Defined Benefit (Pension) · DOL Form 5500 · 2024

Amalgamated Bank of Chicago Pension Plan

Data updated 2026-08-25

$28M
Total assets Below avg plan size
61
Participants Small participant base
76th
Percentile by assets National rank
$454,876
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

$28M in assets, 61 participants

Amalgamated Bank of Chicago's Amalgamated Bank of Chicago Retirement Plan reported $28M in total assets and 61 participants in its 2024 DOL Form 5500 filing, ranking in the 76th 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.

  • #5,385 in Finance & Insurance (8,549 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, $28M for 61 participants (~$454,876/participant), up 1.9% in 2024.

#5,385
in Finance & Insurance (8,549 peers)
+1.9%
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 2024 · DOL Form 5500

$27,747,424 Top 24% higher than 76% 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 Bank of Chicago 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. Amalgamated Bank of Chicago Retirement Plan is a small filing (61 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Amalgamated Bank of Chicago Retirement Plan reported net income fell from $1M in the plan year 2023 filing to $514K in the plan year 2024 filing.
  • Amalgamated Bank of Chicago Retirement Plan reported participants fell from 65 in the plan year 2023 filing to 61 in the plan year 2024 filing.
  • Amalgamated Bank of Chicago Retirement Plan end-of-year assets rose from $27M in the plan year 2023 filing to $28M in the plan year 2024 filing.

See the national 2023→2024 release diff →

Form 5500 schedule snapshot

Filing strip 360721895 · Amalgamated Bank of Chicago PY 2024 · Defined Benefit (Pension)

Amalgamated Bank of Chicago Retirement Plan · $28M · 61 · 76th

  • 5500 $28M
  • 5500 61
  • 5500 76th
  • 5500 Defined Benefit (Pension)
  • 5500 near Retirement Plan for Employees of Mckenzie-Willamette Hospital
  • 5500 ind #5385

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

Medical Group of Beverly Hills Defined Benefit Pension PlanMedical Group of Beverly Hil…$28MTeamsters Local 277 Pension$28MRetirement Plan for Employees of Mckenzie-Willamette HospitalRetirement Plan for Employee…$28MAmalgamated Bank of Chicago Retirement PlanAmalgamated Bank of Chicago …$28MLittler Mendelson P.C. Cash Balance Pension PlanLittler Mendelson P.C. Cash …$28M
End-of-year total assets ($M) among Amalgamated Bank of Chicago Retirement Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$27M
Net Assets (End of Year)$28M
Net Income$514K
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. -1000001000020000300004000050000 -200204060 Total assets ($B) Participants Amalgamated Bank of Chicago Retirement Plan, Total assets ($B): 0.027747424 · Participants: 61Amalgamated Bank of Chicago Retirement PlanCentral States, Southeast & Southwest Areas Pension Plan, Total assets ($B): 48.22071058 · Participants: 36799Central States, Southeast & Southwest Areas Pension PlanState Farm Insurance Companies Retirement Plan for United States Employees, Total assets ($B): 37.736369487 · Participants: 41619State Farm Insurance Companies Retirement Plan for United States EmployeesGE Healthcare Pension Plan, Total assets ($B): 13.74052931 · Participants: 5554GE Healthcare Pension PlanAbbott Laboratories Annuity Retirement Plan, Total assets ($B): 8.591907247 · Participants: 17875Abbott Laboratories Annuity Retirement PlanUnited Food & Commercial Workers Intl Union - Industry Pension Fund, Total assets ($B): 8.17675965 · Participants: 20984United Food & Commercial Workers Intl Union - Industry Pension Fund
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 Retirement Plan for Employees of Mckenzie-Willamette Hospital in OR ($28M); by covered participants it is Jack Rubin & Sons, Inc. Defined Benefit Pension Plan in CA (61 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (61 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 Bank of Chicago Retirement Plan assets move in 2024? ▼
Amalgamated Bank of Chicago Retirement Plan edged up modestly - up 1.9% during 2024, from $27M to $28M. Reported net income was $514K.
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 76th 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 Amalgamated Bank of Chicago Retirement Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Retirement Plan for Employees of Mckenzie-Willamette Hospital in OR ($28M, 98 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 Jack Rubin & Sons, Inc. Defined Benefit Pension Plan in CA (61 participants, $4M 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 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.