401(k) · DOL Form 5500 · 2022
Bd of Trustees of the Annuity Fund of Stage Employees Local 4 Iatse 401(k) Plan
Data updated 2026-08-25
- $43M
- Total assets Below avg plan size
- 4,548
- Participants Above avg headcount
- 87th
- Percentile by assets National rank
- $9,351
- Avg per participant Low balance/head
Official DOL plan name: Annuity Fund of Stage Employees Local 4 Iatse · Sponsored by Bd of Trustees of the Annuity Fund of Stage Employees Local 4 Iatse · New Jersey · Information & Media
$43M in assets, 4,548 participants
Bd of Trustees of the Annuity Fund of Stage Employees Local 4 Iatse's Annuity Fund of Stage Employees Local 4 Iatse reported $43M in total assets and 4,548 participants in its 2022 DOL Form 5500 filing, ranking in the 87th 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.
- #2,346 in Information & Media (2,911 peers)
Coverage in New Jersey
Annuity Fund of Stage Employees Local 4 Iatse covers 4,548 participants in New Jersey, 5.4x the typical New Jersey plan (state average ~844 per filing). Assets: $43M.
- #2,346
- in Information & Media (2,911 peers)
- -13.5%
- assets change YoY
- 0.4×
- vs typical plan assets (national mean)
The plan reported a net loss of $7M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Annuity Fund of Stage Employees Local 4 Iatse's outsized position by total assets
Annuity Fund of Stage Employees Local 4 Iatse vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$42,527,757 Top 13% higher than 87% of 139,123 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022
Annuity Fund of Stage Employees Local 4 Iatse'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. Annuity Fund of Stage Employees Local 4 Iatse lands in the large band (4,548 participants).
Form 5500 schedule snapshot
Filing strip 112613347 · Bd of Trustees of the Annuity Fund of Stage Employees Local 4 Iatse PY 2022 · 401(k)
Annuity Fund of Stage Employees Local 4 Iatse · $43M · 4,548 · 87th
- NET $43M
- NET 4,548
- NET 87th
- NET 401(k)
- NET near Steinhafels Inc. Profit Sharing 401(k) Plan
- NET ind #2346
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 Information & Media retirement plans → · Plans in New Jersey →
Annuity Fund of Stage Employees Local 4 Iatse in the asset neighbourhood
New Jersey filing particulars
| Total Assets (Beginning of Year) | $49M |
|---|---|
| Net Assets (End of Year) | $43M |
| Net Income | -$7M |
| Employer EIN | 112613347 |
| Plan Effective Date | 1982-08-20 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Bd of Trustees of the Annuity Fund of Stage Employees Local 4 Iatse)
Sponsor-wide plan assets over time
All Bd of Trustees of the Annuity Fund of Stage Employees Local 4 Iatse plans reported in each filing year
- Latest sponsor-wide plan assets
- $59M 39.410192736005335% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 4,548 | $43M |
| 2023 | 1 | 4,909 | $50M |
| 2024 | 1 | 5,959 | $59M |
Nearby 401(k) Plans in New Jersey
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- JPMorgan Chase 401(k) Savings Plan $36.8B · 168,280
- Verizon Savings Plan for Management Employees $25.2B · 76,788
- Johnson and Johnson Savings Plan $21.2B · 43,271
- Pfizer Savings Plan $17.8B · 27,796
- Ernst & Young Retirement Savings Plan $12.4B · 52,975
Annuity Fund of Stage Employees Local 4 Iatse's out-of-state 401(k) peers by assets and headcount
Outside New Jersey, the nearest 401(k) by assets is Steinhafels Inc. Profit Sharing 401(k) Plan in WI ($43M); by covered participants it is Drivetime 401(k) Plan in AZ (4,547 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($43M here).
- Steinhafels Inc. Profit Sharing 401(k) Plan (WI) $43M · 612
- Kohlberg & Co. LLC Employee Savings and Profit Sharing Plan (NY) $43M · 67
- Cooke Seafoods USA 401(k) Plan (VA) $43M · 1,681
- Taylor Electric, Inc. Retirement Plan (UT) $43M · 252
Similar participant headcount
Nearest other-state filings by covered participants (4,548 participants); asset peers above are excluded.
- Drivetime 401(k) Plan (AZ) 4,547 · 1 off
- American National 401(k) Plan (TX) 4,550 · 2 off
- Cotiviti Savings Plan (UT) 4,550 · 2 off
- Godaddy.Com, LLC 401(k) Plan (AZ) 4,545 · 3 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.