401(k) · DOL Form 5500 · 2022

I.a.T.S.E. Local Union No 51 401(k) Plan

Data updated 2026-08-25

$16M
Total assets Small plan by assets
2,564
Participants Above avg headcount
74th
Percentile by assets National rank
$6,396
Avg per participant Low balance/head
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Official DOL plan name: I.a.T.S.E. Local Union No. 51 Defined Contribution Pension Plan · Sponsored by I.a.T.S.E. Local Union No 51 · Texas · Arts, Entertainment & Recreation

$16M in assets, 2,564 participants

I.a.T.S.E. Local Union No 51's I.a.T.S.E. Local Union No. 51 Defined Contribution Pension Plan reported $16M in total assets and 2,564 participants in its 2022 DOL Form 5500 filing, ranking in the 74th 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.

  • #2,579 in Arts, Entertainment & Recreation (3,077 peers)

Coverage in Texas

I.a.T.S.E. Local Union No. 51 Defined Contribution Pension Plan covers 2,564 participants in Texas, 3.7x the typical Texas plan (state average ~688 per filing). Assets: $16M.

#2,579
in Arts, Entertainment & Recreation (3,077 peers)
-12.8%
assets change YoY

The plan reported a net loss of $2M 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 Union No. 51 Defined Contribution Pension Plan's outsized position by total assets

I.a.T.S.E. Local Union No. 51 Defined Contribution Pension Plan vs every filed plan by assets

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

$16,398,726 Top 26% higher than 74% 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 Union No. 51 Defined Contribution 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 Union No. 51 Defined Contribution Pension Plan lands in the large band (2,564 participants).

EBSA filing schedule strip

Filing strip 741389651 · I.a.T.S.E. Local Union No 51 PY 2022 · 401(k)

I.a.T.S.E. Local Union No. 51 Defined Contribution Pension Plan · $16M · 2,564 · 74th

  • 5500 $16M
  • 5500 2,564
  • 5500 74th
  • 5500 401(k)
  • 5500 near Libertas Copper, LLC Hourly Employees Retirement Savings Plan
  • 5500 ind #2579

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 Texas →

I.a.T.S.E. Local Union No. 51 Defined Contribution Pension Plan in the asset neighbourhood

I.a.T.S.E. Local Union No. 51 Defined Contribution Pension PlanI.a.T.S.E. Local Union No. 5…$16MLibertas Copper, LLC Hourly Employees Retirement Savings PlanLibertas Copper, LLC Hourly …$16MGenova Burns LLC 401(k)/Profit Sharing PlanGenova Burns LLC 401(k)/Prof…$16MOrion Group 401(k) Plan$16MVerland and Affiliates 403(b) Retirement PlanVerland and Affiliates 403(b…$16M
End-of-year total assets ($M) among I.a.T.S.E. Local Union No. 51 Defined Contribution Pension Plan and nearest nationwide 401(k) peers. Source: DOL Form 5500 plan year 2022.

Texas filing particulars

Total Assets (Beginning of Year)$19M
Net Assets (End of Year)$16M
Net Income-$2M
Employer EIN741389651
Plan Effective Date1972-05-02
Filing StatusFILING RECEIVED

Sponsor Plan History (I.a.T.S.E. Local Union No 51)

Sponsor-wide plan assets over time

All I.a.T.S.E. Local Union No 51 plans reported in each filing year

Latest sponsor-wide plan assets
$21M 26.94614203566789% vs 2022
2024 filing year
$14M$16M$18M$20M$22M 202220232024 $16.4M $20.8M ▲ +27.0%
Year Plans Participants Total Assets
2022 1 2,564 $16M
2023 1 661 $19M
2024 1 661 $21M

Nearby 401(k) Plans in Texas

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

I.a.T.S.E. Local Union No. 51 Defined Contribution Pension Plan vs. nearby 401(k) plans in Texas, assets vs. participants Scatter plot of 6 data points. -50000050000100000150000200000 -10010203040 Total assets ($B) Participants I.a.T.S.E. Local Union No. 51 Defined Contribution Pension Plan, Total assets ($B): 0.016398726 · Participants: 2564I.a.T.S.E. Local Union No. 51 Defined Contribution Pension PlanAT&T Retirement Savings Plan, Total assets ($B): 37.578871 · Participants: 144503AT&T Retirement Savings PlanExxonmobil Savings Plan, Total assets ($B): 21.266 · Participants: 23619Exxonmobil Savings PlanCaterpillar 401(k) Savings Plan, Total assets ($B): 13.794958016 · Participants: 38538Caterpillar 401(k) Savings PlanAmerican Airlines, Inc. 401(k) Plan, Total assets ($B): 12.806443202 · Participants: 85577American Airlines, Inc. 401(k) PlanDell Inc. 401(k) Plan, Total assets ($B): 11.969059 · Participants: 47532Dell Inc. 401(k) Plan
I.a.T.S.E. Local Union No. 51 Defined Contribution Pension Plan vs. nearby 401(k) plans in Texas, assets vs. participants

I.a.T.S.E. Local Union No. 51 Defined Contribution Pension Plan's out-of-state 401(k) peers by assets and headcount

Outside Texas, the nearest 401(k) by assets is Libertas Copper, LLC Hourly Employees Retirement Savings Plan in PA ($16M); by covered participants it is United Launch Alliance 401(k) Savings and Retirement Plan in CO (2,564 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (2,564 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 Union No. 51 Defined Contribution Pension Plan assets move in 2022?
I.a.T.S.E. Local Union No. 51 Defined Contribution Pension Plan pulled back noticeably - down 12.8% during 2022, from $19M to $16M. Reported net income was -$2M.
How have I.a.T.S.E. Local Union No 51 plan assets changed over time?
Across 3 plan years on file (2022-2024), I.a.T.S.E. Local Union No 51's sponsor-wide assets grew 26.9%, from $16M to $21M.
Which 401(k) plans are similar in size to I.a.T.S.E. Local Union No. 51 Defined Contribution Pension Plan?
Among 401(k) plans in other states, the closest by assets is Libertas Copper, LLC Hourly Employees Retirement Savings Plan in PA ($16M, 284 participants).
Which 401(k) plans cover a similar participant headcount to I.a.T.S.E. Local Union No. 51 Defined Contribution Pension Plan?
Among 401(k) plans in other states, the closest by covered participants is United Launch Alliance 401(k) Savings and Retirement Plan in CO (2,564 participants, $794M in assets).