Find an old AFL-CIO Staff Retirement Plan Congress of Industrial Organizations 401(k)

Who to contact about an account in the AFL-CIO Staff Retirement Plan Congress of Industrial Organizations plan, from the filings. Free, no sign-up, no Social Security number.

Afl-Cio Staff Retirement Plan

Afl-Cio Staff Retirement Plan Congress of Industrial Organizations · Plan 001 · EIN 53-0228172 · Washington, DC

Active · plan year 2024 filingPension (defined benefit)
Plan administratorAfl-Cio Staff Retirement Plan Congress of Industrial Organizations
815 16th Street, NW, Room 703, Washington, DC 20006-4104
Form 5500 ↗
Recordkeeper (who holds the accounts)Afl-Cio Secretary-TreasurerSchedule C ↗
Former employees with balances1,126 separated participants still had money in the planForm 5500 ↗

AFL-CIO Staff Retirement Plan Congress of Industrial Organizations 401(k) match, vesting and fees →

Found it? Your options

Leave itOften allowed if your balance is over $7,000. You keep the plan's investments and fees.
Move it to your new job's planIf the new plan accepts roll-ins. Ask the new plan's recordkeeper.
Roll it into an IRAMore investment choices, and you control it. A direct rollover avoids withholding and penalties.
Cash outUsually taxed, plus a 10% penalty if you are under 59½.

General information, not financial or tax advice. Rules depend on your plan and situation.

How to track down the account

  1. Call the plan administrator or recordkeeper listed on the filing. Have your name, Social Security number and dates of employment ready.
  2. If the plan terminated, ask the administrator where balances went (another plan, an IRA provider, or a state unclaimed-property office).
  3. Over 65? Also check the Department of Labor's Retirement Savings Lost and Found database.

Common questions

How do I find my old AFL-CIO Staff Retirement Plan Congress of Industrial Organizations 401(k)?

Contact the plan administrator listed on the plan's Form 5500 filing: Afl-Cio Staff Retirement Plan Congress of Industrial Organizations, (202) 637-3901. The accounts are held by the recordkeeper, Afl-Cio Secretary-Treasurer. Have your Social Security number and dates of employment ready.

What is the AFL-CIO Staff Retirement Plan Congress of Industrial Organizations 401(k) phone number?

The plan administrator phone number on the plan year 2024 filing is (202) 637-3901.

Contacts are as filed on each plan's latest Form 5500 and may be out of date. PlanFacts is not affiliated with AFL-CIO Staff Retirement Plan Congress of Industrial Organizations and does not hold accounts. Not financial advice. Report a correction