401(k) · DOL Form 5500 · 2022

Board of Trustees I.a.T.S.E. Annuity Fund 401(k) Plan

Data updated 2026-08-25

$1.1B
Total assets Very large vs avg
83,976
Participants Very large workforce
99th
Percentile by assets National rank
$13,641
Avg per participant Low balance/head
PlainRetire home → About this data RSS: change history

Official DOL plan name: I.a.T.S.E. Annuity Fund · Sponsored by Board of Trustees I.a.T.S.E. Annuity Fund · New York · Arts, Entertainment & Recreation

$1.1B in assets, 83,976 participants

Board of Trustees I.a.T.S.E. Annuity Fund's I.a.T.S.E. Annuity Fund reported $1.1B in total assets and 83,976 participants in its 2022 DOL Form 5500 filing, ranking in the 99th 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.

  • #3,069 in Arts, Entertainment & Recreation (3,077 peers)

Coverage in New York

I.a.T.S.E. Annuity Fund covers 83,976 participants in New York, 105x the typical New York plan (state average ~798 per filing). Assets: $1.1B.

#3,069
in Arts, Entertainment & Recreation (3,077 peers)
-6.3%
assets change YoY
11×
vs typical plan assets (national mean)

The plan reported a net loss of $77M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

I.a.T.S.E. Annuity Fund's outsized position by total assets

I.a.T.S.E. Annuity Fund vs every filed plan by assets

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

$1,145,550,364 Top 1% higher than 99% 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. Annuity Fund's mega-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. Annuity Fund is a mega filing (83,976 participants), the rightmost band on the breakdown.

DOL schedule card

Filing strip 133088691 · Board of Trustees I.a.T.S.E. Annuity Fund PY 2022 · 401(k)

I.a.T.S.E. Annuity Fund · $1.1B · 83,976 · 99th

  • VS-ST $1.1B
  • BOY 83,976
  • SCH 99th
  • EBSA 401(k)
  • PART near Enbridge Employee Services, Inc. Employees' Savings Plan
  • TYPE ind #3069

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 York →

I.a.T.S.E. Annuity Fund in the asset neighbourhood

I.a.T.S.E. Annuity Fund$1.1BEnbridge Employee Services, Inc. Employees' Savings PlanEnbridge Employee Services, …$1.1BGarney Holding Company Employee Stock Ownership Plan and TrustGarney Holding Company Emplo…$1.1BRepublic National 401(k) Plan$1.1BArrow Electronics Savings PlanArrow Electronics Savings Pl…$1.1B
End-of-year total assets ($B) among I.a.T.S.E. Annuity Fund and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

New York filing particulars

Total Assets (Beginning of Year)$1.2B
Net Assets (End of Year)$1.1B
Net Income-$77M
Employer EIN133088691
Plan Effective Date1973-09-21
Filing StatusFILING RECEIVED

Sponsor Plan History (Board of Trustees I.a.T.S.E. Annuity Fund)

Sponsor-wide plan assets over time

All Board of Trustees I.a.T.S.E. Annuity Fund plans reported in each filing year

Latest sponsor-wide plan assets
$1.4B 24.40897788410113% vs 2022
2024 filing year
$1.1B$1.2B$1.3B$1.4B$1.5B 202220232024 $1.15B $1.43B ▲ +24.3%
Year Plans Participants Total Assets
2022 1 83,976 $1.1B
2023 1 96,657 $1.3B
2024 1 97,266 $1.4B

Nearby 401(k) Plans in New York

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

I.a.T.S.E. Annuity Fund vs. nearby 401(k) plans in New York, assets vs. participants Scatter plot of 6 data points. 050000100000150000 -200204060 Total assets ($B) Participants I.a.T.S.E. Annuity Fund, Total assets ($B): 1.145550364 · Participants: 83976I.a.T.S.E. Annuity FundIBM 401 (K) Plus Plan, Total assets ($B): 53.363875208 · Participants: 56376IBM 401 (K) Plus PlanMorgan Stanley 401(k) Plan, Total assets ($B): 16.415517176 · Participants: 42924Morgan Stanley 401(k) PlanThe Pepsico Savings Plan, Total assets ($B): 12.067222 · Participants: 129846The Pepsico Savings PlanDeloitte 401(k) Plan, Total assets ($B): 10.966899716 · Participants: 74687Deloitte 401(k) PlanThe Goldman Sachs 401(k) Plan, Total assets ($B): 9.681988279 · Participants: 22650The Goldman Sachs 401(k) Plan
I.a.T.S.E. Annuity Fund vs. nearby 401(k) plans in New York, assets vs. participants
Compare I.a.T.S.E. Annuity Fund side-by-side with 3 peers →

Scale composition for I.a.T.S.E. Annuity Fund

I.a.T.S.E. Annuity Fund reports $1.1B in end-of-year assets across 83,976 participants (0.009% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.089% of 93,925,755 covered participants) - about $13,641 per participant (10% of the national average assets-per-participant) . Net income for plan year 2022 was -$77M.

This plan identity (EIN 133088691, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $1.1B to $1.4B (+24.4%) while covered participants moved from 83,976 to 97,266 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 83,976 $1.1B This page
2023 96,657 $1.3B Open filing
2024 · index core 97,266 $1.4B Open filing

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

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

Outside New York, the nearest 401(k) by assets is Enbridge Employee Services, Inc. Employees' Savings Plan in TX ($1.1B); by covered participants it is Manpowergroup 401(k) Savings Plan in WI (83,879 participants). Same-state nearby plans are listed separately above.

Closest by plan assets

Nearest other-state filings by tot_assets_eoy ($1.1B here).

Similar participant headcount

Nearest other-state filings by covered participants (83,976 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. Annuity Fund assets move in 2022? ▼
I.a.T.S.E. Annuity Fund pulled back noticeably - down 6.3% during 2022, from $1.2B to $1.1B. Reported net income was -$77M.
How have Board of Trustees I.a.T.S.E. Annuity Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Board of Trustees I.a.T.S.E. Annuity Fund's sponsor-wide assets grew 24.4%, from $1.1B to $1.4B.
Where does I.a.T.S.E. Annuity Fund rank by assets among Form 5500 filers? ▼
I.a.T.S.E. Annuity Fund ranks in the 99th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the largest 1% of all filed plans).
Which 401(k) plans are similar in size to I.a.T.S.E. Annuity Fund? ▼
Among 401(k) plans in other states, the closest by assets is Enbridge Employee Services, Inc. Employees' Savings Plan in TX ($1.1B, 3,657 participants).
Which 401(k) plans cover a similar participant headcount to I.a.T.S.E. Annuity Fund? ▼
Among 401(k) plans in other states, the closest by covered participants is Manpowergroup 401(k) Savings Plan in WI (83,879 participants, $530M 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 133088691.

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.