401(k) · DOL Form 5500 · 2022
Board of Trustees of the Iatse Local 764 401(k) Plan 401(k) Plan
Data updated 2026-08-11
- $70M
- Total assets
- 1,611
- Participants
- 91st
- Percentile by assets
- $43,678
- Avg per participant
Official DOL plan name: I a T S E Local 764 401(k) Plan · Sponsored by Board of Trustees of the Iatse Local 764 401(k) Plan · New York · Arts, Entertainment & Recreation
$70M in assets, 1,611 participants
Board of Trustees of the Iatse Local 764 401(k) Plan's I a T S E Local 764 401(k) Plan reported $70M in total assets and 1,611 participants in its 2022 DOL Form 5500 filing, ranking in the 91st 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.
- 91st percentile by assets (of 139,126 plans)
- #2,936 in Arts, Entertainment & Recreation (3,077 peers)
Coverage in New York
I a T S E Local 764 401(k) Plan covers 1,611 participants in New York, 2.0x the typical New York plan (state average ~798 per filing). Assets: $70M.
- $70M
- total plan assets (2022 EOY)
- 1,611
- covered participants
- 91st
- percentile by assets (of 139,126 plans)
- $43,678
- avg assets per participant
The plan reported a net loss of $9M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Participants vs New York filers
In New York, the average filing covers about 798 participants across 9,061 plans. I a T S E Local 764 401(k) Plan reports 1,611 participants - 2.0x that state average ($70M EOY assets).
New York filing particulars
| Total Assets (Beginning of Year) | $79M |
|---|---|
| Net Assets (End of Year) | $70M |
| Net Income | -$9M |
| Employer EIN | 134140534 |
| Plan Effective Date | 2001-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees of the Iatse Local 764 401(k) Plan)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 1,611 | $70M |
| 2023 | 1 | 1,880 | $84M |
| 2024 | 1 | 1,767 | $100M |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
I a T S E Local 764 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
- IBM 401 (K) Plus Plan $53.4B · 56,376
- Morgan Stanley 401(k) Plan $16.4B · 42,924
- The Pepsico Savings Plan $12.1B · 129,846
- Deloitte 401(k) Plan $11.0B · 74,687
- The Goldman Sachs 401(k) Plan $9.7B · 22,650
Similar-Sized 401(k) Plans Nationally
401(k) plans in other states closest to I a T S E Local 764 401(k) Plan by total assets, not by location.
- Aunt Millie's Bakeries 401(k) Savings Plan (IN) $70M · 890
- Ppc Retirement Plan (GA) $70M · 1,085
- Hme Retirement Savings Plan (CA) $70M · 708
- Laforce, LLC 401(k) Plan (WI) $70M · 530
Frequently Asked Questions
How did I a T S E Local 764 401(k) Plan assets move in 2022? ▼
How have Board of Trustees of the Iatse Local 764 401(k) Plan plan assets changed over time? ▼
Where does I a T S E Local 764 401(k) Plan rank by assets among Form 5500 filers? ▼
Which 401(k) plans are similar in size to I a T S E Local 764 401(k) Plan? ▼
Next read for I a T S E Local 764 401(k) Plan
Filing takeaways
Ways to act on I a T S E Local 764 401(k) Plan's numbers.
- By total assets, I a T S E Local 764 401(k) Plan ranks in the top 10% of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar 401(k) plans in New York. Compare plans
- Board of Trustees of the Iatse Local 764 401(k) Plan's sponsor-wide assets have grown 42.1% since 2022 across 3 plan years on file. More Arts, Entertainment & Recreation plans