401(k) · DOL Form 5500 · 2022

Board of Trustees of the Iatse Local 764 401(k) Plan 401(k) Plan

Data updated 2026-08-25

$70M
Total assets Below avg plan size
1,611
Participants Near avg headcount
91st
Percentile by assets National rank
$43,678
Avg per participant Low balance/head
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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.

  • #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.

#2,936
in Arts, Entertainment & Recreation (3,077 peers)
-10.9%
assets change YoY
0.7×
vs typical plan assets (national mean)

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.

I a T S E Local 764 401(k) Plan's outsized position by total assets

I a T S E Local 764 401(k) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$70,365,554 Top 9% higher than 91% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

I a T S E Local 764 401(k) Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. I a T S E Local 764 401(k) Plan lands in the large band (1,611 participants).

Form 5500 schedule snapshot

Filing strip 134140534 · Board of Trustees of the Iatse Local 764 401(k) Plan PY 2022 · 401(k)

I a T S E Local 764 401(k) Plan · $70M · 1,611 · 91st

  • 5500 $70M
  • 5500 1,611
  • 5500 91st
  • 5500 401(k)
  • 5500 near Aunt Millie's Bakeries 401(k) Savings Plan
  • 5500 ind #2936

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Arts, Entertainment & Recreation retirement plans → · Plans in New York →

I a T S E Local 764 401(k) Plan in the asset neighbourhood

I a T S E Local 764 401(k) PlanI a T S E Local 764 401(k) P…$70MAunt Millie's Bakeries 401(k) Savings PlanAunt Millie's Bakeries 401(k…$70MHme Retirement Savings Plan$70MPpc Retirement Plan$70MLaforce, LLC 401(k) Plan$70M
End-of-year total assets ($M) among I a T S E Local 764 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$79M
Net Assets (End of Year)$70M
Net Income-$9M
Employer EIN134140534
Plan Effective Date2001-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees of the Iatse Local 764 401(k) Plan)

Sponsor-wide plan assets over time

All Board of Trustees of the Iatse Local 764 401(k) Plan plans reported in each filing year

Latest sponsor-wide plan assets
$100M 42.0837061838524% vs 2022
2024 filing year
$60M$70M$80M$90M$100M$110M 202220232024 $70.4M $100M ▲ +42.1%
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 Scatter plot of 6 data points. -50000050000100000150000 -200204060 Total assets ($B) Participants I a T S E Local 764 401(k) Plan, Total assets ($B): 0.070365554 · Participants: 1611I a T S E Local 764 401(k) PlanIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
I a T S E Local 764 401(k) Plan vs. nearby 401(k) plans in New York, assets vs. participants
Compare I a T S E Local 764 401(k) Plan side-by-side with 3 peers →

I a T S E Local 764 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New York, the nearest 401(k) by assets is Aunt Millie's Bakeries 401(k) Savings Plan in IN ($70M); by covered participants it is Alfa Laval Retirement Savings Plan in VA (1,611 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($70M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,611 participants); asset peers above are excluded.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did I a T S E Local 764 401(k) Plan assets move in 2022? ▼
I a T S E Local 764 401(k) Plan pulled back noticeably - down 10.9% during 2022, from $79M to $70M. Reported net income was -$9M.
How have Board of Trustees of the Iatse Local 764 401(k) Plan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees of the Iatse Local 764 401(k) Plan's sponsor-wide assets grew 42.1%, from $70M to $100M.
Where does I a T S E Local 764 401(k) Plan rank by assets among Form 5500 filers? ▼
I a T S E Local 764 401(k) Plan ranks in the 91st percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 10% of all filed plans by assets).
Which 401(k) plans are similar in size to I a T S E Local 764 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Aunt Millie's Bakeries 401(k) Savings Plan in IN ($70M, 890 participants).
Which 401(k) plans cover a similar participant headcount to I a T S E Local 764 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Alfa Laval Retirement Savings Plan in VA (1,611 participants, $254M in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2022.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 134140534.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.