Defined Benefit (Pension) · DOL Form 5500 · 2024

American Postal Workers Union AFL-CIO Health Plan Pension Plan

Data updated 2026-08-11

$67M
Total assets
160
Participants
87th
Percentile by assets
$419,571
Avg per participant
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Official DOL plan name: American Postal Workers Union Health Plan Employee Pension Plan · Sponsored by American Postal Workers Union AFL-CIO Health Plan · Maryland · Finance & Insurance

$67M in assets, 160 participants

American Postal Workers Union AFL-CIO Health Plan's American Postal Workers Union Health Plan Employee Pension Plan reported $67M in total assets and 160 participants in its 2024 DOL Form 5500 filing, ranking in the 87th 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.

  • 87th percentile by assets (of 123,622 plans)
  • #6,855 in Finance & Insurance (8,549 peers)

Coverage in Maryland

American Postal Workers Union Health Plan Employee Pension Plan covers 160 participants in Maryland, about 17% of the average Maryland filer (state average ~929 per filing). Assets: $67M.

$67M
total plan assets (2024 EOY)
160
covered participants
87th
percentile by assets (of 123,622 plans)
$419,571
avg assets per participant

Where American Postal Workers Union Health Plan Employee Pension Plan sits by total assets

American Postal Workers Union Health Plan Employee Pension Plan vs every filed plan by assets

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

$67,131,345 Top 13% higher than 87% of 123,620 filed plans

This plan $0 $2,010,000,000 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

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • American Postal Workers Union Health Plan Employee Pension Plan reported net income fell from $3M in the plan year 2023 filing to $2M in the plan year 2024 filing.
  • American Postal Workers Union Health Plan Employee Pension Plan end-of-year assets rose from $65M in the plan year 2023 filing to $67M in the plan year 2024 filing.

See the national 2023→2024 release diff →

State
Maryland
Industry
Finance & Insurance

Participants vs Maryland filers

In Maryland, the average filing covers about 929 participants across 2,484 plans. American Postal Workers Union Health Plan Employee Pension Plan reports 160 participants - about 17% of that state average ($67M EOY assets).

Maryland filing particulars

Total Assets (Beginning of Year)$65M
Net Assets (End of Year)$67M
Net Income$2M
Employer EIN520940594
Plan Effective Date1971-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (American Postal Workers Union AFL-CIO Health Plan)

$95M$100M$105M$110M 202220232024 $101M $108M ▲ +7.4%
Total plan assets by year, all American Postal Workers Union AFL-CIO Health Plan plans on file
Year Plans Participants Total Assets
2022 3 373 $101M
2023 3 377 $107M
2024 3 381 $108M

Nearby Defined Benefit (Pension) Plans in Maryland

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

American Postal Workers Union Health Plan Employee Pension Plan vs. nearby Defined Benefit (Pension) plans in Maryland, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -50510152025 Total assets ($B) Participants American Postal Work…, Total assets ($B): 0.067131345 · Participants: 160American Postal Work…National Electrical …, Total assets ($B): 20.376060206 · Participants: 332362National Electrical …Lockheed Martin Corp…, Total assets ($B): 18.271295253 · Participants: 18014Lockheed Martin Corp…Bakery & Confectione…, Total assets ($B): 6.575836095 · Participants: 14954Bakery & Confectione…National Automatic S…, Total assets ($B): 4.765198925 · Participants: 15964National Automatic S…Major League Basebal…, Total assets ($B): 4.76226641 · Participants: 1091Major League Basebal…
American Postal Workers Union Health Plan Employee Pension Plan vs. nearby Defined Benefit (Pension) plans in Maryland, assets vs. participants
Compare American Postal Workers Union Health Pla… side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to American Postal Workers Union Health Plan Employee Pension Plan by total assets, not by location.

Frequently Asked Questions

How did American Postal Workers Union Health Plan Employee Pension Plan assets move in 2024? ▼
American Postal Workers Union Health Plan Employee Pension Plan edged up modestly - up 3.0% during 2024, from $65M to $67M. Reported net income was $2M.
How have American Postal Workers Union AFL-CIO Health Plan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), American Postal Workers Union AFL-CIO Health Plan's sponsor-wide assets grew 7.4%, from $101M to $108M.
Where does American Postal Workers Union Health Plan Employee Pension Plan rank by assets among Form 5500 filers? ▼
American Postal Workers Union Health Plan Employee Pension Plan ranks in the 87th percentile by end-of-year assets among 123,622 plans that reported assets for plan year 2024 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to American Postal Workers Union Health Plan Employee Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Oklahoma Farm Bureau Pension Plan in OK ($67M, 106 participants).

Next read for American Postal Workers Union Health Pla…

Filing takeaways

Ways to act on American Postal Workers Union Health Plan Employee Pension Plan's numbers.

  • By total assets, American Postal Workers Union Health Plan Employee Pension Plan ranks in the top quartile of all filed plans by assets. See the largest plans
  • Compare it side-by-side against 3 similar Defined Benefit (Pension) plans in Maryland. Compare plans
  • American Postal Workers Union AFL-CIO Health Plan's sponsor-wide assets have grown 7.4% since 2022 across 3 plan years on file. More Finance & Insurance plans

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 520940594.

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.