Defined Benefit (Pension) · DOL Form 5500 · 2022

I.a.T.S.E. Local 3 Pension Plan Pension Plan

Data updated 2026-08-25

$10M
Total assets Small plan by assets
66
Participants Small participant base
65th
Percentile by assets National rank
$149,945
Avg per participant Above avg balance/head
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Official DOL plan name: I.a.T.S.E. Local 3 Pension Plan · Sponsored by I.a.T.S.E. Local 3 Pension Plan · Pennsylvania · Construction

$10M in assets, 66 participants

I.a.T.S.E. Local 3 Pension Plan's I.a.T.S.E. Local 3 Pension Plan reported $10M in total assets and 66 participants in its 2022 DOL Form 5500 filing, ranking in the 65th 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.

  • #6,377 in Construction (9,927 peers)

I.a.T.S.E. Local 3 Pension Plan multi-year trail

I.a.T.S.E. Local 3 Pension Plan's plans moved +26.1% in assets from 2022 to 2024; this filing shows I.a.T.S.E. Local 3 Pension Plan at $10M / 66 participants.

#6,377
in Construction (9,927 peers)
-10.8%
assets change YoY

The plan reported a net loss of $1M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

I.a.T.S.E. Local 3 Pension Plan's mid-pack asset rank among Construction and all filers

I.a.T.S.E. Local 3 Pension Plan vs every filed plan by assets

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

$9,896,396 Top 35% higher than 65% 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. Local 3 Pension Plan 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. Local 3 Pension Plan is a small filing (66 participants) on this national headcount ladder.

DOL schedule card

Filing strip 256073053 · I.a.T.S.E. Local 3 Pension Plan PY 2022 · Defined Benefit (Pension)

I.a.T.S.E. Local 3 Pension Plan · $10M · 66 · 65th

  • TYPE $10M
  • NET 66
  • BOOK 65th
  • VS-ST Defined Benefit (Pension)
  • BOY near Rcm Industries, Inc. Defined Benefit Pension Plan
  • SCH ind #6377

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 Construction retirement plans → · Plans in Pennsylvania →

I.a.T.S.E. Local 3 Pension Plan in the asset neighbourhood

I.a.T.S.E. Local 3 Pension PlanI.a.T.S.E. Local 3 Pension P…$10MRcm Industries, Inc. Defined Benefit Pension PlanRcm Industries, Inc. Defined…$10MJones Dairy Farm Union Employees Pension PlanJones Dairy Farm Union Emplo…$10MStroock & Stroock & Lavan LLP Pension Plan and Trust for PartnersStroock & Stroock & Lavan LL…$10MStroock & Stroock & Lavan LLP Pension Plan and Trust II for PartnersStroock & Stroock & Lavan LL…$10M
End-of-year total assets ($M) among I.a.T.S.E. Local 3 Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

I.a.T.S.E. Local 3 Pension Plan multi-year asset trail

Sponsor-wide plan assets over time

All I.a.T.S.E. Local 3 Pension Plan plans reported in each filing year

Latest sponsor-wide plan assets
$12M 26.130158898249423% vs 2022
2024 filing year
$9M$10M$11M$12M$13M 202220232024 $9.9M $12.5M ▲ +26.1%
Year Plans Participants Total Assets
2022 1 66 $10M
2023 1 107 $12M
2024 1 93 $12M

I.a.T.S.E. Local 3 Pension Plan filing trail (2022)

Total Assets (Beginning of Year)$11M
Net Assets (End of Year)$10M
Net Income-$1M
Employer EIN256073053
Plan Effective Date1965-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Pennsylvania

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

I.a.T.S.E. Local 3 Pension Plan vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants Scatter plot of 6 data points. -20000020000400006000080000 -5051015 Total assets ($B) Participants I.a.T.S.E. Local 3 Pension Plan, Total assets ($B): 0.009896396 · Participants: 66I.a.T.S.E. Local 3 Pension PlanNational Elevator Industry Pension Plan, Total assets ($B): 10.401485458 · Participants: 27097National Elevator Industry Pension PlanSteelworkers Pension Trust, Total assets ($B): 5.908424468 · Participants: 52395Steelworkers Pension TrustThe PNC Financial Services Group, Inc. Pension Plan, Total assets ($B): 5.402519 · Participants: 63731The PNC Financial Services Group, Inc. Pension PlanConstellation Retirement Program, Total assets ($B): 5.359207207 · Participants: 5314Constellation Retirement ProgramThe Bank of New York Mellon Corporation Pension Plan, Total assets ($B): 4.968344232 · Participants: 8098The Bank of New York Mellon Corporation Pension Plan
I.a.T.S.E. Local 3 Pension Plan vs. nearby Defined Benefit (Pension) plans in Pennsylvania, assets vs. participants
Compare I.a.T.S.E. Local 3 Pension Plan side-by-side with 3 peers →

I.a.T.S.E. Local 3 Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Pennsylvania, the nearest Defined Benefit (Pension) by assets is Rcm Industries, Inc. Defined Benefit Pension Plan in IL ($10M); by covered participants it is Lakeland Financial Corporation Employees' Pension Plan in IN (66 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (66 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. Local 3 Pension Plan assets move in 2022? ▼
I.a.T.S.E. Local 3 Pension Plan pulled back noticeably - down 10.8% during 2022, from $11M to $10M. Reported net income was -$1M.
How have I.a.T.S.E. Local 3 Pension Plan plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), I.a.T.S.E. Local 3 Pension Plan's sponsor-wide assets grew 26.1%, from $10M to $12M.
Which Defined Benefit (Pension) plans are similar in size to I.a.T.S.E. Local 3 Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Rcm Industries, Inc. Defined Benefit Pension Plan in IL ($10M, 72 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to I.a.T.S.E. Local 3 Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Lakeland Financial Corporation Employees' Pension Plan in IN (66 participants, $2M 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 256073053.

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.