Money Purchase · DOL Form 5500 · 2022
I.a.T.S.E. Local 3 Annuity Fund Money Purchase Plan
Data updated 2026-08-11
- $5M
- Total assets
- 420
- Participants
- 51st
- Percentile by assets
- $12,018
- Avg per participant
Official DOL plan name: I.a.T.S.E. Local 3 Annuity Fund · Sponsored by I.a.T.S.E. Local 3 Annuity Fund · Pennsylvania · Construction
$5M in assets, 420 participants
I.a.T.S.E. Local 3 Annuity Fund's I.a.T.S.E. Local 3 Annuity Fund reported $5M in total assets and 420 participants in its 2022 DOL Form 5500 filing, ranking in the 51st 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.
- 51st percentile by assets (of 139,126 plans)
- #4,946 in Construction (9,927 peers)
I.a.T.S.E. Local 3 Annuity Fund multi-year trail
I.a.T.S.E. Local 3 Annuity Fund's plans moved +43.4% in assets from 2022 to 2024; this filing shows I.a.T.S.E. Local 3 Annuity Fund at $5M / 420 participants.
- $5M
- total plan assets (2022 EOY)
- 420
- covered participants
- 51st
- percentile by assets (of 139,126 plans)
- $12,018
- avg assets per participant
The plan reported a net loss of $421K 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 Annuity Fund across 3 plan years on file
Across the 3 plan years I.a.T.S.E. Local 3 Annuity Fund has on file (2022-2024), sponsor-wide plan assets have moved from $5M to $7M, a gain of 43.4%, while reported participants moved from 420 to 798 (+90.0%). Peak year by sponsor assets: 2024 ($7M); trough: 2022 ($5M).
I.a.T.S.E. Local 3 Annuity Fund multi-year asset trail
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 420 | $5M |
| 2023 | 1 | 771 | $6M |
| 2024 | 1 | 798 | $7M |
I.a.T.S.E. Local 3 Annuity Fund filing trail (2022)
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $5M |
| Net Income | -$421K |
| Employer EIN | 208539583 |
| Plan Effective Date | 2007-01-01 |
| Filing Status | FILING RECEIVED |
Nearby Money Purchase Plans in Pennsylvania
Peer Money Purchase plans, same state, same plan type, ranked by total assets.
I.a.T.S.E. Local 3 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 I.a.T.S.E. Local 3 Annuity Fund by total assets, not by location.
Frequently Asked Questions
How did I.a.T.S.E. Local 3 Annuity Fund assets move in 2022? ▼
How have I.a.T.S.E. Local 3 Annuity Fund plan assets changed over time? ▼
Which Money Purchase plans are similar in size to I.a.T.S.E. Local 3 Annuity Fund? ▼
Next read for I.a.T.S.E. Local 3 Annuity Fund
Multi-year trail
Ways to act on I.a.T.S.E. Local 3 Annuity Fund's numbers.
- By total assets, I.a.T.S.E. Local 3 Annuity Fund ranks above the median plan by assets. See the largest plans
- Compare it side-by-side against 3 similar Money Purchase plans in Pennsylvania. Compare plans
- I.a.T.S.E. Local 3 Annuity Fund's sponsor-wide assets have grown 43.4% since 2022 across 3 plan years on file. More Construction plans