Other
2022 plan-year Other DOL Form 5500

I. a. T. S. E. National Pension Fund

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. National Pension Fund · New York · Arts, Entertainment & Recreation

What the 2023 filing shows

I. a. T. S. E. National Pension Fund holds $552M for 14,278 participants — about $38,678 per participant, down 4.6% over the 2022 plan year.

$552M
total plan assets (2022 EOY)
14,278
covered participants
$38,678
avg assets per participant
-4.6%
assets change YoY

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.

Total Assets (2023)
$552M
Participants
14,278
State
Industry
Arts, Entertainment & Recreation

What the Filing Says About I. a. T. S. E. National Pension Fund

I. a. T. S. E. National Pension Fund is a Other retirement plan sponsored by Board of Trustees I.a.T.S.E. National Pension Fund, headquartered in New York. As of the 2022 Form 5500 filing, the plan reports $552M in total end-of-year assets and covers 14,278 participants across the Arts, Entertainment & Recreation industry. The sponsor's EIN on file with the U.S. Department of Labor is 131849172, and the plan has been effective since 1957-05-31. Its filing status is currently FILING RECEIVED.

Year over year, total assets moved from $579M at the beginning of 2022 to $552M at year-end — a decline of 4.6%. Net assets (after liabilities) closed the year at $527M, with reported net income of $-42,159,095 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)$579M
Total Assets (End of Year)$552M
Net Assets (End of Year)$527M
Net Income$-42,159,095
Plan TypeOther
Employer EIN131849172
Plan Effective Date1957-05-31
Filing StatusFILING RECEIVED

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

Year Plans Participants Total Assets
2022 1 14,278 $552M
2023 1 16,809 $630M
2024 1 13,243 $673M

Nearby Other Plans in New York

Peer Other plans — same state, same plan type — ranked by total assets.

Frequently Asked Questions

How much money is in the I. a. T. S. E. National Pension Fund?
As of the 2022 Form 5500 filing, I. a. T. S. E. National Pension Fund holds $552M in total assets with 14,278 participants. It is sponsored by Board of Trustees I.a.T.S.E. National Pension Fund.
What type of plan is I. a. T. S. E. National Pension Fund?
I. a. T. S. E. National Pension Fund is a Other plan. It has been effective since 1957-05-31. The plan is filed with the U.S. Department of Labor under EIN 131849172.
Who sponsors the I. a. T. S. E. National Pension Fund?
I. a. T. S. E. National Pension Fund is sponsored by Board of Trustees I.a.T.S.E. National Pension Fund, located in New York. The sponsor's EIN is 131849172 and the plan operates in the Arts, Entertainment & Recreation industry.
How did I. a. T. S. E. National Pension Fund perform in 2022?
I. a. T. S. E. National Pension Fund declined by 4.6% during 2022, moving from $579M to $552M in total assets. Net income was $-42,159,095.
Where can I find official filings for I. a. T. S. E. National Pension Fund?
Official Form 5500 filings for I. a. T. S. E. National Pension Fund are available through the U.S. Department of Labor's EFAST2 system. Search by EIN 131849172 or plan name at efast.dol.gov.
How does I. a. T. S. E. National Pension Fund compare to other plans?
You can compare I. a. T. S. E. National Pension Fund against other Other plans on the plan type page, or view plans in New York on the state page. PlainRetire tracks the 5,000 largest retirement plans in the U.S. by total assets.

Explore PlainRetire

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 131849172.

Reference: IRS Publication 560 — Retirement Plans for Small Business, contribution-limit rules.

Reference: IRS Publication 590-B — Distributions from IRAs, RMD rules under SECURE Act 2.0.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.