AFL-CIO Staff Retirement Plan Congress of Industrial Organizations retirement plan: assets, participants and fees
What AFL-CIO Staff Retirement Plan Congress of Industrial Organizations' retirement plan plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Afl-Cio Secretary-Treasurer | Schedule C ↗ |
| Independent auditor | Calibre Cpa Group PLLC (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 38 pension plans in other services with 1,000 to 4,999 participants.
| AFL-CIO Staff Retirement Plan Congress of Industrial Organizations: employer contribution per participant | $10,717 | |
| Peer median | $4,033 |
| AFL-CIO Staff Retirement Plan Congress of Industrial Organizations: average balance | $170,105 | |
| Peer median | $103,401 |
| AFL-CIO Staff Retirement Plan Congress of Industrial Organizations: admin expenses ÷ assets | 0.56% | |
| Peer median | 0.56% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $685M at the end of plan year 2021 to $775M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 4,555 | $775M | $48.8M | $10,717 | 0.56% | Not published | Form 5500 ↗ |
| 2023 | 4,292 | $712M | $27.4M | $6,383 | 0.63% | Not published | Form 5500 ↗ |
| 2022 | 4,246 | $676M | $24.8M | $5,847 | 0.52% | Not published | Form 5500 ↗ |
| 2021 | 4,156 | $685M | $24.6M | $5,925 | 0.47% | Not published | Form 5500 ↗ |
Common questions
Does AFL-CIO Staff Retirement Plan Congress of Industrial Organizations match 401(k) contributions?
The match terms for the Afl-Cio Staff Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $48.8M in employer contributions, about $10,717 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the AFL-CIO Staff Retirement Plan Congress of Industrial Organizations 401(k) match vested?
The vesting schedule for the Afl-Cio Staff Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the AFL-CIO Staff Retirement Plan Congress of Industrial Organizations 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Afl-Cio Secretary-Treasurer. The plan administrator is Afl-Cio Staff Retirement Plan Congress of Industrial Organizations.
I left AFL-CIO Staff Retirement Plan Congress of Industrial Organizations. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Afl-Cio Staff Retirement Plan Congress of Industrial Organizations, (202) 637-3901) or the recordkeeper, Afl-Cio Secretary-Treasurer. The AFL-CIO Staff Retirement Plan Congress of Industrial Organizations old 401(k) page lists the contacts from every plan filing. Find an old AFL-CIO Staff Retirement Plan Congress of Industrial Organizations 401(k)
Data from the public Form 5500 annual reports AFL-CIO Staff Retirement Plan Congress of Industrial Organizations filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with AFL-CIO Staff Retirement Plan Congress of Industrial Organizations. Not financial advice. Report a correction · Methodology