Department of Labor filing

AMERICAN FEDERATION OF TEACHERS AFL-CIO

AMERICAN FEDERATION OF TEACHERS OPEIU LOCAL 2 RETIREMENT PLAN AND TRUST · For the plan year ended Dec 31, 2024

Public filing 2024 · received Oct 15, 2025Verified current terms Not available

Plan at a glance

How good does the filing look?

87filing comparison
out of 100

The filing signals stronger employer support and/or lower plan-paid administrative costs than many comparable plans. This is a filing comparison, not a complete benefits score.

$Employer support

$17,236

Reported employer contributions per active participant.

Higher than about 94% of comparable plans

#People in the filing

Active participants reported for 2024.

The filing does not say how many employees are currently contributing.

¢Visible plan-paid fees

$52 / participant

Reported administrative expense—not every fee an employee may pay.

Lower cost than about 71% of comparable plans

↗Investment performance

Not available

Plan assets changed 12.0%, but that includes contributions, withdrawals, and market movement.

Asset change is not investment performance.

What we still need to judge the benefit

Current match formula, vesting, eligibility, investment choices, fund expense ratios, and employee-level fees.

See missing terms ↓

Filing comparison · 202487out of 100 among similar-size plans in the same industry when enough peers exist

How this filing compares

Reported employer contributions94th percentileTypical peer $4,805 · based on 133 comparable plans

Lower reported administrative expense71st percentileTypical peer $142 · based on 131 comparable plans

This comparison uses historical filing figures. It does not compare current match formulas, vesting, investments, or employee fees.

The short version

What the latest filing tells us

For the plan year ended Dec 31, 2024, AMERICAN FEDERATION OF TEACHERS AFL-CIO reported $930,729 in employer contributions across the plan and 54 active participants. That works out to $17,236 per active participant. It is useful context, but it is not the current match formula and it does not show what any one employee received.

Participation proxy61%

Active participants divided by all end-of-year plan participants. This is not the company participation rate because the filing does not report every eligible employee.

Employer money trendUp 6.5%

Change in reported employer contribution per active participant across the filing history shown.

Expense trendDown 62.5%

Change in reported administrative expense per participant. Investment expenses may not be included.

Peer context87/100

A filing comparison among similar-size plans in the same industry when enough peers exist.

Where the public filing stops

Current match, vesting, eligibility, employee fees, and investment choices require a dated plan document. Until we have one, those details stay blank.

Latest financial record

Contributions, assets, and expenses

These figures are reported totals for the plan—not individual account balances or promises to any employee.

Employer contributions: $930,729
Participant contributions: $112,451
Other contributions: Not reported
Employer share of reported contributions: 89.2%
Beginning assets: $29,109,096
Ending assets: $32,605,651
Ending net assets: $32,605,651
Ending liabilities: $0
Total income: $4,651,160
Total expenses: $995,811
Administrative expenses: $4,526
Participant loans: $473,056

Three-year filing history

How the reported figures changed

Each chart uses its own scale and starts at zero. When the filing has no value, the chart says so rather than turning it into a zero.

Employer contributions reported per active participant

2022

$16,186

2023

$16,875

2024

$17,236

Plan-paid administrative expenses per participant

2022

$139

2023

2024

$52

Active participants

2022

2023

2024

Detailed filing history
Plan year	Per active participant	Active participants	Plan assets	Filing ID
2024	$17,236	54	32.6M	20251015083956NAL0002116915001
2023	$16,875	56	29.1M	20241015113645NAL0014501283001
2022	$16,186	55	25.6M	20231016172355NAL0038662881001

Changes in plan assets are not the same as investment performance. Each row uses the selected public filing for that year.

Plan operations

Details worth knowing

Participant loans as a share of plan assets: 1.5%
Independent accountant’s opinion: Unqualified opinion Code 1
Late participant contributions reported: Not stated in the filing
Public plan identifier: 360725240-001

Reported plan details

Identity and filing status

Plan type: Retirement plan
Employer arrangement: Single-employer plan
Plan effective date: Jul 1, 1969
Industry: Other services
Amended filing: No
Final filing for this plan: No
Short plan year: No
401(k) feature reported: Yes
Show DOL characteristic codes
2E2G2J3D

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Filing ACK_ID20251015083956NAL0002116915001

Data sourceDOL Form 5500 bulk data ↗

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