401(k) · DOL Form 5500 · 2022

I.a.T.S.E. Local 21 401(k) Plan

Data updated 2026-08-25

$13M
Total assets Small plan by assets
436
Participants Below avg headcount
70th
Percentile by assets National rank
$30,023
Avg per participant Low balance/head
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Official DOL plan name: I.a.T.S.E. Local 21 401(k) Plan · Sponsored by I.a.T.S.E. Local 21 · New Jersey · Arts, Entertainment & Recreation

$13M in assets, 436 participants

I.a.T.S.E. Local 21's I.a.T.S.E. Local 21 401(k) Plan reported $13M in total assets and 436 participants in its 2022 DOL Form 5500 filing, ranking in the 70th 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.

  • #2,504 in Arts, Entertainment & Recreation (3,077 peers)

I.a.T.S.E. Local 21 multi-year trail

I.a.T.S.E. Local 21's plans moved +36.5% in assets from 2022 to 2024; this filing shows I.a.T.S.E. Local 21 401(k) Plan at $13M / 436 participants.

#2,504
in Arts, Entertainment & Recreation (3,077 peers)
-16.6%
assets change YoY

The plan reported a net loss of $3M 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 21 401(k) Plan's outsized position by total assets

I.a.T.S.E. Local 21 401(k) Plan vs every filed plan by assets

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

$13,090,177 Top 30% higher than 70% 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 21 401(k) Plan among mid-size filed plans by 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 21 401(k) Plan sits mid-pack in the medium band (436 participants).

Published 5500 schedule card

Filing strip 223585682 · I.a.T.S.E. Local 21 PY 2022 · 401(k)

I.a.T.S.E. Local 21 401(k) Plan · $13M · 436 · 70th

  • PHOTO $13M
  • IND 436
  • EOY 70th
  • 5500 401(k)
  • ASSETS near Mackay & Sposito, Inc. Employees 401(k) Savings Plan
  • PCT ind #2504

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 New Jersey →

I.a.T.S.E. Local 21 401(k) Plan in the asset neighbourhood

I.a.T.S.E. Local 21 401(k) PlanI.a.T.S.E. Local 21 401(k) P…$13MMackay & Sposito, Inc. Employees 401(k) Savings PlanMackay & Sposito, Inc. Emplo…$13MH&s Family of Bakeries Union 401(k) PlanH&s Family of Bakeries Union…$13MGlass Lewis 401(k) Plan$13MEagle Communications, Inc. 401(k) PlanEagle Communications, Inc. 4…$13M
End-of-year total assets ($M) among I.a.T.S.E. Local 21 401(k) Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

I.a.T.S.E. Local 21 multi-year asset trail

Sponsor-wide plan assets over time

All I.a.T.S.E. Local 21 plans reported in each filing year

Latest sponsor-wide plan assets
$18M 36.49768066543332% vs 2022
2024 filing year
$12M$14M$16M$18M$20M 202220232024 $13.1M $17.9M ▲ +36.5%
Year Plans Participants Total Assets
2022 1 436 $13M
2023 1 453 $16M
2024 1 752 $18M

I.a.T.S.E. Local 21 filing trail (2022)

Total Assets (Beginning of Year)$16M
Net Assets (End of Year)$13M
Net Income-$3M
Employer EIN223585682
Plan Effective Date1998-01-01
Filing StatusFILING RECEIVED

Nearby 401(k) Plans in New Jersey

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

I.a.T.S.E. Local 21 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants I.a.T.S.E. Local 21 401(k) Plan, Total assets ($B): 0.013090177 · Participants: 436I.a.T.S.E. Local 21 401(k) PlanJPMorgan Chase 401(k) Savings Plan, Total assets ($B): 36.787229834 · Participants: 168280JPMorgan Chase 401(k) Savings PlanVerizon Savings Plan for Management Employees, Total assets ($B): 25.16607858 · Participants: 76788Verizon Savings Plan for Management EmployeesJohnson and Johnson Savings Plan, Total assets ($B): 21.189900271 · Participants: 43271Johnson and Johnson Savings PlanPfizer Savings Plan, Total assets ($B): 17.828820505 · Participants: 27796Pfizer Savings PlanErnst & Young Retirement Savings Plan, Total assets ($B): 12.40459021 · Participants: 52975Ernst & Young Retirement Savings Plan
I.a.T.S.E. Local 21 401(k) Plan vs. nearby 401(k) plans in New Jersey, assets vs. participants

I.a.T.S.E. Local 21 401(k) Plan's out-of-state 401(k) peers by assets and headcount

Outside New Jersey, the nearest 401(k) by assets is Mackay & Sposito, Inc. Employees 401(k) Savings Plan in WA ($13M); by covered participants it is Amerex Corporation 401(k) Savings Plan in AL (436 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($13M here).

Similar participant headcount

Nearest other-state filings by covered participants (436 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 21 401(k) Plan assets move in 2022?
I.a.T.S.E. Local 21 401(k) Plan declined sharply - down 16.6% during 2022, from $16M to $13M. Reported net income was -$3M.
How have I.a.T.S.E. Local 21 plan assets changed over time?
Across 3 plan years on file (2022-2024), I.a.T.S.E. Local 21's sponsor-wide assets grew 36.5%, from $13M to $18M.
Which 401(k) plans are similar in size to I.a.T.S.E. Local 21 401(k) Plan?
Among 401(k) plans in other states, the closest by assets is Mackay & Sposito, Inc. Employees 401(k) Savings Plan in WA ($13M, 96 participants).
Which 401(k) plans cover a similar participant headcount to I.a.T.S.E. Local 21 401(k) Plan?
Among 401(k) plans in other states, the closest by covered participants is Amerex Corporation 401(k) Savings Plan in AL (436 participants, $44M in assets).