401(k) · DOL Form 5500 · 2024
American Federation of Teachers AFL-CIO 401(k) Plan
Data updated 2026-08-25
- $33M
- Total assets Below avg plan size
- 56
- Participants Small participant base
- 79th
- Percentile by assets National rank
- $582,244
- Avg per participant High balance/head
Official DOL plan name: American Federation of Teachers Opeiu Local 2 Retirement Plan and Trust · Sponsored by American Federation of Teachers AFL-CIO · Illinois · Other Services
$33M in assets, 56 participants
American Federation of Teachers AFL-CIO's American Federation of Teachers Opeiu Local 2 Retirement Plan and Trust reported $33M in total assets and 56 participants in its 2024 DOL Form 5500 filing, ranking in the 79th 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.
- #6,902 in Other Services (7,719 peers)
Where American Federation of Teachers Opeiu Local 2 Retirement Plan and Trust sits by assets
American Federation of Teachers Opeiu Local 2 Retirement Plan and Trust sits in the top quartile of all filed plans by assets, $33M for 56 participants (~$582,244/participant), up 12.0% in 2024.
- #6,902
- in Other Services (7,719 peers)
- +12.0%
- assets growth YoY
- 0.3×
- vs typical plan assets (national mean)
American Federation of Teachers Opeiu Local 2 Retirement Plan and Trust's outsized position by total assets
American Federation of Teachers Opeiu Local 2 Retirement Plan and Trust vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$32,605,651 Top 21% higher than 79% 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 Federation of Teachers Opeiu Local 2 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 Opeiu Local 2 Retirement Plan and Trust is a small filing (56 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- American Federation of Teachers Opeiu Local 2 Retirement Plan and Trust end-of-year assets rose from $29M in the plan year 2023 filing to $33M in the plan year 2024 filing.
- American Federation of Teachers Opeiu Local 2 Retirement Plan and Trust reported net income rose from $4M in the plan year 2023 filing to $4M in the plan year 2024 filing.
- American Federation of Teachers Opeiu Local 2 Retirement Plan and Trust reported participants rose from 55 in the plan year 2023 filing to 56 in the plan year 2024 filing.
Form 5500 schedule snapshot
Filing strip 360725240 · American Federation of Teachers AFL-CIO PY 2024 · 401(k)
American Federation of Teachers Opeiu Local 2 Retirement Plan and Trust · $33M · 56 · 79th
- 5500 $33M
- ASSETS 56
- PCT 79th
- EIN 401(k)
- RANK near Tiffany & Bosco, P.a. Profit Sharing 401(k) Plan
- PHOTO ind #6902
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 Opeiu Local 2 Retirement Plan and Trust in the asset neighbourhood
Scale-class filing particulars (2024)
| Total Assets (Beginning of Year) | $29M |
|---|---|
| Net Assets (End of Year) | $33M |
| Net Income | $4M |
| Employer EIN | 360725240 |
| Plan Effective Date | 1969-07-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (American Federation of Teachers AFL-CIO)
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
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 4 | 314 | $186M |
| 2023 | 4 | 313 | $218M |
| 2024 | 4 | 329 | $249M |
Nearby 401(k) Plans in Illinois
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- Accenture United States 401(k) Match and Savings Plan $21.3B · 66,965
- State Farm 401(k) Savings Plan $19.0B · 63,297
- United Airlines Pilot Retirement Account Plan $16.8B · 16,659
- Abbott Laboratories Stock Retirement Plan $15.8B · 38,229
- Walgreens Retirement Savings Plan $14.5B · 233,635
American Federation of Teachers Opeiu Local 2 Retirement Plan and Trust's out-of-state 401(k) peers by assets and headcount
Outside Illinois, the nearest 401(k) by assets is Tiffany & Bosco, P.a. Profit Sharing 401(k) Plan in AZ ($33M); by covered participants it is Pilot Corporation of America Employees' 401(k) Plan in FL (56 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($33M here).
- Tiffany & Bosco, P.a. Profit Sharing 401(k) Plan (AZ) $33M · 216
- Architect Equity 401(k) Plan (CA) $33M · 1,800
- Pacolet Milliken, LLC Retirement Plan (SC) $33M · 187
- Blue Mantis, Inc 401(k) Plan (NH) $33M · 267
Similar participant headcount
Nearest other-state filings by covered participants (56 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.