401(k) · DOL Form 5500 · 2024

American Federation of Teachers AFL-CIO 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
30
Participants Small participant base
66th
Percentile by assets National rank
$531,666
Avg per participant High balance/head
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Official DOL plan name: American Federation of Teachers Aftsu National Representative Staff Retirement Plan and Trust · Sponsored by American Federation of Teachers AFL-CIO · Illinois · Other Services

$16M in assets, 30 participants

American Federation of Teachers AFL-CIO's American Federation of Teachers Aftsu National Representative Staff Retirement Plan and Trust reported $16M in total assets and 30 participants in its 2024 DOL Form 5500 filing, ranking in the 66th 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.

  • #6,245 in Other Services (7,719 peers)

American Federation of Teachers AFL-CIO multi-year trail

American Federation of Teachers AFL-CIO's plans moved +33.6% in assets from 2022 to 2024; this filing shows American Federation of Teachers Aftsu National Representative Staff Retirement Plan and Trust at $16M / 30 participants.

#6,245
in Other Services (7,719 peers)
+18.5%
assets growth YoY

American Federation of Teachers Aftsu National Representative Staff Retirement Plan and Trust's mid-pack asset rank among Other Services and all filers

American Federation of Teachers Aftsu National Representative Staff Retirement Plan and Trust vs every filed plan by assets

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

$15,949,969 Top 34% higher than 66% 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 Federation of Teachers Aftsu National Representative Staff Retirement Plan and Trust 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 Federation of Teachers Aftsu National Representative Staff Retirement Plan and Trust is a small filing (30 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • American Federation of Teachers Aftsu National Representative Staff Retirement Plan and Trust reported net income rose from $1M in the plan year 2023 filing to $3M in the plan year 2024 filing.
  • American Federation of Teachers Aftsu National Representative Staff Retirement Plan and Trust end-of-year assets rose from $13M in the plan year 2023 filing to $16M in the plan year 2024 filing.
  • American Federation of Teachers Aftsu National Representative Staff Retirement Plan and Trust reported participants rose from 27 in the plan year 2023 filing to 30 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 360725240 · American Federation of Teachers AFL-CIO PY 2024 · 401(k)

American Federation of Teachers Aftsu National Representative Staff Retirement Plan and Trust · $16M · 30 · 66th

  • IND $16M
  • IND 30
  • IND 66th
  • IND 401(k)
  • IND near Polinger Company 401(k) Plan
  • IND ind #6245

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 Illinois →

American Federation of Teachers Aftsu National Representative Staff Retirement Plan and Trust in the asset neighbourhood

American Federation of Teachers Aftsu National Representative Staff Retirement Plan and TrustAmerican Federation of Teach…$16MPolinger Company 401(k) Plan$16MIdentisys Incorporated 401(k) Profit Sharing Plan and TrustIdentisys Incorporated 401(k…$16MMeadows & Ohly, LLC 401(k) Profit Sharing PlanMeadows & Ohly, LLC 401(k) P…$16MWilliams Hart & Boundas, LLP 401(k) PlanWilliams Hart & Boundas, LLP…$16M
End-of-year total assets ($M) among American Federation of Teachers Aftsu National Representative Staff Retirement Plan and Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

American Federation of Teachers AFL-CIO multi-year asset trail

Sponsor-wide plan assets over time

All American Federation of Teachers AFL-CIO plans reported in each filing year

Latest sponsor-wide plan assets
$249M 33.62530982549703% vs 2022
2024 filing year
$160M$180M$200M$220M$240M$260M 202220232024 $186M $249M ▲ +33.6%
Year Plans Participants Total Assets
2022 4 314 $186M
2023 4 313 $218M
2024 4 329 $249M

American Federation of Teachers AFL-CIO filing trail (2024)

Total Assets (Beginning of Year)$13M
Net Assets (End of Year)$16M
Net Income$3M
Employer EIN360725240
Plan Effective Date1970-04-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in Illinois

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

American Federation of Teachers Aftsu National Representative Staff Retirement Plan and Trust vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants American Federation of Teachers Aftsu National Representative Staff Retirement Plan and Trust, Total assets ($B): 0.015949969 · Participants: 30American Federation of Teachers Aftsu National Representative Staff Retirement Plan and TrustAccenture United States 401(k) Match and Savings Plan, Total assets ($B): 21.302643276 · Participants: 66965Accenture United States 401(k) Match and Savings PlanState Farm 401(k) Savings Plan, Total assets ($B): 19.010099056 · Participants: 63297State Farm 401(k) Savings PlanUnited Airlines Pilot Retirement Account Plan, Total assets ($B): 16.835964452 · Participants: 16659United Airlines Pilot Retirement Account PlanAbbott Laboratories Stock Retirement Plan, Total assets ($B): 15.755668 · Participants: 38229Abbott Laboratories Stock Retirement PlanWalgreens Retirement Savings Plan, Total assets ($B): 14.535873337 · Participants: 233635Walgreens Retirement Savings Plan
American Federation of Teachers Aftsu National Representative Staff Retirement Plan and Trust vs. nearby 401(k) plans in Illinois, assets vs. participants

American Federation of Teachers Aftsu National Representative Staff Retirement Plan and Trust's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Polinger Company 401(k) Plan in MD ($16M); by covered participants it is Katy Ivy Kids Inc. 401(k) Plan in TX (30 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (30 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 Federation of Teachers Aftsu National Representative Staff Retirement Plan and Trust assets move in 2024?
American Federation of Teachers Aftsu National Representative Staff Retirement Plan and Trust grew sharply - up 18.5% during 2024, from $13M to $16M. Reported net income was $3M.
How have American Federation of Teachers AFL-CIO plan assets changed over time?
Across 3 plan years on file (2022-2024), American Federation of Teachers AFL-CIO's sponsor-wide assets grew 33.6%, from $186M to $249M.
Which 401(k) plans are similar in size to American Federation of Teachers Aftsu National Representative Staff Retirement Plan and Trust?
Among 401(k) plans in other states, the closest by assets is Polinger Company 401(k) Plan in MD ($16M, 100 participants).
Which 401(k) plans cover a similar participant headcount to American Federation of Teachers Aftsu National Representative Staff Retirement Plan and Trust?
Among 401(k) plans in other states, the closest by covered participants is Katy Ivy Kids Inc. 401(k) Plan in TX (30 participants, $1M in assets).