Money Purchase · DOL Form 5500 · 2022

I.a.T.S.E. Local 3 Annuity Fund Money Purchase Plan

Data updated 2026-08-25

$5M
Total assets Small plan by assets
420
Participants Below avg headcount
51st
Percentile by assets National rank
$12,018
Avg per participant Low balance/head
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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.

  • #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.

#4,946
in Construction (9,927 peers)
-7.7%
assets change YoY

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's mid-pack asset rank among Construction and all filers

I.a.T.S.E. Local 3 Annuity Fund vs every filed plan by assets

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

$5,047,765 Top 49% higher than 51% 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 Annuity Fund among mid-size 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 Annuity Fund sits mid-pack in the medium band (420 participants).

Plan-year Form 5500 strip

Filing strip 208539583 · I.a.T.S.E. Local 3 Annuity Fund PY 2022 · Money Purchase

I.a.T.S.E. Local 3 Annuity Fund · $5M · 420 · 51st

  • RANK $5M
  • RANK 420
  • RANK 51st
  • RANK Money Purchase
  • RANK near Target Delivery Co., Inc. Profit Sharing Plan
  • RANK ind #4946

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 Annuity Fund in the asset neighbourhood

American Airlines, Inc. Non-Pilot Variable PlanAmerican Airlines, Inc. Non-…$5MDermatology Clinic, P.a. Retirement PlanDermatology Clinic, P.a. Ret…$5MI.a.T.S.E. Local 3 Annuity FundI.a.T.S.E. Local 3 Annuity F…$5MTarget Delivery Co., Inc. Profit Sharing PlanTarget Delivery Co., Inc. Pr…$5MSwank Enterprises Inc Davis-Bacon Pension Plan and TrustSwank Enterprises Inc Davis-…$5M
End-of-year total assets ($M) among I.a.T.S.E. Local 3 Annuity Fund and nearest nationwide Money Purchase peers. Source: DOL Form 5500 plan year 2022.

I.a.T.S.E. Local 3 Annuity Fund multi-year asset trail

Sponsor-wide plan assets over time

All I.a.T.S.E. Local 3 Annuity Fund plans reported in each filing year

Latest sponsor-wide plan assets
$7M 43.436927036024855% vs 2022
2024 filing year
$4M$5M$6M$7M$8M 202220232024 $5.05M $7.24M ▲ +43.4%
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 EIN208539583
Plan Effective Date2007-01-01
Filing StatusFILING 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 Scatter plot of 6 data points. 01000200030004000 -50005001000 Total assets ($M) Participants I.a.T.S.E. Local 3 Annuity Fund, Total assets ($M): 5.047765 · Participants: 420I.a.T.S.E. Local 3 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
I.a.T.S.E. Local 3 Annuity Fund vs. nearby Money Purchase plans in Pennsylvania, assets vs. participants
Compare I.a.T.S.E. Local 3 Annuity Fund side-by-side with 3 peers →

I.a.T.S.E. Local 3 Annuity Fund's out-of-state Money Purchase peers by assets and headcount

Outside Pennsylvania, the nearest Money Purchase by assets is Target Delivery Co., Inc. Profit Sharing Plan in TX ($5M); by covered participants it is Williamsburg Regional Hospital Employees Pension Plan in SC (418 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (420 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 Annuity Fund assets move in 2022? ▼
I.a.T.S.E. Local 3 Annuity Fund pulled back noticeably - down 7.7% during 2022, from $5M to $5M. Reported net income was -$421K.
How have I.a.T.S.E. Local 3 Annuity Fund plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), I.a.T.S.E. Local 3 Annuity Fund's sponsor-wide assets grew 43.4%, from $5M to $7M.
Which Money Purchase plans are similar in size to I.a.T.S.E. Local 3 Annuity Fund? ▼
Among Money Purchase plans in other states, the closest by assets is Target Delivery Co., Inc. Profit Sharing Plan in TX ($5M, 4 participants).
Which Money Purchase plans cover a similar participant headcount to I.a.T.S.E. Local 3 Annuity Fund? ▼
Among Money Purchase plans in other states, the closest by covered participants is Williamsburg Regional Hospital Employees Pension Plan in SC (418 participants, N/A 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 208539583.

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.