401(k) · DOL Form 5500 · 2024

Amalgamated Transit Union 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
192
Participants Below avg headcount
61st
Percentile by assets National rank
$65,732
Avg per participant Below avg balance/head
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Official DOL plan name: Amalgamated Transit Union Local Union Officers and Employees 401(k) Retirement Plan · Sponsored by Amalgamated Transit Union · Illinois · Other Services

$13M in assets, 192 participants

Amalgamated Transit Union's Amalgamated Transit Union Local Union Officers and Employees 401(k) Retirement Plan reported $13M in total assets and 192 participants in its 2024 DOL Form 5500 filing, ranking in the 61st 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.

  • #6,010 in Other Services (7,719 peers)

Coverage in Illinois

Amalgamated Transit Union Local Union Officers and Employees 401(k) Retirement Plan covers 192 participants in Illinois, about 25% of the average Illinois filer (state average ~779 per filing). Assets: $13M.

#6,010
in Other Services (7,719 peers)
+18.5%
assets growth YoY

Amalgamated Transit Union Local Union Officers and Employees 401(k) Retirement Plan's mid-pack asset rank among Other Services and all filers

Amalgamated Transit Union Local Union Officers and Employees 401(k) Retirement Plan vs every filed plan by assets

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

$12,620,513 Top 39% higher than 61% 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 Local Union Officers and Employees 401(k) Retirement Plan among mid-size filed plans by headcount

Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Amalgamated Transit Union Local Union Officers and Employees 401(k) Retirement Plan sits mid-pack in the medium band (192 participants).

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • Amalgamated Transit Union Local Union Officers and Employees 401(k) Retirement Plan end-of-year assets rose from $11M in the plan year 2023 filing to $13M in the plan year 2024 filing.
  • Amalgamated Transit Union Local Union Officers and Employees 401(k) Retirement Plan reported participants rose from 185 in the plan year 2023 filing to 192 in the plan year 2024 filing.

See the national 2023→2024 release diff →

Published 5500 schedule card

Filing strip 536014540 · Amalgamated Transit Union PY 2024 · 401(k)

Amalgamated Transit Union Local Union Officers and Employees 401(k) Retirement Plan · $13M · 192 · 61st

  • BOY $13M
  • BOY 192
  • BOY 61st
  • BOY 401(k)
  • BOY near Spokane Produce, Inc. Profit Sharing 401(k) Plan
  • BOY ind #6010

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 Local Union Officers and Employees 401(k) Retirement Plan in the asset neighbourhood

Amalgamated Transit Union Local Union Officers and Employees 401(k) Retirement PlanAmalgamated Transit Union Lo…$13MSpokane Produce, Inc. Profit Sharing 401(k) PlanSpokane Produce, Inc. Profit…$13MOllion 401(k) Plan$13MJ & H Oil Company Employees' Retirement PlanJ & H Oil Company Employees'…$13MMeasurabl, Inc. 401(k) Plan$13M
End-of-year total assets ($M) among Amalgamated Transit Union Local Union Officers and Employees 401(k) Retirement Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2024.

Illinois filing particulars

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$13M
Net Income$2M
Employer EIN536014540
Plan Effective Date1997-08-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Amalgamated Transit Union)

Sponsor-wide plan assets over time

All Amalgamated Transit Union plans reported in each filing year

Latest sponsor-wide plan assets
$104M 8.632615747215581% vs 2022
2024 filing year
$90M$95M$100M$105M 202220232024 $95.3M $104M ▲ +8.6%
Year Plans Participants Total Assets
2022 2 259 $95M
2023 2 256 $99M
2024 2 264 $104M

Nearby 401(k) Plans in Illinois

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

Amalgamated Transit Union Local Union Officers and Employees 401(k) Retirement Plan vs. nearby 401(k) plans in Illinois, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000 -50510152025 Total assets ($B) Participants Amalgamated Transit Union Local Union Officers and Employees 401(k) Retirement Plan, Total assets ($B): 0.012620513 · Participants: 192Amalgamated Transit Union Local Union Officers and Employees 401(k) Retirement 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 Local Union Officers and Employees 401(k) Retirement Plan vs. nearby 401(k) plans in Illinois, assets vs. participants
Compare Amalgamated Transit Union Local Union Officers and Employees 401(k) Retirement Plan side-by-side with 3 peers →

Amalgamated Transit Union Local Union Officers and Employees 401(k) Retirement Plan's out-of-state 401(k) peers by assets and headcount

Outside Illinois, the nearest 401(k) by assets is Spokane Produce, Inc. Profit Sharing 401(k) Plan in WA ($13M); by covered participants it is Lawley Motors, LLC 401(k) Plan in AZ (192 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($13M here).

Similar participant headcount

Nearest other-state filings by covered participants (192 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 Local Union Officers and Employees 401(k) Retirement Plan assets move in 2024? ▼
Amalgamated Transit Union Local Union Officers and Employees 401(k) Retirement Plan grew sharply - up 18.5% during 2024, from $11M to $13M. Reported net income was $2M.
How have Amalgamated Transit Union plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Amalgamated Transit Union's sponsor-wide assets grew 8.6%, from $95M to $104M.
Which 401(k) plans are similar in size to Amalgamated Transit Union Local Union Officers and Employees 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by assets is Spokane Produce, Inc. Profit Sharing 401(k) Plan in WA ($13M, 132 participants).
Which 401(k) plans cover a similar participant headcount to Amalgamated Transit Union Local Union Officers and Employees 401(k) Retirement Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Lawley Motors, LLC 401(k) Plan in AZ (192 participants, $8M 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 536014540.

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.