Defined Benefit (Pension) · DOL Form 5500 · 2022
Board of Trustees I.a.T.S.E. National Pension Fund Pension Plan
Data updated 2026-08-25
- $552M
- Total assets Above avg plan size
- 14,278
- Participants Very large workforce
- 98th
- Percentile by assets National rank
- $38,678
- Avg per participant Low balance/head
Official DOL plan name: I. a. T. S. E. National Pension Fund · Sponsored by Board of Trustees I.a.T.S.E. National Pension Fund · New York · Arts, Entertainment & Recreation
$552M in assets, 14,278 participants
Board of Trustees I.a.T.S.E. National Pension Fund's I. a. T. S. E. National Pension Fund reported $552M in total assets and 14,278 participants in its 2022 DOL Form 5500 filing, ranking in the 98th 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.
- #3,062 in Arts, Entertainment & Recreation (3,077 peers)
Coverage in New York
I. a. T. S. E. National Pension Fund covers 14,278 participants in New York, 18x the typical New York plan (state average ~798 per filing). Assets: $552M.
- #3,062
- in Arts, Entertainment & Recreation (3,077 peers)
- -4.6%
- assets change YoY
- 5.5×
- vs typical plan assets (national mean)
The plan reported a net loss of $42M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
I. a. T. S. E. National Pension Fund's outsized position by total assets
I. a. T. S. E. National Pension Fund vs every filed plan by assets
End-of-year total assets · plan year 2022 · DOL Form 5500
$552,246,621 Top 2% higher than 98% of 139,123 filed plans
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. National Pension 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. National Pension Fund is a mega filing (14,278 participants), the rightmost band on the breakdown.
Plan-year Form 5500 strip
Filing strip 131849172 · Board of Trustees I.a.T.S.E. National Pension Fund PY 2022 · Defined Benefit (Pension)
I. a. T. S. E. National Pension Fund · $552M · 14,278 · 98th
- BOY $552M
- BOY 14,278
- BOY 98th
- BOY Defined Benefit (Pension)
- BOY near Mid-Atlantic Regional Council of Carpenters' Pension Plan
- BOY ind #3062
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. National Pension Fund in the asset neighbourhood
New York filing particulars
| Total Assets (Beginning of Year) | $579M |
|---|---|
| Net Assets (End of Year) | $527M |
| Net Income | -$42M |
| Employer EIN | 131849172 |
| Plan Effective Date | 1957-05-31 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Board of Trustees I.a.T.S.E. National Pension Fund)
Sponsor-wide plan assets over time
All Board of Trustees I.a.T.S.E. National Pension Fund plans reported in each filing year
- Latest sponsor-wide plan assets
- $673M 21.90913523036296% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 14,278 | $552M |
| 2023 | 1 | 16,809 | $630M |
| 2024 | 1 | 13,243 | $673M |
Nearby Defined Benefit (Pension) Plans in New York
Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.
- IBM Personal Pension Plan $25.5B · 16,431
- Consolidated Edison Retirement Plan $15.8B · 11,303
- Pepsico Employees Retirement Plan I $7.7B · 11,386
- New York State Nurses Association Pension Plan $5.0B · 18,592
- New York District Council of Carpenters Pension Pl $4.8B · 11,318
Scale composition for I. a. T. S. E. National Pension Fund
I. a. T. S. E. National Pension Fund reports $552M in end-of-year assets across 14,278 participants (0.004% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.015% of 93,925,755 covered participants) - about $38,678 per participant (28% of the national average assets-per-participant) . Net income for plan year 2022 was -$42M.
This plan identity (EIN 131849172, plan #001) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $552M to $673M (+21.9%) while covered participants moved from 14,278 to 13,243 . Single-year sparse filers cannot show that trail.
| Plan year | Participants | EOY assets | Filing |
|---|---|---|---|
| 2022 | 14,278 | $552M | This page |
| 2023 | 16,809 | $630M | Open filing |
| 2024 · index core | 13,243 | $673M | Open filing |
The same sponsor also keeps 1 other index-core plan on PlainRetire:
- I. a. T. S. E. National Pension Fund (Defined Benefit (Pension), $673M, 13,243 participants)
I. a. T. S. E. National Pension Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount
Outside New York, the nearest Defined Benefit (Pension) by assets is Mid-Atlantic Regional Council of Carpenters' Pension Plan in MD ($554M); by covered participants it is Lumen Combined Pension Plan in LA (14,232 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($552M here).
- Mid-Atlantic Regional Council of Carpenters' Pension Plan (MD) $554M · 3,915
- Resolute Fp US Pension Plan () $550M · 411
- Ericsson US Pension Plan (TX) $550M · 634
- Iron Workers St. Louis District Council Pension Trust (MO) $555M · 1,835
Similar participant headcount
Nearest other-state filings by covered participants (14,278 participants); asset peers above are excluded.
- Lumen Combined Pension Plan (LA) 14,232 · 46 off
- The Cchs Retirement Plan (OH) 14,345 · 67 off
- Penske Cash Balance Benefit Plan (PA) 14,171 · 107 off
- Fca US LLC UAW Pension Agreement (MI) 14,563 · 285 off
DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.