401(k)
2024 plan-year 401(k) DOL Form 5500

American Federation of Teachers Management Retirement Plan

ERISA Form 5500 plan record drawn from DOL EBSA β€” verify with linked source filings below.

Sponsored by American Federation of Teachers AFL-CIO Β· Illinois Β· Other Services

What the 2023 filing shows

American Federation of Teachers Management Retirement Plan holds $104M for 107 participants - about $975,321 per participant, up 15.5% over the 2024 plan year.

$104M
total plan assets (2024 EOY)
107
covered participants
$975,321
avg assets per participant
+15.5%
assets growth YoY
Total Assets (2023)
$104M
Participants
107
State
Industry
Other Services

What the Filing Says About American Federation of Teachers Management Retirement Plan

American Federation of Teachers Management Retirement Plan is a 401(k) retirement plan sponsored by American Federation of Teachers AFL-CIO, headquartered in Illinois. As of the 2024 Form 5500 filing, the plan reports $104M in total end-of-year assets and covers 107 participants across the Other Services industry. The sponsor's EIN on file with the U.S. Department of Labor is 360725240, and the plan has been effective since 1992-07-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $90M at the beginning of 2024 to $104M at year-end β€” a gain of 15.5%. Net assets (after liabilities) closed the year at $104M, with reported net income of $11M driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows β€” a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)$90M
Total Assets (End of Year)$104M
Net Assets (End of Year)$104M
Net Income$11M
Plan Type401(k)
Employer EIN360725240
Plan Effective Date1992-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (American Federation of Teachers AFL-CIO)

Year Plans Participants Total Assets
2022 4 314 $174M
2023 4 313 $204M
2024 4 329 $233M

Nearby 401(k) Plans in Illinois

Peer 401(k) plans β€” same state, same plan type β€” ranked by total assets.

Frequently Asked Questions

How much money is in the American Federation of Teachers Management Retirement Plan?
As of the 2024 Form 5500 filing, American Federation of Teachers Management Retirement Plan holds $104M in total assets with 107 participants. It is sponsored by American Federation of Teachers AFL-CIO.
What type of plan is American Federation of Teachers Management Retirement Plan?
American Federation of Teachers Management Retirement Plan is a 401(k) plan. It has been effective since 1992-07-01. The plan is filed with the U.S. Department of Labor under EIN 360725240.
Who sponsors the American Federation of Teachers Management Retirement Plan?
American Federation of Teachers Management Retirement Plan is sponsored by American Federation of Teachers AFL-CIO, located in Illinois. The sponsor's EIN is 360725240 and the plan operates in the Other Services industry.
How did American Federation of Teachers Management Retirement Plan perform in 2024?
American Federation of Teachers Management Retirement Plan grew by 15.5% during 2024, moving from $90M to $104M in total assets. Net income was $11M.
Where can I find official filings for American Federation of Teachers Management Retirement Plan?
Official Form 5500 filings for American Federation of Teachers Management Retirement Plan are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 360725240 or plan name at efast.dol.gov.
How does American Federation of Teachers Management Retirement Plan compare to other plans?
You can compare American Federation of Teachers Management Retirement Plan against other 401(k) plans on the plan type page, or view plans in Illinois on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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) β€” original filing retrieval by EIN 360725240.

Reference: IRS Publication 560 β€” Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B β€” Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.