Amalgamated Transit Union 401(k) match, vesting and fees
What Amalgamated Transit Union's 401(k) 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 | Quorum Consulting Group | 2023 Schedule C ↗ |
| Independent auditor | Calibre Cpa Group (unmodified opinion) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
The recordkeeper is from the plan year 2023 filing, the latest that names one. The other rows are from the plan year 2024 filing.
How the plan compares
Plan year 2024 medians for 2,561 defined-contribution plans in other services with 100 to 499 participants.
| Amalgamated Transit Union: employer contribution per participant | $796 | |
| Peer median | $1,803 |
| Amalgamated Transit Union: average balance | $94,891 | |
| Peer median | $48,934 |
| Amalgamated Transit Union: admin expenses ÷ assets | 0.29% | |
| Peer median | 0.31% |
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 $10.1M at the end of plan year 2021 to $12.6M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 225 | $12.6M | $106K | $796 | 0.29% | Not published | Form 5500 ↗ |
| 2023 | 220 | $10.7M | $83K | $640 | 0.54% | Not published | Form 5500 ↗ |
| 2022 | 217 | $8.7M | $83K | $645 | 0.24% | Not published | Form 5500 ↗ |
| 2021 | 219 | $10.1M | $90K | $742 | 0.33% | Not published | Form 5500 ↗ |
Other Amalgamated Transit Union plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Amalgamated Transit Union Pension Plan for International Officers and Employees
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.
| Independent auditor | Calibre Cpa Group, PLLC (unmodified opinion) | Schedule H ↗ |
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
Common questions
Does Amalgamated Transit Union match 401(k) contributions?
The match terms for the Amalgamated Transit Union Local Union Officers and Employees 401(k) Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $106K in employer contributions, about $796 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Amalgamated Transit Union 401(k) match vested?
The vesting schedule for the Amalgamated Transit Union Local Union Officers and Employees 401(k) Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Amalgamated Transit Union 401(k)?
The recordkeeper listed on Schedule C of the plan year 2023 filing is Quorum Consulting Group. The plan administrator is Amalgamated Transit Union.
I left Amalgamated Transit Union. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Amalgamated Transit Union, (301) 431-7100) or the recordkeeper, Quorum Consulting Group. The Amalgamated Transit Union old 401(k) page lists the contacts from every plan filing. Find an old Amalgamated Transit Union 401(k)
Data from the public Form 5500 annual reports Amalgamated Transit Union 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 Amalgamated Transit Union. Not financial advice. Report a correction · Methodology