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 2026-08-11

$956M
Total assets
18,383
Participants
99th
Percentile by assets
$52,024
Avg per participant
PlainRetire home → About this data

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.

  • 99th percentile by assets (of 139,126 plans)
  • #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.

$956M
total plan assets (2022 EOY)
18,383
covered participants
99th
percentile by assets (of 139,126 plans)
$52,024
avg assets per participant

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.

State
New York
Industry
Arts, Entertainment & Recreation

Participants vs New York filers

In New York, the average filing covers about 798 participants across 9,061 plans. Annuity Fund of Local No. One, I. a. T. S. E. reports 18,383 participants - 23x that state average ($956M EOY assets).

New York filing particulars

Total Assets (Beginning of Year)$1.1B
Net Assets (End of Year)$956M
Net Income-$176M
Employer EIN133022965
Plan Effective Date1980-02-29
Filing StatusFILING RECEIVED

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

$0.9B$1B$1.1B$1.2B$1.3B 202220232024 $0.96B $1.18B ▲ +22.9%
Total plan assets by year, all Board of Trustees, Annuity Fund of Local No. One, I.a.T.S.E. plans on file
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.

Annuity Fund of Local No. One, I. a. T. S. E. vs. nearby 401(k) plans in New York, assets vs. participants

Annuity Fund of Local No. One, I. a. T. S. E. vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. 050000100000150000 -200204060 Total assets ($B) Participants Annuity Fund of Loca…IBM 401 (K) Plus PlanMorgan Stanley 401(k…The Pepsico Savings …Deloitte 401(k) PlanThe Goldman Sachs 40…
Annuity Fund of Local No. One, I. a. T. S. E. vs. nearby 401(k) plans in New York, assets vs. participants
Compare Annuity Fund of Local No. One, I. a. T. … side-by-side with 3 peers →

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:

Similar-Sized 401(k) Plans Nationally

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

Frequently Asked Questions

How did Annuity Fund of Local No. One, I. a. T. S. E. assets move in 2022? ▼
Annuity Fund of Local No. One, I. a. T. S. E. declined sharply - down 15.5% during 2022, from $1.1B to $956M. Reported net income was -$176M.
How have Board of Trustees, Annuity Fund of Local No. One, I.a.T.S.E. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees, Annuity Fund of Local No. One, I.a.T.S.E.'s sponsor-wide assets grew 23.7%, from $956M to $1.2B.
Where does Annuity Fund of Local No. One, I. a. T. S. E. rank by assets among Form 5500 filers? ▼
Annuity Fund of Local No. One, I. a. T. S. E. ranks in the 99th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the largest 1% of all filed plans).
Which 401(k) plans are similar in size to Annuity Fund of Local No. One, I. a. T. S. E.? ▼
Among 401(k) plans in other states, the closest by assets is Flex 401(k) Plan in TX ($957M, 7,156 participants).

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

Filing takeaways

Ways to act on Annuity Fund of Local No. One, 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 133022965.

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.