401(k) · DOL Form 5500 · 2022

Board of Trustees, I.a.T.S.E. Local 33 Section 401(k) 401(k) Plan

Data updated 2026-08-25

$295M
Total assets Near avg plan size
6,738
Participants Above avg headcount
97th
Percentile by assets National rank
$43,855
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: I.a.T.S.E. Local 33 Section 401(k) Plan · Sponsored by Board of Trustees, I.a.T.S.E. Local 33 Section 401(k) · California · Arts, Entertainment & Recreation

$295M in assets, 6,738 participants

Board of Trustees, I.a.T.S.E. Local 33 Section 401(k)'s I.a.T.S.E. Local 33 Section 401(k) Plan reported $295M in total assets and 6,738 participants in its 2022 DOL Form 5500 filing, ranking in the 97th 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.

  • #3,044 in Arts, Entertainment & Recreation (3,077 peers)

Coverage in California

I.a.T.S.E. Local 33 Section 401(k) Plan covers 6,738 participants in California, 11x the typical California plan (state average ~630 per filing). Assets: $295M.

#3,044
in Arts, Entertainment & Recreation (3,077 peers)
-17.1%
assets change YoY
3.0×
vs typical plan assets (national mean)

The plan reported a net loss of $61M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

I.a.T.S.E. Local 33 Section 401(k) Plan's outsized position by total assets

I.a.T.S.E. Local 33 Section 401(k) Plan vs every filed plan by assets

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

$295,495,091 Top 3% higher than 97% 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

I.a.T.S.E. Local 33 Section 401(k) Plan'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. I.a.T.S.E. Local 33 Section 401(k) Plan lands in the large band (6,738 participants).

EBSA filing schedule strip

Filing strip 953954078 · Board of Trustees, I.a.T.S.E. Local 33 Section 401(k) PY 2022 · 401(k)

I.a.T.S.E. Local 33 Section 401(k) Plan · $295M · 6,738 · 97th

  • EOY $295M
  • EOY 6,738
  • EOY 97th
  • EOY 401(k)
  • EOY near Oasis Systems, LLC 401(k) Plan
  • EOY ind #3044

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 California →

I.a.T.S.E. Local 33 Section 401(k) Plan in the asset neighbourhood

Eastern Bank 401(k) Plan$296MCentral Bancompany Tax Reduction Thrift 401(k) PlanCentral Bancompany Tax Reduc…$296MOasis Systems, LLC 401(k) PlanOasis Systems, LLC 401(k) Pl…$296MI.a.T.S.E. Local 33 Section 401(k) PlanI.a.T.S.E. Local 33 Section …$295MNew Jersey Resources Corporation Employees' Retirement Savings PlanNew Jersey Resources Corpora…$295M
End-of-year total assets ($M) among I.a.T.S.E. Local 33 Section 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$357M
Net Assets (End of Year)$295M
Net Income-$61M
Employer EIN953954078
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees, I.a.T.S.E. Local 33 Section 401(k))

Sponsor-wide plan assets over time

All Board of Trustees, I.a.T.S.E. Local 33 Section 401(k) plans reported in each filing year

Latest sponsor-wide plan assets
$381M 28.923038521814227% vs 2022
2024 filing year
$250M$300M$350M$400M 202220232024 $296M $381M ▲ +28.9%
Year Plans Participants Total Assets
2022 1 6,738 $295M
2023 1 7,539 $342M
2024 1 8,047 $381M

Nearby 401(k) Plans in California

Peer 401(k) plans, same state, same plan type, ranked by total assets.

I.a.T.S.E. Local 33 Section 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000250000 -200204060 Total assets ($B) Participants I.a.T.S.E. Local 33 Section 401(k) Plan, Total assets ($B): 0.295495091 · Participants: 6738I.a.T.S.E. Local 33 Section 401(k) PlanWells Fargo & Company 401(k) Plan, Total assets ($B): 45.765616608 · Participants: 205865Wells Fargo & Company 401(k) PlanGoogle LLC 401(k) Savings Plan, Total assets ($B): 28.89820221 · Participants: 102963Google LLC 401(k) Savings PlanOracle Corporation 401(k) Savings and Investment Plan, Total assets ($B): 21.851716605 · Participants: 46320Oracle Corporation 401(k) Savings and Investment PlanChevron Employee Savings Investment Plan, Total assets ($B): 18.60989746 · Participants: 19946Chevron Employee Savings Investment PlanIntel 401(k) Savings Plan, Total assets ($B): 18.361585903 · Participants: 54672Intel 401(k) Savings Plan
I.a.T.S.E. Local 33 Section 401(k) Plan vs. nearby 401(k) plans in California, assets vs. participants
Compare I.a.T.S.E. Local 33 Section 401(k) Plan side-by-side with 3 peers →

Scale composition for I.a.T.S.E. Local 33 Section 401(k) Plan

I.a.T.S.E. Local 33 Section 401(k) Plan reports $295M in end-of-year assets across 6,738 participants (0.002% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.007% of 93,925,755 covered participants) - about $43,855 per participant (32% of the national average assets-per-participant) . Net income for plan year 2022 was -$61M.

This plan identity (EIN 953954078, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $295M to $381M (+28.9%) while covered participants moved from 6,738 to 8,047 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 6,738 $295M This page
2023 7,539 $342M Open filing
2024 · index core 8,047 $381M Open filing

The same sponsor also keeps 1 other index-core plan on PlainRetire:

I.a.T.S.E. Local 33 Section 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside California, the nearest 401(k) by assets is Oasis Systems, LLC 401(k) Plan in MA ($296M); by covered participants it is Lifestance Health 401(k) Plan in WA (6,739 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($295M here).

Similar participant headcount

Nearest other-state filings by covered participants (6,738 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 I.a.T.S.E. Local 33 Section 401(k) Plan assets move in 2022? ▼
I.a.T.S.E. Local 33 Section 401(k) Plan declined sharply - down 17.1% during 2022, from $357M to $295M. Reported net income was -$61M.
How have Board of Trustees, I.a.T.S.E. Local 33 Section 401(k) plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees, I.a.T.S.E. Local 33 Section 401(k)'s sponsor-wide assets grew 28.9%, from $295M to $381M.
Where does I.a.T.S.E. Local 33 Section 401(k) Plan rank by assets among Form 5500 filers? ▼
I.a.T.S.E. Local 33 Section 401(k) Plan ranks in the 97th 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 401(k) plans are similar in size to I.a.T.S.E. Local 33 Section 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by assets is Oasis Systems, LLC 401(k) Plan in MA ($296M, 1,811 participants).
Which 401(k) plans cover a similar participant headcount to I.a.T.S.E. Local 33 Section 401(k) Plan? ▼
Among 401(k) plans in other states, the closest by covered participants is Lifestance Health 401(k) Plan in WA (6,739 participants, $139M 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 953954078.

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.