amalgamated Transit Union Pension Plan for International Officers and Employees · Sponsored by Amalgamated Transit Union · Maryland · Other Services

$91M in assets, 72 participants

Amalgamated Transit Union's Amalgamated Transit Union Pension Plan for International Officers and Employees reported $91M in total assets and 72 participants in its 2024 DOL Form 5500 filing, ranking in the 90th 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.

  • #7,421 in Other Services (7,719 peers)

Where Amalgamated Transit Union Pension Plan for International Officers and Employees sits by assets

Amalgamated Transit Union Pension Plan for International Officers and Employees sits in the top 10% of all filed plans by assets, $91M for 72 participants (~$1.3M/participant), up 2.9% in 2024.

#7,421
in Other Services (7,719 peers)
+2.9%
assets growth YoY
0.9×
vs typical plan assets (national mean)

Amalgamated Transit Union Pension Plan for International Officers and Employees's outsized position by total assets

Amalgamated Transit Union Pension Plan for International Officers and Employees vs every filed plan by assets

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

$90,911,582 Top 10% higher than 90% 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

Amalgamated Transit Union Pension Plan for International Officers and Employees among smaller filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Amalgamated Transit Union Pension Plan for International Officers and Employees is a small filing (72 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Amalgamated Transit Union Pension Plan for International Officers and Employees reported net income rose from $2M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • Amalgamated Transit Union Pension Plan for International Officers and Employees end-of-year assets rose from $88M in the plan year 2023 filing to $91M in the plan year 2024 filing.
  • Amalgamated Transit Union Pension Plan for International Officers and Employees reported participants rose from 71 in the plan year 2023 filing to 72 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Plan-year Form 5500 strip

Filing strip 536014540 · Amalgamated Transit Union PY 2024 · Defined Benefit (Pension)

Amalgamated Transit Union Pension Plan for International Officers and Employees · $91M · 72 · 90th

  • EBSA $91M
  • EBSA 72
  • EBSA 90th
  • EBSA Defined Benefit (Pension)
  • EBSA near Retirement Plan for Employees of South Jersey Industries, Inc.
  • EBSA ind #7421

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 Maryland →

Amalgamated Transit Union Pension Plan for International Officers and Employees in the asset neighbourhood

P&m Holding Group, LLP Cash Balance PlanP&m Holding Group, LLP Cash …$91MAmalgamated Transit Union Pension Plan for International Officers and EmployeesAmalgamated Transit Union Pe…$91MRetirement Plan for Employees of South Jersey Industries, Inc.Retirement Plan for Employee…$91MThyssenkrupp Defined Benefit Pension Plan North AmericaThyssenkrupp Defined Benefit…$91MIronworkers Local 808 Pension FundIronworkers Local 808 Pensio…$91M
End-of-year total assets ($M) among Amalgamated Transit Union Pension Plan for International Officers and Employees and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$88M
Net Assets (End of Year)$91M
Net Income$3M
Employer EIN536014540
Plan Effective Date1970-01-12
Filing StatusFILING RECEIVED

Sponsor Plan History (Amalgamated Transit Union)

Sponsor-wide plan assets over time

All Amalgamated Transit Union plans reported in each filing year

Latest sponsor-wide plan assets
$104M 8.632615747215581% vs 2022
2024 filing year
$90M$95M$100M$105M 202220232024 $95.3M $104M ▲ +8.6%
Year Plans Participants Total Assets
2022 2 259 $95M
2023 2 256 $99M
2024 2 264 $104M

Nearby Defined Benefit (Pension) Plans in Maryland

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

Amalgamated Transit Union Pension Plan for International Officers and Employees vs. nearby Defined Benefit (Pension) plans in Maryland, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -50510152025 Total assets ($B) Participants Amalgamated Transit Union Pension Plan for International Officers and Employees, Total assets ($B): 0.090911582 · Participants: 72Amalgamated Transit Union Pension Plan for International Officers and EmployeesNational Electrical Benefit Fund, Total assets ($B): 20.376060206 · Participants: 332362National Electrical Benefit FundLockheed Martin Corporation Salaried Employee Retirement Program, Total assets ($B): 18.271295253 · Participants: 18014Lockheed Martin Corporation Salaried Employee Retirement ProgramBakery & Confectionery Union & Industry International Pension Fund, Total assets ($B): 6.575836095 · Participants: 14954Bakery & Confectionery Union & Industry International Pension FundNational Automatic Sprinkler Industry Pension Fund, Total assets ($B): 4.765198925 · Participants: 15964National Automatic Sprinkler Industry Pension FundMajor League Baseball Players Pension Plan, Total assets ($B): 4.76226641 · Participants: 1091Major League Baseball Players Pension Plan
Amalgamated Transit Union Pension Plan for International Officers and Employees vs. nearby Defined Benefit (Pension) plans in Maryland, assets vs. participants
Compare Amalgamated Transit Union Pension Plan for International Officers and Employees side-by-side with 3 peers →

Amalgamated Transit Union Pension Plan for International Officers and Employees's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Maryland, the nearest Defined Benefit (Pension) by assets is Retirement Plan for Employees of South Jersey Industries, Inc. in NJ ($91M); by covered participants it is Retirement Plan for Employees of Hamlin Bank and Trust Company in PA (72 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (72 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 Amalgamated Transit Union Pension Plan for International Officers and Employees assets move in 2024? ▼
Amalgamated Transit Union Pension Plan for International Officers and Employees edged up modestly - up 2.9% during 2024, from $88M to $91M. Reported net income was $3M.
How have Amalgamated Transit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Amalgamated Transit Union's sponsor-wide assets grew 8.6%, from $95M to $104M.
Where does Amalgamated Transit Union Pension Plan for International Officers and Employees rank by assets among Form 5500 filers? ▼
Amalgamated Transit Union Pension Plan for International Officers and Employees ranks in the 90th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 10% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Amalgamated Transit Union Pension Plan for International Officers and Employees? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Retirement Plan for Employees of South Jersey Industries, Inc. in NJ ($91M, 30 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Amalgamated Transit Union Pension Plan for International Officers and Employees? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Retirement Plan for Employees of Hamlin Bank and Trust Company in PA (72 participants, $28M 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 536014540.

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.