401(k) · DOL Form 5500 · 2022
Board of Trustees, Annuity Fund of Local No. One, I.a.T.S.E. 401(k) Plan
Data updated 2026-08-25
- $956M
- Total assets Above avg plan size
- 18,383
- Participants Very large workforce
- 99th
- Percentile by assets National rank
- $52,024
- Avg per participant Low balance/head
Official DOL plan name: Annuity Fund of Local No. One, I. a. T. S. E. · Sponsored by Board of Trustees, Annuity Fund of Local No. One, I.a.T.S.E. · New York · Arts, Entertainment & Recreation
$956M in assets, 18,383 participants
Board of Trustees, Annuity Fund of Local No. One, I.a.T.S.E.'s Annuity Fund of Local No. One, I. a. T. S. E. reported $956M in total assets and 18,383 participants in its 2022 DOL Form 5500 filing, ranking in the 99th 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.
- #3,068 in Arts, Entertainment & Recreation (3,077 peers)
Coverage in New York
Annuity Fund of Local No. One, I. a. T. S. E. covers 18,383 participants in New York, 23x the typical New York plan (state average ~798 per filing). Assets: $956M.
- #3,068
- in Arts, Entertainment & Recreation (3,077 peers)
- -15.5%
- assets change YoY
- 9.6×
- vs typical plan assets (national mean)
The plan reported a net loss of $176M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Annuity Fund of Local No. One, I. a. T. S. E.'s outsized position by total assets
Annuity Fund of Local No. One, I. a. T. S. E. vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$956,351,492 Top 1% higher than 99% 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 Local No. One, I. a. T. S. E.'s mega-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 Local No. One, I. a. T. S. E. is a mega filing (18,383 participants), the rightmost band on the breakdown.
DOL schedule card
Filing strip 133022965 · Board of Trustees, Annuity Fund of Local No. One, I.a.T.S.E. PY 2022 · 401(k)
Annuity Fund of Local No. One, I. a. T. S. E. · $956M · 18,383 · 99th
- VS-ST $956M
- BOY 18,383
- SCH 99th
- EBSA 401(k)
- PART near Flex 401(k) Plan
- TYPE ind #3068
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 →
Annuity Fund of Local No. One, I. a. T. S. E. in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $1.1B |
|---|---|
| Net Assets (End of Year) | $956M |
| Net Income | -$176M |
| Employer EIN | 133022965 |
| Plan Effective Date | 1980-02-29 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees, Annuity Fund of Local No. One, I.a.T.S.E.)
Sponsor-wide plan assets over time
All Board of Trustees, Annuity Fund of Local No. One, I.a.T.S.E. plans reported in each filing year
- Latest sponsor-wide plan assets
- $1.2B 23.707435278409122% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 18,383 | $956M |
| 2023 | 1 | 19,326 | $1.1B |
| 2024 | 1 | 20,955 | $1.2B |
Nearby 401(k) Plans in New York
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- 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
Scale composition for Annuity Fund of Local No. One, I. a. T. S. E.
Annuity Fund of Local No. One, I. a. T. S. E. reports $956M in end-of-year assets across 18,383 participants (0.008% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.020% of 93,925,755 covered participants) - about $52,024 per participant (38% of the national average assets-per-participant) . Net income for plan year 2022 was -$176M.
This plan identity (EIN 133022965, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $956M to $1.2B (+23.7%) while covered participants moved from 18,383 to 20,955 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 18,383 | $956M | This page |
| 2023 | 19,326 | $1.1B | Open filing |
| 2024 · index core | 20,955 | $1.2B | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- Annuity Fund of Local No. One, I. a. T. S. E. (401(k), $1.2B, 20,955 participants)
Annuity Fund of Local No. One, I. a. T. S. E.'s out-of-state 401(k) peers by assets and headcount
Outside New York, the nearest 401(k) by assets is Flex 401(k) Plan in TX ($957M); by covered participants it is The Coca-Cola Bottlers Assn 401(k) Ret Sav Plan in GA (18,369 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($956M here).
- Flex 401(k) Plan (TX) $957M · 7,156
- Owens Corning Savings Plan (OH) $957M · 4,062
- Mckee Foods Retirement Plan (TN) $956M · 6,881
- Consolidated Communications, Inc. 401(k) Plan (TX) $958M · 3,180
Similar participant headcount
Nearest other-state filings by covered participants (18,383 participants); asset peers above are excluded.
- The Coca-Cola Bottlers Assn 401(k) Ret Sav Plan (GA) 18,369 · 14 off
- Boston Scientific Corporation 401(k) Retirement Savings Plan (MA) 18,359 · 24 off
- The Caci Smart Plan (VA) 18,339 · 44 off
- Raising Cane's Retirement Savings Plan (TX) 18,330 · 53 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.