Defined Benefit (Pension) · DOL Form 5500 · 2024

American Postal Workers Union, AFL-CIO Health Plan Pension Plan

Data updated 2026-08-25

$27M
Total assets Below avg plan size
80
Participants Small participant base
76th
Percentile by assets National rank
$341,601
Avg per participant High balance/head
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Official DOL plan name: American Postal Workers Union Health Plan Management Staff Pension Plan · Sponsored by American Postal Workers Union, AFL-CIO Health Plan · Maryland · Finance & Insurance

$27M in assets, 80 participants

American Postal Workers Union, AFL-CIO Health Plan's American Postal Workers Union Health Plan Management Staff Pension Plan reported $27M in total assets and 80 participants in its 2024 DOL Form 5500 filing, ranking in the 76th 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.

  • #5,359 in Finance & Insurance (8,549 peers)

Where American Postal Workers Union Health Plan Management Staff Pension Plan sits by assets

American Postal Workers Union Health Plan Management Staff Pension Plan sits in the top quartile of all filed plans by assets, $27M for 80 participants (~$341,601/participant), down 6.5% in 2024.

#5,359
in Finance & Insurance (8,549 peers)
-6.5%
assets change YoY
0.3×
vs typical plan assets (national mean)

The plan reported a net loss of $2M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

American Postal Workers Union Health Plan Management Staff Pension Plan's outsized position by total assets

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

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

$27,328,103 Top 24% higher than 76% 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 Postal Workers Union Health Plan Management Staff Pension Plan 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 Postal Workers Union Health Plan Management Staff Pension Plan is a small filing (80 participants) on this national headcount ladder.

What changed between DOL Form 5500 filings

plan year 2023 → plan year 2024

  • American Postal Workers Union Health Plan Management Staff Pension Plan reported net income fell from $1M in the plan year 2023 filing to -$2M in the plan year 2024 filing.
  • American Postal Workers Union Health Plan Management Staff Pension Plan end-of-year assets fell from $29M in the plan year 2023 filing to $27M in the plan year 2024 filing.
  • American Postal Workers Union Health Plan Management Staff Pension Plan reported participants rose from 78 in the plan year 2023 filing to 80 in the plan year 2024 filing.

See the national 2023→2024 release diff →

EBSA filing schedule strip

Filing strip 520940594 · American Postal Workers Union, AFL-CIO Health Plan PY 2024 · Defined Benefit (Pension)

American Postal Workers Union Health Plan Management Staff Pension Plan · $27M · 80 · 76th

  • IND $27M
  • EOY 80
  • 5500 76th
  • ASSETS Defined Benefit (Pension)
  • PCT near The Miami Corporation Management LLC Retirement Plan
  • EIN ind #5359

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 Finance & Insurance retirement plans → · Plans in Maryland →

American Postal Workers Union Health Plan Management Staff Pension Plan in the asset neighbourhood

American Postal Workers Union Health Plan Management Staff Pension PlanAmerican Postal Workers Unio…$27MThe Miami Corporation Management LLC Retirement PlanThe Miami Corporation Manage…$27MBrotherhood of Maintenance of Way Employes Pension PlanBrotherhood of Maintenance o…$27MI.B.E.W. Local 241 Pension PlanI.B.E.W. Local 241 Pension P…$27MIngevity Corporation Retirement Plan for Bargained Hourly EmployeesIngevity Corporation Retirem…$27M
End-of-year total assets ($M) among American Postal Workers Union Health Plan Management Staff Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2024.

Scale-class filing particulars (2024)

Total Assets (Beginning of Year)$29M
Net Assets (End of Year)$27M
Net Income-$2M
Employer EIN520940594
Plan Effective Date1975-11-01
Filing StatusFILING RECEIVED

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

Sponsor-wide plan assets over time

All American Postal Workers Union, AFL-CIO Health Plan plans reported in each filing year

Latest sponsor-wide plan assets
$108M 7.384344195559887% vs 2022
2024 filing year
$95M$100M$105M$110M 202220232024 $101M $108M ▲ +7.4%
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 Management Staff Pension Plan vs. nearby Defined Benefit (Pension) plans in Maryland, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000 -50510152025 Total assets ($B) Participants American Postal Workers Union Health Plan Management Staff Pension Plan, Total assets ($B): 0.027328103 · Participants: 80American Postal Workers Union Health Plan Management Staff Pension PlanNational Electrical Benefit Fund, Total assets ($B): 20.376060206 · Participants: 332362National Electrical Benefit FundLockheed Martin Corporation Salaried Employee Retirement Program, Total assets ($B): 18.271295253 · Participants: 18014Lockheed Martin Corporation Salaried Employee Retirement ProgramBakery & Confectionery Union & Industry International Pension Fund, Total assets ($B): 6.575836095 · Participants: 14954Bakery & Confectionery Union & Industry International Pension FundNational Automatic Sprinkler Industry Pension Fund, Total assets ($B): 4.765198925 · Participants: 15964National Automatic Sprinkler Industry Pension FundMajor League Baseball Players Pension Plan, Total assets ($B): 4.76226641 · Participants: 1091Major League Baseball Players Pension Plan
American Postal Workers Union Health Plan Management Staff Pension Plan vs. nearby Defined Benefit (Pension) plans in Maryland, assets vs. participants
Compare American Postal Workers Union Health Plan Management Staff Pension Plan side-by-side with 3 peers →

American Postal Workers Union Health Plan Management Staff Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Maryland, the nearest Defined Benefit (Pension) by assets is The Miami Corporation Management LLC Retirement Plan in IL ($27M); by covered participants it is Keystone Folding Box Company Retirement Plan in NJ (80 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (80 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 Postal Workers Union Health Plan Management Staff Pension Plan assets move in 2024? ▼
American Postal Workers Union Health Plan Management Staff Pension Plan pulled back noticeably - down 6.5% during 2024, from $29M to $27M. 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 Management Staff Pension Plan rank by assets among Form 5500 filers? ▼
American Postal Workers Union Health Plan Management Staff Pension Plan ranks in the 76th 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 Management Staff Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is The Miami Corporation Management LLC Retirement Plan in IL ($27M, 47 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to American Postal Workers Union Health Plan Management Staff Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Keystone Folding Box Company Retirement Plan in NJ (80 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 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.