I.a.T.S.E. Local No. 33 Pension Trust Fund

Reviewed by PlainRetire Editorial, Retirement Plans Editorial Team

ERISA Form 5500 plan record drawn from DOL EBSA — verify with linked source filings below.

Sponsored by Board of Trustees, I.a.T.S.E. Local No. 33 Pension · California · Arts, Entertainment & Recreation

What the 2023 filing shows

I.a.T.S.E. Local No. 33 Pension Trust Fund holds $219M for 1,100 participants — about $199,014 per participant, down 16.4% over the 2022 plan year.

$219M
total plan assets (2022 EOY): 1,100
covered participants: $199,014
avg assets per participant: -16.4%
assets change YoY

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.

Total Assets (2023)

$219M

Participants

1,100

State

California

Industry

Arts, Entertainment & Recreation

What the Filing Says About I.a.T.S.E. Local No. 33 Pension Trust Fund

I.a.T.S.E. Local No. 33 Pension Trust Fund is a Defined Benefit (Pension) retirement plan sponsored by Board of Trustees, I.a.T.S.E. Local No. 33 Pension, headquartered in California. As of the 2022 Form 5500 filing, the plan reports $219M in total end-of-year assets and covers 1,100 participants across the Arts, Entertainment & Recreation industry. The sponsor's EIN on file with the U.S. Department of Labor is 956377503, and the plan has been effective since 1965-07-01. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $262M at the beginning of 2022 to $219M at year-end — a decline of 16.4%. Net assets (after liabilities) closed the year at $219M, with reported net income of $-42,859,497 driven by investment returns, contributions received, and benefit payments during the period. These figures reflect what the plan administrator certified on Schedule H or Schedule I of the Form 5500 annual return and can be compared against 2 prior plan-year filings from the same sponsor shown below.

Asset totals and participant counts reflect a single plan year snapshot and can change materially with market conditions, plan mergers, or workforce changes. Fields such as "net income" include both realized investment performance and contribution/distribution flows — a single-year figure does not by itself indicate plan health or participant outcomes. This page summarizes public DOL disclosures for research and educational purposes only and is not retirement, tax, legal, or financial advice. Before making decisions about your own retirement benefits or evaluating an employer's plan, verify the underlying filing directly via the DOL EFAST2 system and consult a qualified professional.

Financial Summary (2023)

Total Assets (Beginning of Year)	$262M
Total Assets (End of Year)	$219M
Net Assets (End of Year)	$219M
Net Income	$-42,859,497
Plan Type	Defined Benefit (Pension)
Employer EIN	956377503
Plan Effective Date	1965-07-01
Filing Status	FILING RECEIVED

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

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.

Kaiser Permanente Retirement Plan $33.5B · 127,356
Pacific Gas and Electric Company Retirement Plan $21.4B · 22,914
Pacific Gas and Electric Company Retirement Plan $18.0B · 25,647
Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc. $10.8B · 19,545
Disney Salaried Pension Plan D $10.1B · 10,813

Compare I.a.T.S.E. Local No. 33 Pension Trust Fu… side-by-side with 3 peers →

Related Data

Guides

Frequently Asked Questions

How much money is in the I.a.T.S.E. Local No. 33 Pension Trust Fund? ▼

As of the 2022 Form 5500 filing, I.a.T.S.E. Local No. 33 Pension Trust Fund holds $219M in total assets with 1,100 participants. It is sponsored by Board of Trustees, I.a.T.S.E. Local No. 33 Pension.

What type of plan is I.a.T.S.E. Local No. 33 Pension Trust Fund? ▼

I.a.T.S.E. Local No. 33 Pension Trust Fund is a Defined Benefit (Pension) plan. It has been effective since 1965-07-01. The plan is filed with the U.S. Department of Labor under EIN 956377503.

Who sponsors the I.a.T.S.E. Local No. 33 Pension Trust Fund? ▼

I.a.T.S.E. Local No. 33 Pension Trust Fund is sponsored by Board of Trustees, I.a.T.S.E. Local No. 33 Pension, located in California. The sponsor's EIN is 956377503 and the plan operates in the Arts, Entertainment & Recreation industry.

How did I.a.T.S.E. Local No. 33 Pension Trust Fund perform in 2022? ▼

I.a.T.S.E. Local No. 33 Pension Trust Fund declined by 16.4% during 2022, moving from $262M to $219M in total assets. Net income was $-42,859,497.

Where can I find official filings for I.a.T.S.E. Local No. 33 Pension Trust Fund? ▼

Official Form 5500 filings for I.a.T.S.E. Local No. 33 Pension Trust Fund are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 956377503 or plan name at efast.dol.gov.

How does I.a.T.S.E. Local No. 33 Pension Trust Fund compare to other plans? ▼

You can compare I.a.T.S.E. Local No. 33 Pension Trust Fund against other Defined Benefit (Pension) plans on the plan type page, or view plans in California on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.