Defined Benefit (Pension) · DOL Form 5500 · 2022

Int'l Alliance of Theatrical Stage Employees, M.,P.,T.,a., & a. Pension Plan

Data updated 2026-08-25

$56M
Total assets Below avg plan size
95
Participants Small participant base
89th
Percentile by assets National rank
$587,053
Avg per participant High balance/head
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Official DOL plan name: I.a.T.S.E. Staff Retirement Fund · Sponsored by Int'l Alliance of Theatrical Stage Employees, M.,P.,T.,a., & a. · New York · Arts, Entertainment & Recreation

$56M in assets, 95 participants

Int'l Alliance of Theatrical Stage Employees, M.,P.,T.,a., & a.'s I.a.T.S.E. Staff Retirement Fund reported $56M in total assets and 95 participants in its 2022 DOL Form 5500 filing, ranking in the 89th 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.

  • #2,889 in Arts, Entertainment & Recreation (3,077 peers)

Where I.a.T.S.E. Staff Retirement Fund sits by assets

I.a.T.S.E. Staff Retirement Fund sits in the top quartile of all filed plans by assets, $56M for 95 participants (~$587,053/participant), down 12.4% in 2022.

#2,889
in Arts, Entertainment & Recreation (3,077 peers)
-12.4%
assets change YoY
0.6×
vs typical plan assets (national mean)

The plan reported a net loss of $8M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

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

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

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

$55,770,081 Top 11% higher than 89% 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. Staff Retirement Fund among smaller 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. Staff Retirement Fund is a small filing (95 participants) on this national headcount ladder.

Published 5500 schedule card

Filing strip 131575490 · Int'l Alliance of Theatrical Stage Employees, M.,P.,T.,a., & a. PY 2022 · Defined Benefit (Pension)

I.a.T.S.E. Staff Retirement Fund · $56M · 95 · 89th

  • IND $56M
  • IND 95
  • IND 89th
  • IND Defined Benefit (Pension)
  • IND near Seaboard Marine Pension Plan
  • IND ind #2889

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. Staff Retirement Fund in the asset neighbourhood

Seaboard Marine Pension Plan$56MI.a.T.S.E. Staff Retirement FundI.a.T.S.E. Staff Retirement …$56MPerini Corporation Pension PlanPerini Corporation Pension P…$56MChs Inc. Retirement Plan for Union Production EmployeesChs Inc. Retirement Plan for…$56MTata Chemicals (Soda Ash) Partners Salaried Employees' Pension PlanTata Chemicals (Soda Ash) Pa…$56M
End-of-year total assets ($M) among I.a.T.S.E. Staff Retirement Fund and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$64M
Net Assets (End of Year)$56M
Net Income-$8M
Employer EIN131575490
Plan Effective Date1961-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Int'l Alliance of Theatrical Stage Employees, M.,P.,T.,a., & a.)

Sponsor-wide plan assets over time

All Int'l Alliance of Theatrical Stage Employees, M.,P.,T.,a., & a. plans reported in each filing year

Latest sponsor-wide plan assets
$72M 29.74509038278069% vs 2022
2024 filing year
$50M$55M$60M$65M$70M$75M 202220232024 $55.8M $72.4M ▲ +29.7%
Year Plans Participants Total Assets
2022 1 95 $56M
2023 1 121 $65M
2024 1 134 $72M

Nearby Defined Benefit (Pension) Plans in New York

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

I.a.T.S.E. Staff Retirement Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants Scatter plot of 6 data points. -500005000100001500020000 -100102030 Total assets ($B) Participants I.a.T.S.E. Staff Retirement Fund, Total assets ($B): 0.055770081 · Participants: 95I.a.T.S.E. Staff Retirement FundIBM Personal Pension Plan, Total assets ($B): 25.511753238 · Participants: 16431IBM Personal Pension PlanConsolidated Edison Retirement Plan, Total assets ($B): 15.815266303 · Participants: 11303Consolidated Edison Retirement PlanPepsico Employees Retirement Plan I, Total assets ($B): 7.656963 · Participants: 11386Pepsico Employees Retirement Plan INew York State Nurses Association Pension Plan, Total assets ($B): 5.019503014 · Participants: 18592New York State Nurses Association Pension PlanNew York District Council of Carpenters Pension Pl, Total assets ($B): 4.837058087 · Participants: 11318New York District Council of Carpenters Pension Pl
I.a.T.S.E. Staff Retirement Fund vs. nearby Defined Benefit (Pension) plans in New York, assets vs. participants
Compare I.a.T.S.E. Staff Retirement Fund side-by-side with 3 peers →

I.a.T.S.E. Staff Retirement Fund's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside New York, the nearest Defined Benefit (Pension) by assets is Seaboard Marine Pension Plan in KS ($56M); by covered participants it is Dietz & Watson, Inc. Union Employees' Pension Plan in PA (95 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (95 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. Staff Retirement Fund assets move in 2022? ▼
I.a.T.S.E. Staff Retirement Fund pulled back noticeably - down 12.4% during 2022, from $64M to $56M. Reported net income was -$8M.
How have Int'l Alliance of Theatrical Stage Employees, M.,P.,T.,a., & a. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Int'l Alliance of Theatrical Stage Employees, M.,P.,T.,a., & a.'s sponsor-wide assets grew 29.7%, from $56M to $72M.
Where does I.a.T.S.E. Staff Retirement Fund rank by assets among Form 5500 filers? ▼
I.a.T.S.E. Staff Retirement Fund ranks in the 89th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top quartile of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to I.a.T.S.E. Staff Retirement Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Seaboard Marine Pension Plan in KS ($56M, 358 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to I.a.T.S.E. Staff Retirement Fund? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Dietz & Watson, Inc. Union Employees' Pension Plan in PA (95 participants, $3M 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 131575490.

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.