Money Purchase · DOL Form 5500 · 2022
Iatse Local 8 Annuity Fund Money Purchase Plan
Data updated 2026-08-11
- $53M
- Total assets
- 2,640
- Participants
- 88th
- Percentile by assets
- $19,904
- Avg per participant
Official DOL plan name: Iatse Local 8 Annuity Fund · Sponsored by Iatse Local 8 Annuity Fund · Pennsylvania · Arts, Entertainment & Recreation
$53M in assets, 2,640 participants
Iatse Local 8 Annuity Fund's Iatse Local 8 Annuity Fund reported $53M in total assets and 2,640 participants in its 2022 DOL Form 5500 filing, ranking in the 88th 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.
- 88th percentile by assets (of 139,126 plans)
- #2,880 in Arts, Entertainment & Recreation (3,077 peers)
Coverage in Pennsylvania
Iatse Local 8 Annuity Fund covers 2,640 participants in Pennsylvania, 3.2x the typical Pennsylvania plan (state average ~822 per filing). Assets: $53M.
- $53M
- total plan assets (2022 EOY)
- 2,640
- covered participants
- 88th
- percentile by assets (of 139,126 plans)
- $19,904
- avg assets per participant
The plan reported a net loss of $5M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.
Participants vs Pennsylvania filers
In Pennsylvania, the average filing covers about 822 participants across 5,751 plans. Iatse Local 8 Annuity Fund reports 2,640 participants - 3.2x that state average ($53M EOY assets).
Pennsylvania filing particulars
| Total Assets (Beginning of Year) | $58M |
|---|---|
| Net Assets (End of Year) | $53M |
| Net Income | -$5M |
| Employer EIN | 232785557 |
| Plan Effective Date | 1985-01-01 |
| Filing Status | FILING RECEIVED |
Sponsor Plan History (Iatse Local 8 Annuity Fund)
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 2,640 | $53M |
| 2023 | 1 | 2,927 | $63M |
| 2024 | 1 | 3,078 | $69M |
Nearby Money Purchase Plans in Pennsylvania
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
Iatse Local 8 Annuity Fund vs. nearby Money Purchase plans in Pennsylvania, assets vs. participants
- Central Pennsylvania Teamsters Retirement Income Plan 1987 $927M · 3,634
- Duane Morris Retirement Plan $280M · 444
- IBEW Local Union 375 Electricians' Retirement Plan $146M · 645
- Milton Hershey School Money Purchase Pension Plan $140M · 1,309
- Dentons Cohen & Grigsby P.C. Pension Plan $131M · 184
Similar-Sized Money Purchase Plans Nationally
Money Purchase plans in other states closest to Iatse Local 8 Annuity Fund by total assets, not by location.
Frequently Asked Questions
How did Iatse Local 8 Annuity Fund assets move in 2022? ▼
How have Iatse Local 8 Annuity Fund plan assets changed over time? ▼
Where does Iatse Local 8 Annuity Fund rank by assets among Form 5500 filers? ▼
Which Money Purchase plans are similar in size to Iatse Local 8 Annuity Fund? ▼
Next read for Iatse Local 8 Annuity Fund
Filing takeaways
Ways to act on Iatse Local 8 Annuity Fund's numbers.
- By total assets, Iatse Local 8 Annuity Fund ranks in the top quartile of all filed plans by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Pennsylvania. Compare plans
- Iatse Local 8 Annuity Fund's sponsor-wide assets have grown 32.1% since 2022 across 3 plan years on file. More Arts, Entertainment & Recreation plans