Defined Benefit (Pension) · DOL Form 5500 · 2022

I.a.T.S.E. Local 16 Pension Plan Trustees Pension Plan

Data updated 2026-08-25

$255M
Total assets Near avg plan size
2,939
Participants Above avg headcount
96th
Percentile by assets National rank
$86,744
Avg per participant Below avg balance/head
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Official DOL plan name: I.a.T.S.E. Local 16 Pension Plan · Sponsored by I.a.T.S.E. Local 16 Pension Plan Trustees · California · Arts, Entertainment & Recreation

$255M in assets, 2,939 participants

I.a.T.S.E. Local 16 Pension Plan Trustees's I.a.T.S.E. Local 16 Pension Plan reported $255M in total assets and 2,939 participants in its 2022 DOL Form 5500 filing, ranking in the 96th 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.

  • #3,040 in Arts, Entertainment & Recreation (3,077 peers)

Coverage in California

I.a.T.S.E. Local 16 Pension Plan covers 2,939 participants in California, 4.7x the typical California plan (state average ~630 per filing). Assets: $255M.

#3,040
in Arts, Entertainment & Recreation (3,077 peers)
-15.1%
assets change YoY
2.6×
vs typical plan assets (national mean)

The plan reported a net loss of $45M 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 16 Pension Plan's outsized position by total assets

I.a.T.S.E. Local 16 Pension Plan vs every filed plan by assets

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

$254,941,560 Top 4% higher than 96% 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 16 Pension Plan'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. I.a.T.S.E. Local 16 Pension Plan lands in the large band (2,939 participants).

Form 5500 schedule snapshot

Filing strip 946296420 · I.a.T.S.E. Local 16 Pension Plan Trustees PY 2022 · Defined Benefit (Pension)

I.a.T.S.E. Local 16 Pension Plan · $255M · 2,939 · 96th

  • NET $255M
  • BOOK 2,939
  • VS-ST 96th
  • BOY Defined Benefit (Pension)
  • SCH near Clarios Pension Plan Battery Division Hourly Employees
  • EBSA ind #3040

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 California →

I.a.T.S.E. Local 16 Pension Plan in the asset neighbourhood

U.a. Plumbers & Steamfitters Local 22 Pension FundU.a. Plumbers & Steamfitters…$255MOakwood Healthcare, Inc. Cash Balance PlanOakwood Healthcare, Inc. Cas…$255MClarios Pension Plan Battery Division Hourly EmployeesClarios Pension Plan Battery…$255MI.a.T.S.E. Local 16 Pension PlanI.a.T.S.E. Local 16 Pension …$255MPlumbers & Steamfitters Local 21 Pension FundPlumbers & Steamfitters Loca…$255M
End-of-year total assets ($M) among I.a.T.S.E. Local 16 Pension Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2022.

California filing particulars

Total Assets (Beginning of Year)$300M
Net Assets (End of Year)$255M
Net Income-$45M
Employer EIN946296420
Plan Effective Date1967-05-04
Filing StatusFILING RECEIVED

Sponsor Plan History (I.a.T.S.E. Local 16 Pension Plan Trustees)

Sponsor-wide plan assets over time

All I.a.T.S.E. Local 16 Pension Plan Trustees plans reported in each filing year

Latest sponsor-wide plan assets
$283M 11.156132409325494% vs 2022
2024 filing year
$250M$260M$270M$280M$290M 202220232024 $255M $283M ▲ +11.2%
Year Plans Participants Total Assets
2022 1 2,939 $255M
2023 1 2,790 $270M
2024 1 2,709 $283M

Nearby Defined Benefit (Pension) Plans in California

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

I.a.T.S.E. Local 16 Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000 -10010203040 Total assets ($B) Participants I.a.T.S.E. Local 16 Pension Plan, Total assets ($B): 0.25494156 · Participants: 2939I.a.T.S.E. Local 16 Pension PlanKaiser Permanente Retirement Plan, Total assets ($B): 31.853758931 · Participants: 126331Kaiser Permanente Retirement PlanPacific Gas and Electric Company Retirement Plan, Total assets ($B): 17.05949917 · Participants: 25709Pacific Gas and Electric Company Retirement PlanRetirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc., Total assets ($B): 10.381485239 · Participants: 19326Retirement Plan for Physicians and Salaried Employees of the Permanente Medical Group, Inc.Disney Salaried Pension Plan D, Total assets ($B): 9.228005463 · Participants: 11405Disney Salaried Pension Plan DWells Fargo & Company Cash Balance Plan, Total assets ($B): 8.784432859 · Participants: 59141Wells Fargo & Company Cash Balance Plan
I.a.T.S.E. Local 16 Pension Plan vs. nearby Defined Benefit (Pension) plans in California, assets vs. participants
Compare I.a.T.S.E. Local 16 Pension Plan side-by-side with 3 peers →

I.a.T.S.E. Local 16 Pension Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside California, the nearest Defined Benefit (Pension) by assets is Clarios Pension Plan Battery Division Hourly Employees in WI ($255M); by covered participants it is Maine Medical Center Pension Plan in ME (2,933 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,939 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 16 Pension Plan assets move in 2022? ▼
I.a.T.S.E. Local 16 Pension Plan declined sharply - down 15.1% during 2022, from $300M to $255M. Reported net income was -$45M.
How have I.a.T.S.E. Local 16 Pension Plan Trustees plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), I.a.T.S.E. Local 16 Pension Plan Trustees's sponsor-wide assets grew 11.2%, from $255M to $283M.
Where does I.a.T.S.E. Local 16 Pension Plan rank by assets among Form 5500 filers? ▼
I.a.T.S.E. Local 16 Pension Plan ranks in the 96th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (in the top 5% of all filed plans by assets).
Which Defined Benefit (Pension) plans are similar in size to I.a.T.S.E. Local 16 Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Clarios Pension Plan Battery Division Hourly Employees in WI ($255M, 1,398 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to I.a.T.S.E. Local 16 Pension Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Maine Medical Center Pension Plan in ME (2,933 participants, $697M 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 946296420.

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.