401(k) · DOL Form 5500 · 2024

Board of Trustees of the Amalgamated Transit Union 401(k) Plan

Data updated 2026-08-25

$267M
Total assets Near avg plan size
17,983
Participants Very large workforce
95th
Percentile by assets National rank
$14,854
Avg per participant Low balance/head
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Official DOL plan name: Amalgamated Transit Union National 401(k) Pension Plan · Sponsored by Board of Trustees of the Amalgamated Transit Union · Illinois · Other Services

$267M in assets, 17,983 participants

Board of Trustees of the Amalgamated Transit Union's Amalgamated Transit Union National 401(k) Pension Plan reported $267M in total assets and 17,983 participants in its 2024 DOL Form 5500 filing, ranking in the 95th 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.

  • #7,624 in Other Services (7,719 peers)

Coverage in Illinois

Amalgamated Transit Union National 401(k) Pension Plan covers 17,983 participants in Illinois, 23x the typical Illinois plan (state average ~779 per filing). Assets: $267M.

#7,624
in Other Services (7,719 peers)
+15.8%
assets growth YoY
2.7×
vs typical plan assets (national mean)

Amalgamated Transit Union National 401(k) Pension Plan's outsized position by total assets

Amalgamated Transit Union National 401(k) Pension Plan vs every filed plan by assets

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

$267,111,628 Top 5% higher than 95% 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 National 401(k) Pension Plan's mega-plan peer group by participant headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Amalgamated Transit Union National 401(k) Pension Plan is a mega filing (17,983 participants), the rightmost band on the breakdown.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Amalgamated Transit Union National 401(k) Pension Plan end-of-year assets rose from $231M in the plan year 2023 filing to $267M in the plan year 2024 filing.
  • Amalgamated Transit Union National 401(k) Pension Plan reported participants rose from 15,705 in the plan year 2023 filing to 17,983 in the plan year 2024 filing.
  • Amalgamated Transit Union National 401(k) Pension Plan reported net income fell from $38M in the plan year 2023 filing to $36M in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 522059290 · Board of Trustees of the Amalgamated Transit Union PY 2024 · 401(k)

Amalgamated Transit Union National 401(k) Pension Plan · $267M · 17,983 · 95th

  • EOY $267M
  • 5500 17,983
  • ASSETS 95th
  • PCT 401(k)
  • EIN near Carvana, LLC 401(k) Plan
  • RANK ind #7624

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 →

Amalgamated Transit Union National 401(k) Pension Plan in the asset neighbourhood

Corient Services LLC 401(k) PlanCorient Services LLC 401(k) …$267MCapital District Physicians' Health Plan, Inc. 401(k) Profit Sharing PlanCapital District Physicians'…$267MCarvana, LLC 401(k) Plan$267MAmalgamated Transit Union National 401(k) Pension PlanAmalgamated Transit Union Na…$267MSuper Micro Computer 401(k) Retirement PlanSuper Micro Computer 401(k) …$267M
End-of-year total assets ($M) among Amalgamated Transit Union National 401(k) Pension Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Illinois filing particulars

Total Assets (Beginning of Year)$231M
Net Assets (End of Year)$267M
Net Income$36M
Employer EIN522059290
Plan Effective Date1997-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees of the Amalgamated Transit Union)

Sponsor-wide plan assets over time

All Board of Trustees of the Amalgamated Transit Union plans reported in each filing year

Latest sponsor-wide plan assets
$267M 38.754119853063756% vs 2022
2024 filing year
$150M$200M$250M$300M 202220232024 $193M $267M ▲ +38.8%
Year Plans Participants Total Assets
2022 1 14,959 $193M
2023 1 15,705 $231M
2024 1 17,983 $267M

Nearby 401(k) Plans in Illinois

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

Amalgamated Transit Union National 401(k) Pension Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. 050000100000150000200000250000 -50510152025 Total assets ($B) Participants Amalgamated Transit Union National 401(k) Pension Plan, Total assets ($B): 0.267111628 · Participants: 17983Amalgamated Transit Union National 401(k) Pension PlanAccenture 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
Amalgamated Transit Union National 401(k) Pension Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Amalgamated Transit Union National 401(k) Pension Plan side-by-side with 3 peers →

Scale composition for Amalgamated Transit Union National 401(k) Pension Plan

Amalgamated Transit Union National 401(k) Pension Plan reports $267M in end-of-year assets across 17,983 participants (0.002% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.019% of 93,925,755 covered participants) - about $14,854 per participant (11% of the national average assets-per-participant) . Net income for plan year 2024 was $36M.

This plan identity (EIN 522059290, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $193M to $267M (+38.8%) while covered participants moved from 14,959 to 17,983 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 14,959 $193M Open filing
2023 15,705 $231M Open filing
2024 · index core 17,983 $267M This page

Amalgamated Transit Union National 401(k) Pension Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Carvana, LLC 401(k) Plan in AZ ($267M); by covered participants it is Mclaren Employees' 403(b) Retirement Plan in MI (18,007 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($267M here).

Similar participant headcount

Nearest other-state filings by covered participants (17,983 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 National 401(k) Pension Plan assets move in 2024? ▼
Amalgamated Transit Union National 401(k) Pension Plan grew sharply - up 15.8% during 2024, from $231M to $267M. Reported net income was $36M.
How have Board of Trustees of the Amalgamated Transit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees of the Amalgamated Transit Union's sponsor-wide assets grew 38.8%, from $193M to $267M.
Where does Amalgamated Transit Union National 401(k) Pension Plan rank by assets among Form 5500 filers? ▼
Amalgamated Transit Union National 401(k) Pension Plan ranks in the 95th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top 5% of all filed plans by assets).
Which 401(k) plans are similar in size to Amalgamated Transit Union National 401(k) Pension Plan? ▼
Among 401(k) plans in other states, the closest by assets is Carvana, LLC 401(k) Plan in AZ ($267M, 13,622 participants).
Which 401(k) plans cover a similar participant headcount to Amalgamated Transit Union National 401(k) Pension Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Mclaren Employees' 403(b) Retirement Plan in MI (18,007 participants, $1.9B 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 522059290.

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.