Money Purchase · DOL Form 5500 · 2022

Iatse Local 8 Annuity Fund Money Purchase Plan

Data updated 2026-08-25

$53M
Total assets Below avg plan size
2,640
Participants Above avg headcount
88th
Percentile by assets National rank
$19,904
Avg per participant Low balance/head
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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.

  • #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.

#2,880
in Arts, Entertainment & Recreation (3,077 peers)
-9.3%
assets change YoY
0.5×
vs typical plan assets (national mean)

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.

Iatse Local 8 Annuity Fund's outsized position by total assets

Iatse Local 8 Annuity Fund vs every filed plan by assets

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

$52,547,512 Top 12% higher than 88% 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

Iatse Local 8 Annuity Fund's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Iatse Local 8 Annuity Fund lands in the large band (2,640 participants).

DOL schedule card

Filing strip 232785557 · Iatse Local 8 Annuity Fund PY 2022 · Money Purchase

Iatse Local 8 Annuity Fund · $53M · 2,640 · 88th

  • VS-ST $53M
  • BOY 2,640
  • SCH 88th
  • EBSA Money Purchase
  • PART near American Mathematical Society Retirement Plan
  • TYPE ind #2880

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 Pennsylvania →

Iatse Local 8 Annuity Fund in the asset neighbourhood

National Hockey League Officials Pension PlanNational Hockey League Offic…$53MHawaii Iron Workers' Annuity PlanHawaii Iron Workers' Annuity…$53MUniversity Athletic Association, Inc. Employees' Money Purchase PensionUniversity Athletic Associat…$53MIatse Local 8 Annuity Fund$53MAmerican Mathematical Society Retirement PlanAmerican Mathematical Societ…$53M
End-of-year total assets ($M) among Iatse Local 8 Annuity Fund and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

Pennsylvania filing particulars

Total Assets (Beginning of Year)$58M
Net Assets (End of Year)$53M
Net Income-$5M
Employer EIN232785557
Plan Effective Date1985-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Iatse Local 8 Annuity Fund)

Sponsor-wide plan assets over time

All Iatse Local 8 Annuity Fund plans reported in each filing year

Latest sponsor-wide plan assets
$69M 32.05863485981981% vs 2022
2024 filing year
$50M$60M$70M$80M 202220232024 $52.6M $69.4M ▲ +32.0%
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 Scatter plot of 6 data points. 01000200030004000 02004006008001000 Total assets ($M) Participants Iatse Local 8 Annuity Fund, Total assets ($M): 52.547512 · Participants: 2640Iatse Local 8 Annuity FundCentral Pennsylvania Teamsters Retirement Income Plan 1987, Total assets ($M): 927.007257 · Participants: 3634Central Pennsylvania Teamsters Retirement Income Plan 1987Duane Morris Retirement Plan, Total assets ($M): 279.588283 · Participants: 444Duane Morris Retirement PlanIBEW Local Union 375 Electricians' Retirement Plan, Total assets ($M): 145.531636 · Participants: 645IBEW Local Union 375 Electricians' Retirement PlanMilton Hershey School Money Purchase Pension Plan, Total assets ($M): 140.334872 · Participants: 1309Milton Hershey School Money Purchase Pension PlanDentons Cohen & Grigsby P.C. Pension Plan, Total assets ($M): 131.093711 · Participants: 184Dentons Cohen & Grigsby P.C. Pension Plan
Iatse Local 8 Annuity Fund vs. nearby Money Purchase plans in Pennsylvania, assets vs. participants
Compare Iatse Local 8 Annuity Fund side-by-side with 3 peers →

Iatse Local 8 Annuity Fund's out-of-state Money Purchase peers by assets and headcount

Outside Pennsylvania, the nearest Money Purchase by assets is American Mathematical Society Retirement Plan in RI ($53M); by covered participants it is The Association of University Physicians Pension Plan in WA (2,585 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,640 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 Iatse Local 8 Annuity Fund assets move in 2022? ▼
Iatse Local 8 Annuity Fund pulled back noticeably - down 9.3% during 2022, from $58M to $53M. Reported net income was -$5M.
How have Iatse Local 8 Annuity Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Iatse Local 8 Annuity Fund's sponsor-wide assets grew 32.1%, from $53M to $69M.
Where does Iatse Local 8 Annuity Fund rank by assets among Form 5500 filers? ▼
Iatse Local 8 Annuity Fund ranks in the 88th 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 Money Purchase plans are similar in size to Iatse Local 8 Annuity Fund? ▼
Among Money Purchase plans in other states, the closest by assets is American Mathematical Society Retirement Plan in RI ($53M, 171 participants).
Which Money Purchase plans cover a similar participant headcount to Iatse Local 8 Annuity Fund? ▼
Among Money Purchase plans in other states, the closest by covered participants is The Association of University Physicians Pension Plan in WA (2,585 participants, $371M 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 232785557.

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.