Defined Benefit (Pension) · DOL Form 5500 · 2022

Board of Trustees, Pension Fund of Local No. One of I.a.T.S.E. Pension Plan

Data updated 2026-08-11

$593M
Total assets
1,360
Participants
98th
Percentile by assets
$436,104
Avg per participant
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Official DOL plan name: Pension Fund of Local No. One of I. a. T. S. E. · Sponsored by Board of Trustees, Pension Fund of Local No. One of I.a.T.S.E. · New York · Arts, Entertainment & Recreation

$593M in assets, 1,360 participants

Board of Trustees, Pension Fund of Local No. One of I.a.T.S.E.'s Pension Fund of Local No. One of I. a. T. S. E. reported $593M in total assets and 1,360 participants in its 2022 DOL Form 5500 filing, ranking in the 98th 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.

  • 98th percentile by assets (of 139,126 plans)
  • #3,063 in Arts, Entertainment & Recreation (3,077 peers)

Where Pension Fund of Local No. One of I. a. T. S. E. sits by assets

Pension Fund of Local No. One of I. a. T. S. E. sits in the top 5% of all filed plans by assets, $593M for 1,360 participants (~$436,104/participant), down 9.7% in 2022.

$593M
total plan assets (2022 EOY)
1,360
covered participants
98th
percentile by assets (of 139,126 plans)
$436,104
avg assets per participant

The plan reported a net loss of $66M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

State
New York
Industry
Arts, Entertainment & Recreation

Pension Fund of Local No. One of I. a. T. S. E. vs the 2022 asset distribution

By assets, Pension Fund of Local No. One of I. a. T. S. E. outranks 98% of the 139,126 plans that filed a Form 5500 for the 2022 plan year, and holds roughly 6.0x the national average plan size of $100M (721 average participants).

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$657M
Net Assets (End of Year)$583M
Net Income-$66M
Employer EIN136414973
Plan Effective Date1962-12-19
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees, Pension Fund of Local No. One of I.a.T.S.E.)

$550M$600M$650M$700M 202220232024 $593M $665M ▲ +12.1%
Total plan assets by year, all Board of Trustees, Pension Fund of Local No. One of I.a.T.S.E. plans on file
Year Plans Participants Total Assets
2022 1 1,360 $593M
2023 1 1,383 $629M
2024 1 2,004 $665M

Nearby Defined Benefit (Pension) Plans in New York

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Pension Fund of Local No. One of I. a. T. S. E. vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants

Pension Fund of Local No. One of I. a. T. S. E. vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. 05000100001500020000 -100102030 Total assets ($B) Participants Pension Fund of Loca…IBM Personal Pension…Consolidated Edison …Pepsico Employees Re…New York State Nurse…New York District Co…
Pension Fund of Local No. One of I. a. T. S. E. vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare Pension Fund of Local No. One of I. a. T… side-by-side with 3 peers →

Similar-Sized Defined Benefit (Pension) Plans Nationally

Defined Benefit (Pension) plans in other states closest to Pension Fund of Local No. One of I. a. T. S. E. by total assets, not by location.

Frequently Asked Questions

How did Pension Fund of Local No. One of I. a. T. S. E. assets move in 2022? ▼
Pension Fund of Local No. One of I. a. T. S. E. pulled back noticeably - down 9.7% during 2022, from $657M to $593M. Reported net income was -$66M.
How have Board of Trustees, Pension Fund of Local No. One of I.a.T.S.E. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees, Pension Fund of Local No. One of I.a.T.S.E.'s sponsor-wide assets grew 12.1%, from $593M to $665M.
Where does Pension Fund of Local No. One of I. a. T. S. E. rank by assets among Form 5500 filers? ▼
Pension Fund of Local No. One of I. a. T. S. E. ranks in the 98th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to Pension Fund of Local No. One of I. a. T. S. E.? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Cuna Mutual Pension Plan for Non-Represented Employees in WI ($593M, 2,514 participants).

Next read for Pension Fund of Local No. One of I. a. T…

Scale reading

Ways to act on Pension Fund of Local No. One of I. a. T. S. E.'s numbers.

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 136414973.

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.