401(k) · DOL Form 5500 · 2022

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

Data updated 2026-08-11

$295M
Total assets
6,738
Participants
97th
Percentile by assets
$43,855
Avg per participant
PlainRetire home → About this data

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.

  • 97th percentile by assets (of 139,126 plans)
  • #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.

$295M
total plan assets (2022 EOY)
6,738
covered participants
97th
percentile by assets (of 139,126 plans)
$43,855
avg assets per participant

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.

State
California
Industry
Arts, Entertainment & Recreation

Participants vs California filers

In California, the average filing covers about 630 participants across 15,291 plans. I.a.T.S.E. Local 33 Section 401(k) Plan reports 6,738 participants - 11x that state average ($295M EOY assets).

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))

$250M$300M$350M$400M 202220232024 $296M $381M ▲ +28.9%
Total plan assets by year, all Board of Trustees, I.a.T.S.E. Local 33 Section 401(k) plans on file
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

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 …Wells Fargo & Compan…Google LLC 401(k) Sa…Oracle Corporation 4…Chevron Employee Sav…Intel 401(k) Savings…
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:

Similar-Sized 401(k) Plans Nationally

401(k) plans in other states closest to I.a.T.S.E. Local 33 Section 401(k) Plan by total assets, not by location.

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).

Next read for I.a.T.S.E. Local 33 Section 401(k) Plan

Filing takeaways

Ways to act on I.a.T.S.E. Local 33 Section 401(k) Plan'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 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.