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 2026-08-25

$593M
Total assets Above avg plan size
1,360
Participants Near avg headcount
98th
Percentile by assets National rank
$436,104
Avg per participant High balance/head
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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.

  • #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.

#3,063
in Arts, Entertainment & Recreation (3,077 peers)
-9.7%
assets change YoY
6.0×
vs typical plan assets (national mean)

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.

Pension Fund of Local No. One of I. a. T. S. E.'s outsized position by total assets

Pension Fund of Local No. One of I. a. T. S. E. vs every filed plan by assets

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

$593,101,825 Top 2% higher than 98% 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

Pension Fund of Local No. One of I. a. T. S. E.'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. Pension Fund of Local No. One of I. a. T. S. E. lands in the large band (1,360 participants).

Plan-year Form 5500 strip

Filing strip 136414973 · Board of Trustees, Pension Fund of Local No. One of I.a.T.S.E. PY 2022 · Defined Benefit (Pension)

Pension Fund of Local No. One of I. a. T. S. E. · $593M · 1,360 · 98th

  • EIN $593M
  • EIN 1,360
  • EIN 98th
  • EIN Defined Benefit (Pension)
  • EIN near Cuna Mutual Pension Plan for Non-Represented Employees
  • EIN ind #3063

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 →

Pension Fund of Local No. One of I. a. T. S. E. in the asset neighbourhood

Cuna Mutual Pension Plan for Non-Represented EmployeesCuna Mutual Pension Plan for…$593MPension Fund of Local No. One of I. a. T. S. E.Pension Fund of Local No. On…$593MBanco Popular De Puerto Rico Retirement PlanBanco Popular De Puerto Rico…$592MAvnet Pension Plan$591MGeneral Retirement Plan for Employees of Carpenter Technology CorporationGeneral Retirement Plan for …$591M
End-of-year total assets ($M) among Pension Fund of Local No. One of I. a. T. S. E. and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

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.)

Sponsor-wide plan assets over time

All Board of Trustees, Pension Fund of Local No. One of I.a.T.S.E. plans reported in each filing year

Latest sponsor-wide plan assets
$665M 12.094105426163543% vs 2022
2024 filing year
$550M$600M$650M$700M 202220232024 $593M $665M ▲ +12.1%
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 Scatter plot of 6 data points. 05000100001500020000 -100102030 Total assets ($B) Participants Pension Fund of Local No. One of I. a. T. S. E., Total assets ($B): 0.593101825 · Participants: 1360Pension Fund of Local No. One of I. a. T. S. E.IBM Personal Pension Plan, Total assets ($B): 25.511753238 · Participants: 16431IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 15.815266303 · Participants: 11303Consolidated Edison Retirement PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.656963 · Participants: 11386Pepsico Employees Retirement Plan INew York State Nurses Association Pension Plan, Total assets ($B): 5.019503014 · Participants: 18592New York State Nurses Association Pension PlanNew York District Council of Carpenters Pension Pl, Total assets ($B): 4.837058087 · Participants: 11318New York District Council of Carpenters Pension Pl
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. S. E. side-by-side with 3 peers →

Pension Fund of Local No. One of I. a. T. S. E.'s out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Cuna Mutual Pension Plan for Non-Represented Employees in WI ($593M); by covered participants it is Lafargeholcim US Pension Plan in MI (1,358 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (1,360 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 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).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Pension Fund of Local No. One of I. a. T. S. E.? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Lafargeholcim US Pension Plan in MI (1,358 participants, $650M 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 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.