Defined Benefit (Pension) · DOL Form 5500 · 2022

Board of Trustees, I.a.T.S.E. Local No. 33 Pension Pension Plan

Data updated 2026-08-25

$219M
Total assets Near avg plan size
1,100
Participants Near avg headcount
96th
Percentile by assets National rank
$199,014
Avg per participant Above avg balance/head
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Official DOL plan name: I.a.T.S.E. Local No. 33 Pension Trust Fund · Sponsored by Board of Trustees, I.a.T.S.E. Local No. 33 Pension · California · Arts, Entertainment & Recreation

$219M in assets, 1,100 participants

Board of Trustees, I.a.T.S.E. Local No. 33 Pension's I.a.T.S.E. Local No. 33 Pension Trust Fund reported $219M in total assets and 1,100 participants in its 2022 DOL Form 5500 filing, ranking in the 96th 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.

  • #3,027 in Arts, Entertainment & Recreation (3,077 peers)

Where I.a.T.S.E. Local No. 33 Pension Trust Fund sits by assets

I.a.T.S.E. Local No. 33 Pension Trust Fund sits in the top 5% of all filed plans by assets, $219M for 1,100 participants (~$199,014/participant), down 16.4% in 2022.

#3,027
in Arts, Entertainment & Recreation (3,077 peers)
-16.4%
assets change YoY
2.2×
vs typical plan assets (national mean)

The plan reported a net loss of $43M 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 No. 33 Pension Trust Fund's outsized position by total assets

I.a.T.S.E. Local No. 33 Pension Trust Fund vs every filed plan by assets

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

$218,915,310 Top 4% higher than 96% 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 No. 33 Pension Trust Fund'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 No. 33 Pension Trust Fund lands in the large band (1,100 participants).

DOL schedule card

Filing strip 956377503 · Board of Trustees, I.a.T.S.E. Local No. 33 Pension PY 2022 · Defined Benefit (Pension)

I.a.T.S.E. Local No. 33 Pension Trust Fund · $219M · 1,100 · 96th

  • EBSA $219M
  • EBSA 1,100
  • EBSA 96th
  • EBSA Defined Benefit (Pension)
  • EBSA near Erc Retirement Plan
  • EBSA ind #3027

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 No. 33 Pension Trust Fund in the asset neighbourhood

Leidos Biomedical Research, Inc. Retirement PlanLeidos Biomedical Research, …$219MErc Retirement Plan$219MI.a.T.S.E. Local No. 33 Pension Trust FundI.a.T.S.E. Local No. 33 Pens…$219MIue-Cwa Pension Plan$219MPension and Annuity Plan of the Bricklayers Pension FundPension and Annuity Plan of …$219M
End-of-year total assets ($M) among I.a.T.S.E. Local No. 33 Pension Trust Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$262M
Net Assets (End of Year)$219M
Net Income-$43M
Employer EIN956377503
Plan Effective Date1965-07-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees, I.a.T.S.E. Local No. 33 Pension)

Sponsor-wide plan assets over time

All Board of Trustees, I.a.T.S.E. Local No. 33 Pension plans reported in each filing year

Latest sponsor-wide plan assets
$232M 5.808294084136921% vs 2022
2024 filing year
$215M$220M$225M$230M$235M 202220232024 $219M $232M ▲ +5.8%
Year Plans Participants Total Assets
2022 1 1,100 $219M
2023 1 1,134 $228M
2024 1 1,094 $232M

Nearby Defined Benefit (Pension) Plans in California

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

I.a.T.S.E. Local No. 33 Pension Trust Fund vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants I.a.T.S.E. Local No. 33 Pension Trust Fund, Total assets ($B): 0.21891531 · Participants: 1100I.a.T.S.E. Local No. 33 Pension Trust FundKaiser Permanente Retirement Plan, Total assets ($B): 31.853758931 · Participants: 126331Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.05949917 · Participants: 25709Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 10.381485239 · Participants: 19326Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Disney Salaried Pension Plan D, Total assets ($B): 9.228005463 · Participants: 11405Disney Salaried Pension Plan DWells Fargo & Company Cash Balance Plan, Total assets ($B): 8.784432859 · Participants: 59141Wells Fargo & Company Cash Balance Plan
I.a.T.S.E. Local No. 33 Pension Trust Fund vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare I.a.T.S.E. Local No. 33 Pension Trust Fund side-by-side with 3 peers →

I.a.T.S.E. Local No. 33 Pension Trust Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Erc Retirement Plan in CT ($219M); by covered participants it is Loyola University Employees' Retirement Plan in IL (1,099 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($219M here).

Similar participant headcount

Nearest other-state filings by covered participants (1,100 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 No. 33 Pension Trust Fund assets move in 2022? ▼
I.a.T.S.E. Local No. 33 Pension Trust Fund declined sharply - down 16.4% during 2022, from $262M to $219M. Reported net income was -$43M.
How have Board of Trustees, I.a.T.S.E. Local No. 33 Pension plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees, I.a.T.S.E. Local No. 33 Pension's sponsor-wide assets grew 5.8%, from $219M to $232M.
Where does I.a.T.S.E. Local No. 33 Pension Trust Fund rank by assets among Form 5500 filers? ▼
I.a.T.S.E. Local No. 33 Pension Trust Fund ranks in the 96th 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 I.a.T.S.E. Local No. 33 Pension Trust Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Erc Retirement Plan in CT ($219M, 135 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to I.a.T.S.E. Local No. 33 Pension Trust Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Loyola University Employees' Retirement Plan in IL (1,099 participants, $154M 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 956377503.

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.