401(k) · DOL Form 5500 · 2022

Trustees of I.a.T.S.E. Local 13 Retirement Plan & Trust 401(k) Plan

Data updated 2026-08-25

$23M
Total assets Small plan by assets
986
Participants Near avg headcount
79th
Percentile by assets National rank
$23,431
Avg per participant Low balance/head
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Official DOL plan name: I.a.T.S.E. Local 13 Retirement Plan & Trust · Sponsored by Trustees of I.a.T.S.E. Local 13 Retirement Plan & Trust · Minnesota · Professional & Technical Services

$23M in assets, 986 participants

Trustees of I.a.T.S.E. Local 13 Retirement Plan & Trust's I.a.T.S.E. Local 13 Retirement Plan & Trust reported $23M in total assets and 986 participants in its 2022 DOL Form 5500 filing, ranking in the 79th 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.

  • #17,173 in Professional & Technical Services (21,562 peers)

Where I.a.T.S.E. Local 13 Retirement Plan & Trust sits by assets

I.a.T.S.E. Local 13 Retirement Plan & Trust sits in the top quartile of all filed plans by assets, $23M for 986 participants (~$23,431/participant), down 19.0% in 2022.

#17,173
in Professional & Technical Services (21,562 peers)
-19.0%
assets change YoY
0.2×
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.

I.a.T.S.E. Local 13 Retirement Plan & Trust's outsized position by total assets

I.a.T.S.E. Local 13 Retirement Plan & Trust vs every filed plan by assets

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

$23,103,128 Top 21% higher than 79% 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 13 Retirement Plan & Trust 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 13 Retirement Plan & Trust sits mid-pack in the medium band (986 participants).

Form 5500 schedule snapshot

Filing strip 411735205 · Trustees of I.a.T.S.E. Local 13 Retirement Plan & Trust PY 2022 · 401(k)

I.a.T.S.E. Local 13 Retirement Plan & Trust · $23M · 986 · 79th

  • VS-ST $23M
  • VS-ST 986
  • VS-ST 79th
  • VS-ST 401(k)
  • VS-ST near Price, Postel & Parma LLP Profit Sharing Plan
  • VS-ST ind #17173

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 Professional & Technical Services retirement plans → · Plans in Minnesota →

I.a.T.S.E. Local 13 Retirement Plan & Trust in the asset neighbourhood

Mcic Vermont, LLC 401(k) Retirement PlanMcic Vermont, LLC 401(k) Ret…$23MI.a.T.S.E. Local 13 Retirement Plan & TrustI.a.T.S.E. Local 13 Retireme…$23MPrice, Postel & Parma LLP Profit Sharing PlanPrice, Postel & Parma LLP Pr…$23MPalermo Villa, Inc. 401(k) PlanPalermo Villa, Inc. 401(k) P…$23MTrustaff Management Inc. 401(k) Profit Sharing Plan and TrustTrustaff Management Inc. 401…$23M
End-of-year total assets ($M) among I.a.T.S.E. Local 13 Retirement Plan & Trust and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Scale-class filing particulars (2022)

Total Assets (Beginning of Year)$29M
Net Assets (End of Year)$23M
Net Income-$5M
Employer EIN411735205
Plan Effective Date1992-12-30
Filing StatusFILING RECEIVED

Sponsor Plan History (Trustees of I.a.T.S.E. Local 13 Retirement Plan & Trust)

Sponsor-wide plan assets over time

All Trustees of I.a.T.S.E. Local 13 Retirement Plan & Trust plans reported in each filing year

Latest sponsor-wide plan assets
$27M 15.131864395158958% vs 2022
2024 filing year
$22M$24M$26M$28M 202220232024 $23.1M $26.6M ▲ +15.2%
Year Plans Participants Total Assets
2022 1 986 $23M
2023 1 1,254 $24M
2024 1 1,426 $27M

Nearby 401(k) Plans in Minnesota

Peer 401(k) plans, same state, same plan type, ranked by total assets.

I.a.T.S.E. Local 13 Retirement Plan & Trust vs. nearby 401(k) plans in Minnesota, assets vs. participants Scatter plot of 6 data points. -1000000100000200000300000400000500000 -505101520 Total assets ($B) Participants I.a.T.S.E. Local 13 Retirement Plan & Trust, Total assets ($B): 0.023103128 · Participants: 986I.a.T.S.E. Local 13 Retirement Plan & TrustUnitedhealth Group 401(k) Savings Plan, Total assets ($B): 18.576379778 · Participants: 176886Unitedhealth Group 401(k) Savings PlanMedtronic Savings and Investment Plan (Also Known as the Medtronic 401(k) Plan), Total assets ($B): 12.198295 · Participants: 38825Medtronic Savings and Investment Plan (Also Known as the Medtronic 401(k) Plan)Target Corporation 401(k) Plan, Total assets ($B): 11.216824857 · Participants: 400422Target Corporation 401(k) Plan3M Voluntary Investment Plan and Employee Stock Ownership Plan, Total assets ($B): 11.138527656 · Participants: 371593M Voluntary Investment Plan and Employee Stock Ownership PlanU.S. Bank 401(k) Savings Plan, Total assets ($B): 8.266408521 · Participants: 67646U.S. Bank 401(k) Savings Plan
I.a.T.S.E. Local 13 Retirement Plan & Trust vs. nearby 401(k) plans in Minnesota, assets vs. participants
Compare I.a.T.S.E. Local 13 Retirement Plan & Trust side-by-side with 3 peers →

I.a.T.S.E. Local 13 Retirement Plan & Trust's out-of-state 401(k) peers by assets and headcount

Outside Minnesota, the nearest 401(k) by assets is Price, Postel & Parma LLP Profit Sharing Plan in CA ($23M); by covered participants it is Winston/Hamilton Home Builders 401(k) Plan in AL (986 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (986 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 13 Retirement Plan & Trust assets move in 2022? ▼
I.a.T.S.E. Local 13 Retirement Plan & Trust declined sharply - down 19.0% during 2022, from $29M to $23M. Reported net income was -$5M.
How have Trustees of I.a.T.S.E. Local 13 Retirement Plan & Trust plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Trustees of I.a.T.S.E. Local 13 Retirement Plan & Trust's sponsor-wide assets grew 15.1%, from $23M to $27M.
Where does I.a.T.S.E. Local 13 Retirement Plan & Trust rank by assets among Form 5500 filers? ▼
I.a.T.S.E. Local 13 Retirement Plan & Trust ranks in the 79th 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 401(k) plans are similar in size to I.a.T.S.E. Local 13 Retirement Plan & Trust? ▼
Among 401(k) plans in other states, the closest by assets is Price, Postel & Parma LLP Profit Sharing Plan in CA ($23M, 27 participants).
Which 401(k) plans cover a similar participant headcount to I.a.T.S.E. Local 13 Retirement Plan & Trust? ▼
Among 401(k) plans in other states, the closest by covered participants is Winston/Hamilton Home Builders 401(k) Plan in AL (986 participants, $7M 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 411735205.

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.